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home
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
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
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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
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Client Information
Client Contact with Portfolio Manager(s)
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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
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Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
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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RSVP-Signup Form
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(TSX:
BRK
)
34.26
-0.52 (-1.50%)
Streaming Delayed Price
Updated: 3:59 PM EDT, Mar 27, 2026
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All News about BRK
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The Next Warren Buffett? Opendoor Pumper Plans 'Mini-Berkshire' For 'Retail Folks'
↗
August 18, 2025
Could Eric Jackson be the next Warren Buffett?
Via
Benzinga
Stock Market Today: S&P 500, Nasdaq Futures Decline— Palo Alto, XP, Allarity Earnings In Focus
↗
August 18, 2025
U.S. stock futures slipped on Monday following Friday's mixed moves. Futures of major benchmark indices were lower.
Via
Benzinga
Topics
Stocks
Billionaire Warren Buffett Sold 41% of Berkshire's Stake in Bank of America and Is Piling Into a Famed Consumer Brand That's Soared 7,200% Since Its IPO
↗
August 18, 2025
The Oracle of Omaha has sent more than 427 million shares of Bank of America to the chopping block since mid-July 2024, and he continues to build his company's stake in a well-known, consumer-facing...
Via
The Motley Fool
Warren Buffett's Berkshire Hathaway Discloses $1.8 Billion Investments in Nucor, D.R. Horton, and Lennar
↗
August 17, 2025
The secret investments of Warren Buffett's Berkshire Hathaway have been brought to light.
Via
Benzinga
3 No-Brainer Warren Buffett Stocks to Buy Right Now
↗
August 17, 2025
Each of these companies has robust long-term opportunities.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Supply Chain
Warren Buffett Doubles Down On America's Housing Boom, Upping Berkshire's Holdings In Homebuilders And Building Supply Firms By Triple Digits
↗
August 17, 2025
Via
Benzinga
Warren Buffett Is Selling Apple and Bank of America Stock and Piling Into an Embattled Healthcare Stock Down 46% This Year
↗
August 17, 2025
Berkshire Hathaway recently filed its second-quarter 13F form, revealing its stock holdings at the end of June.
Via
The Motley Fool
Topics
Economy
Government
Warren Buffett's Mystery Stock Is Revealed, and It Comes as a Big Surprise to Wall Street
↗
August 17, 2025
The Oracle of Omaha loaded up on shares of an industry leader in an unlikely sector.
Via
The Motley Fool
Warren Buffett Says Everyone 'Loves' Credit Cards—But If You Owe $10K At 18%, 'You'll Be In Trouble Probably The Rest of Your Life'
↗
August 16, 2025
Via
Benzinga
UnitedHealth: Burry, Buffett, Tepper Go Long As Halvorsen Exits
↗
August 15, 2025
UnitedHealth Group Inc (NYSE: UNH) has transformed from Wall Street darling to crisis headline - yet ironically, a who's-who of investors are doubling down even as volatility reigns. Legendary...
Via
Benzinga
Marjorie Taylor Greene Keeps Buying UnitedHealth Stock Along With Fellow Investors Buffett And Burry
↗
August 15, 2025
Marjorie Taylor Greene may have another winning stock trade with a new filing showing a purchase of UnitedHealth stock.
Via
Benzinga
Warren Buffett's Top 10 Berkshire Bets Span Apple, Coca-Cola, Finance And Oil
↗
August 15, 2025
Warren Buffett's top 10 stock holdings in the Berkshire Hathaway portfolio shows a preference to several sectors.
Via
Benzinga
GameStop Short Seller Bets Against Palantir — Goes Long UnitedHealth Alongside Buffett, Burry
↗
August 15, 2025
Warren Buffett, Michael Burry and Andrew Left may not always agree on which stocks have good valuations. The three are all long UnitedHealth stock.
Via
Benzinga
EXCLUSIVE: Has UNH Stock Hit The Bottom? Here's What Our Readers Think
↗
August 15, 2025
UnitedHealth Group (NYSE: UNH) is a top health care stock with recent turbulence in earnings guidance, rising costs, and hedge fund activity.
Via
Benzinga
Warren Buffett Just Bought 6 Brand-New Stocks -- Here's Exactly What They Are
↗
August 15, 2025
Investors recently got a look at Berkshire Hathaway's stock portfolio, and there were some surprises.
