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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
member log-in
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
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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 Information
Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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Avantis U.S. Equity ETF
(NY:
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+0.09 (+0.08%)
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Updated: 8:00 PM EDT, Apr 2, 2026
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Cigna Stock Slides 8% On Thursday But Wells Fargo Analyst Is Surprised: Here’s What Happened
↗
July 31, 2025
Via
Stocktwits
CVS Health CFO Says Company Maintaining Prudent View On Medical Cost Trends Through Remainder Of Year
↗
July 31, 2025
The firm now expects full-year adjusted earnings per share of $6.30 to $6.40, up from its previous guidance of $6.00 to $6.20.
Via
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Topics
Artificial Intelligence
Earnings
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Humana Stock Gains On Upbeat Earnings And Raised Guidance, Drawing Retail Praise And UnitedHealth Contrasts
↗
July 30, 2025
Via
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Lucid Signs Up Timothée Chalamet As Global Brand Ambassador: Retail Terms It A Desperate Cash-Draining Move
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July 29, 2025
Chalamet will headline Lucid’s new marketing campaign for its Gravity SUV later this year.
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Revvity CEO Acknowledges Challenges In Immunodiagnostics Business In China: Retail Terms Stock Drop An ‘Overreaction’
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July 28, 2025
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Centene Reports Unexpected Q2 Loss: But Retail Expects Stock To Close Higher
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July 25, 2025
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Retail Chatter On BMY Doubles In 24 Hours With Drug Failing To Meet Primary Goal: Here's What Investors Are Thinking
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July 18, 2025
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Autoliv Draws Retail Cheer As CEO Says Company Recovered Significant Portion Of Tariff Costs From Customers In Q2
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July 18, 2025
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Rivian CEO Transfers Portion Of Holdings In EV Maker To Ex-Wife As Part Of Divorce Settlement
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July 14, 2025
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Lucid Collaborates With 4 Critical Mineral Producers To Strengthen Supply Chain: Retail Deems It A ‘Comeback’
↗
July 23, 2025
Lucid has joined forces with Alaska Energy Metals, Graphite One, Electric Metals, and RecycLiCo.
Via
Stocktwits
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Artificial Intelligence
Supply Chain
Humana To Slash Red Tape Around Prior Authorization For Care Services By 2026: Retail Remains Optimistic
↗
July 22, 2025
Humana CEO Jim Rechtin said that the current healthcare system is “too complex, frustrating, and difficult to navigate” while emphasising the need to “do better.”
Via
Stocktwits
Abbott Stock Slips On Disappointing Q3 Earnings Forecast: Retail Chatter Rises Over 200% In 24 Hours
↗
July 17, 2025
Abbott’s sales of continuous glucose monitors were $1.9 billion in the second quarter, marking a growth of 21.4% on a reported basis, the company said.
Via
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Topics
Artificial Intelligence
Rivian Stock Slides After Guggenheim Downgrade, But Retail’s Not Pessimistic Yet
↗
July 14, 2025
Guggenheim cited softer long-term R2/R3 assumptions driven by softer R1 sales, negative U.S. electric vehicle and emissions policy changes as the reasons for the downgrade.
Via
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CMS’s Initial Proposal To Cover Renal Denervation A Win For Medtronic, Says Analysts
↗
July 11, 2025
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Ford Recalls Over 850,000 Vehicles In US Over Engine Stalling Concerns
↗
July 10, 2025
The low-pressure fuel pump in the vehicles may fail, causing a lack of fuel delivery to the engine and resulting in an engine stall while driving, NHTSA said.
Via
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Product Recall
Intuitive Surgical Gets FDA Clearance For Advanced Energy Surgical Instrument: Retail Sentiment Improves
↗
July 10, 2025
Vessel Sealer Curved is a fully wristed, advanced bipolar electrosurgical instrument designed to seal, cut, grasp, and dissect tissue for use with Intuitive’s da Vinci surgical systems.
