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home
about us
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
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)
TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
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
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Total Asset Fund (TAF)
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Additional Information
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Event Schedule
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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HSBC Holdings, plc. Common Stock
(NY:
HSBC
)
91.99
+3.52 (+3.98%)
Official Closing Price
Updated: 7:00 PM EDT, May 20, 2026
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JD.com Stock Has 38% Upside, According to 1 Wall Street Analyst
↗
March 13, 2024
The company has been posting good growth figures recently, but are they good enough to strap a rocket to the shares?
Via
The Motley Fool
HSBC Appoints Andrew Fullam as Chief Financial Officer for the US and Americas
March 13, 2024
From
HSBC
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Top Analyst Reports For Exxon Mobil, PepsiCo & HSBC
↗
March 11, 2024
Today's Research Daily features new research reports on 16 major stocks, including Exxon Mobil Corporation, PepsiCo, Inc. and HSBC Holdings plc.
Via
Talk Markets
HSBC's New Bet - Reportedly Recruits 50 Bankers To Fuel US Tech And Healthcare Startups
↗
March 11, 2024
HSBC plans to expand its U.S. commercial bank by hiring 50 more bankers to lend to startups in tech and healthcare.
Via
Benzinga
Techstars Names HSBC Innovation Banking its Preferred Global Banking Partner to Support High-Growth Startups
March 11, 2024
From
HSBC
Via
Business Wire
Why HSBC Shares Are Diving Premarket Wednesday
↗
February 21, 2024
HSBC's shares down after reporting Q4 and FY23 results, with revenue and profit increasing but also facing lower NII and notable items impacting Q4 results.
Via
Benzinga
Empowering Shareholders with Growth: PNC Finl Servs Gr Enhances Performance and Reports Rising Profits
↗
February 05, 2024
Via
Benzinga
100% Upside in This Real Estate Stock, Institutions Buying In
March 11, 2024
This Chinese real estate stock is drawing in foreign investors as they look for other places to find value in a real estate play, KE stock could now double
Via
MarketBeat
Topics
ETFs
Economy
Plug Power Stock Has 133% Upside, According to 1 Wall Street Firm
↗
March 09, 2024
HSBC says Plug Power stock is a buy, but they are getting at least two things wrong.
Via
The Motley Fool
Why Bluebird Bio Stock Dived Into the Red on Tuesday
↗
March 05, 2024
The biotech has had a tough time of it over the past few years; a pundit's revised take on the company won't improve that situation.
Via
The Motley Fool
Why Snowflake Stock Dived by Almost 6% Today
↗
March 04, 2024
The specialty tech services provider is hardly the flavor of the month for many investors and some analysts.
Via
The Motley Fool
Analysts Alert: 3 Stocks to Sell While You Can
↗
February 29, 2024
These companies and their stocks are no longer in the good books with analysts, who question the valuation and outlook.
Via
InvestorPlace
Empowering Excellence: Business Awards UK Honors Women Leaders at the 2024 Women in Business Awards
February 27, 2024
HALIFAX () February 27, 2024 -- Business Awards UK is delighted to announce the winners and finalists of the 2024 Women in Business Awards.
Via
Prodigy
HSBC Wins Market Leader and Best Service Awards in Euromoney’s Trade Finance Survey
February 27, 2024
From
HSBC North America Holdings Inc.
Via
Business Wire
HSBC Holdings plc (HSBC) Investigation: Bronstein, Gewirtz & Grossman, LLC Encourages Investors to Seek Compensation for Alleged Wrongdoings
February 22, 2024
From
Bronstein, Gewirtz & Grossman, LLC
Via
Business Wire
The FTSE Finish Line: HSBC & Glencore Sour Sentiment As China Woes Weigh
↗
February 21, 2024
On Wednesday, the FTSE 100 in the UK experienced a decline due to underwhelming earnings reports from HSBC Holdings and Glencore, which had a negative impact on banking and mining stocks.
Via
Talk Markets
Palo Alto Networks Issues Weak Outlook, Joins Teladoc Health, SolarEdge Technologies And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
↗
February 21, 2024
U.S. stock futures were lower this morning, with the Dow futures trading lower by around 70 points on Wednesday.
Via
Benzinga
Topics
Stocks
Fintech platform Xalts to build “Plaid for trade” as it acquires Contour Network from consortium of global banks
February 20, 2024
--News Direct--
Via
News Direct
Topics
Economy
This Hot Cybersecurity Stock Has 25% Upside, According to 1 Wall Street Analyst
↗
February 18, 2024
Profitable growth has sent the stock surging to new highs, but HSBC analysts see more upside.
Via
The Motley Fool
What's Going On With Palantir Technologies Stock Today?
↗
February 14, 2024
Palantir Technologies stock rises 3% while HSBC downgrades rating to Hold, citing high valuation.
Via
Benzinga
HSBC Is Souring on Palantir (PLTR) Stock
↗
February 14, 2024
Palantir stock is dipping on Wednesday after shares of PLTR were hit with a downgrade by HSBC analysts, dropping it to "hold."
Via
InvestorPlace
Is HSBC Stock a Buy?
↗
February 14, 2024
The global bank's stock trades at a bargain valuation. With the dividend yield around 5%, is it time to buy?
Via
The Motley Fool
Lee Chambers wins Male Ally of the Year at the Great British Businesswoman Awards
February 12, 2024
Via
AB Newswire
Hsbc, Google Partner To Finance And Grow Climate Tech Companies
↗
February 10, 2024
HSBC and Google Cloud announced the launch of a new partnership aimed at financing and supporting companies providing climate mitigation and resilience solutions
Via
Talk Markets
HSBC Joins Forces With Google To Achieve $1B Climate Tech Finance Goal
↗
February 09, 2024
HSBC, the largest bank in the UK, has teamed up with Google to provide funding to fast-growing climate technology firms. The companies selected by Google for its Google Cloud Ready-Sustainability...
Via
Benzinga
InvestorNewsBreaks – FinovateEurope Prepares to Welcome Fintech Leaders, Executives at Upcoming Premier Event
February 08, 2024
Via
Investor Brand Network
HSBC Partners With Google Cloud to Grow Climate Tech Ecosystem
February 08, 2024
From
HSBC
Via
Business Wire
Razing Bank Branches in VR: UXDA Releases a Vision for Better Banking Powered by AI on Apple Vision Pro
February 08, 2024
Design Agency UXDA Spent 1,000 Hours to Design the Banking User Experience for Spatial Computing
Via
IssueWire
Topics
Artificial Intelligence
Fraud
HSBC USA Announces Appointment of Edith Avilés to its Boards of Directors
February 07, 2024
From
HSBC Bank USA
Via
Business Wire
Katipult Appoints Capital Markets Veteran Beth Shaw as a Strategic Advisor
February 06, 2024
Calgary, Alberta--(Newsfile Corp. - February 6, 2024) - Katipult Technology Corp. (TSXV: FUND) ("Katipult" or the "Corporation"), a leading Fintech...
Via
Newsfile
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