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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
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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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
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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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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Stock Market Extends Record Highs, S&P 500 Hits 4,900 On Tech Rally, Microsoft's $3 Trillion Mark: What's Driving Markets Wednesday?
↗
January 24, 2024
It’s a bullish day on Wall Street, with major U.S. large-cap indices reaching record highs, driven by broad-based rallies in tech-related stocks as investors continue to embrace the AI trade.
Via
Benzinga
Topics
Artificial Intelligence
Stocks
US Stocks Pause As Treasury Yields, Dollar Surge On Trimmed Fed Rate Cut Bets: What's Driving Markets Tuesday?
↗
January 23, 2024
Wall Street took a breather on Tuesday, with the major U.S. stock indices trading near the flatline or showing slight declines during midday trading in New York as investors closely await a series of...
Via
Benzinga
Topics
Economy
Three defensive stocks to hedge your risks this year
January 23, 2024
Now that the market is showing signs of a potential slowdown, it could be time for you to align your portfolio with some defensive names.
Via
MarketBeat
Topics
Bonds
Economy
Invest Like a Pro: 3 Top Stock Picks From the Crossing Wall Street ETF
↗
January 22, 2024
The Crossing Wall Street blog and ETF take buy-and-hold investing to the extreme with its 25 top stock picks at the beginning of each year.
Via
InvestorPlace
Topics
ETFs
S&P 500, Dow Extend All-Time Highs: 'It's A Lot Of Fun For Stock Investors While It Lasts,' Wall Street Veteran Says
↗
January 22, 2024
Stock market continues upward trend, with all major indexes reaching record highs. Wall Street veteran Ed Yardeni outlines three possible scenarios.
Via
Benzinga
Topics
Stocks
Did Today's Volume Signal New Record Highs Ahead Of Sentiment
↗
January 18, 2024
An analysis of the major indexes' movement on higher than average volume.
Via
Talk Markets
S&P 500 Is Green YTD; Now What?
↗
January 13, 2024
Despite persistent bearish calls and ongoing concerns about inflation, the S&P 500 clawed its way back above the YTD break-even line. In this week's video, we'll review the latest charts and data to...
Via
Talk Markets
Topics
Economy
Stocks
Stagflation In 2024? Red Sea Crisis Could Trigger Domino Effect For Global Costs
↗
January 12, 2024
Stagflation could be a possibility in 2024 as tensions in the Middle East and Red Sea escalate, raising risks of persistently high inflation.
Via
Benzinga
Topics
Economy
Will Pepsi's Carrefour showdown result in more price disputes?
January 12, 2024
PepsiCo shares are down as it locks horns with grocery giant Carrefour in a pricing dispute. PepsiCo underperformed rivals Coca-Cola, Kellanova and Mondelez.
Via
MarketBeat
Are defensive sectors ready to outshine growth in 2024?
January 06, 2024
Is 2024 the year defensive stocks rotate into leadership? As the year gets underway, defensives such as healthcare, energy, utilities and consumer staples lead.
Via
MarketBeat
Small-cap Utz Brands has mid-cap aspirations: analysts upgrade
January 05, 2024
Utz Brands is a high-quality small-cap consumer staple and budding dividend-growth stock with an aspiration for mid-cap status.
Via
MarketBeat
Why Tomorrow's NonFarm Payroll Will Matter
↗
January 04, 2024
A discussion about jobs data as an indication of future monetary policy from the Fed.
Via
Talk Markets
2023 Year End Sector Review
↗
January 04, 2024
A look at how companies performed during 2023 in the communications services, consumer discretionary, consumer staples, energy, and financial services sectors.
Via
Talk Markets
4 takeaways from the first day of trading in 2024
January 03, 2024
The first trading day of 2024 was not good and left the market with an ominous signal of impending correction; safe-haven high-yield values come into favor.
Via
MarketBeat
Topics
Stocks
Celsius stock in actionable zone as big investors ramp up buying
December 29, 2023
Celsius gained momentum in the last trading days of 2023 after a November pullback. Celsius' growth is fueled by strong revenue and support from backer PepsiCo.
Via
MarketBeat
Topics
Initial Public Offering
S&P 500 Inches Higher, Small-Cap Rally Stalls, Bitcoin Sinks: What's Driving Markets Thursday?
↗
December 28, 2023
Wall Street is navigating another quiet session characterized by low trading volumes in the post-holiday period. The S&P 500 index continues its gradual ascent toward retesting its all-time highs,...
Via
Benzinga
Topics
Stocks
US Stocks Pause, Gold Rises As Dollar, Treasury Yields Fall: What's Driving Markets Wednesday?
