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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
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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IBTA DEADLINE: Investors of Ibotta, Inc. (IBTA) Are Encouraged to Contact Kaplan Fox Before the Lead Plaintiff Deadline on June 16, 2025
April 30, 2025
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ICU MEDICAL Investors Are Encouraged to Contact Kaplan Fox & Kilsheimer LLP Regarding Potential Securities Law Violations
April 30, 2025
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Kaplan Fox Alerts Ibotta, Inc. (IBTA) Investors to a Securities Class Action Lawsuit - Deadline is June 16, 2025
April 28, 2025
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ICU MEDICAL Is Being Investigated for Potential Securities Law Violations Contact Kaplan Fox & Kilsheimer LLP
April 28, 2025
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IBOTTA DEADLINE: Investors Are Encouraged to Contact Kaplan Fox Before the Lead Plaintiff Deadline on June 16, 2025
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Kaplan Fox & Kilsheimer LLP is Investigating Potential Securities Law Violations Against ICU Medical, Inc. (ICUI)
April 26, 2025
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April 24, 2025
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ZYNEX Deadline to Lead in Securities Fraud Lawsuit is May 19, 2025 Contact Kaplan Fox & Kilsheimer LLP
April 23, 2025
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IBOTTA Deadline to Lead in Securities Fraud Lawsuit is June 16, 2025 Contact Kaplan Fox & Kilsheimer LLP
April 23, 2025
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Deadline to Lead in Securities Fraud Lawsuit Against Zynex, Inc. (ZYXI) is May 19, 2025 Contact Kaplan Fox & Kilsheimer LLP
April 22, 2025
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Deadline to Lead in Securities Fraud Lawsuit Against Ibotta, Inc. (IBTA) is June 16, 2025 Contact Kaplan Fox & Kilsheimer LLP
April 22, 2025
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Kaplan Fox Alerts Zynex, Inc. (ZYXI) Investors to a Securities Class Action Lawsuit - Deadline is May 19, 2025
April 21, 2025
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Kaplan Fox & Kilsheimer LLP Alerts Investors to a Securities Class Action Against Ibotta, Inc. (IBTA) - Deadline is June 16, 2025
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Kaplan Fox & Kilsheimer LLP is Investigating Aldeyra Therapeutics, Inc. (ALDX) for Potential Securities Law Violations
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April 07, 2025
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LPRO ALERT: Kaplan Fox & Kilsheimer LLP is Investigating Open Lending Corporation (LPRO) for Potential Securities Law Violations
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BEN SECURITIES INVESTIGATION: Kaplan Fox & Kilsheimer LLP is Investigating Franklin Resources, Inc. (BEN) for Possible Securities Law Violations
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OPEN LENDING Investors Are Encouraged to Contact Kaplan Fox & Kilsheimer LLP Regarding Potential Securities Law Violations
April 05, 2025
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BEN SHAREHOLDER ALERT: Kaplan Fox & Kilsheimer LLP is Investigating Franklin Resources, Inc. (BEN) for Potential Securities Law Violations
April 04, 2025
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OPEN LENDING Is Being Investigated for Potential Securities Law Violations Contact Kaplan Fox & Kilsheimer LLP
April 04, 2025
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BEN ALERT: Kaplan Fox & Kilsheimer LLP is Investigating Franklin Resources, Inc. (BEN) for Potential Securities Law Violations
April 03, 2025
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Kaplan Fox & Kilsheimer LLP is Investigating Potential Securities Law Violations Against Open Lending Corporation (LPRO)
April 03, 2025
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FRANKLIN RESOURCES Investors Are Encouraged to Contact Kaplan Fox & Kilsheimer LLP Regarding Potential Securities Law Violations
April 02, 2025
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Kaplan Fox & Kilsheimer LLP is Investigating Open Lending Corporation (LPRO) for Potential Securities Law Violations
April 02, 2025
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Kaplan Fox Alerts The Bancorp, Inc. (TBBK) Investors to a Securities Class Action Lawsuit - Deadline is May 16, 2025
April 02, 2025
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BANCORP DEADLINE: Investors Are Encouraged to Contact Kaplan Fox Before the Lead Plaintiff Deadline on May 16, 2025
April 01, 2025
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BBAI ALERT: Kaplan Fox & Kilsheimer LLP is Investigating BigBear.ai Holdings, Inc. (BBAI) for Potential Securities Law Violations
April 01, 2025
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COCO ALERT: Kaplan Fox & Kilsheimer LLP is Investigating The Vita Coco Company, Inc. (COCO) for Potential Securities Law Violations
April 01, 2025
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BANCORP Deadline to Lead in Securities Fraud Lawsuit is May 16, 2025 Contact Kaplan Fox & Kilsheimer LLP
March 31, 2025
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BIGBEAR.AI Investors Are Encouraged to Contact Kaplan Fox & Kilsheimer LLP Regarding Potential Securities Law Violations
March 31, 2025
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