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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)
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Quarterly Performance Reports
Market Value Securities (MVS)
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TAV Program
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Client Information
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
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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The Final Bell: Deciphering the Last-Day Slump as 2025 Trading Draws to a Close
December 31, 2025
As the clock ticks toward the final closing bell of 2025, the financial markets are witnessing a familiar, if somewhat somber, ritual. Despite a year that saw the S&P 500 climb nearly 17.3%, today’s...
Via
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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...
Via
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Xi Talks Up China’s AI And Chip Path In New Year Speech As Demand Surges Despite Global Curbs: Report
↗
December 31, 2025
Xi delivered the address as China approaches the end of its 14th Five-Year Plan and ahead of the start of the next planning cycle in 2026.
Via
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Artificial Intelligence
Economy
Supply Chain
Jobless Claims Unexpectedly Fall For Third Consecutive Week
↗
December 31, 2025
Via
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Fed Minutes Signal Potential For More Easing As Officials Debate Risks To Inflation And Jobs
↗
December 30, 2025
Via
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Wharton's Jeremy Siegel Flags Three Near-Term Bumps For 2026 But Maintains Positive Outlook: Report
↗
December 29, 2025
Via
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Nasdaq, S&P 500 Futures Edge Lower For Final Session Of 2025: Why NVDA, TSLA, VNDA Are On Traders' Radar Today
↗
December 31, 2025
Investors head into the final trading session of 2025 with caution.
Via
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Artificial Intelligence
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Economy
VIX Spikes as Wall Street’s Year-End Rally Stumbles
December 30, 2025
The festive mood on Wall Street has taken a sudden, chilly turn as the final trading days of 2025 approach. The CBOE Volatility Index (VIX), often referred to as the market’s "fear gauge," saw a...
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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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Government
Law Enforcement
World Trade
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
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Nasdaq, S&P 500 Futures Edge Lower Ahead Of FOMC Minutes: Why META, BA, MU, EKSO Are On Traders' Radar Today
↗
December 30, 2025
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Trump Threatens To Sue Fed Chair Jerome Powell For ‘Incompetence’: Says Replacement Appointment Expected In January
↗
December 29, 2025
At the end of his press conference with Israel Prime Minister Benjamin Netanyahu on Monday evening, Trump said that he still has a favorite for the position of the Fed Chair without taking names.
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The Santa Claus Stumble: Markets Pivot from Record Highs to Year-End Consolidation
December 29, 2025
As the final trading days of 2025 unfold, the festive exuberance that propelled Wall Street to the brink of historic milestones is beginning to cool. After a blistering mid-December surge that saw the...
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How Barrick Defied Chaos In 2025 — And Delivered A Golden Run For Investors
↗
December 26, 2025
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Wall Street Turns Jolly Heading Into Christmas: S&P 500 Notches New Record As Santa Claus Rally Begins
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December 24, 2025
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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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Immigration
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%.
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Stocks
Nasdaq, S&P 500 Futures Signal Cautious Open On Wall Street: Why SLV, GLD, TSLA, DBRG, CPNG Are On Traders' Radar Today
↗
December 29, 2025
Thin holiday volume is expected; watch tech and megacap leadership for sentiment cues.
Via
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ETFs
Stocks
The Liquidity Vacuum: Thin Holiday Trading Sparks Volatility as 2025 Draws to a Close
December 26, 2025
As the final week of 2025 unfolds, the hallowed halls of the New York Stock Exchange and the digital corridors of the Nasdaq have transformed into a "ghost town." With many institutional traders having...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
The Santa Claus Breakout: Large-Cap Stocks Shatter Records as 2025 Ends on a Technical High Note
December 26, 2025
As the final trading days of 2025 wind down, the U.S. equity markets are delivering a historic performance that has caught many analysts by surprise. Following a year defined by the maturation of...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Is The Stock Market Open Today? NYSE, Nasdaq Trading Hours For December 26
↗
December 26, 2025
The New York Stock Exchange and the Nasdaq will reopen for trading on Friday after remaining closed on Christmas.
Via
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ETFs
Stocks
Nasdaq, S&P 500 Futures Tread Caution As Market Reopens After Christmas Break: Why NVDA, AG, SOUN Are On Traders' Radar Today
↗
December 26, 2025
Trading volumes are expected to remain thin after the holiday.
Via
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Topics
Artificial Intelligence
ETFs
Economy
Retail’s Christmas Eve Watchlist: Omeros, Nike, Citi, Dynavax And Agios Spark Most Market Chatter
↗
December 24, 2025
The stocks were tracked during the shortened Christmas Eve session across healthcare, consumer, and banking.
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Economy
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
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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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Topics
Stocks
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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Economy
Stocks
Is The Stock Market Open Today? Here Are NYSE, Nasdaq Trading Hours On Christmas Eve
↗
December 24, 2025
The New York Stock Exchange and the Nasdaq will be open for trading on Christmas Eve till 1 p.m. ET, with the NYSE staying open for options trading till 1:15 p.m. ET.
Via
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Economy
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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