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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Tamar Advisors
Own Your Practice
Letter to Clients
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Fixed Income Portfolio (FIP)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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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)
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Investing During Uncertain Times
Read FULL Seminar Here
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Second man charged in Connecticut shootout that left 2 dead, including teenage girl
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October 17, 2023
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October 17, 2023
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October 14, 2023
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Brazen Connecticut bear sneaks in cracked window, helps himself to frozen chicken
October 13, 2023
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October 12, 2023
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Connecticut 15-year-old student-athlete dies after football practice
October 12, 2023
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WATCH: Former Connecticut state worker meltdown at police station, fire rounds at glass
October 10, 2023
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Shooting inside Connecticut police station leads to arrest of woman accused of firing at officers
October 06, 2023
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September 28, 2023
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September 28, 2023
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Connecticut health commissioner fired during COVID reaches settlement with agency in discrimination case
September 26, 2023
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Suspect, 18, accused of killing CT officer in car crash, charged with manslaughter, DUI
September 22, 2023
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Caught on cam: Masked carjackers attack Aston Martin driver in his own garage
September 19, 2023
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September 14, 2023
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Connecticut mayor, who regained office following a 7-year corruption sentence, wins party primary
September 13, 2023
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Divers rescue juvenile shark trapped in work glove off Rhode Island coast
September 12, 2023
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Judge denies CT State Police Union's request to withhold names in traffic stop investigation
September 08, 2023
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Hartford police officer killed after speeding car runs through red light, strikes into cruiser
September 07, 2023
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Union fights claims that these blue state troopers faked thousands of traffic tickets
September 06, 2023
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Bull attacks, paralyzes 59-year-old Connecticut farm worker
September 06, 2023
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Connecticut tractor trailer carrying 8,000 gallons of gasoline crashes on Interstate 84
September 04, 2023
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