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Brochure Supplement Amit Stavinsky
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
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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
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS 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 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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Kaplan Fox & Kilsheimer LLP Reminds Shoals Investors (NASDAQ: SHLS) of a Class Action Lawsuit and May 21, 2024 Lead Plaintiff Deadline
April 05, 2024
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Kaplan Fox & Kilsheimer LLP Reminds Amylyx (NASDAQ: AMLX) Investors of a Class Action Lawsuit and April 9, 2024 Lead Plaintiff Deadline
April 04, 2024
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Grifols, S.A. (NASDAQ: GRFS) Short Seller Report: Kaplan Fox Investigates Grifols, S.A.
April 02, 2024
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VUZIX (VUZI): Kaplan Fox & Kilsheimer LLP Investigates Vuzix for Potential Securities Law Violations and Encourages Investors to Contact the Firm
March 29, 2024
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Grifols, S.A. (NASDAQ: GRFS) Shareholder Alert: Kaplan Fox Investigates Claims on Behalf of Grifols, S.A. Investors
March 28, 2024
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bluebird bio, Inc. (NASDAQ: BLUE) Financial Restatement: Kaplan Fox & Kilsheimer LLP Investigates bluebird bio, Inc.
March 28, 2024
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Bluebird bio, Inc. (NASDAQ: BLUE) Investor Alert: Kaplan Fox & Kilsheimer LLP Investigates bluebird bio, Inc. for Potential Securities Violations
March 27, 2024
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Grifols, S.A. (NASDAQ: GRFS) Investor Alert: Kaplan Fox & Kilsheimer LLP Investigates Grifols, S.A. for Potential Securities Violations
March 27, 2024
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Kaplan Fox & Kilsheimer LLP Investigates bluebird bio, Inc. (NASDAQ: BLUE)
March 26, 2024
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Kaplan Fox & Kilsheimer LLP Investigates Grifols, S.A. (Nasdaq: GRFS)
March 22, 2024
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SSR MINING (SSRM) INVESTOR ALERT: Kaplan Fox & Kilsheimer LLP Notifies SSR Mining Investors of a Class Action Lawsuit and Upcoming Deadline
March 22, 2024
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SONDER HOLDINGS INC. (NASDAQ: SOND): Kaplan Fox & Kilsheimer LLP Investigates Sonder for Potential Securities Law Violations and Encourages Investors to Contact the Firm
March 20, 2024
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SONDER HOLDINGS INC. (NASDAQ: SOND): Kaplan Fox & Kilsheimer LLP Investigates Sonder for Potential Securities Law Violations and Encourages Investors to Contact the Firm
March 20, 2024
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KAPLAN FOX FILES CLASS ACTION TO RECOVER LOSSES FOR INVESTORS WHO WERE SHORT THE BARCLAYS BANK PLC IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETN (CBOE: VXX) (VXX)
March 20, 2024
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INARI MEDICAL (NASDAQ: NARI): Kaplan Fox & Kilsheimer LLP Continues its Investigation of Inari Medical following Inari Medicals Disclosure of a DOJ Investigation related to Anti-Kickback laws
March 20, 2024
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LUNA INNOVATIONS (NASDAQ: LUNA): Kaplan Fox & Kilsheimer LLP Investigates Luna Innovations for Potential Securities Law Violations and Encourages Investors to Contact the Firm
March 19, 2024
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INARI MEDICAL (NASDAQ: NARI) Investigated by Kaplan Fox & Kilsheimer LLP for Potential Securities Law Violations following Inari Medicals receipt of a Civil Investigative Demand from the DOJ
March 19, 2024
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INARI MEDICAL (NASDAQ: NARI): Inari Medical Investigated for Potential Securities Law Violations - Investors of Inari Medical are Encouraged to Contact Kaplan Fox & Kilsheimer LLP
March 18, 2024
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INARI MEDICAL (NASDAQ: NARI): Inari Medical has Received a Civil Investigative Demand from the U.S. Department of Justice - Investors of Inari Medical are Encouraged to Contact Kaplan Fox & Kilshe
March 17, 2024
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CHEMOURS (NYSE: CC): Kaplan Fox & Kilsheimer LLP is Investigating The Chemours Company and Encourages Investors to Contact the Firm
March 16, 2024
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INARI MEDICAL (NASDAQ: NARI): Kaplan Fox & Kilsheimer LLP Continues its Investigation of Inari Medical Following Inari Medical's Disclosure of a DOJ Investigation Related to Anti-Kickback Laws
March 16, 2024
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INARI MEDICAL (NASDAQ: NARI): Kaplan Fox & Kilsheimer LLP Investigates Inari Medical in Connection with Inari Medical's Receipt of a Civil Investigative Demand from the U.S. Department of Justice
March 15, 2024
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CHEMOURS (NYSE: CC): Kaplan Fox & Kilsheimer LLP Reminds Shareholders of its continuing Investigation into The Chemours Company for Potential Securities Law Violations
March 15, 2024
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INARI MEDICAL (NASDAQ: NARI): Kaplan Fox & Kilsheimer LLP Investigates Inari Medical for Potential Securities Law Violations and Encourages Investors to Contact the Firm
March 14, 2024
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CHEMOURS (NYSE: CC): Kaplan Fox & Kilsheimer LLP Investigates The Chemours Company for Potential Securities Law Violations and Encourages Investors to Contact the Firm
March 14, 2024
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CHEMOURS (NYSE: CC): Kaplan Fox & Kilsheimer LLP is Investigating The Chemours Company for Possible Violations of Federal Securities Laws
March 13, 2024
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IRHYTHM (IRTC) INVESTOR ALERT: Kaplan Fox & Kilsheimer LLP Notifies iRhythm Investors of a Class Action Lawsuit and Upcoming Deadline
March 12, 2024
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Amylyx Pharmaceuticals (NASDAQ: AMLX) - Kaplan Fox & Kilsheimer LLP Reminds Amylyx Investors of a Class Action Lawsuit and Upcoming Deadline and Encourages Investors with Significant Losses to Con
March 08, 2024
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Chemours (NYSE: CC): Kaplan Fox Investigates Potential Securities Fraud at Chemours Co
March 06, 2024
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INARI MEDICAL (NASDAQ: NARI): Kaplan Fox Encourages Inari Medical, Inc Investors with Significant Losses to Contact the Firm
March 06, 2024
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