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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
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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
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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
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Additional Information
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Back Dated Performance Reports
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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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Bonds Facing a Better Year in 2023: Capture With BNDI
January 31, 2023
Tickers
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Tags
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Tags
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January 18, 2023
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Tags
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Tags
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Fixed Income 4.0
December 15, 2022
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Tags
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Tags
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Tags
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Don’t Get AGG-ravated, Expand Your Fixed Income Toolset
November 14, 2022
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IGSB
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Tags
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November 01, 2022
Tickers
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BTAL
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Tags
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October 25, 2022
Tickers
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Tags
Fixed Income
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CIO Suggests Flipping 60-40 Portfolio for More Bond Exposure
October 19, 2022
Tickers
BND
VGSH
Tags
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From
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Series I bond interest expected to fall to roughly 6.48% in November. But that's still a 'really good rate,' experts say
October 14, 2022
Tags
Wealth
Fixed Income
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From
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Nearly 6 million older adults are living below the poverty line. These resources can help struggling seniors
September 26, 2022
Tags
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Mitigate Rate Risk Via Quality and Diversification With This ETF
September 09, 2022
Tickers
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Tags
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From
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Notable Economist Touts Short-Term Fixed Income and Cash
September 07, 2022
Tickers
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VGSH
Tags
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ETF Trends
ETF Activity Shows Higher Demand for Fixed Income
August 09, 2022
Tickers
VUSB
Tags
short duration
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VUSB
From
ETF Trends
Value Still Shines Amid Market Uncertainty
August 04, 2022
Tickers
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Tags
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Vanguard
bonds
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ETF Trends
Retirees could see their monthly Social Security checks jump by $175 next year. Is that enough to keep up with inflation?
July 21, 2022
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Strike a Balance Between Yield and Duration With This ETF
July 18, 2022
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TD Ameritrade: Todd Rosenbluth on the Fixed Income Resurgence
June 22, 2022
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Ditch the CDs and Go With This Short-Term Bond ETF
May 27, 2022
Tickers
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Tags
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Struggling to pay your bills in retirement? These resources can help
May 25, 2022
Tags
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Bond Prices Are Starting to Push Higher Amid Stock Market Volatility
May 25, 2022
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BND
VTC
Tags
Vanguard
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bonds
From
ETF Trends
Junk Bond ETFs Have Retreated to a 2-Year Low
May 03, 2022
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JNK
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ETF Trends
Exodus From Bonds Clears Path for Bargains
May 01, 2022
Tickers
BND
VCIT
VTC
Tags
Fixed Income Channel
VTC
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ETF Trends
Euro sinks to five-year low on energy supply, slowdown fears
April 27, 2022
Tags
Prices
Currency markets
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Value Propositions Are Available in the Municipal Bond Market
April 25, 2022
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VTEB
Tags
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VTEB
From
ETF Trends
Don’t Shun Bond Exposure Entirely
April 20, 2022
Tickers
BND
Tags
BND
fixed income channel
bonds
From
ETF Trends
International Bonds Could Help Ease the Current Market Pain
April 18, 2022
Tickers
BNDX
Tags
Vanguard
Fixed Income Channel
bonds
From
ETF Trends
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