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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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Client Information
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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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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 S&P 500 ETF Trust
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682.06
+2.23 (+0.33%)
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Updated: 8:00 PM EDT, Oct 31, 2025
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Nasdaq, S&P 500 Futures Slide As Banking Woes Add To Geopolitical Concerns — Strategist Flags 2 Catalysts To Revive Market Mojo
October 17, 2025
Via
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Amazon Stock Heads For Yet Another Rough Week — Retail Traders Bearish As Q3 Earnings Day Nears
October 16, 2025
AMZN shares fell in after-hours trading on Thursday, after declining for three sessions, and are headed for a fourth weekly loss.
Via
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Trump Approval Rating Positive In Only 24 States: Government Shutdown Overshadows Record Stock Prices
October 16, 2025
Approval ratings for President Donald Trump are near record lows in his second presidential term. The government shutdown could be weighing on the results.
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High Stakes For VOO And SPY: The S&P 500's Lofty Valuations Put ETF Strategies To Test
October 16, 2025
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Jamieson Greer Signals US May Boost Investment In Strategic Rare Earth Companies
October 16, 2025
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Fed's Miran Says US Is 'Probably' Set For Three 25 Bps Rate Cuts This Year: Report
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Dow Futures Rise Following Strong Bank Earnings: TSM, CRM, NIO, HPE Among Stocks To Watch
October 16, 2025
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Bank Of America, Morgan Stanley, ASML, Omeros, Progressive: Stocks Making The Biggest Moves Today
October 15, 2025
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Goldman Sachs Earnings Tell: Markets Seem Okay
October 16, 2025
Goldman Sachs reported its quarterly earnings results, showing retail investors why the stock market and business cycle can continue to expand.
Via
MarketBeat
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Economy
Stock Buying On New AI Data, Potential China Truce Extension, LAC And ABAT Show Insanity
October 16, 2025
To gain an edge, this is what you need to know today.
Via
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Congressman Discloses Buying Options In SPY, QQQ, IWM Days Before Expiration: Is He Day Trading?
October 16, 2025
Trading disclosures show a member of Congress purchasing short-term options in several major stock market index ETFs.
Via
Benzinga
Should You Still Invest in the Vanguard 500 ETF After Goldman's Dire Prediction?
October 16, 2025
Worried that lofty valuations could derail your portfolio? Find out what recent trends mean for long-term investors.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
Fed’s Miran Says Rate Cuts Are ‘More Urgent’ Now Due To Recent Trade Tensions: Report
October 15, 2025
Via
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Topics
Economy
Stock Market Today: Nasdaq, S&P 500 Futures Rise—Salesforce, Hewlett-Packard Enterprise, Charles Schwab In Focus
October 16, 2025
U.S. stock futures rose on Thursday following Wednesday’s mixed moves. Futures of major benchmark indices were higher.
Via
Benzinga
Topics
Stocks
Trump Tariffs To Wreak Havoc For 'Inflation-Fearing Consumers,' Shows Fed's Beige Book, But Analyst Notes Recession Risks Appear 'Well Contained'
October 16, 2025
Fed's new Beige Book shows tariffs are raising consumer prices amid slow growth, but an analyst notes recession risks are "well contained."
Via
Benzinga
Topics
Economy
Government
World Trade
The Smartest Buy-and-Hold Index ETF to Buy With $500 Right Now
October 16, 2025
You don't want to get out of the stock market altogether, but now would be a good time to start playing a little defense.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Nasdaq Futures Climb, Buoyed By Positive Tech Tidings — But Macro, Geopolitical Concerns Temper Optimism
October 16, 2025
Bank of New York Mellon, Charles Schwab, KeyCorp., Commercial Metals, M&T Bank, Marsh McLennan, Travelers, U.S. Bancorp, CSX, and Interactive Brokers are due to release their quarterly results.
Via
Stocktwits
Topics
ETFs
Stocks
Scott Bessent Says US Has ‘Things That Are More Powerful’ Than China’s Rare Earth Export Controls: Report
October 15, 2025
Via
Stocktwits
Dow Futures Build On Gains Following Powell’s Speech On Labor Market Weakness: ASML, BAC, UAL, MS Among Stocks To Watch
October 15, 2025
Via
Stocktwits
Topics
Stocks
US Government Shutdown Could Drag On 'Five, Six Weeks,' Warns Moody's Economist Mark Zandi
October 16, 2025
A record shutdown? Moody's Chief Economist warns of a 5-6 week stalemate and economic fallout that could "get ugly fast." Here's the outlook.
Via
Benzinga
Three Days Up: Breadth Keeps Healing, Weekly Lens Still Lagging
October 16, 2025
Daily and medium-term breadth improved again - more stocks above key MAs and NH>NL - while the weekly view still reflects last week’s damage but is narrowing.
Via
Chartmill
US-China Trade Tensions Escalate: Financial Times Warns of 'Decoupling' as Markets Brace for Impact
October 15, 2025
Global markets are reeling this week as the simmering trade tensions between the United States and China have boiled over into a full-blown economic confrontation. A recent expansion of Chinese export...
Via
MarketMinute
Topics
Economy
Government
Stocks
Powell-Triggered Stock Buying Outweighs Trump Post On Soybeans And Cooking Oil; Walmart Moves to Agentic Commerce
October 15, 2025
To gain an edge, this is what you need to know today.
Via
Benzinga
Topics
Government
Lifestyle Asset Management Eliminates Stake in VFLO Despite Gains
October 15, 2025
Via
The Motley Fool
Topics
ETFs
Veracity Capital Fully Exits Stake in PRSU Worth $3.5 Million
October 15, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Scott Bessent Says US May Ask Defense Firms To Cut Buybacks, Boost R&D To Address Delivery Shortfalls
October 15, 2025
The Treasury Secretary also stated that the U.S. must take a more active stance in shaping industrial policy, particularly in sectors exposed to strategic competition with China.
Via
Stocktwits
Topics
Economy
Trump's Tariffs 'Papered Over By AI' Are Quietly Hurting Economy: 'We've Only Seen Half Of...'
October 15, 2025
Experts warn the AI boom is "papering over" tariff damage to the economy. Discover the hidden risks from Steve Eisman & Steve Liesman.
Via
Benzinga
Topics
Artificial Intelligence
Economy
Government
Stock Market Today: Nasdaq, Dow Jones Futures Rise, Bank Of America, Morgan Stanley, Abbott In Focus—Analyst Warns US 'Going Broke Slowly'
October 15, 2025
U.S. stock futures advanced on Wednesday following Tuesday’s mixed close. Futures of major benchmark indices were higher.
Via
Benzinga
Topics
Stocks
Forget China, Federal Reserve Is Biggest Seller Of US Debt—By $1.5 Trillion, Even As Foreign Holdings Remain Stable
October 15, 2025
The biggest seller of U.S. debt isn't China—it's the Fed. See how its $1.5T sell-off dwarfs all other nations and impacts the economy.
Via
Benzinga
Topics
Economy
Two-Day Thrust, But Short-Term Repair Work Remains
October 15, 2025
After Friday’s washout and Monday’s surge, Tuesday extended the rebound with another advancers-led session. Short- and intermediate-term breadth gauges improved broadly, though weekly/monthly...
Via
Chartmill
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