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Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Event Schedule
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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PepsiCo's $1.2 Billion Siete Purchase: The Underrated Move Shaping Its Future
↗
October 11, 2024
PepsiCo announced it was buying a company and Wall Street basically yawned. While the deal isn't huge, it is still important. Here's why.
Via
The Motley Fool
The Impacts Of The Hot CPI Report Have Yet To Be Felt
↗
October 10, 2024
The CPI report came in hotter than expected for the headline and core CPI metrics. CPI swap pricing did a good job of predicting the headline inflation rate.
Via
Talk Markets
Topics
Economy
Relationship Between Consumer Discretionary And Staples Offers Rally Potential
↗
October 07, 2024
Supporting technicals have emerged from an oversold period, similar to 2009, that contradicts the bearish setup from the relative relationship.
Via
Talk Markets
Visualizing The S&P 500’s Domestic And Foreign Revenues
↗
October 07, 2024
While foreign revenues made up just 28% of the S&P 500’s revenues in 2023, some sectors are more exposed to foreign sales than others.
Via
Talk Markets
Topics
Stocks
Bull Run At Risk? Shield Your Portfolio With These ETFs
↗
October 06, 2024
The uncertainty regarding how the market will respond to the U.S. Presidential election presents a headwind. The decline in consumer confidence also paints an unclear picture. Here are some ETFs that...
Via
Talk Markets
Topics
ETFs
Economy & Markets: As Good As It Gets?
↗
October 05, 2024
In this week's video, we'll review the latest charts to help us answer the question - The economy and markets: Is this as good as it gets?
Via
Talk Markets
Topics
Economy
Has Costco Stock Run its Course for Now?
October 04, 2024
Costco stock has had a great 2024, but its rise has slowed significantly. However, Wall Street is raising price targets as the stock declines.
Via
MarketBeat
Breaking, But Not Breaking
↗
October 03, 2024
S&P 500 keepts in the tight range of late, well below the low 5,800s and above 5,735. Some of the bigger names are holding up, but having XLY and XLP go down by the same percentage amount yesterday, is...
Via
Talk Markets
Topics
Stocks
Are Lower Interest Rates to Blame for Knocking Dividend Kings Coca-Cola and Procter & Gamble Off Their All-Time Highs?
↗
September 29, 2024
The consumer staples sector is up big and is chock-full of safe stocks.
Via
The Motley Fool
Stocks: Are You Missing The Big Picture?
↗
September 28, 2024
In this week's video, we'll review the latest charts to help us answer the question - are you missing the big picture?
Via
Talk Markets
Did The Fed Just Signal A Recession And Bear Market?
↗
September 21, 2024
In this week's video, we'll review the latest charts and data to help us answer the question - did the FED just signal a recession and bare market?
Via
Talk Markets
Topics
Economy
Walmart Heiress Alice Walton Retakes Title As World's Richest Woman
↗
September 19, 2024
Alice Walton, heiress of Walmart, is once again the world's richest woman with a net worth of $89.1B, overtaking Francoise Bettencourt Meyers at $88.4B.
Via
Benzinga
Walmart To Offer Pay-By-Bank Feature For Online Transactions, With Launch In 2025
↗
September 19, 2024
Walmart is set to launch an instant pay-by-bank feature in 2025, enhancing transaction speed, and is gearing up for the holiday season with new initiatives.
Via
Benzinga
13 ETFs To Own As Fed Set To Cut Rates: Analysts Highlight Utilities, Real Estate, And More
↗
September 17, 2024
Federal Reserve's shift to lower interest rates can have wide-reaching effects on stocks and bonds, but quality can be found in utilities, real estate, and consumer staples sectors.
Via
Benzinga
Topics
Bonds
ETFs
Economy
The Week Ahead - Saturday, Sept. 14
↗
September 14, 2024
The markets seemed to be screaming over this past week, especially the bond market. In this video, I take a look at the bond market's price action.
Via
Talk Markets
Topics
Bonds
How Stable Is The Stock Market?
↗
September 13, 2024
In this week's video, we'll review the latest charts to help us answer the question, how stable is the stock market?
Via
Talk Markets
As Inflation, GDP, And Jobs Growth Wane, The Fed Should Cut 50 Bps
↗
September 09, 2024
Falling inflation, weak manufacturing activity, cautious consumer sentiment, and sluggish GDP and jobs growth have conspired to elicit a dovish tone from the Fed and the likely start of a rate-cut...
