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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
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
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Quarterly Performance Reports
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Quarterly Performance Reports
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TAV Program
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Client Contact with Portfolio Manager(s)
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
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Client Contact with Portfolio Manager(s)
Additional Information
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Asia And Europe Markets Fall, Dollar Hits New High - Global Markets Today While US Slept
↗
January 13, 2025
US markets ended lower due to strong job data reigniting inflation fears and Fed rate adjustment expectations. Oil prices surged on US sanctions on Russia, while dollar rose on strong jobs data.
Via
Benzinga
Topics
Economy
Oil Stocks Rally On Anticipation Of Stricter Russian Sanctions: Here's How ETFs Are Reacting
↗
January 10, 2025
Oil stocks and prices are rising due to strict U.S. sanctions on Russian oil. Watch these ETFs tracking oil futures and energy stocks.
Via
Benzinga
Topics
ETFs
Wall Street Tumbles On Blowout Payrolls, Oil Rallies To $76, US Dollar Hits 26-Month Highs: What's Driving Markets Friday?
↗
January 10, 2025
Wall Street faced heavy selling pressure in its first trading session after former President Jimmy Carter's funeral, as a series of economic developments rattled interest rate and energy markets,...
Via
Benzinga
Oil Surges As US Unleashes Toughest Sanctions On Russia's Energy Sector
↗
January 10, 2025
The U.S. is set to impose tough sanctions on Russia's oil industry according to a leaked Treasury document, per Reuters. These sanctions are expected to disrupt Russian oil exports to India and China,...
Via
Benzinga
Consumer Inflation Worries Highest Since 2008, U Of M Survey Says: Wall Street Tumbles To 2-Month Lows
↗
January 10, 2025
US consumers' long-term inflation expectations hit highest level since 2008, raising concerns over Fed's ability to control prices.
Via
Benzinga
Topics
Economy
Dollar Heads For 6th Weekly Gain; Asia Markets Decline, Europe Mixed - Global Markets Today While Us Slept
↗
January 10, 2025
U.S. markets closed in honor of late President Carter. Futures down due to Fed hawkishness, labor strength, and inflation worries. Asian markets mostly lower, Europe mixed. Oil and gold prices rise,...
Via
Benzinga
Topics
Economy
Oil And Gas In 2025: Political Ambitions Vs Geological Realities
↗
January 10, 2025
As President Trump prepares to take office, promising expanded oil drilling and lower energy costs, Adam Rozencwajg of Goehring & Rozencwajg notes that geological limits could restrict drilling...
Via
Talk Markets
Topics
Commodities
Government
Financial Markets Report For Thursday, Jan 9
↗
January 09, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, January 9.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Asia Markets Slide, Europe Mixed; Dollar Strengthens - Global Markets Today While Us Slept
↗
January 09, 2025
Dow Jones up 0.25% on mixed markets due to conflicting data and Trump's possible economic emergency. Asia markets mostly down, US futures down.
Via
Benzinga
Topics
Government
Stocks
WTI Declines Below $72.50 On Stronger US Dollar
↗
January 08, 2025
West Texas Intermediate (WTI), the US crude oil benchmark, is trading around $72.40 on Thursday.
Via
Talk Markets
Topics
Commodities
Financial Markets Report For Wednesday, Jan 8
↗
January 08, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Wednesday, January 8.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Futures Slump As Yields, Dollar Soar
↗
January 08, 2025
In premarket trading Quantum stocks tumbled after Nvidia CEO Jensen Huang said that “very useful” quantum computers are likely decades away.
Via
Talk Markets
Topics
Commodities
Stocks / Equities
Energy Report: National Economic Emergency
↗
January 08, 2025
Oil prices surged above $75 for the first time since October based on strong supply and demand fundamentals.
Via
Talk Markets
Topics
Commodities
Natural Gas Jumps 4%, Oil Hits $75; Europe Markets Advance - Global Markets Today While Us Slept
↗
January 08, 2025
Via
Benzinga
Topics
Energy
Financial Markets Report For Tuesday, Jan 7
↗
January 07, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, January 7.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Gold, Silver And Oil Battle Rising Yields – Who Wins?
↗
January 07, 2025
S&P 500 rose also after the opening bell, and clients were ready with the weekend upswing call thanks to notable breadth improvement.
