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home
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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
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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)
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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)
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Back Dated Performance Reports
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Investing During Uncertain Times
Read FULL Seminar Here
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Zombie firms are filing for bankruptcy as the Fed commits to higher rates
October 31, 2023
Tags
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Tags
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Tags
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What's spooking the bond market, and why it matters to equities
October 07, 2023
Tags
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October 03, 2023
Tags
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September 09, 2023
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75% of people ages 50 and up worry Social Security will run out of money in their lifetimes, survey finds
August 24, 2023
Tags
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Tags
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August 14, 2023
Tags
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Republicans and Democrats agree Social Security reform needs to happen. But they're divided on how
June 27, 2023
Tags
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Family finances
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As Republican contenders start to line up for the White House in 2024, Social Security may be key issue
June 07, 2023
Tags
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Back to a focus on technicals
May 27, 2023
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Social Security benefits for oldest and poorest could be first at risk in debt default, expert says
May 24, 2023
Tags
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House Dems, looking to renew plan to expand Social Security, say debt ceiling fight 'hurts seniors the most'
May 23, 2023
Tags
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Policy
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Debt ceiling woes point to need for Social Security, Medicare reform, experts say
May 16, 2023
Tags
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As lawmakers warn of a Social Security 'shutdown,' here's how the debt ceiling may affect benefits
May 11, 2023
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A.I. trade is leaving investors vulnerable to painful losses: Evercore
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As retirement age change sparks protests in France, here's what could happen in the U.S.
May 07, 2023
Tags
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As lawmakers gear up for federal debt limit fight, here's what it could mean for Social Security
April 26, 2023
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'Easy money is behind us, the hard money is now,' Stifel's chief strategist warns
April 25, 2023
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April 17, 2023
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April 07, 2023
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April 05, 2023
Tags
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Raise retirement age, or hike payroll taxes? New tool lets you decide how to fix Social Security
March 29, 2023
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As Social Security reform talks heat up, changes to the retirement age, payroll tax may be on the table
March 04, 2023
Tags
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As Social Security's full retirement age moves to 67, some experts say it should not go higher
February 12, 2023
Tags
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State of the Union brings brief unanimity on Social Security, Medicare. Why experts say there's still reason to worry
February 08, 2023
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