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about us
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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
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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
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Back Dated 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)
TAF® Program
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Additional Information
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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HSBC Holdings, plc. Common Stock
(NY:
HSBC
)
85.34
+2.85 (+3.45%)
Streaming Delayed Price
Updated: 11:21 AM EDT, Apr 1, 2026
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(HSBC) - Analyzing HSBC Holdings's Short Interest
↗
November 20, 2023
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Benzinga
2 overlooked stocks that crushed earnings but traded lower
November 20, 2023
As the third quarter 2023 earnings season ends, it's worth looking back to see which stocks may have been overlooked or mispriced on their results
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Mastercard's Crypto Conundrum: CBDCs May Not Be Ready For Prime Time
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November 17, 2023
Ashok Venkateswaran, Mastercard Inc.'s (NYSE: MA) lead for blockchain and digital assets in Asia-Pacific, on Friday asserted the current landscape doesn't provide sufficient grounds for the widespread...
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EXCLUSIVE: Ripple's Brendan Berry On 2024 Trends, Why Crypto's 'Second Wave' Is All About Utility
↗
November 16, 2023
Earlier this year, Ripple expressed optimism that following a pivotal court decision not classifying XRP (CRYPTO: XRP) as a security, U.S.
Via
Benzinga
A Look Into HSBC Holdings Inc's Price Over Earnings
↗
November 10, 2023
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Benzinga
Wednesday Is Your Last Chance To Buy HSBC Holdings Before The Dividend Payout
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November 06, 2023
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Benzinga
Looking Into HSBC Holdings's Recent Short Interest
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October 16, 2023
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Bridging Loans Market SWOT Analysis by Size, Status and Forecast to 2023-2028
November 15, 2023
Get an extensive Bridging Loans Market analysis of the dominant vendors, their latest products and services, and the competitive landscape of the industry.
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IMF's Call To Arms For The CBDC Revolution At The Singapore FinTech Festival
↗
November 15, 2023
IMF Managing Director Kristalina Georgieva called for faster adoption of central bank digital currencies (CBDCs) to improve sluggish and costly cross-border payments at the Singapore FinTech Festival...
Via
Benzinga
Topics
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Billionaire Tesla Investor Sends Out a Surprising Message
↗
November 12, 2023
Here's everything you need to know about the electric vehicle maker's week.
Via
The Motley Fool
Topics
Electric Vehicles
Tesla Continues Slide In Premarket After HSBC Sets $146 PT
↗
November 10, 2023
Tesla shares fell 5.5% on Thursday to $209.98 and have continued their slide in the premarket trading session today.
Via
Talk Markets
Tesla Bulls Should Brace Themselves. Shares Could Take a Big Hit.
↗
November 10, 2023
Whether Tesla stock is right for you may depend on your risk tolerance and time horizon.
Via
The Motley Fool
Tesla Shares Fall 5% On HSBC $146 Target, Continued Cybertruck Skepticism
↗
November 09, 2023
Tesla shares sold off by more than 5% on Thursday after HSBC came out and added yet another bearish sell-side voice to the discussion about Elon Musk's EV automobile empire
Via
Talk Markets
TSLA Stock Price Prediction: Why HSBC Says Tesla Could Fall 30% From Here
↗
November 09, 2023
Shares of TSLA stock dropped about 6% in today's session as investors priced in headwinds from a key analyst note.
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InvestorPlace
HSBC To Partner With Ripple's Metaco For A Tokenized Securities Custody Service
↗
November 08, 2023
HSBC Holdings (NASDAQ: HSBC) looks to launch an institutional-grade custody service for tokenized securities.
Via
Benzinga
Morgan Stanley’s New CEO Inherits Rich Pickings
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November 04, 2023
Ted Pick’s appointment as chief executive of Morgan Stanley is Wall Street finance’s equivalent of a chart-topping band working on a difficult second album. When it comes to future deals, Pick has a...
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Talk Markets
7 Blue-Chip Stocks to Buy and Hold Forever: November Edition
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November 02, 2023
With volatility continuing to reign over the stock market, investors should take positions in reliable blue-chip stocks to buy and hold.
Via
InvestorPlace
BYD Beats Q3 Analyst Expectations; HSBC Cuts Price Target But Cites Continued Growth
↗
October 30, 2023
BYD Company Limited (OTC: BYDDF) (OTC: BYDDY) reported earnings for Q3 2023 after the bell in Hong Kong that beat analyst expectations by a wide margin.
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Benzinga
Penalty Warranted For Southwest Airlines' Flight Fiasco, Amazon Leverages Generative AI for Holiday Ad Boost, McDonald's Q3 Earnings: Today's Top Stories
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October 30, 2023
Benzinga
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Artificial Intelligence
HSBC Q3 Results: Profit Surges On Higher Interest Rate, Launches $3B Stock Buyback, Targets Special Dividend
↗
October 30, 2023
HSBC Holdings PLC (NYSE: HSBC) reported
Via
Benzinga
McDonald's, HSBC Holdings And 3 Stocks To Watch Heading Into Monday
↗
October 30, 2023
With U.S. stock futures trading higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Earnings Scheduled For October 30, 2023
↗
October 30, 2023
Companies Reporting Before The Bell • HSBC Holdings (NYSE:HSBC) is likely to report earnings for its third quarter.
Via
Benzinga
HSBC Share Price Forms A Worrying Chart Pattern Ahead Of Earnings
↗
October 26, 2023
HSBC share price has pulled back in the past few weeks as investors remain concerned about its exposure to China. After peaking at 664p earlier this month, the stock has plunged by more than 7.57% to...
Via
Talk Markets
Ronald Andersen, Senior Managing Director, Commercial Private Banker, at Peapack-Gladstone Bank Named to CIANJ Board of Directors
October 25, 2023
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
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NewMediaWire
3 Hydrogen Stocks To Make You The Millionaire Next Door: October Edition
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October 24, 2023
Hydrogen stocks could be some of the most explosive, potential trillion-dollar opportunities heading into the new year.
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Hong Kong Stocks Tumble Over Ugly Chinese Housing Data; EV Makers Plunge After Tesla's Earnings Disappointment
↗
October 19, 2023
Shares in Hong Kong and China dropped Thursday on a slew of bad economic data from the housing and financial sector. The Hang Seng Index fell 2.5% to 17,295.89 points and China’s CSI 300 index ended...
Via
Benzinga
Are Analysts Getting Too Bearish On These 3 Chinese Consumer Stocks?
↗
October 18, 2023
While China’s property sector faces a tight credit crunch, consumer stocks might be oversold after new data shows that the mainland economy is bouncing back better-than-expected, say some investors.
Via
Benzinga
Topics
Economy
Warren Buffett Owns Snowflake Stock, but You Probably Shouldn’t
↗
October 16, 2023
Snowflake's lack of revenue growth raises a red flag, so don't go overboard if you're in the mood to buy SNOW stock.
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InvestorPlace
Time to Buy These Highly Ranked Finance Stocks
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October 11, 2023
While investors may still be understandably cautious of the broader financial sector there is opportunity brewing as banks and other financial holding companies can be more profitable amid higher...
Via
Talk Markets
These 5 Hong Kong Companies Bought Back Around 0.1% Of All Their Shares In Issue Last Week
↗
October 10, 2023
Last week was a quiet trading week in Hong Kong, with just half the normal daily volumes traded as a result of a 7-day national holiday in China. Still, some companies took the opportunity to...
Via
Benzinga
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