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home
about us
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
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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
Services, Fees and Compensation
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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
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Back Dated Performance Reports
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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
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Client Service Approach
Client's Responsibilities
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Implementation
Legal Services
Termination
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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
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TAF® Program
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Additional Information
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Focus Financial Partners Inc. - Common Stock
(NQ:
FOCS
)
N/A
UNCHANGED
Last Price
Updated: 4:00 PM EDT, Aug 30, 2023
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Focus Financial Partners inc (FOCS) Q2 2021 Earnings Call Transcript
↗
August 05, 2021
FOCS earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
Focus Financial Partners Reports Second Quarter Results
August 05, 2021
Strong Growth and Financial Performance with Record M&A Momentum NEW YORK, NY / ACCESSWIRE / August 5, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus Inc.", "Focus", the "Company", "we",...
From
Focus Financial Partners
Via
AccessWire
Topics
Regulatory Compliance
Travis Pitt Joins Focus Partner Firm Escala Partners, Expanding Escala's Investment Advisory Team and Increasing its Presence in the Melbourne and Syndey Wealth Markets
July 26, 2021
NEW YORK, NY / ACCESSWIRE / July 26, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of fiduciary wealth management firms, announced today that Travis Pitt ("Pitt")...
From
Focus Financial Partners
Via
AccessWire
Focus Partner Firm Connectus Wealth Advisers Expands Into Canada
July 23, 2021
GAVIN Hockey Wealth Specialists to Join Connectus, Establishing Connectus' Presence in the Canadian Wealth Management and North American Athlete Markets NEW YORK, NY / ACCESSWIRE / July 23, 2021 /...
From
Focus Financial Partners
Via
AccessWire
Focus Financial Partners to Release 2021 Second Quarter Results on August 5
July 22, 2021
NEW YORK, NY / ACCESSWIRE / July 22, 2021 / Focus Financial Partners Inc. (Nasdaq:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, today announced that it will...
From
Focus Financial Partners
Via
AccessWire
Six Advisers With Focus Firms Named to the 2021 List of Australia's Top 100 Financial Advisers
July 18, 2021
NEW YORK, NY / ACCESSWIRE / July 18, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of fiduciary wealth management firms, announced today that five advisers with...
From
Focus Financial Partners
Via
AccessWire
Sonora Investment Management to Join Focus as a New Partner Firm, Expanding Focus' Presence in the Growing Southwest Wealth Market
July 01, 2021
NEW YORK, NY / ACCESSWIRE / July 1, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Sonora...
From
Focus Financial Partners
Via
AccessWire
Collins Investment Group to Join Focus Partner Firm XML Financial Group, Expanding XML's Presence in the Washington DC Metro-Area
July 01, 2021
NEW YORK, NY / ACCESSWIRE / July 1, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has...
From
Focus Financial Partners
Via
AccessWire
Focus Financial Partners Closes New 7-Year Term Loan Tranche, Raising $800 Million in a Heavily Oversubscribed Transaction With a Substantial Increase in Participation by New Lenders
July 01, 2021
NEW YORK, NY / ACCESSWIRE / July 1, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of fiduciary wealth management firms, announced today that it has closed the...
From
Focus Financial Partners
Via
AccessWire
New Providence Asset Management to Join Focus Partner Firm The Colony Group, Further Enhancing Colony's Institutional Investment Team
July 01, 2021
NEW YORK, NY / ACCESSWIRE / July 1, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has...
From
Focus Financial Partners
Via
AccessWire
Topics
Retirement
Focus Financial Partners Announces Second Investor Day
June 30, 2021
NEW YORK, NY / ACCESSWIRE / June 30, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it will...
From
Focus Financial Partners
Via
AccessWire
George Ferizis Group to Join Focus Partner Connectus Wealth Advisors, Further Accelerating Connectus' International Growth and Expansion in Australia
June 28, 2021
NEW YORK, NY / ACCESSWIRE / June 28, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of fiduciary wealth management firms, announced today that Connectus Wealth...
From
Focus Financial Partners
Via
AccessWire
Badgley Phelps Wealth Managers, a Premier Independent Wealth Manager in the Pacific Northwest, to Join Focus as a Partner Firm
June 28, 2021
NEW YORK, NY / ACCESSWIRE / June 28, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Badgley...
From
Focus Financial Partners
Via
AccessWire
44 Biggest Movers From Yesterday
↗
June 23, 2021
Gainers Alfi, Inc. (NASDAQ: ALF) shares jumped 108.9% to settle at $16.29 on Tuesday following exclusive Benzinga reporting the company will buyback up to $2 million of its...
