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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
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Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
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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
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
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Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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SPDR Dow Jones Industrial Average ETF
(NY:
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503.46
+2.24 (+0.45%)
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Updated: 11:30 AM EST, Feb 10, 2026
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S&P 500, Dow Jones Futures Slip After 9-Day Rally As Fed Decision Looms: Why One Strategist Says Fed Must Act Now
↗
May 04, 2025
Positive tech earnings have set the tempo for the recent uptrend, and removal of the tariff overhang would further solidify the rally.
Via
Stocktwits
Topics
Economy
Government
Stocks
Robinhood CEO Thinks SpaceX, Anthropic, Other Private Company Shares Shouldn’t Be Just For The Wealthy: ‘What I’d Like To See...’
↗
May 04, 2025
Vlad Tenev criticized current accredited investor rules for excluding most retail participants and proposed a disclosure-based framework to expand access to high-growth private companies.
Via
Stocktwits
Topics
ETFs
Wall Street Eyes 9th Straight Day Of Gains, Apple Falls As Chinese Sales Disappoint: What's Driving Markets Friday?
↗
May 02, 2025
U.S. stocks advanced across the board by midday Friday, with the S&P 500 eyeing its ninth consecutive day of gains—poised for the longest winning streak since May 2024.
Via
Benzinga
Trump Urges Fed To Cut Rates After Jobs Data Tops Forecasts, Says Economy Is ‘In Transition Stage’
↗
May 02, 2025
The Labor Department reported that nonfarm payrolls rose by 177,000 in April, surpassing the Dow Jones forecast of 133,000.
Via
Stocktwits
Topics
Bonds
ETFs
Economy
Dow Futures Edge Higher As US-China Trade Hopes Offset Apple, Amazon Earnings Impact
↗
May 02, 2025
Apple and Amazon stocks traded in the red pre-market despite upbeat earnings after citing concerns about the impact of Trump’s tariffs on their financial results.
Via
Stocktwits
Topics
ETFs
Earnings
Government
Disney’s Magic Is Fading For Retail Traders — Now, Goldman Warns Of Q2 Footfall Dip At US Theme Parks
↗
May 02, 2025
Goldman Sachs said the expected drop in Q2 attendance may have to do with the Easter shift to April, potentially pushing travel plans from March.
Via
Stocktwits
Topics
Stocks
S&P 500, Dow Futures Surge As China Trade Deal Hopes Offset Big Tech Disappointment — Analyst Tells Why Market May Have Bottomed
↗
May 02, 2025
The spotlight will likely be on the April non-farm payrolls report. Economists, on average, expect 133,000 job gains for the month, notably slower than the 228,00 pace for March.
Via
Stocktwits
Topics
ETFs
Economy
Stocks
Retail Traders Flock To Adial Pharma After Patent News Sends Shares Soaring
↗
May 01, 2025
Adial Pharmaceuticals jumped to its highest level since February after receiving a U.S. patent for its precision medicine approach to treating addiction. The patent supports the use of AD04 in patients...
Via
Stocktwits
Topics
Intellectual Property
Stocks
Wall Street Eyes 8th Positive Day As S&P 500 Recoups Tariff-Led Losses, Bitcoin Rallies To $97,000: What's Driving Markets Thursday?
↗
May 01, 2025
Wall Street pushed higher in midday trading, with the S&P 500 on track for its eighth consecutive gain — its longest winning streak since November 2023. The index rose about 1% to 5,560, fully...
Via
Benzinga
Topics
Government
Stocks
World Trade
US Jobless Claims Jump to 2-Month High, Continuing Claims Hit Highest Level In Over 3 Years
↗
May 01, 2025
Continuing claims, which reflect the number of Americans receiving benefits beyond the first week, rose by 83,000 to 1.92 million.
Via
Stocktwits
Topics
ETFs
Government
Stocks
Tech Rally Pushes Stock Market Futures Higher After Microsoft, Meta Earnings Beat – Apple, Amazon Up Next
↗
May 01, 2025
Gold prices extended their slide on Thursday, trading at around $3,220 per ounce during pre-market hours, as traders welcomed signs of progress in trade talks between the U.S. and countries facing...
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Earnings
Nasdaq, Dow Jones Futures Rise On Meta, Microsoft Results: Apple Earnings Loom, Analyst Doubts New Bull Run For Stock Markets
↗
April 30, 2025
Notwithstanding the recent seven-session run, the S&P 500 Index ended April — a historically strong month — with a loss of 0.8%.
Via
Stocktwits
Topics
Economy
Stocks
World Trade
Wall Street Falls On Weak Economic Data As Oil Slumps To $58: What's Driving Markets Wednesday
↗
April 30, 2025
Wall Street traded lower on the final session of the month, heading for its third consecutive monthly loss as economic data began reflecting the impact of Trump tariffs.
Via
Benzinga
Topics
Government
US Stock Futures Slip Ahead Of Meta, Microsoft Earnings, Inflation Print: Strategist Sees Choppy Waters Ahead
↗
April 29, 2025
Notwithstanding the resurgence seen since last week, the market is likely to end April with a monthly loss, with the S&P 500 down 0.90% with a session to go.
