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home
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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
member log-in
contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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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TAF sm Program
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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
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Event Schedule
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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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These OTC Securities Had the Most Trading Activity in December
January 25, 2022
This post contains sponsored advertising content. This content is for informational purposes only and is not intended to be i...
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Ethereum Falling On The Heels Of Bitcoin
January 09, 2022
Technical analysis on Ethereum from a monthly chart and showing the next key support zone.
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2022: What Should Investors Expect From Bitcoin, Ethereum And QQQ stocks?
January 07, 2022
In this episode, I chat with ETF Battles judge and financial advisor Dave Kreinces about his 2022 view on Bitcoin, Ethereum, and technology stocks.
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Talk Markets
Best ETFs, Funds, And Stocks Of 2021 - A Preview To 2022
January 06, 2022
Large-cap stocks showed solid gains in 2021, backed by robust year-over-year earnings growth. The Federal Reserve remained accommodative to support economic growth. Inflation and virus variants became...
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These OTC Securities Had the Most Trading Activity in November
December 16, 2021
Photo by Markus Winkler on Unsplash The following post was written and/or published as a collaboration between Benzinga’s in-house sponsored content team and a financial...
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Benzinga
An Updated Summary Of All Cryptocurrency ETFs, Funds And Trusts Currently Trading
November 23, 2021
Here is an updated summary of all the cryptocurrency ETFs, mutual and index funds and trusts currently trading on Canadian and American exchanges.
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CNBC's Final Trades: Zoom Video Communications, Medtronic And This Crypto Trust
November 22, 2021
On CNBC’s “Halftime Report Final Trades,&rdqu...
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Benzinga
The Risks for Ethereum Buyers Are Mounting
November 10, 2021
The Ethereum network looks great entering next year, but today's ETH-USD investors are at increased risk of owning a challenged buy.
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InvestorPlace
These OTCQX & OTCQB Securities Had the Most Trading Activity in October
November 09, 2021
Photo by Burak Kebapci from Pexels The following post was written and/or published as a collaboration between Benzinga’s in-house sponsored content team and a financial...
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Benzinga
These OTC Markets Securities had the Most Trading Activity in September
October 12, 2021
Photo by Annie Spratt on Unsplash As the 3rd quarter came to a close in September, the OTC Markets saw a slight decrease in total trading volume even as companies reported...
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Benzinga
For the First Time Ever, Institutional Traders Favor Grayscale's Ethereum Trust Over Bitcoin Trust
October 03, 2021
For the first time ever, institutional investors are favoring Grayscale’s Ethereum Trust (OTC:
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Benzinga
ETF Battles: Retail Vs. Internet Stocks With 3X ETF Hot Sauce
September 25, 2021
Direxion Daily Dow Jones Int Bull 3X WEBL, Direxion Daily Retail Bull 3X Shares RETL, and Direxion Daily S&P 500® High Beta Bull HIBL. Who will win?
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Topics
Stocks
These OTCQX & OTCQB Securities Had the Most Trading Activity in August
September 13, 2021
Photo by Javier Allegue Barros on Unsplash August saw a slight increase in trading volume on the OTC Markets with activity showing signs of direction coming out of the summer...
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Benzinga
This $31 Ethereum Play Should Be the Second Thing You Do Tomorrow
September 12, 2021
We just closed out a big, exciting week in the cryptocurrency markets - the entire Central American country of El Salvador is now using Bitcoin as legal tender, for Pete's sake.
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ETF Battles: ARKK Vs. QQQ Vs. SPY – A Triple Header Clash
August 07, 2021
It's a bout between the ARK Innovation ETF ARKK vs. Nasdaq Trust QQQ vs. S&P 500 ETF SPY. Together, these ETFs manage near $600 billion in assets.
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Topics
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These OTC Securities Had the Most Trading Activity in July
August 06, 2021
Photo by Federico Beccari on Unsplash In July, O...
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Benzinga
OTC Markets Hits Major Milestones in Mid-Year Along With Big Volume and Gaining Securities
July 28, 2021
Photo by Kyrie Kim on Unsplash In a similar vein to 2020, the market’s volatility to start 2021 gave way to less volatility in the second quarter, and even less volatility...
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Benzinga
ETF Update: S&P 500 Sectors Rise, Big Changes Coming To Social Security, Plus Huge News
July 24, 2021
In this update, I provide ETF performance updates and charts on stocks, commodities, and real estate. I discuss the changes coming to Social Security.
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Topics
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JPMorgan To Allow All Wealth Management Clients Access To Bitcoin, Other Crypto Funds: Report
July 22, 2021
JPMorgan Chase & Co. (NYSE:JPM) is slowly and steadily wa...
Via
Benzinga
These OTC Securities Had the Most Trading Activity in June
July 20, 2021
Photo by Cris Ovalle on Unsplash OTC Markets trading volume was still led by cryptocurrencies and cannabis for the month of June, but many other securities shined comparatively as...
Via
Benzinga
Topics
Cannabis
US Sen. Pat Toomey Bullish On Bitcoin, Ethereum Via Grayscale Trusts
July 08, 2021
A member of the U.S. Senate made purchases of two of the most well-known Bitco...
Via
Benzinga
Energy And Ethereum Lead The Way Higher In First Half
July 01, 2021
The first half of 2021 is now in the books. Below is a look at our Asset Class Performance Matrix highlighting total returns in June, Q2, and the first half of 2021 using key ETFs that we monitor on a...
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Talk Markets
Dogecoin Bear Barry Silbert Says 99% Of Cryptocurrencies Are Overpriced
June 15, 2021
Founder and CEO of Digital Currency Group Barry Silbert said on social media Monday that almost all cryptocurrencies are overpriced.
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Benzinga
You Can Buy Ethereum at a Discount. Here's How.
June 02, 2021
Crypto fans are clamoring for easier ways to invest, but this vehicle already offers something most other crypto investments can't match.
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The Motley Fool
3 Reasons I Own Grayscale Bitcoin Trust and Grayscale Ethereum Trust
May 26, 2021
I own some of the two most popular crypto trusts on the market. I have my reasons.
Via
The Motley Fool
Ethereum Rises 6% Above Quarterly VWAP; 'Higher Utility' Than Bitcoin States Asset Manager
May 26, 2021
Ethereum climbed higher against the dollar about 6% and moved above the Quarterly developing VWAP, targeting the swing highs on the hourly for possible absorption and long liquidation behavior in the...
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Talk Markets
ETF Battles: Which Hyper-Growth Strategy Wins?
May 24, 2021
In this video, you'll see a triple header between three hyper-growth investing strategies: Blockchain stocks, FANG stocks, and Ethereum.
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Talk Markets
Ethereum Rises By Potential Dip Buyers Around Quarterly DVAH Of VWAP Structure
May 24, 2021
Ethereum rose against the dollar about 12% by funds that are possibly buying the dip.
Via
Talk Markets
Where Bitcoin Headed Next Depends On Stock Market? So Says Crypto Big Shot Barry Silbert
May 24, 2021
Digital Currency Group CEO Barry Silbert said Sunday on social media that the direction of the cryptocurrency market will be determined by the ...
Via
Benzinga
ETF Report: Is The Cryptocurrency Party Over?
May 22, 2021
Cryptocurrencies are correcting, so is the party over? We'll discuss the trends in bitcoin and ethereum.
Via
Talk Markets
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