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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
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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Client Contact with Portfolio Manager(s)
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
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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
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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Energy Select Sector SPDR
(NY:
XLE
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44.71
-0.25 (-0.56%)
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Updated: 8:00 PM EST, Dec 31, 2025
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Leading And Lagging Sectors For July 17, 2025
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July 17, 2025
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July 16, 2025
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ConocoPhillips Stock In Focus As It Seeks US Approval To Find More Oil In Alaska
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July 15, 2025
If approved, it would be ConocoPhillips’ largest exploration campaign since 2020, according to a Bloomberg News report.
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EU Reportedly Set To Unveil Fresh Oil Price Cap For Russian Crude This Week At $47/Barrel
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July 14, 2025
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Wall Street Pauses As Tariff Concerns Rise, Dollar Eyes Third Straight Gain: What's Moving Markets Monday?
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July 14, 2025
U.S. equities traded sideways on Monday as investor sentiment wavered following President Donald Trump's weekend announcement of a sweeping 30% tariff on all imports from the European Union and Mexico,...
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July 14, 2025
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Oil Prices Edge Higher As Trump Teases Russia Sanctions, Sends Missiles To Ukraine
↗
July 13, 2025
Benchmark Brent crude prices rose by 0.2% to $70.47 per barrel, while U.S. West Texas Intermediate crude prices gained 3 cents to $68.49 per barrel at 2.42 a.m. GMT.
Via
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Tariff Jitters Hit Stocks, Silver Jumps To 14-Year Highs: What's Moving Markets Friday?
↗
July 11, 2025
Wall Street is poised to conclude the week on a cautious note, with equities easing on Friday after President Donald Trump signaled a more aggressive trade stance.
Via
Benzinga
Topics
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BP Braces For Profit Hit As Oil Prices Decline
↗
July 11, 2025
BP (NYSE: BP) expects varied Q2 results due to lower oil prices, higher production, and seasonal demand shifts. Debt reduction and impairment charges also expected.
Via
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Leading And Lagging Sectors For July 11, 2025
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July 11, 2025
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OPEC Sees Oil Demand Climbing Through 2050 — Thanks In Part To Trump’s Paris Climate Accord Exit
↗
July 11, 2025
The group says oil demand will rise by about 19% to hit about 123 million barrels per day (bpd) by 2050.
Via
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Topics
Government
Leading And Lagging Sectors For July 10, 2025
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July 10, 2025
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Oil Prices Hold Steady Amid Fresh Set Of Trump Tariffs, Rise In US Gasoline Demand
↗
July 10, 2025
Benchmark Brent crude gained 0.1% at $70.27 per barrel, while U.S. West Texas Intermediate crude advanced eight cents to $68.46 per barrel at 7.38 am GMT.
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Leading And Lagging Sectors For July 9, 2025
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July 09, 2025
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Copper Rallies To Record Highs After Trump's 50% Tariff Bombshell: What's Moving Markets Tuesday?
↗
July 08, 2025
U.S. stocks were little changed on Tuesday as investors stayed cautious following a series of letters from the White House to major trading partners, outlining sweeping new tariffs.
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World Trade
Energy ETFs In Focus After Exxon Flags $1.5 Billion Profit Hit
↗
July 08, 2025
Exxon's caution pressures energy ETFs like XLE and VDE, as oil prices dip and investors weigh OPEC+ moves and sector rotation risks.
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Leading And Lagging Sectors For July 8, 2025
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July 08, 2025
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BP And Shell See New Opportunities In Libya's Oil Fields
↗
July 08, 2025
BP Plc to reopen office in Libya by 2025, signs agreement with NOC for new exploration opportunities. Shell also involved in development initiatives.
Via
Benzinga
Exxon Mobil Braces for $1.5B Q2 Earnings Hit From Weaker Oil, Gas Prices
↗
July 08, 2025
However, the company said that higher refining margins could boost its earnings by $300 million.
Via
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World Trade
Wall Street Slumps, Dollar Jumps After Trump's Tariff Blitz: What's Moving Markets Monday?
↗
July 07, 2025
President Donald Trump sent markets into a tailspin Monday after officially announcing sweeping 25% tariffs on all imports from Japan and South Korea, starting Aug. 1. The new tariffs apply to all...
Via
Benzinga
Topics
Government
World Trade
Shell Sees Lower Production, Softer Trading In Q2
↗
July 07, 2025
Shell plc released updated financial outlook for Q2 2025, expecting reduced production in gas and upstream segments and stronger earnings in marketing. Tax, derivative, and working capital fluctuations...
Via
Benzinga
Leading And Lagging Sectors For July 7, 2025
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July 07, 2025
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Oil Prices Pull Back After OPEC+ Supply Boost Shocks Markets, Focus Shifts To Trade Deals
↗
July 06, 2025
Benchmark Brent crude prices fell 1% to $67.63 per barrel, while West Texas Intermediate (WTI) crude prices were down 1% at $65.83 per barrel at 2.28 am GMT.
Via
Stocktwits
Topics
ETFs
World Trade
Leading And Lagging Sectors For July 4, 2025
↗
July 04, 2025
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Tesla, Nvidia, Palantir ETFs Dominate As Traders Pile Into High-Risk Bets In June
↗
July 03, 2025
Traders rushed into leveraged ETFs tied to Tesla, Nvidia, and Palantir in June, signaling renewed risk appetite in tech.
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Benzinga
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Leading And Lagging Sectors For July 3, 2025
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July 03, 2025
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Leading And Lagging Sectors For July 2, 2025
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July 02, 2025
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Ovintiv Stock Rises As Goldman Sachs Sees ‘Meaningful Discount’ Compared With Oil Peers
↗
July 01, 2025
According to TheFly, the brokerage also raised its price target for the stock to $51 from $47, citing outsized expectations for free cash flow generation.
Via
Stocktwits
Leading And Lagging Sectors For July 1, 2025
↗
July 01, 2025
Via
Benzinga
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