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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
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Tamar Advisors
Own Your Practice
Letter to Clients
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly 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
Quarterly Performance Reports
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Event Schedule
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Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
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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Why Companies Split Their Stocks – And How It Impacts Your Portfolio
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December 05, 2025
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Morgan Stanley Now Predicts 25 Bps Rate Cut In December Meeting, Reversing Earlier Stance: Report
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December 05, 2025
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Ahead Of PCE Data Release, Here's What CME FedWatch Is Indicating About December Fed Rate Cut Chances
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According to data from the CME FedWatch tool, there is an 87.2% probability of a 25 basis point rate cut next week.
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Rally Pauses at Resistance as Breadth Stays Constructive
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Jobless Claims Fall To Lowest Level Since September 2022
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Wall Street Sounds Alarm On Kevin Hassett As Trump Eyes Him For Fed Chair: Report
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SoFi Stock On Course For Another Blockbuster Year — Retail Traders Want To Buy The Dilution Dip As S&P 500 Inclusion Buzz Builds
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For SoFi, 2025 has been marked by significant revenue and user milestones, as well as possible inclusion in the S&P 500 Index and greater room to grow.
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Nasdaq, S&P 500 Futures Set For Firm Open Ahead Of PCE Inflation Data: Why NFLX, SMX, SOFI, IOT Are On Traders' Radar
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December 05, 2025
Retail sentiment, however, remains cautious, with SPY and QQQ flashing bearish on Stocktwits.
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Trump Administration Eases Investment Deadlines For Large Pharma Companies: Report
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December 04, 2025
The report added that at least one of these companies expects to fulfill the multi-billion-dollar investment pledge in full by Jan. 1, 2029.
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What Is A Block Trade?
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December 04, 2025
According to CMC Markets, these trades are typically executed by investment banks or electronic block-trading platforms.
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Trump May Reportedly Roll Back Biden Era Fuel Economy Rules On Wednesday
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Reddit’s CEO Wants To Build ‘The Most Human Place On The Internet’ While Leaning Hard On AI
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Layoff Announcements Cross 1.1 Million Through November — DOGE Impact, AI Among Top Reasons For Job Cuts In 2025
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December 04, 2025
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Market Breadth: Bulls Regain Control as Small Caps Rejoin the Rally
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December 04, 2025
After Monday’s wobble at resistance, Wednesday’s session delivered the broad-based follow-through that was missing on Tuesday. Advances outnumbered declines three to one, participation above key moving...
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Trump Rescinds Biden-era Fuel Economy Rules
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December 03, 2025
The White House said that Trump is returning the standards to levels that can actually be met with conventional gasoline and diesel vehicles.
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Black Swift Group Loads Up on MercadoLibre Stock With 3,400 Shares
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December 03, 2025
The MercadoLibre position accounts for 1.4% of fund AUM, which places it outside the fund's top five holdings.
Via
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Treasury Secretary Bessent Proposes Residency Rule for Regional Fed Presidents, Sparking Independence Debate
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Washington D.C., December 3, 2025 – U.S. Treasury Secretary Scott Bessent today unveiled a controversial proposal mandating that regional U.S. Federal Reserve bank presidents must reside in their...
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Market Turbulence and Job Market Jitters: A December 2025 Economic Snapshot
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As December 3, 2025, dawns, the financial markets are grappling with a complex confluence of forces: a recent stock market decline and unsettling new job loss figures. This dual blow has injected a...
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Dow, S&P 500 Beat Initial Blues To Rise After ADP Jobs Report Shows Weakness: MRVL, AEO, GTLB, SNOW Among Stocks To Watch
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December 03, 2025
The Dow Jones Industrial Average was up 0.42% at the time of writing, while the S&P 500 rose 0.19%.
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Bessent Reportedly Says Trump Was 'Right' On Tariffs, Notes His 'Maximalist' Approach Gave Leverage In Trade Negotiations
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December 03, 2025
Speaking during The New York Times DealBook Summit 2025, Bessent acknowledged that his views on tariffs have evolved since 2024.
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From Shrimp To Shredded Cheese, America’s Packaged Food Recall Is Getting A Bit Chaotic — And Testing Shoppers’ Nerves
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ADP Data Shows Unexpected Decline In Private Payrolls In November, Small Businesses Pull Back Sharply
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December 03, 2025
Small businesses registered a net decline of 120,000 employees during the month, while mid-sized and large businesses added 90,000 employees on a net basis.
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Trump Administration Reportedly Eyeing Executive Order On Robotics In 2026: Howard Lutnick Is ‘All In’ On Accelerating Development
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December 03, 2025
According to a Politico report, Lutnick has been meeting with CEOs in the robotics industry.
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Why Anthropic’s IPO Might Just Be Juicier Than OpenAI’s
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December 03, 2025
Both AI giants might launch their public market offerings next year.
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Market Breadth Stabilises After Monday’s Shakeout
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December 03, 2025
After Monday’s broad-based sell-off, Tuesday’s session brought a more balanced picture. The major indices held their uptrends and breadth readings reverted from clearly negative to almost neutral, with...
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The Prediction Markets Rush: Polymarket, Kalshi Are Ascending Fast — And Sportsbooks DraftKings And Flutter Are On High Alert
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December 03, 2025
Massive funding deals and the recent wave of partnerships with major sports leagues and mainstream finance and media outlets mark a pivot for Kalshi and Polymarket.
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Nasdaq, S&P 500 Futures Point To Steady Open: Why CAPR, MRVL, AEO, GTLB, CRWD Are On Traders' Radar
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December 03, 2025
After a volatile start to the week, markets are showing signs of stabilization.
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