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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
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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
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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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
Services, Fees and Compensation
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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Event Schedule
TAM
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
Bond Fund Seminar
RSVP-Signup Form
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iShares Core S&P 500 ETF
(NY:
IVV
)
767.13
-2.18 (-0.28%)
Official Closing Price
Updated: 4:10 PM EDT, Aug 24, 2026
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History Says This Surefire ETF Can Turn $200 per Month Into $1 Million -- With Next to No Effort on Your Part
↗
August 13, 2026
The right investment can build life-changing wealth over time.
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Which Is the Better S&P 500 ETF, Vanguard's VOO or the iShares IVV?
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August 12, 2026
Both funds charge 0.03% annually and delivered identical 22.8% returns over the past year, but one holds significantly more assets.
Via
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15% Of Israel Englander's $240 Billion Millennium Portfolio Sits in Just 10 Stocks
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Prediction: Vanguard's S&P 500 ETF Will Be Back Above $1 Trillion in Assets Before the Year Is Out. Here's the Math.
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August 02, 2026
A 2% gain puts the fund back at a level no other ETF has ever reached. Here's how it gets there.
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Avoid This Hidden Risk of Index Funds
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Investing in index funds is a good way to gain exposure to a broad range of stocks, but it's not without risk.
Via
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Which S&P 500 ETF Is Better in 2026? State Street's SPY or iShares' IVV?
↗
July 06, 2026
IVV's 0.03% expense ratio and $886 billion in assets make it a compelling alternative for buy-and-hold investors seeking broad market exposure.
Via
The Motley Fool
Topics
ETFs
Stocks
The Vanguard S&P 500 ETF Just Broke an Incredible Record. Here's What It Means for the Stock Market.
↗
June 20, 2026
In June, the Vanguard S&P 500 ETF (VOO) became the first exchange-traded fund to top $1 trillion in assets under management (AUM).
Via
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Topics
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Stocks
VOO vs. IVV: Which Popular S&P 500 ETF Is the Better Buy for Investors?
↗
June 17, 2026
Both ETFs mirror each other in cost, yield, and performance, but differ in issuer and scale. See what else sets these S&P 500 giants apart.
Via
The Motley Fool
Topics
ETFs
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Which S&P 500 ETF Is the Better Buy: iShares' IVV or State Street's SPY?
↗
June 17, 2026
Subtle differences in structure and returns can impact long-term ETF performance for investors seeking S&P 500 exposure. Explore how these giants stack up.
Via
The Motley Fool
Topics
ETFs
Stocks
The SpaceX IPO Is Finally Here: This Is When It Might Be Coming to Your S&P 500 ETF
↗
June 17, 2026
S&P Dow Jones indexes said it won't make any special rule changes to allow SpaceX into the S&P 500.
Via
The Motley Fool
Topics
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The Danger of Diversifying Without Really Diversifying
↗
June 13, 2026
There is such a thing as too much of a good thing.
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The Motley Fool
Topics
ETFs
Is It Really Safe to Invest in the S&P 500 at Record Highs? History Offers a Clear Answer.
↗
June 10, 2026
Even during the worst bear markets, evidence suggests that all-time highs are as good a time as any other to be investing.
Via
The Motley Fool
Topics
Economy
Stocks
Vanguard and iShares S&P 500 ETFs Compared: Is There Really a Difference?
↗
June 10, 2026
Explore how these two leading funds stack up in sector exposure, liquidity, and dividend payouts for investors seeking broad market access.
Via
The Motley Fool
Topics
ETFs
Economy
Stocks
It'll Be Awhile Before SpaceX Joins S&P 500 ETFs
↗
June 07, 2026
Some market observers say it's an example of an index provider sticking to its principles, but SpaceX won't be gaining fast entry into the S&P 500.
Via
The Motley Fool
Topics
ETFs
Initial Public Offering
Stocks
Should You Really Invest in QQQ Right Now? Or Is IVV the Better Buy? Here's What the Data Suggests.