Via
Talk Markets
Topics
Economy
Wall Street Rallies After Last Week's Sell-Off, Palantir Soars On S&P 500 Inclusion, Airlines Rally: What's Driving Markets Monday?
↗
September 09, 2024
U.S. stocks started the new week with strong gains, as all major indices and sectors in the S&P 500 were in the green by midday in New York. This comes after Wall Street experienced its worst week of...
Via
Benzinga
Topics
Stocks
Defensive Sectors: Shielding Your Portfolio in Volatile Times
September 07, 2024
Defensive sectors like consumer staples, healthcare, real estate, and utilities tend to perform well during market downturns and heightened volatility.
Via
MarketBeat
Topics
Economy
Stocks
The Market Just Got Serious - Here’s What To Do
↗
September 06, 2024
In tonight’s video, I want to focus on all the juicy opportunities on the table for the taking amid this emerging sell-side activity.
Via
Talk Markets
Stocks Tumble On Jobs Data, Nasdaq 100 Eyes Worst Week In 2 Years As Semiconductors Slump: What's Driving Markets Friday?
↗
September 06, 2024
Investors showed little enthusiasm for the August jobs report, as the slower-than-expected hiring numbers deepened worries about a softening labor market.
Via
Benzinga
S&P 500 Falls Below 5,500 Points On Cooling Jobs Data, Tesla Leads Tech Gains, Natural Gas Spikes: What's Driving Markets Thursday?
↗
September 05, 2024
Signs of a cooling labor market last month pushed major U.S. stock averages lower on Thursday, ahead of the highly anticipated August jobs report set for release on Friday.
Via
Benzinga
Topics
Energy
Stocks
The S&P 500 Is Trying To Hold It Together, But The Odds Are Stiff
↗
September 04, 2024
Stocks are pricing in economic activity around six to nine months in advance right now, so it seems timely that a historically bearish September will prove to be packed with volatility and risk.
Via
Talk Markets
Topics
Stocks
Defensive ETFs Shine Amid A Rough Start To September
↗
September 04, 2024
U.S. stocks started September on a dismal note on economic slowdown concerns following weak data, which shows that manufacturing shrank again in August.
Via
Talk Markets
Topics
ETFs
Stocks Rebound, Chipmakers Halt Bloodbath As Traders Upgrade Rate Cut Wagers; Tesla Rises, Dollar Tree In Free Fall: What's Driving Markets Wednesday?
↗
September 04, 2024
Wall Street traded slightly higher on Wednesday, rebounding after the sharp sell-off a day earlier that saw chipmakers tumble, with NVIDIA Corp. (NASDAQ:NVDA) shedding around $280 billion in market...
Via
Benzinga
September Is Showing Us Just How Rough It Can Be
↗
September 03, 2024
Today we got a taste of that as markets re-price the impact of the Fed rate cuts due to kick in in a few weeks. A strong barrage of selling hit stocks - flattening marquee growth and tech names,...
Via
Talk Markets
Topics
Economy
Wall Street Tumbles, Yen Surges, Oil Sinks Below $70, VIX Spikes As Traders Brace For Volatile Month: What's Driving Markets Tuesday?
↗
September 03, 2024
The first trading session of September started with a widespread selloff across risk assets, as traders took a cautious approach ahead of what is historically a volatile month for global markets.
Via
Benzinga
Topics
Stocks
Don’t Overlook Campbell Soup: Here’s What Could Drive Its Stock
September 01, 2024
Campbell Soup has been a steady performer in 2024. The addition of a new market-leading and fast-growing product is going a long way.
Via
MarketBeat
Topics
Artificial Intelligence
Walmart Gears Up For Holidays With Multichannel Solutions, Import Enhancements On Heels Of JD Stake Sale
↗
August 28, 2024
Walmart announced new initiatives for holiday season, including category expansion, multichannel fulfillment, and cross-market selling.
Via
Benzinga
Wall Street Mixed Ahead Of Week's Key Events, Cruise Lines Rally, Oil Slips: What's Driving Markets Tuesday?
↗
August 27, 2024
Wall Street remained relatively quiet during Tuesday morning trading as investors held their breath for key events later in the week.
Via
Benzinga
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