Via
Talk Markets
Topics
Commodities
Stocks
The Canadian Dollar Rose Amid Trudeau’s Resignation. The Mexican Peso Became One Of The Most Dynamic Currencies In 2024
↗
January 07, 2025
At the end of Monday, the Dow Jones Index (US30) was down 0.06%. The S&P 500 Index (US500) added 0.55%. The Nasdaq Technology Index (US100) increased by 1.09%.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Stocks
Asia Ex-Hong Kong Up, Europe Mixed; Dollar Hovers Near High - Global Markets Today While Us Slept
↗
January 07, 2025
The U.S. markets closed mixed on Monday, with S&P 500 and Nasdaq climbing to a week's high. Economic data showed declines in durable goods and factory orders, while Asian markets rose with gains in the...
Via
Benzinga
Topics
Stocks
WTI Oscillates In A Range Below $73.00 Mark, Downside Potential Seems Limited
↗
January 07, 2025
West Texas Intermediate (WTI) US Crude Oil prices struggle for a firm intraday direction on Tuesday and oscillate in a narrow trading band, below the $73.00 round figure through the early European...
Via
Talk Markets
Topics
Commodities
The Commodities Feed: European Gas Moves Lower
↗
January 07, 2025
The move higher in oil appears to be running out of steam, while European gas prices saw further weakness yesterday as the noise around the stoppage of Russian gas through Ukraine settles.
Via
Talk Markets
Topics
Commodities
Financial Markets Report For Monday, Jan 6
↗
January 07, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, January 6.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Asia Open: Navigating The High-Stakes Coin Flip Of Global Trade And Tariffs
↗
January 06, 2025
The first whole trading week of 2025 started with a resurgence in stock market optimism, driven by traders with fresh annual budgets and a renewed appetite for risk.
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
The Oil Price Outlook Is Good for Energy Companies
January 06, 2025
Energy stocks are set up to rally in 2025, supported by outperformance driven by rising oil prices and analysts' upgrades.
Via
MarketBeat
Goldman Sachs Outlined Its Projections For 2025. Vietnam’s Inflation Rose To A 4-Month High
↗
January 06, 2025
The Dow Jones (US30) added 0.80% on Friday (for the week -0.95%). The S&P 500 Index (US500) was up 1.26% (for the week -1.06%). The Nasdaq Technology Index (US100) was up 1.67% (for the week -1.42%).
Via
Talk Markets
Topics
Commodities
Economy
Stocks
Natural Gas Jumps 8%, Dollar Cools, Asia And Europe Markets Mixed - Global Markets Today While US Slept
↗
January 06, 2025
US markets close higher on Friday with tech giants driving gains, while Asia markets record mixed results. Oil prices remain high, dollar falls.
Via
Benzinga
Topics
Energy
Crude Oil Reserves Fall
↗
January 05, 2025
U.S. oil inventories fell by 1.2 million barrels last week; Analysts had predicted crude stockpiles would fall by 2.4 million barrels.
Via
Talk Markets
Topics
Commodities
Dollar Hits New 2-Year High; Asia Markets Mixed, Europe Dips - Global Markets Today While Us Slept
↗
January 03, 2025
U.S. markets closed lower due to labor data, strong dollar, and Tesla stock decline. Asian markets mixed, while Europe stocks dip amid light trading.
Via
Benzinga
Financial Markets Report For Thursday, Jan 2
↗
January 02, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, January 2.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
WTI Holds Positive Ground Above $71.50 As API Reports Draw In Crude Inventories
↗
January 02, 2025
WTI price posts modest gains near $71.60 in Thursday’s early European session. US crude oil inventories dropped by 1.442 million barrels last week, according to the API.
Via
Talk Markets
Topics
Commodities
2025 Kicks Off With Gains In Dollar And Crude Oil, Asia Markets Mixed, Europe Dips - Global Markets Today While Us Slept
↗
January 02, 2025
US markets ended 2024 on a subdued note, capping a year of extraordinary gains. Major indexes slipped, Nasdaq surged 28.6%, S&P 500 climbed 23.3%, and Dow advanced 12.9%.
Via
Benzinga
Topics
Stocks
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