↗
June 06, 2026
Here's how these leading ETFs compare on diversification, risk profiles, and long-term earning potential.
Via
The Motley Fool
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Which S&P 500 Fund is the Better Choice: SPY or IVV?
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June 05, 2026
Compare two giants tracking the same index, each with unique strengths for investors seeking broad U.S. equity exposure and efficient portfolio building.
Via
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Topics
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GTS Securities Buys $47.8 Million Worth of This Brand-New Quality-Growth ETF
↗
May 27, 2026
The actively managed Sapient Quality Select ETF (SQS) targets quality-growth companies aligned with long-term economic trends across multiple sectors.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
GTS Securities Slashes Its XOVR Stake -- Selling $354 Million Worth of Shares
↗
May 26, 2026
ERShares Private-Public Crossover ETF blends public equities with select private company exposure in a single fund.
Via
The Motley Fool
Topics
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Regulatory Compliance
VOO vs. IVV: Which Popular S&P 500 ETF Is the Better Buy for Investors?
↗
May 23, 2026
With identical fees and returns, these two S&P 500 ETFs differ in a few minor ways that could make a difference for investors.
Via
The Motley Fool
Topics
ETFs
Stocks
SkyView Unloads $12.9 Million Worth of COMT Shares -- What Investors Should Know
↗
May 23, 2026
iShares GSCI Commodity Dynamic Roll Strategy ETF offers diversified commodity exposure via futures, along with a systematic roll strategy.
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Topics
ETFs
Regulatory Compliance
CWM Opens a $521 Million Position in CORO -- What Investors Should Know
↗
May 22, 2026
Offering active exposure to global equities, this ETF rotates allocations among international markets to pursue diversified returns.
Via
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Topics
ETFs
Regulatory Compliance
Aspen Grove Trims European Financials Bet -- Selling $3.3 Million Worth of EUFN
↗
May 21, 2026
The iShares MSCI Europe Financials ETF (EUFN) targets leading European banks and insurers, providing focused sector access through a diversified portfolio.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Wealthspire Retirement Loads Up on FLXR With New $21 Million Position
↗
May 20, 2026
TCW Flexible Income ETF targets high current income and long-term growth through an actively managed, flexible fixed income strategy.
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
NorthCoast Adds $15.7 Million Worth of IBTH -- a Steady Bet on Short-Term Treasuries
↗
May 19, 2026
This ETF tracks a portfolio of U.S. Treasury bonds maturing in 2027, offering defined duration and a 3.86% yield.
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
The S&P 500 Has Had a Wild 2026. Here Is Where It Could Finish the Year.
↗
May 19, 2026
With most companies reporting quarterly results, S&P 500 companies have produced strong earnings growth.
Via
The Motley Fool
Topics
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World Trade
3EDGE Just Trimmed Its SEIE Stake by $31.3 Million -- Here's What Investors Should Know
↗
May 18, 2026
This ETF delivers diversified exposure to select international equities through a rules-based investment approach.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Wall Street Is Nervous. Here's What 100 Years of History Says Happens to the S&P 500 Now.
↗
May 18, 2026
The stock market is hitting new highs, but this valuation metric is a stark warning of what might be coming.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
ETFs
Per Stirling Makes a Big Mid-Cap Bet -- Adding $4.6 Million in FNX Shares
↗
May 17, 2026
The First Trust Mid Cap Core AlphaDEX Fund tracks U.S. mid-cap equities using a rules-based, fundamentally weighted approach.
Via
The Motley Fool
Topics
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Regulatory Compliance
Should You Invest in an S&P 500 ETF or a Tech-Focused Growth Fund? Here's How IVV and QQQ Stack Up
↗
May 16, 2026
Here's how these two ETF giants compare on key factors such as risk, returns, and diversification.
Via
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Market Crash: The Financial Stocks I'd Buy Without Hesitation
↗
May 16, 2026
If the stock market were to correct from here, these three financial stocks would be no-brainer buys.
Via
The Motley Fool
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