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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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Back Dated Performance Reports
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TAV Program
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Social Security cost-of-living adjustment could be at least 6% in 2022
September 14, 2021
Tags
Personal income
Baby Boomers
Social Security
From
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Op-ed: Social Security trust fund will die in 2033. You need to take action now
September 13, 2021
Tags
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Here's how much your Social Security benefits will be if you make $35,000 per year
September 10, 2021
Tags
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Government Programs
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September 08, 2021
Tags
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Why one group is calling for fourth stimulus checks to help retirees stave off rising costs
September 07, 2021
Tags
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Inflation
COVID/19
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Daryl Serizawa Achieves National Social Security Certificate
September 05, 2021
Tags
Social Security Planning
financial planning
Irvine
From
PRUnderground
Here's how much your benefits could drop if Social Security trusts run out of money
September 04, 2021
Tags
Social Security
Personal finance
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From
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Fears about Social Security's future funding shouldn't prompt you to claim benefits early
September 03, 2021
Tags
Individual retirement accounts
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Retirement planning
From
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If you claim Social Security early, it can affect your spousal benefits. Here's what to know
September 02, 2021
Tags
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Retirement
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Social Security won't be able to pay full benefits by 2034. Now there's renewed pressure on Congress to come up with a fix
September 01, 2021
Tags
Personal Finance
Social issues
Government pensions and social security
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Here's how to turn $100 per month into more than $150,000 by the time you retire
September 01, 2021
Tags
Government taxation and revenue
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Personal finance
From
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Social Security’s funds have been ‘significantly affected’ by Covid-19. Here’s how that could impact your benefits
August 31, 2021
Tags
Personal debt
Income Tax
U/S/ Economy
From
CNBC.com News
Most workers face a 'perfect storm' when it comes to retirement savings, survey finds
August 31, 2021
Tags
Social Security
Financial planning
401(k) plans
From
CNBC.com News
Annuities make it easier for retirees to spend, research finds
August 27, 2021
Tags
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Personal saving
From
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Most retirees aren’t tapping nest eggs before required withdrawals, research finds
August 25, 2021
Tags
Investment strategy
401(k) plans
Personal finance
From
CNBC.com News
The Social Security cost-of-living adjustment will likely be bigger next year. But there are reasons why retirees' monthly checks might not go as far
August 24, 2021
Tags
Inflation
Social Security
Personal income
From
CNBC.com News
This bill aims to keep Social Security beneficiaries out of poverty. Here's where efforts to improve the program stand
August 19, 2021
Tags
Social Security
Personal income
Retiree finances
From
CNBC.com News
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