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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
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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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Sample Portfolio
Back Dated Performance Reports
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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
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Implementation
Legal Services
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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
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Read FULL Seminar Here
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To shore up Social Security, this controversial proposal calls for limiting retirement plan tax perks
February 09, 2024
Tags
Retirement planning
Taxes
Personal taxes
From
CNBC.com News
As baby boomers hit 'peak 65' this year, what the retirement age should be is up for debate
February 08, 2024
Tags
Individual retirement accounts
Personal finance
401(k) plans
From
CNBC.com News
Saving for retirement in your 50s can be 'really stress-inducing,' expert says. These tips can help
February 07, 2024
Tags
Personal income
Retiree finances
Personal investing
From
CNBC.com News
As the S&P 500 enters bull market territory, here's what to consider before you invest
January 22, 2024
Tags
JPMORGAN DRN
Retirement planning
Berkshire Hathaway Inc
From
CNBC.com News
A 12% retirement return assumption is 'absolutely nuts,' expert says. Here's a realistic rate to expect
January 19, 2024
Tags
Personal finance
Individual retirement accounts
Corporate stock
From
CNBC.com News
New change to 529 college savings plans has ‘so many caveats,’ advisor says. Here's what to know
January 03, 2024
Tags
Investing
Breaking News: Investing
Financial planning
From
CNBC.com News
These key factors affect how much Social Security income retirees will receive in 2024
January 02, 2024
Tags
Personal saving
Retiree finances
401(k) plans
From
CNBC.com News
A 'significant objection' to 529 college savings plans will go away on Jan. 1. 'This is a big deal,' expert says
December 28, 2023
Tags
Personal saving
Personal finance
Individual retirement accounts
From
CNBC.com News
Early retirement is changing — here's what to consider, according to the experts
December 19, 2023
Tags
Government pensions and social security
Labor economy
Investing
From
CNBC.com News
The S&P 500 is up about 23% year to date. Investors in that index should 'set a strategy and stay invested,' expert says
December 15, 2023
Tags
Personal income
Corporate stock
Personal investing
From
CNBC.com News
401(k), IRA balances fell for older millennials, young Gen Xers during the pandemic. Here's why
December 14, 2023
Tags
Personal finance
Individual retirement accounts
Personal saving
From
CNBC.com News
Starting January, making student loan payments can benefit your retirement savings. Here's how
December 09, 2023
Tickers
CEOS
Tags
401(k) plans
Workforce Wire
Individual retirement accounts
From
CNBC.com News
Most people don't wait until 70 to claim Social Security retirement benefits. These changes may help people get bigger monthly checks, experts say
December 07, 2023
Tags
Social Security
Elderly welfare
Personal investing
From
CNBC.com News
A 401(k) rollover is 'the single largest transaction' many investors make, expert says. What to know before doing it
December 05, 2023
Tags
Roth IRA
Personal Finance
Retirement planning
From
CNBC.com News
Why cautious investors may want to look beyond high-yield savings accounts
November 25, 2023
Tags
Stock markets
Bonds
ETF Edge
From
CNBC.com News
These behavioral traits lead to greater retirement savings, research finds. Yet only 10% of workers have them
November 14, 2023
Tags
Personal Finance
Mental health
Retirement planning
From
CNBC.com News
Nearly half of investors believe 2024 elections will have bigger impact on their portfolios than market performance, survey finds
November 13, 2023
Tags
Personal Finance
Social issues
Government and politics
From
CNBC.com News
A 'sea change' may be coming for investment advice about 401(k)-to-IRA rollovers, one expert says
November 08, 2023
Tickers
LAW
LAWS
Tags
Personal Finance
Roth IRA
Laws
From
CNBC.com News
Raising Social Security retirement age would hurt older workers in physically demanding jobs, report finds
November 03, 2023
Tags
Personal finance
Personal debt
Individual retirement accounts
From
CNBC.com News
IRS announces 2024 retirement account contribution limits: $23,000 for 401(k) plans, $7,000 for IRAs
November 01, 2023
Tags
Investing
Retirement
Breaking News: Investing
From
CNBC.com News
Biden administration to crack down on ‘junk fees’ in retirement plans
October 31, 2023
Tags
401(k)
Insurance industry
401(k) rollovers
From
CNBC.com News
Withdraw funds from inherited accounts now to avoid getting 'buried in taxes' later, IRA expert says
October 27, 2023
Tags
Individual retirement accounts
Personal finance
Personal saving
From
CNBC.com News
Retirement withdrawal rules are 'crazy' this year, IRA expert says. Here's what you need to know
October 25, 2023
Tags
Financial planners
Government taxation and revenue
Tax Planning
From
CNBC.com News
The Netherlands named the best place to retire — here's how other countries compare
October 23, 2023
Tags
Retirement planning
Make It
Individual retirement accounts
From
CNBC.com News
Say goodbye to retirement? A 'soft saving' trend is emerging among young people
October 22, 2023
Tags
Personal care
Investment management
Health
From
CNBC.com News
Investors roll more than $600 billion a year to IRAs. New Labor Department rules would likely raise their protections
October 06, 2023
Tickers
LAW
LAWS
Tags
Roth IRAs
Retirement planning
Social issues
From
CNBC.com News
These are the 3 biggest retirement plan rollover mistakes, expert says. Here's how to avoid penalties
September 29, 2023
Tags
Personal Finance
Roth IRA
Taxes
From
CNBC.com News
Here are 3 things to consider before making a Roth conversion to save on future taxes
September 15, 2023
Tags
Financial planning
National taxes
Your Money
From
CNBC.com News
The biggest downside to 529 plans is about to go away. Now they’re a ‘no-brainer,’ expert says
September 15, 2023
Tags
Individual retirement accounts
Personal finance
Personal saving
From
CNBC.com News
How Wall Street's REIT giants are reshaping U.S. real estate
September 01, 2023
Tags
Education
Business
Housing policy
From
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