Via
Benzinga
Mid-Afternoon Market Update: Dow Rises 80 Points; County Bancorp Shares Spike Higher
↗
June 22, 2021
Toward the end of trading Tuesday, the Dow traded up 0.24% to 33,957.60 while the NASDAQ rose 0.54% to 14,218.14. The S&P also rose, gaining 0.48% to 4,244.97. The U.S. has...
Via
Benzinga
Topics
Stocks
34 Stocks Moving In Tuesday's Mid-Day Session
↗
June 22, 2021
Gainers County Bancorp, Inc. (NASDAQ: ICBK) shares surged 45.5% to $34.03. Nicolet Bankshares reported a deal to buy County Bancorp. Alfi, Inc. (NASDAQ: ALF) shares climbed 41.7...
Via
Benzinga
21 Stocks Moving in Tuesday's Pre-Market Session
↗
June 22, 2021
Gainers Adial Pharmaceuticals, Inc. (NASDAQ: ADIL) rose 29.2% to $3.71 in pre-market trading as traders circulated an article titled "Revisiting Adial Pharmaceuticals: EMA...
Via
Benzinga
Focus Financial Partners Prices Secondary Offering of Class A Common Stock; KKR Exits Remaining Position in Focus
June 21, 2021
NEW YORK, NY / ACCESSWIRE / June 21, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus") announced today the pricing of the previously announced underwritten secondary offering of 7,417,929...
From
Focus Financial Partners
Via
AccessWire
Topics
Regulatory Compliance
Focus Financial Partners Announces Launch of Secondary Offering of Class A Common Stock
June 21, 2021
NEW YORK, NY / ACCESSWIRE / June 21, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus") announced today that it has launched an underwritten secondary offering of 7,419,939 shares of its...
From
Focus Financial Partners
Via
AccessWire
Topics
Regulatory Compliance
Focus Financial Partners Announces Launch of New 7-Year Term Loan Tranche in Anticipation of Record Acquisition Volume
June 17, 2021
Reaffirms 3.5x to 4.5x Net Leverage Ratio Target NEW YORK, NY / ACCESSWIRE / June 17, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary...
From
Focus Financial Partners
Via
AccessWire
Six Stocks To Buy To Beat The “Biden Tax Bite”
↗
June 12, 2021
The profits you stand to make will more than offset any tax bite, but you've got to admit, a plan to position your money in industries poised to soar… on a wave of tax-financed government spending… has...
Via
Talk Markets
Focus Financial Partners to Present at the Morgan Stanley 2021 US Financials, Payments & CRE Conference
June 07, 2021
NEW YORK, NY / ACCESSWIRE / June 7, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Rudy...
From
Focus Financial Partners
Via
AccessWire
ARS Wealth to Join Focus as a Partner Firm, Establishing Focus' Presence in the Florida High Net Worth Market and Broadening Its National Scale
June 01, 2021
NEW YORK, NY / ACCESSWIRE / June 1, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that ARS...
From
Focus Financial Partners
Via
AccessWire
Integer Wealth Advisors Group To Join Focus Partner Firm JFS Wealth Advisors Transaction will Increase JFS' Scale and Enhance Its East Coast Presence
May 10, 2021
NEW YORK, NY / ACCESSWIRE / May 10, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has...
From
Focus Financial Partners
Via
AccessWire
Focus Financial Partners Inc (FOCS) Q1 2021 Earnings Call Transcript
↗
May 07, 2021
FOCS earnings call for the period ending March 31, 2021.
Via
The Motley Fool
Topics
Earnings
Focus Financial Partners Reports First Quarter Results
May 06, 2021
Performance Exceeds Expectations, Reinforcing Strong Momentum NEW YORK, NY / ACCESSWIRE / May 6, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus Inc.", "Focus", the "Company", "we", "us" or...
From
Focus Financial Partners
Via
AccessWire
Topics
Regulatory Compliance
Carolina Capital Consulting Will Join Focus Partner Firm Buckingham Strategic Wealth, Establishing Buckingham's Presence in North Carolina
April 30, 2021
NEW YORK, NY / ACCESSWIRE / April 30, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has...
From
Focus Financial Partners
Via
AccessWire
Topics
Retirement
Aspiri Financial Services To Join Focus Partner Connectus Wealth Advisors, Further Expanding Connectus' Australian Footprint
April 26, 2021
NEW YORK, NY / ACCESSWIRE / April 26, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of fiduciary wealth management firms, announced today that Connectus Wealth...
From
Focus Financial Partners
Via
AccessWire
Focus Financial Partners to Release 2021 First Quarter Results on May 6
April 22, 2021
NEW YORK, NY / ACCESSWIRE / April 22, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, today announced that it will...
From
Focus Financial Partners
Via
AccessWire
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