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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
member log-in
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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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US home prices could plunge 20% next year as mortgage rates surge
October 26, 2022
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From
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Top Wall Street CEOs revive warnings about US economic recession as inflation rages
October 26, 2022
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New home sales tumble in September as mortgage rates march higher
October 26, 2022
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Crushing inflation could push unemployment to 6%, Wall Street bank warns
October 25, 2022
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Wealthy Californians face billions in new taxes after midterm elections
October 25, 2022
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US home prices slowed in August at the fastest pace on record
October 25, 2022
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JPMorgan president warns recession may be the price to pay to crush inflation
October 24, 2022
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US already in recession, or will likely be next year, most NABE economists say
October 24, 2022
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Yellen says inflation remains Biden's No. 1 priority as Democrats face election onslaught
October 24, 2022
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Unrelenting inflation forces more Americans to consider getting a second job
October 21, 2022
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IRS raises 401(k) contribution limit by record amount as inflation rages
October 21, 2022
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Republicans eye possible extension of Trump tax cuts after midterm elections
October 21, 2022
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US budget deficit cut in half to $1.38T as pandemic spending slows down
October 21, 2022
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Elon Musk accuses Fed of 'looking in the rearview mirror' with rate hikes
October 20, 2022
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Existing home sales tumble to a 10-year low in September as mortgage rates skyrocket
October 20, 2022
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Megan Henney
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Jobless claims unexpectedly drop to 214,000
October 20, 2022
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These business titans are sounding the alarm over the US economy
October 20, 2022
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US recession odds rise to 100% as inflation squeezes the economy
October 19, 2022
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Megan Henney
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IRS sets higher tax brackets, standard deduction for 2023 as inflation rages
October 19, 2022
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Megan Henney
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Jeff Bezos becomes latest CEO to warn about looming US recession: 'Batten down the hatches'
October 19, 2022
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Housing starts tumble more than expected in September
October 19, 2022
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Fed barrels toward another 75 basis point rate hike as high inflation persists
October 18, 2022
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From
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Goldman Sachs CEO sees 'good chance' of US recession in 2023
October 18, 2022
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From
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Homebuilder sentiment plunges again in October as higher mortgage rates take their toll
October 18, 2022
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Megan Henney
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Record-high Social Security increase could mean steeper taxes for some retirees
October 17, 2022
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Inflation gave millions of workers a 3% pay cut in September
October 17, 2022
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Megan Henney
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Millions could still be eligible for a stimulus check - and time is running out to claim it
October 17, 2022
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Taxes are due today for Americans who received a filing extension
October 17, 2022
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Yellen says inflation fight remains top priority for Biden after hot September report
October 14, 2022
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Stock market to see more pain before reaching low, BofA warns
October 14, 2022
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