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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
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
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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
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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VettaFi Voices On: The Odds of Avoiding a Recession
September 01, 2023
Tickers
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COWZ
IBUY
ITB
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IBUY
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'Right Around The Corner' — Economist Steve Hanke Predicts Recession, Deems Stocks 'Pretty Pricey'
August 26, 2023
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General
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3 contrarian reasons to buy US stocks now
August 21, 2023
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USA
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Goldman Sachs
From
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Wall Street Veteran Who Predicted The 2000 Tech Bubble, 2008 Subprime Crisis, Doubts Fed's Ability To Sidestep Looming Recession
August 18, 2023
Tickers
SPY
TECH
Tags
AI Generated
Jeremy Grantham
forecasts
From
Benzinga
As recession fears fade, we may be experiencing a 'richcession' instead — here’s what that means for you
August 16, 2023
Tickers
GDP
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Tags
Economic events
Personal saving
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From
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Op-ed: Mortgage real estate investment trusts may be a soft-landing winner. Here are REITs worth a look
August 11, 2023
Tags
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Personal Finance
From
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Analyst Warns: Stock Market's 'No Recession' Relief Rally Ended, Foresees 'Flat' Markets Ahead
August 11, 2023
Tags
News
General
Stifel
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Here's the inflation breakdown for July, in one chart
August 10, 2023
Tags
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Wealth
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CNBC Daily Open: Financial markets aren’t the economy
August 06, 2023
Tickers
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Tags
Bank of America Corp
Goldman Sachs Group Inc
World Markets
From
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Recession Or No Recession? Elon Musk Finds It 'Hard To Tell What The Heck Is Going On'
August 04, 2023
Tickers
X
Tags
twitter
Market News
X
From
Benzinga
JPMorgan Economists Discard Recession Forecast, Join Wave Of Wall Street Optimism
August 04, 2023
Tickers
BAC
JPM
Tags
Benzinga
Recession
Economics
From
Benzinga
'Soft landing, no recession,' Bank of America now predicts. Here's what consumers can expect
August 04, 2023
Tickers
JOBS
Tags
Jobs
Personal finance
Savings
From
CNBC.com News
JPMorgan backs off recession call even with 'very elevated' risks
August 04, 2023
Tags
Economy
Economic events
Recessions and depressions
From
CNBC.com News
Bank Of America Withdraws Recession Forecast Amid Strong Job Market, Expresses Concerns Over New Capital Rules
August 03, 2023
Tickers
BAC
Tags
Management
Michael Gapen
Brian Moynihan
From
Benzinga
Recession Risk Still Looms – Get Active in Advance
July 28, 2023
Tickers
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Tags
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credit tightening
interest rates
From
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2023 Markets: The Precipice Between Falling and Flight
July 27, 2023
Tickers
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GDP
Tags
GDP
Inflation
DBMF
From
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US GDP Expands At Booming 2.4% In Q2, Beating Estimates On Heels Of Latest Fed Rate Hike
July 27, 2023
Tickers
GDP
Tags
Jerome Powell
Benzinga
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Pandemic Shadows Lift As US Consumer Confidence Soars To 2-Year High
July 25, 2023
Tickers
ECON
XLV
XLY
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Trading Ideas
Markets
Sector ETFs
From
Benzinga
Wharton's Siegel Sings A New Tune On Interest Rates Ahead Of FOMC Meet: 'Fed Is Not As Tight As I Feared'
July 25, 2023
Tags
Federal Reserve
Inflation
Benzinga
From
Benzinga
'No Recession,' Says Jim Cramer As Analyst Points To 'Good Sign' Of Rebound In Commodities
July 24, 2023
Tickers
ASIA
MCHI
Tags
Market News
Asia
Recession
From
Benzinga
Recession Is On Its Way, Says Leading Economic Indicator, But Not Everyone Is Convinced: 'Toss-Up'
July 21, 2023
Tickers
ECON
Tags
Deutsche Bank
Market News
The Conference Board
From
Benzinga
Recession Red Herring? Why This Reliable Job Market Indicator's Warning Could Be A False Alarm This Time
July 20, 2023
Tags
Market News
Top Stories
News
From
Benzinga
'Headwinds Are Substantial': Jamie Dimon Just Flagged A Long List Of Serious Dangers To The US Economy — Here Are 3 'Salient' Risks And How To Defend Against Them
July 19, 2023
Tickers
DBA
GLD
IDU
USO
Tags
Jamie Dimon
real estate investing
Market News
From
Benzinga
CNBC Daily Open: The long-awaited recession might not come
July 18, 2023
Tickers
OIL
Tags
Economic events
Activision Blizzard Inc
Goldman Sachs BDC Inc
From
CNBC.com News
CNBC Daily Open: The long-awaited recession might not arrive
July 17, 2023
Tags
Morgan Stanley
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From
CNBC.com News
Does an “Elusive Soft Landing” Spell Opportunity for Inverse ETFs?
July 17, 2023
Tickers
SPXS
TECS
Tags
interest rates
TECS
Direxion
From
ETF Trends
Here's the inflation breakdown for June, in one chart
July 12, 2023
Tags
Economic events
Consumer prices
Personal finance
From
CNBC.com News
Mohamed El-Erian Says Inflation Data Dominates Global Economy, Markets This Week: Here Are Key Main Street Readings To Watch Out For
July 10, 2023
Tags
Inflation
Previews
Analyst Color
From
Benzinga
Many Americans fear a recession as severe as 2008 could be coming. Here’s what experts say
July 07, 2023
Tickers
JOBS
Tags
Recession
Personnel
Personal income
From
CNBC.com News
11 Ways Cynics Argue Any News Is Bad News
July 03, 2023
Tags
Recession
Benzinga
Economics
From
Benzinga
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