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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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TAF sm Program
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Sample Portfolio
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Quarterly Performance Reports
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MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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
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
Quarterly Performance Reports
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Event Schedule
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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
Bond Fund Seminar
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The 7 Best Investment Funds to Navigate a Possible Recession
↗
December 13, 2022
With a possible recession on the horizon, investors may be able to protect themselves through the best investment funds.
Via
InvestorPlace
Has The Final Leg Of The Bear Market Begun?
↗
December 10, 2022
The S&P 500 experienced a momentum reversal this week. What can we learn from history and a wide variety of charts and data sets?
Via
Talk Markets
Markets On Alert! Is Catastrophic Risk Imminent?
↗
December 09, 2022
Oil screams recession is imminent.
Via
Talk Markets
Low Beta, High Yield Campbell Soup Company Is Mmm Mmm Good
December 07, 2022
Campbell Soup Company is a low-beat and high-yielding stock that income investors may want to add to their portfolios for 2023.
Via
MarketBeat
Topics
Economy
Interpreting TGT Vs. WMT Earnings
↗
November 16, 2022
Just a day after blowout earnings from Walmart, Target laid an egg with its own 3Q22 earnings report this morning.
Via
Talk Markets
ETF Focus: Sectors
↗
November 12, 2022
Taking a look at five ETFs related to specific sectors that I found interesting.
Via
Talk Markets
Your Sector Check-Up And Targets To Start December
↗
December 06, 2022
A look at the nine major sectors (ETFs) and pinpoint the strongest and weakest in play.
Via
Talk Markets
Hormel: Is This The Time To Buy?
November 30, 2022
Hormel Foods falls hard on 2023 guidance but the move has opened up an opportunity for income investors who want to buy this Dividend Aristocrat.
Via
MarketBeat
When Will Reality Meet The Markets?
↗
November 25, 2022
Is Santa's rally coming?
Via
Talk Markets
Are New Market Trends Forming Before Our Eyes?
↗
November 19, 2022
The stock market received a second better-than-expected read on inflation this week. Interest rates have pulled back, so where do the trends stand?
Via
Talk Markets
Leading And Lagging Sectors For November 18, 2022
↗
November 18, 2022
Gainers Symbol Name Price Change ($) Change (%) Volume
Via
Benzinga
The (Alarm) Bells Are Ringing For Me And My Gal
↗
November 15, 2022
It is entirely reasonable with persistent inflation at current levels for S&P 500 earnings to come down to levels far lower than currently projected.
Via
Talk Markets
Mid-Terms, Magic Kingdoms And Middling Markets
↗
November 09, 2022
With all of the uncertainty and news, the mid-term might be an adequate way to define the current stage of the bear market which may only be halfway to its lows.
Via
Talk Markets
Haves And Have Nots
↗
November 09, 2022
Sector performance has lately been a tale of the haves and have-nots.
Via
Talk Markets
How To Navigate The Bear Market And Get Through To The Other Side
↗
November 05, 2022
What is the proper interpretation of current Fed policy? Why did Powell’s press conference seem to contradict the Fed policy statement? Did Powell go off script again?
Via
Talk Markets
What Has Changed In The Stock Market - Everything, Or Nothing?
↗
October 29, 2022
How much evidence do we have that THE low is in place vs A low? Stock trends remain weak; here's what the weight of the evidence shows.
Via
Talk Markets
Jamie Dimon Thinks a Recession is Inevitable -- Here's How To Use It to Your Advantage
↗
October 27, 2022
When the JPMorgan CEO talks, people tend to listen. But what he said isn't a reason for complete panic.
Via
The Motley Fool
Why is Kraft Heinz Stock Moving Higher? It’s a Great Bargain
October 26, 2022
Shares of Kraft Heinz stock are moving higher in the wake of its Q3 earnings report. Analysts and institutions think it's a good value and yield.
Via
MarketBeat
Eight ETFs
↗
October 24, 2022
Well, there’s no doubt about it. I miss my bear market terribly. And talk about feeling abandoned! ZeroHedge, once a save haven for equity bears, gets more ravingly bullish every single day.
Via
Talk Markets
Which Stocks Are Most Likely to Thrive in a Recession? Here's What History Shows
↗
October 23, 2022
Recession-proof stocks must offer something that makes investors want to buy them even when the economy is tanking.
Via
The Motley Fool
7 Consumer Staples Stocks to Buy in a Falling Market
↗
October 14, 2022
Consumer staples stocks are a strong bet in this market. As it falls, picking up shares becomes an increasingly good idea.
Via
InvestorPlace
Leading And Lagging Sectors For October 12, 2022
↗
October 12, 2022
Gainers Symbol Name Price Change ($) Change (%) Volume
Via
Benzinga
Put Pep In Your Portfolio With Low-Beta Pepsico
October 12, 2022
Pepsico is a Dividend King ready to buy back shares and pay its 2.85% dividend while offering relative safety from rising broad market volatility.
Via
MarketBeat
Topics
ETFs
Economy
Markets Begging Feds For A Redo
↗
October 10, 2022
With the escalation of the conflict in Ukraine, it's no wonder defense stocks rallied on Monday. The surprise was the drop in gold as a supposed inflation hedge.
Via
Talk Markets
Energy Surges Without The S&P
↗
October 10, 2022
Compared to the S&P 500’s modest gains on the week, Energy’s outperformance has little precedence prior to the pandemic.
Via
Talk Markets
The Market Is Gripped By A Bear
↗
October 02, 2022
We all know that the market is very oversold and that sentiment is at a gloomy extreme. There isn't any doubt that the market is gripped by a bear. The only doubt is about whether the rallies can be...
Via
Talk Markets
Three Consumer Stocks That Could Outperform In Q4
September 26, 2022
These three consumer stocks are well-positioned for Q3 and garnering the attention of the analysts, who are helping to support the price action.
Via
MarketBeat
Rare Economic/Technical Signal Has Only Flashed 9 Times In Last 54 Years
↗
September 24, 2022
A rare stock market signal combining technical and economic data was recently flashed. What can we learn from history regarding stock market/recession probabilities?
Via
Talk Markets
Are You Allowed To Speculate In A Dividend Portfolio?
↗
September 21, 2022
After over a decade of double-digit returns, many companies saw their stock price drop this year. Added to inflation and interest uncertainties, it seems complicated to find safe buying opportunities.
Via
Talk Markets
General Mills: Superior Returns With Less Volatility
September 21, 2022
General Mills reported better-than-expected margin and raised its guidance contrary to a trend put in place by FedEx and Ford, and it pays a healthy dividend.
Via
MarketBeat
Topics
Economy
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