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Moderna’s Covid Vaccine Gets Full FDA Approval For Use In Children 6 Months And Older
↗
July 10, 2025
The vaccine was previously available for pediatric populations under Emergency Use Authorization only.
Via
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Medtronic Names CFO For New Diabetes Company Ahead Of Intended Spin-Off
↗
July 08, 2025
Chad Spooner’s appointment will be effective July 14, and he will be responsible for overseeing the Finance function for Medtronic Diabetes and supporting initiatives.
Via
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Molina Gets A Price Target Cut After Slashing Full-Year Guidance: Retail Sentiment Slips Marginally
↗
July 08, 2025
The analyst kept an ‘Underperform’ rating on the shares, as per TheFly.
Via
Stocktwits
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Artificial Intelligence
Government
Baxter Appoints Andrew Hider To Succeed Jose Almeida As CEO: Retail Sentiment Falters
↗
July 07, 2025
Hider will take up his responsibilities no later than Sept. 3 or at an earlier date after completing his current commitments at ATS Corporation (ATS), Baxter said.
Via
Stocktwits
Health Insurer Molina Lowers Full Year Earnings Guidance Over Higher Medical Costs Across Industry
↗
July 07, 2025
For the second quarter (Q2) of 2025, the company now expects adjusted earnings of $5.50 per share, below a mean analyst estimate of $6.21, according to data from Fiscal AI.
Via
Stocktwits
Topics
Artificial Intelligence
Regeneron’s Therapy For Blood Cancer Bags FDA Approval: REGN Stock Jumps
↗
July 02, 2025
While Lynozyfic was granted accelerated approval based on response rate in the LINKER-MM1 trial, continued approval may depend upon verification and description of clinical benefit in a confirmatory...
Via
Stocktwits
Topics
Death
Organon Drops Drug Development For Endometriosis Pain After Mid-Stage Study Fails To Show Results
↗
July 02, 2025
Organon said that the mid-stage study evaluating its OG-6219 in endometriosis-related pain did not demonstrate improvement in moderate-to-severe endometriosis-related overall pelvic pain compared to...
Via
Stocktwits
Rivian Stock Slides After Sales Slump In Q2, Despite $1B Equity Boost From Volkswagen
↗
July 02, 2025
Rivian said production was limited during the quarter in preparation for model year 2026 vehicles, which are expected to launch later in July.
Via
Stocktwits
Ford US Sales Surge 14% In Q2 Despite EV Slump: Pickup Trucks, SUVs Drive Demand
↗
July 01, 2025
The company’s truck sales jumped 11% in the three months through the end of June to 342,761 units, thanks to increased demand for the F-series, Ranger, and Maverick.
Via
Stocktwits
Topics
Electric Vehicles
Moderna Stock Surges Pre-Market As Flu Vaccine Shows Positive Results In Late-Stage Trial
↗
June 30, 2025
The data is key to receiving approvals for both the individual vaccine candidate and the company’s seasonal flu-COVID combination vaccine candidate.
Via
Stocktwits
BioCryst To Sell European Business Of Its Hereditary Angioedema Drug To Pay Off Debt: Stock Rises While Retail Stays Bearish
↗
June 27, 2025
As per the terms of the agreement, Neopharmed Gentili will pay BioCryst $250 million upfront for the European assets and rights related to Orladeyo and the company will also be eligible to receive up...
Via
Stocktwits
AT&T Gains FCC Approval to Replace Copper Lines With Wireless Tech
↗
December 24, 2024
AT&T (T) gets FCC approval to replace old copper home phone lines with wireless technology, expanding 5G network and fiber coverage for growth.
Via
Benzinga
3 ETFs to Buy Now for High Returns and Low Risk
↗
May 18, 2023
These three ETFs to buy now try have delivered solid risk-adjusted returns to investors over the long haul.
Via
InvestorPlace
ETF Battles: Which Value Equity ETF Is The Winner?
↗
January 13, 2023
An audience-requested quadruple header between 4 value equity ETFs from American Century, Charles Schwab, State Street Global Advisors, and Vanguard.
Via
Talk Markets
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