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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
Total Asset Fund (TAF)
TAF sm Program
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Back Dated Performance Reports
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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
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
FIP
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
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An Overview of Kinder Morgan's Earnings
April 15, 2025
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KMI
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Earnings
KMI
Benzinga
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Stock Market Crash: The Best Dividend Stocks to Buy Right Now
April 07, 2025
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T
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4 Top Dividend Stocks Yielding Around 4% to Buy Without Hesitation in April
April 01, 2025
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Goldman Sachs Forecasts High Gas Prices And LNG Demand Drive Kinder Morgan's Revenue
March 28, 2025
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March 27, 2025
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XLF
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Is the Market Bullish or Bearish on Kinder Morgan?
March 25, 2025
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This Magnificent 4.9%-Yielding Dividend Stock Continues to Cash in on This Smart Strategy
March 24, 2025
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March 17, 2025
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March 05, 2025
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WMB
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WMB
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March 03, 2025
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KMI
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Benzinga
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Getting a Tax Refund? 3 Energy Stocks to Buy With Your Refund Check.
February 24, 2025
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February 21, 2025
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Looking for a Rock-Solid Passive Income Stream? Check Out This 4.3%-Yielding Dividend Stock.
February 18, 2025
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Don't Let This Dividend Stock's High Yield Fool You. It Has the Fuel to Deliver High-Octane Growth Through 2030.
February 12, 2025
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February 09, 2025
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February 06, 2025
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January 27, 2025
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January 26, 2025
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This High-Yielding Dividend Stock Couldn't Be More Excited About Its Growth Prospects
January 25, 2025
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January 24, 2025
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January 23, 2025
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AAL
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Kinder Morgan (KMI) Q4 2024 Earnings Call Transcript
January 22, 2025
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KMI
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January 22, 2025
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KMI
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KMI
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Kinder Morgan Stock Dips After Worse-Than-Expected Q4 Results: Details
January 22, 2025
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Earnings Breakdown: Kinder Morgan Q4
January 22, 2025
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Earnings
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Kinder Morgan Earnings Report: Q4 Overview
January 22, 2025
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BZI/Recaps
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