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home
about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
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TAV 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
Market Value Securities (MVS sm) Presentation
Featured Event
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Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Energy Select Sector SPDR
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SPDR ETF Report For Tuesday, June 4
↗
June 05, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, June 4.
Via
Talk Markets
Topics
ETFs
Oil Short Working On Structural Demand Weakness
↗
June 04, 2024
A discussion about the current trends in oil and gasoline markets, highlighting structural demand challenges and the bearish sentiment among traders.
Via
Talk Markets
Topics
Energy
Oil Prices Drop For Fifth Straight Session, Hit 4-Month Low On Growth Concerns, 'Bearish' OPEC+ Meeting
↗
June 04, 2024
Oil prices drop for 5th day due to economic growth concerns & OPEC+ supply decision. U.S. economic data raises fears of slowdown, affecting demand.
Via
Benzinga
Too Good To Be True: NYSE Cancels Trades On Berkshire Hathaway Stock Purchased During 99% Discount Glitch
↗
June 04, 2024
Technical issue at NYSE caused stock price of companies like Berkshire Hathaway & Chipotle to drop over 99%. Issue traced to new software release.
Via
Benzinga
SPDR ETF Report For Monday, June 3
↗
June 04, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, June 3.
Via
Talk Markets
Topics
ETFs
Commodities In 2024: Big Moves, Greater Opportunities
↗
June 03, 2024
A commodity's supply/demand aspect kicks in when the supply side is taken out. The best commodity performer of the year is up nearly 100%, mostly because of a failed crop due to weather.
Via
Talk Markets
The Week Ahead: What's Next
↗
June 02, 2024
The core part of our portfolio is up 24% this year ... and we're about to add another stock. Plus, a riddle.
Via
Talk Markets
Stocks: What To Watch Now
↗
June 01, 2024
In this week's video, we'll review the latest charts and data to help us understand what we should be watching now to better understand the stock market's risk-reward profile in the context of...
Via
Talk Markets
Topics
Economy
These Rotations And Divergences Scream “Volatility Ahead!”
↗
May 31, 2024
The Dow and the S&P 500 are actually diverging right now…Not only that, but there are significant rotations playing out right now, which we’ll get into.
Via
Talk Markets
Topics
Stocks
Strike At Exxon Site On Hold: Talks Heat Up Over Severance Packages
↗
May 31, 2024
A strike at Exxon Mobil's French petrochemical complex is suspended until June 4 for potential talks on severance packages. Jobs will be lost.
Via
Benzinga
SPDR ETF Report For Thursday, May 30
↗
May 31, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, May 30.
Via
Talk Markets
Topics
ETFs
ConocoPhillips To Buy Marathon Oil: Energy ETFs To Gain
↗
May 30, 2024
Via
Talk Markets
Topics
ETFs
A Drop In Oil Sets A Fire For This Utilities And Energy Play
↗
May 30, 2024
Crude futures spiked yesterday, up to $80.62, and then sold off today, pretty much erasing the gains of the previous two sessions.
Via
Talk Markets
The 5 Biggest Buyers of Plug Power (PLUG) Stock in Q1
↗
May 30, 2024
PLUG stock is underperforming the XLE energy ETF by a wide margin this year. Let's take a look at the company's Q1 buyers.
Via
InvestorPlace
Topics
ETFs
Exxon Shrinks Footprint In Nigeria Despite Renewal Of Lease On Lagos Office: Report
↗
May 30, 2024
Exxon is relocating staff from the 12-floor Mobil House, reportedly leased at $10 million annually, to a six-floor office building in Ikoyi.
Via
Benzinga
What A Biden Or Trump Victory Might Mean For The Energy Sector
↗
May 30, 2024
Under Biden, hundreds of billions of dollars were put toward incentives for green energy, and the U.S. set a record for crude oil production.
Via
Benzinga
Topics
Government
SPDR ETF Report For Wednesday, May 29
↗
May 30, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, May 29.
Via
Talk Markets
Topics
ETFs
Bond Battering Drags Stocks And Commodities Lower
↗
May 29, 2024
The past few U.S. Treasury auctions have attracted weak demand, particularly from foreign buyers. That’s dragged bond prices lower and pushed yields higher.
Via
Talk Markets
Topics
Bonds
Volatility Spooks Investors As Treasury Yields, Dollar Climb Ahead Of Key Economic Releases: What's Driving Markets Wednesday?
↗
May 29, 2024
Volatility surged back into the market on Wednesday, with the CBOE Volatility Index (VIX) spiking 9% after hitting nearly three-year lows last week, fueled by fresh upticks in Treasury bond yields.
Via
Benzinga
Topics
Bonds
Energy Sector Dip Presents a Compelling Buying Opportunity
May 29, 2024
The recent dip in the energy sector may present a buying opportunity as it consolidates bullishly above its rising 200-day Simple Moving Average.
Via
MarketBeat
Topics
ETFs
SPDR ETF Report For Tuesday, May 28
↗
May 29, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, May 28.
Via
Talk Markets
Topics
ETFs
WTI Crude Hits $80, Notches Best Day In Over 2 Months: 'Peak Oil Demand Still A Decade Away'
↗
May 28, 2024
Oil prices surge on anticipation of increased demand and ongoing supply constraints. Goldman Sachs projects continued demand growth until 2034.
Via
Benzinga
US Stocks Waver, Nvidia Lifts Chipmakers, GameStop Spikes, Moderna Tumbles: What's Driving Markets Tuesday?
↗
May 28, 2024
Wall Street resumed trading after the Memorial Day holiday with a familiar trend, as major chipmaker stocks significantly outperformed the broader market.
Via
Benzinga
Investors Fear Exxon Lawsuit Hinders Sustainability Proposals: Report
↗
May 28, 2024
A group of institutional investors worth $4.4T urges companies to stop suing shareholders over proposals, citing long-term harm and SEC intervention.
Via
Benzinga
Topics
Lawsuit
Regulatory Compliance
Are Cracks Starting To Appear As Stocks Fly Into The Holiday Weekend?
↗
May 25, 2024
In this week's video, we'll review the latest charts and data to help us answer the question: Are cracks appearing as stocks fly into the holiday weekend?
Via
Talk Markets
At This Point, Good Data Could Be Atrocious For Markets
↗
May 24, 2024
The cliche
Via
Talk Markets
Guyana Gas Bonanza On Hold: Exxon Reportedly Faces Deadline For Stabroek Development
↗
May 24, 2024
Exxon-led consortium must decide by October on developing large gas find off coast of Guyana, govt wants 20% of reserves if undeveloped.
Via
Benzinga
SPDR ETF Report For Thursday, May 23
↗
May 24, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, May 23.
Via
Talk Markets
Topics
ETFs
Nvidia's 10% Leap Propels Tech Indexes To Record Highs; Blue Chips, Small Caps Slip: What's Driving Markets Thursday?
↗
May 23, 2024
Strong earnings and revenue guidance from Nvidia sparked a tech stock surge, with Nasdaq 100 and S&P 500 hitting record highs.
Via
Benzinga
Topics
Stocks
Inflation Stresses Retail Traders As Fed Cuts Look Unlikely, Crypto Doubts Increase: Survey
↗
May 23, 2024
Inflation remains a top concern, according to the Trader Sentiment Survey from Charles Schwab. Is crypto worth the risk?
Via
Benzinga
Topics
Economy
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