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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
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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
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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
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Back Dated Performance Reports
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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
Tax-Free Income Seminar
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Leading And Lagging Sectors For November 15, 2024
↗
November 15, 2024
Via
Benzinga
Salesforce CEO Marc Benioff Bets Big on Billion Bots
↗
November 14, 2024
Salesforce is deploying AI agents to streamline operations, boost productivity, and enhance user experiences. CEO sets target of a billion agents in a year, criticizes Microsoft's offerings. Innovative...
Via
Benzinga
Topics
Artificial Intelligence
Leading And Lagging Sectors For November 14, 2024
↗
November 14, 2024
Via
Benzinga
Microsoft's Latest Earnings Highlight a Concerning Trend for the Stock
↗
November 14, 2024
Microsoft's stock has underperformed the S&P 500 this year, and that could continue into next year.
Via
The Motley Fool
Topics
Stocks
Leading And Lagging Sectors For November 13, 2024
↗
November 13, 2024
Via
Benzinga
Alphabet's Business Is Booming, but There Could Be Trouble Ahead for the Stock
↗
November 13, 2024
As strong as Alphabet's recent numbers were, investors should be careful not to ignore the risks it still faces.
Via
The Motley Fool
NASDAQ 100 Struggles To Close Gap With S&P 500 During Semiconductor Slowdown
↗
November 12, 2024
S&P 500 surges post-election, NASDAQ 100 lags behind. Analyst wonders if this is a shift in market leadership or temporary pause for tech-heavy index.
Via
Benzinga
Topics
Stocks
Stocks Fall On Tariffs Fears, Dollar Hits 6-Month Peak, Yen Tumbles: What's Driving Markets Tuesday?
↗
November 12, 2024
Wall Street saw the first surge in risk aversion after Donald Trump's election victory last week, as concerns grew over potential tariffs and trade policy shifts spurred by the incoming...
Via
Benzinga
Topics
Government
World Trade
Leading And Lagging Sectors For November 12, 2024
↗
November 12, 2024
Via
Benzinga
Small Caps, Financials Rally As Bitcoin Blasts Past $85,000: What's Driving Markets Monday?
↗
November 11, 2024
The “Trump-related everything rally” reignited across markets on Monday, with heightened focus on last week's top performers like small caps, financials, Tesla Inc. (NASDAQ:TSLA), and cryptocurrencies,...
Via
Benzinga
Leading And Lagging Sectors For November 11, 2024
↗
November 11, 2024
Via
Benzinga
Sector ETFs: Major Provider Comparisons
↗
November 10, 2024
This article will focus on broad sector ETFs, especially homing in on sectors with the same name as the sectors of the Global Industry Classification Standard introduced by Standard and Poor’s jointly...
Via
Talk Markets
Topics
ETFs
Wednesday's Rally Followed By Friday's
↗
November 09, 2024
Everyone who follows the stock market knows that a huge rally occurred on Wednesday, and by Friday, new highs were set for many of the most important stocks, ETFs, and Indexes. Tuesday's rally off the...
Via
Talk Markets
Topics
ETFs
S&P 500 Breaks 6,000 Points, Dow Soars Above 44,000, Small Caps Eye Strongest Week In 4 Years, Tesla Hits $1 Trillion: What's Driving Markets Friday?
↗
November 08, 2024
The S&P 500 index surged past the 6,000-point milestone, setting fresh record highs, and small-cap stocks are poised for their best weekly performance since April 2024 as investor optimism surrounding...
Via
Benzinga
Topics
Stocks
Here’s What We Really Got From The Fed Today
↗
November 07, 2024
We got another cut today, and parsing out its statement is unusually easy because they’re some of the shortest-ever remarks ever released around a rate cut, at least in recent memory.
Via
Talk Markets
Topics
Economy
9 Stocks To Watch: Financial Sector Outshines Tech In 2024 As 'Trump Trade' Sparks M&A Optimism
↗
November 07, 2024
The Financial Select Sector SPDR Fund has surged 30% this year, outpacing the Technology Select Sector SPDR Fund.
