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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
Market Value Securities (MVS)
MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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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
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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How Fed’s 2025 Pivot, QT Exit, And Rising Dissent Reshaped Rate Expectations This Year
↗
December 31, 2025
After holding rates steady for most of 2025 and resisting President Donald Trump’s calls for rate cuts, the central bank ended the year with three consecutive 25 basis point reductions in the policy...
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Jobless Claims Unexpectedly Fall For Third Consecutive Week
↗
December 31, 2025
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China Reportedly Earmarks $42 Billion For 2026 Projects – Infrastructure, Consumption Take Priority
↗
December 31, 2025
China’s 295 billion yuan allocation in 2026 will go towards an investment plan for the central government's budget and other major projects.
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Trump Expected To Roll Out Fresh Levies If Supreme Court Rules Against Tariffs: Report
↗
December 30, 2025
The Trump administration will use a combination of alternative legislation and existing trade measures to reissue tariffs if the Supreme Court rules against the current ones, according to a report from...
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Wharton's Jeremy Siegel Flags Three Near-Term Bumps For 2026 But Maintains Positive Outlook: Report
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December 29, 2025
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Pending Home Sales Rise To Highest Levels In Nearly Three Years: NAR Chief Economist Says ‘Homebuyer Momentum Is Building’
↗
December 29, 2025
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Trump's Former Economic Advisor Says He's Not A Big Fan Of Tariffs, But Adds Economy Doing 'Much, Much Better': Report
↗
December 29, 2025
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Treasury Yields Hold Steady As Wall Street Braces For ‘Considerably Slower’ Q4 GDP
↗
December 26, 2025
Via
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Paul Krugman Warns 2026 Will Be Worse For Small Businesses, A Month After Small Firms Cut 120,000 Jobs
↗
December 29, 2025
Krugman pointed out that small businesses were unable to weather the storm brought about by the Trump administration’s tariffs and immigration policy changes.
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Kevin O’Leary Says Trump’s GDP Record Is Pretty Good — But This Economist Warns Growth Gains Aren’t Reaching Households
↗
December 29, 2025
Earlier this month, the Bureau of Economic Analysis reported that the U.S. economy grew at an annualized rate of 4.3%, higher than the Dow Jones forecast of 3.2%.
Via
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Stocks
Christmas 2025: January Fed Rate Cut Odds Sink After Q3 GDP Blowout
↗
December 24, 2025
While Trump administration officials continue to back lower rates, market expectations point to the Fed taking a pause next month.
Via
Stocktwits
Topics
Economy
Government
Jobless Claims Unexpectedly Fall For Second Consecutive Week
↗
December 24, 2025
According to data released by the U.S. Department of Labor on Wednesday, jobless claims fell by 10,000 to 214,000 in the week ended December 20.
Via
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Stocks
Fed's Williams Sees No Urgency To Cut Rates Again, Says November CPI Was 'Distorted' Downward Due To Technical Factors: Report
↗
December 19, 2025
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El Erian Sees A New ‘Unsettling’ Economic Risk Emerging In 2026 – And It’s Not Inflation Or Affordability
↗
December 19, 2025
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November Jobs Report: Payrolls Beat Estimates, But Unemployment Ticks Higher
↗
December 16, 2025
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Treasury Official Backs Fed Rate Cuts In 2026, Expects US Economy To Grow Around 3% Next Year: Report
↗
December 24, 2025
He argued that sustained supply-side improvements could contain inflation, despite solid GDP growth.
Via
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Topics
Economy
Stocks
Strong Q3 US Growth Could Cap Fed Rate Cuts At One Or Two In 2026, Says Schwab's Collin Martin
↗
December 24, 2025
The strategist also pointed to strong consumer spending in the third quarter despite a cooling labor market.
Via
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Topics
Economy
Stocks
Wharton's Jeremy Siegel Says 2026 Has The Ingredients To Be A Good Year For Risk Assets – If Washington Avoids These Two Challenges
↗
December 23, 2025
The economist stated that a cooling of inflation gives the Federal Reserve more room to lower the policy rate further.
Via
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Topics
Artificial Intelligence
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Fed's Miran Warns Of Recession Risks If Rates Are Not Cut: Report
↗
December 22, 2025
Miran stated that while he does not see a recession right now, the neutral rate of interest has been brought down because of a “variety of shocks” to the U.S. economy.
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Immigration
Waller Reportedly Had A ‘Strong Interview’ For Fed Chair Job With Trump On The Same Day He Said There’s Room For Up To 100 Bps Rate Cuts
↗
December 19, 2025
Conducted at President Trump’s residence, Waller’s interview was concluded before the President’s address to the nation on Wednesday night.
Via
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Topics
Economy
Government
Waller's Odds For Fed Chair Nomination Surge After The Fed Governor's Dovish Comments On Rate Cuts
↗
December 17, 2025
Waller now has a 26% chance of being nominated by President Trump to serve as Fed Chair.
Via
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Economy
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Kevin Warsh Emerges As Fed Chair Favorite On Kalshi After Pushback Against Hassett From Trump Allies
↗
December 16, 2025
According to the platform data, Warsh has a 48% chance of being nominated by President Trump for the Fed Chair position, while Hassett ranks second at 38%.
Via
Stocktwits
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Bonds
Economy
Government
Why Wharton's Jeremy Siegel Believes Powell's Conceptual Shift On Inflation ‘Matters Enormously'
↗
December 16, 2025
The economist said Powell’s tone on inflation, acknowledgment of labor market softness, and the shift on the balance sheet point to a more accommodative direction.
Via
Stocktwits
Topics
Economy
Fed’s Goolsbee Explains Why He Voted Against December Rate Cut: 'Getting More Evidence First Feels Like The Wiser Choice'
↗
December 12, 2025
Goolsbee was one of the three Fed officials who dissented against the central bank’s decision of a 25-basis-point rate cut on Wednesday.
Via
Stocktwits
Topics
Economy
Jobless Claims Rise Higher Than Expected After Big Drop During Thanksgiving Week
↗
December 11, 2025
According to data released by the U.S. Department of Labor on Thursday, jobless claims rose by 44,000 to 236,000 in the week ended December 6.
Via
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Artificial Intelligence
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Bessent To Propose Looser Regulation By Financial Stability Monitoring Body Created After 2008 Financial Crisis: Report
↗
December 11, 2025
According to a CNBC report, Bessent will propose a new approach for the FSOC in a bid to allow the monitoring body to adopt a freer process when it comes to the regulation and oversight of institutions...
Via
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Artificial Intelligence
Fed Delivers Widely Anticipated Rate Cut Of 25 Basis Points
↗
December 10, 2025
The move marks the third reduction in 2025, following similar quarter-point cuts in September and October.
Via
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Topics
Economy
US Employment Costs Cool In Third Quarter, Reflecting Job Market Weakness
↗
December 10, 2025
The Employment Cost Index rose 0.8% in the quarter ended September 2025 compared to 0.9% in the previous quarter.
Via
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ETFs
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Stocks
Will The Fed Cut Rates Today? Here's What Bettors On Kalshi And Polymarket Think
↗
December 10, 2025
According to data from the CME FedWatch tool, there is an 87.6% probability of a 25 bps rate cut on Wednesday.
Via
Stocktwits
Topics
Economy
Government
Fed Rate Decision: As The D-Day Arrives, Here's A Look At Some Key Narratives So Far
↗
December 10, 2025
According to data from the CME FedWatch tool, there is an 89.9% probability of a 25 basis point rate cut on Wednesday.
Via
Stocktwits
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Government
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