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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Worried about Social Security benefit cuts? How calculators may help gauge how changes may affect you
December 05, 2022
Tags
Retirement
Personal spending
Financial planning for marriage
From
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Men participate less often in 401(k) plans than women, unless they are automatically enrolled
December 03, 2022
Tags
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December 02, 2022
Tags
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December 02, 2022
Tags
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November 30, 2022
Tags
Roth 401(k) plans
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November 30, 2022
Tags
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Personal saving
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November 29, 2022
Tags
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November 29, 2022
Tags
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November 29, 2022
Tags
Retirement planning
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November 28, 2022
Tags
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Retiree finances
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November 28, 2022
Tags
Retirement planning
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November 25, 2022
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Wages and salaries
Personal loans
Social issues
From
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November 25, 2022
Tags
Retirement
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November 22, 2022
Tags
Personal finance
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Personal taxes
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November 22, 2022
Tags
Personal finance
Mutual Funds
Retirement
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For retirement-system changes proposed in Congress via 'Secure 2.0,' December is do-or-die time
November 21, 2022
Tags
Employee benefits
Retiree finances
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Why charitable individual retirement account transfers should be the 'first source of giving' for certain retirees
November 21, 2022
Tags
Personal finance
Savings
Individual giving
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Even as the midterm election results were 'positive for seniors,' some worry about Social Security amid debt ceiling negotiations
November 19, 2022
Tags
Social issues
Financial planning for marriage
National debt
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60% of Americans are living paycheck to paycheck heading into the peak shopping season
November 18, 2022
Tags
Credit
Retirement
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From
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Average 401(k) balances plunged 23% year-over-year due to market volatility, Fidelity says
November 17, 2022
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Tags
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Retirement savers seek safe havens within their 401(k) plans. They may regret it later
November 17, 2022
Tags
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New Medicare enrollment rules that eliminate coverage gaps take effect in 2023. Here's what you need to know
November 15, 2022
Tags
Retirement
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Investors bought nearly $7 billion in Series I bonds in October. Here's the best time to cash them in, experts say
November 14, 2022
Tags
Retirement planning
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This midterm election outcome is 'typically good for markets': What investors can expect
November 11, 2022
Tags
House elections
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Massachusetts voters approve 'millionaire tax.' What it means for the wealthy
November 10, 2022
Tags
Wealth
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November 09, 2022
Tags
Identity theft
Personal finance
Retiree finances
From
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Most Americans want to 'age in place' at home. Here's how to plan your support systems
November 09, 2022
Tags
Health Care Providers and Services
Health care costs
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From
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Op-ed: Here's a year-end checklist to help you navigate some complicated financial issues
November 08, 2022
Tags
Estate planning
Tax planning
401(k) plans
From
CNBC.com News
Here are the pros and cons of owning cryptocurrency in your 401(k) plan
November 08, 2022
Tags
Retirement planning
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Despite stock market losses, investors may get year-end mutual fund payouts. That can trigger a surprise tax bill.
November 07, 2022
Tags
Personal finance
Financial planning
Financial planners
From
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