Via
Benzinga
Nasdaq 100 Extends Record Levels Ahead Of Fed Meeting, Tesla Hits 26-Month Highs, Small Caps Stall: What's Driving Markets Thursday?
↗
November 07, 2024
After Wednesday’s “everything rally” spurred by the election results, investors took a less euphoric approach on Thursday ahead of the Federal Open Market Committee (FOMC) meeting. The Fed is widely...
Via
Benzinga
Topics
Economy
The Day After... 2016 Redux
↗
November 06, 2024
The underlying action in the stock market today looks remarkably similar to the action we saw on this same day in 2016.
Via
Talk Markets
How Did S&P 500 Sectors Perform During Trump's First Term? Could This Time Be Different?
↗
November 06, 2024
Trump's first presidential term (2016-2020) brought varied performance across S&P 500 sectors. Tech and consumer discretionary sectors led, while energy struggled. Solar stocks soared. Here's a look at...
Via
Benzinga
Topics
Government
Stocks
S&P 500, Dow Hit Record Highs After Trump Win; Fear Index Drops 20%
↗
November 06, 2024
Market surges to record highs after Trump's election, Republicans win Senate majority. Tech and small-caps up, VIX drops 22%.
Via
Benzinga
Topics
Government
Stocks
Tesla, GM, Norwegian Cruise Push Consumer Discretionary Ahead Of S&P 500 On Election Day
↗
November 06, 2024
Election Day saw strong gains in the Consumer Discretionary sector, with the XLY fund outpacing the S&P 500. GM, Tesla, and Norwegian Cruise Line drove the sector's performance, signaling optimism for...
Via
Benzinga
Topics
Stocks
Republican Win Likely To Lift Magnificent 7 Stocks, Democratic Sweep 'Better For Bonds,' Says WisdomTree
↗
November 05, 2024
Investors are zeroing in on what potential political outcomes in the U.S. elections Tuesday could mean for the markets.
Via
Benzinga
Innovating Fixed Income: How Corporate Behavior Shapes New S&P DJI Fixed Income Benchmarks
↗
November 04, 2024
In recent years, fixed income indices have evolved to consider additional factors beyond traditional financial metrics.
Via
Talk Markets
Topics
Stocks
Pre-Election Risk-On Signals
↗
November 04, 2024
Election week is here, but don’t let that you lose sight of the Fed’s upcoming rate cut on Thursday.
Via
Talk Markets
Topics
Economy
Nvidia Joining Dow Jones Industrial Average: Where Tech Giant Ranks In The Index, Why Sherwin-Williams Addition Could Be More Important
↗
November 04, 2024
Nvidia is joining the Dow Jones Industrial Average. A look at where one of the largest companies in the world will rank in the key market index.
Via
Benzinga
Topics
Stocks
Weekly Market Pulse: Election Anxiety
↗
November 04, 2024
The election this week appears to be a tossup, the outcome dependent on how a few swing states vote.
Via
Talk Markets
Are Institutions Getting Defensive Before Election?
↗
November 02, 2024
In this week's video, we'll review the latest charts and data to help us answer the question,
Via
Talk Markets
Breaking Down Magnificent 7 Earnings Results
↗
November 01, 2024
Of the six members of ‘The Magnificent 7’ group of stocks that have reported September-quarter results already, the market didn’t like three.
Via
Talk Markets
Tech Stocks Surge But S&P 500 Faces Second Weekly Decline, Amazon Rallies, Bitcoin Drops Below $70,000: What's Driving Markets Friday?
↗
November 01, 2024
Wall Street rebounded Friday following Thursday’s selloff, yet midday gains were still insufficient to prevent a second consecutive weekly decline for the S&P 500, currently down 1% for the week.
Via
Benzinga
Topics
Stocks
Tricks And Treats: Stagflation… And How To Profit From It
↗
October 31, 2024
For economists, especially those who’ve studied or even lived through the Seventies, there’s no scarier word than… stagflation.
Via
Talk Markets
Topics
Economy
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