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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
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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
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Back Dated Performance Reports
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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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Emerald South and Comcast Launch the South Side Connectivity Collaborative, an Internet Connectivity Initiative Focused on areas of Chicago's South Side
October 22, 2021
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October 13, 2021
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100 Oakland Small Businesses Owned by People of Color to Each Receive a $10,000 Grant from Comcast RISE Totaling $1 Million
October 01, 2021
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STARTING TODAY, SMALL BUSINESSES IN KING AND PIERCE COUNTIES MAY APPLY FOR $10,000 GRANTS FROM COMCAST RISE
October 01, 2021
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APPLICATION WINDOW NOW OPEN FOR $10,000 GRANTS FROM COMCAST
October 01, 2021
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September 30, 2021
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COMCAST NAMES JOHN KELLER SENIOR VICE PRESIDENT FOR THE MOUNTAIN WEST REGION
September 29, 2021
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Comcast Expands Internet Essentials to Federal Pell Grant Recipients and Pledges $15M to Get Even More Americans Connected
September 29, 2021
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Volunteerism Goes Virtual at Comcast
September 27, 2021
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Comcast NBCUniversal Recognized As a Best Workplace for Innovators by Fast Company
September 23, 2021
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Comcast Recognizes Hispanic Community Volunteers
September 15, 2021
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100 SMALL BUSINESSES OWNED BY PEOPLE OF COLOR IN KING AND PIERCE COUNTIES TO EACH RECEIVE A $10,000 GRANT FROM COMCAST RISE TOTALING $1 MILLION
September 14, 2021
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Comcast Rise Commits $11M In Grants to Small Business Owners of Color In Ongoing Effort to Advance Economic Mobility
September 14, 2021
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September 14, 2021
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Grace Wu: Bringing Diversity to Our Screens
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Yuling Ma: Engineering a Smarter Approach to Buying and Selling TV Advertising
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Building Digital Skills for Economic Mobility
September 08, 2021
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Comcast Stock is Still a Buy After Reaching a New All-Time High, Here’s Why
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Comcast Business Supports CORE Electric Cooperative’s Goal of Delivering Low-Cost, Reliable Electricity
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September 03, 2021
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Comcast Announces Exclusive Premiere of Founding In Color - A Docuseries About Black and Latino Founders - On Xfinity's Black Experience Channel and Latino Destination On X1
September 02, 2021
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SACRAMENTO HOME TO THE 100TH COMCAST LIFT ZONE IN CALIFORNIA
August 31, 2021
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