Via
The Motley Fool
Dow Futures Rise As Wall Street Eyes A Strong Weekly Close: INTC, AAPL, UNH, BRK, AMAT Among Stocks To Watch
↗
August 15, 2025
Via
Stocktwits
Topics
Stocks
Bill Gates Leans Heavily On Warren Buffett's Playbook, Pumps More Into Berkshire — 67% Of His Foundation's Portfolio Sits In Just These 3 Stocks
↗
August 15, 2025
Gates Foundation's Q2 13F shows a 41% jump in its Berkshire Hathaway stake. See how Bill Gates bets 67% of the $47B fund on 3 stocks.
Via
Benzinga
These Were the 5 Biggest Companies in 2019, and Here Are the 5 Biggest Companies Now
↗
August 15, 2025
Tech stocks have dominated in recent years, with one stock rocketing 4,000% since 2019.
Via
The Motley Fool
Topics
Artificial Intelligence
Which High-Conviction Stock Picks Are Set to Soar in the Coming Years? Amazon (AMZN) Is One.
↗
August 15, 2025
These companies all have great long-term growth potential.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Should You Buy Berkshire Hathaway Stock, Even Though It's Down 10% Since Warren Buffett Announced He's Retiring as CEO?
↗
August 15, 2025
Warren Buffett's retirement sent Berkshire plunging, but did it really deserve the drop?
Via
The Motley Fool
Topics
Retirement
Is UnitedHealth Group a Buy After Warren Buffett Enters the Picture?
↗
August 15, 2025
The Oracle of Omaha just took a $1.6 billion stake in the battered healthcare giant, sending shares soaring 9% after hours.
Via
The Motley Fool
2 Warren Buffett Stocks to Buy Hand Over Fist and 1 to Avoid
↗
August 15, 2025
The Oracle of Omaha's investing strategies have stood the test of time.
Via
The Motley Fool
Topics
Electric Vehicles
Government
Nu Holdings Stock Pops 10% In Pre-Market Trading — What's Driving It?
↗
August 15, 2025
Nu Holdings Ltd. (NYSE:NU) shares are trading nearly 10% higher in Friday's pre-market trading, even as the company reported mixed earnings for the second quarter. NU is surging to new heights. Get...
Via
Benzinga
Should You Buy Berkshire Hathaway Stock While It's Under $500? Warren Buffett Gives Investors a Clear Answer.
↗
August 15, 2025
Investors can confidently buy Berkshire stock whenever Warren Buffett repurchases shares, but the buybacks stopped four quarters ago.
Via
The Motley Fool
Topics
Government
World Trade
Market Monitor News August 15 BMO - Hot PPI, Cooler Mood: Intel pops on state‑stake rumor while Deere trips over tariffs
↗
August 15, 2025
A hot July PPI jolted rate‑cut euphoria but didn’t derail a fresh S&P 500 record close. Under the hood, Intel surged on talk Washington may take a stake, Deere slid on a weaker outlook and rising...
Via
Chartmill
Topics
Stocks
World Trade
UnitedHealth Surges 11% As Michael Burry's Options Play, Warren Buffett's New Stake Signal Bold Rebound Bet
↗
August 15, 2025
UnitedHealth Group surged 10.69% after-hours following disclosure that Michael Burry, Warren Buffett have taken significant positions.
Via
Benzinga
UnitedHealth Jumps After-Hours As Warren Buffett, Michael Burry Pile Into Battered Stock — Retail Traders See ‘Monster Day’ Ahead
↗
August 14, 2025
Berkshire’s investment marks its first UnitedHealth stake since 2010, while Burry’s position includes high-leverage call options alongside direct share purchases.
Via
Stocktwits
Buffett Reveals UnitedHealth Stake, Trims Apple In Berkshire Hathaway Q2 13F Filing
↗
August 14, 2025
A look at the updated Berkshire Hathaway portfolio after the second quarter, including a new stake in UnitedHealth.
Via
Benzinga
Buffett's Stealthy Stock Picks: Occidental Petroleum And The Oracle's Quiet Wins
↗
August 14, 2025
Buffett's stealthy stock picks are like a ninja's moves: secretive but deadly effective. His recent bets on OXY and VRSN hint at potential upside.
Via
Benzinga
Buffett's $4.8B Mystery Stock: UPS, FedEx, Caterpillar... Or A Total Curveball?
↗
August 14, 2025
Warren Buffett's mystery stock purchase has sparked speculation and a frenzy. The only certain clue is that it's not a bank, insurer, or consumer products company.
Via
Benzinga
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