↗
December 27, 2023
The U.S. stock market experienced a quiet day on Wednesday, with major indices showing minimal movement amid typical year-end low volume activity. The S&P 500 hovered around 4,777 points, remaining...
Via
Benzinga
Wall Street Sees Post-Holiday Gains, Oil Rallies, Intel Leads: What's Driving Markets Tuesday?
↗
December 26, 2023
The U.S. stock market saw modest gains in a session characterized by low trading volumes following the Christmas holiday. The S&P 500 Index gained 0.3% during midday trading in New York, eyeing its...
Via
Benzinga
S&P 500, Nasdaq 100 Aim For 8th Week Of Gains As Fed's Inflation Gauge Cools: What's Driving Markets Friday?
↗
December 22, 2023
The S&P 500 and Nasdaq 100 indices are on the verge of achieving an impressive eight consecutive weeks of gains following a more significant decline than expected in the Federal Reserve’s favored...
Via
Benzinga
Topics
Economy
Stocks
US Stocks Bounce; Chipmakers, Cruise Lines Lead, Dollar Falls: What's Driving Markets Thursday?
↗
December 21, 2023
On Thursday, Wall Street rebounded into positive territory, following a brief dip experienced on Wednesday. At midday trading New York time, all major stock indices were trading in the green as traders...
Via
Benzinga
Wall Street Edges Higher, Small Caps Eye Best Month In 3 Years, Bitcoin Rebounds: What's Driving Markets Wednesday?
↗
December 20, 2023
Stocks inched higher during midday trading in New York on Wednesday, with the momentum carrying over from the previous day when the tech-heavy Nasdaq 100 achieved fresh record highs.
Via
Benzinga
ETF Review Part 2 - Saturday, December 16
↗
December 16, 2023
In this video, Tim Knight examines a variety of ETFs, sharing his most recent insights on each.
Via
Talk Markets
Topics
ETFs
Santa Rally Boosts Real Estate Stocks: 5 ETF Picks To Ride The Fed Rate Cut Wave
↗
December 14, 2023
Federal Reserve Chair Jerome Powell signals possible rate cuts in 2024, sending real estate stocks soaring to outperform all other sectors in the S&P 500.
Via
Benzinga
Topics
ETFs
Economy
Stocks
Hot upgrades in beaten-down, high-yield consumer staples
December 13, 2023
Consumer staples stocks underperform the market in 2023 but are set up to shoot higher and the analysts are priming the cannon.
Via
MarketBeat
Topics
Bonds
Economy
3 ETFs to Buy if You’re Skeptical About Interest Rate Cuts
↗
December 11, 2023
Although the market anticipates interest rate cuts next year, if you feel differently, these are the smart ETF choices to make.
Via
InvestorPlace
Topics
ETFs
Stocks Stall While Gold, Treasuries Rise; Oil Puts Pressure On Energy Stocks: What's Driving Markets Wednesday?
↗
December 06, 2023
Major large-cap stock indices hovered around parity during early afternoon trading in New York, in a rather subdued trading session on Wall Street.
Via
Benzinga
Wall Street Revels In Gains As AI, Tech Titans Surge; Dollar Plunges Against Yen: What's Driving Markets Thursday?
↗
December 07, 2023
Wall Street was enjoying a bullish Thursday afternoon, propelled by AI stocks and tech giants, as investors grew increasingly optimistic about the disruptive technology.
Via
Benzinga
Topics
Artificial Intelligence
Fed Rate Cut Speculations Rattle Stocks, Commodities Slide, Bitcoin Shines: What's Driving Markets Monday?
↗
December 04, 2023
Stocks opened the first week of December with significant losses, driven by some emerging concerns of exaggerated rate cut speculations within the trading community.
Via
Benzinga
Topics
Economy
S&P 500, Nasdaq Slip As Tech Underperforms, Oil Reacts to OPEC+: What's Driving Markets Thursday?
↗
November 30, 2023
Thursday’s trading session on Wall Street presents a mixed picture, characterized by notable fluctuations in major indices. While tech-heavy benchmarks like the S&P 500 and the Nasdaq 100 are...
Via
Benzinga
Topics
Stocks
Chilling 2024 S&P 500 Outlook: Why JPMorgan Analysts Project Nightmare Scenario For Stocks
↗
November 30, 2023
JP Morgan is bearish on the US stock market in 2024, predicting an 8% drop. They point to rich valuations, aging cycle, restrictive monetary policy, geopolitical risks, and rising debt costs as factors...
Via
Benzinga
Topics
Stocks
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