Via
Stocktwits
Topics
Economy
Government
Stocks
Microsoft Q3 Earnings Preview: Cloud, AI, Guidance Top Items Analysts Highlight To Watch
↗
April 29, 2025
Analysts have caution on Microsoft's guidance ahead of Q3 results. Will cloud and AI growth outshine cautious expectations?
Via
Benzinga
Topics
Artificial Intelligence
Financial Markets Report For Monday, April 28
↗
April 28, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, April 28.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
US Stock Futures Climb As Traders Eye Consumer Confidence, Jobs Data: Strategist Lists 4 Factors For Sustained S&P 500 Breakout
↗
April 28, 2025
On Monday, the major averages settled on a mixed note as traders adopted a "wait-and-watch" approach following four straight sessions of gains.
Via
Stocktwits
Topics
ETFs
Economy
Stocks
Stocks Surge And Bond Yields Fall For 6th Day, Oil Prices Drop To $60: What's Driving Markets Tuesday?
↗
April 29, 2025
Wall Street modestly up as investors await economic data and corporate earnings. Bond market continues rally, gold and oil prices fall.Wall Street rises modestly, bond market continues rally, gold and...
Via
Benzinga
Topics
Bonds
Coca-Cola Q1 Earnings Preview: Will Warren Buffett Favorite Continue To Be A 'Safe Haven' Stock?
↗
April 28, 2025
Coca-Cola reports Q1 financial results Tuesday, April 29. A look at the key earnings estimates and what experts are saying.
Via
Benzinga
Bitcoin, Ethereum, Dogecoin Drop As Stock Futures Slide: Willy Woo Says 'All Dips Are For Buying' With BTC Eyeing 'All-Time Highs
↗
April 28, 2025
The global cryptocurrency market capitalization stands at $2.93 trillion, showing a 1.04% decrease over the last day. Bitcoin‘s (CRYPTO: BTC) market dominance currently sits at 63.39%, reflecting a...
Via
Benzinga
Trump's Approval Sinks Near 100-Day Mark As Tariff Fears Hit Economic Confidence
↗
April 27, 2025
Trump’s sweeping tariff policy was almost unprecedented in scope and impact, triggering widespread uncertainty, stifling trade, and sending global markets into a tailspin.
Via
Stocktwits
Topics
Economy
Government
Immigration
US Stock Futures Slip After Stellar Weekly Surge: Analyst Expects 'Confidence Booster' From More Big Tech Earnings
↗
April 27, 2025
Wedbush analyst Daniel Ives said this was a major week ahead for the markets and that he braced for generally strong results from the big techs due to very favorable demand trends.
Via
Stocktwits
Topics
Economy
Government
Stocks
Markets Breathe Easier, But Risks Still Lurk
↗
April 27, 2025
Markets grabbed a tactical lifeline last week as the White House pulled back from the brink. The market’s stopped panicking, but it hasn’t started trusting.
Via
Talk Markets
Topics
Currencies/Forex
Stocks / Equities
Technical Market Report For April 26, 2025
↗
April 26, 2025
New lows have declined to the point of insignificance.
Via
Talk Markets
Topics
Stocks / Equities
QQQ ETF Faces Worst Week Of Outflows Since November As Investors Sell The Tech Rally
↗
April 25, 2025
Investors are pulling out of top tech ETFs, despite strong performance, in favor of blue-chip stocks. Defensive sectors see inflows as tech weakens.
Via
Benzinga
Topics
ETFs
Trump Says 200 Tariff Deals Finalized, Compares US To A Department Store – ‘Everybody Wants To Come In And Take From Us’
↗
April 25, 2025
Trump also told Time Magazine that Chinese President Xi Jinping had called him to strike a tariff deal, but did not specify when the call was made or what the two leaders discussed.
Via
Stocktwits
Topics
ETFs
Government
Stocks
Wall Street Rally Pauses, Tesla Heads For Strongest Week In 6 Months: What's Driving Markets Friday?
↗
April 25, 2025
Wall Street's three-day rally came to a pause on Friday, with major indices hovering near the flatline by midday in New York as caution returned amid mixed signals on U.S.-China trade relations.
Via
Benzinga
Trump’s New Executive Order Fast-Tracks Deep-Sea Mining Of Critical Minerals In A Bid To Counter China
↗
April 25, 2025
The order will expedite the extraction of minerals such as nickel, copper, and rare earth elements from the ocean floor — resources crucial to the production of electric vehicle batteries, wind...
Via
Stocktwits
Topics
ETFs
Economy
Electric Vehicles
Dow Futures Indicate 3-Day Rally May Come To A Halt With April Consumer Sentiment Data In View, Trump Tariffs Unresolved
↗
April 25, 2025
U.S. equity markets are coming off a three-day rally, but escalating trade tensions and increasing uncertainty between the US and China have capped momentum.
Via
Stocktwits
Topics
ETFs
Economy
Government
Billionaire Hedge Fund Manager Ken Griffin Warns Trump's Trade War Is Tarnishing America's Brand
↗
April 25, 2025
He stressed that investors are increasingly wary of U.S. Treasury bonds, traditionally viewed as safe-haven assets, due to the unpredictability introduced by the trade war.
Via
Stocktwits
Topics
Bonds
ETFs
Economy
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