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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
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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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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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TAF
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Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Massachusetts man pleads guilty to threatening Arizona’s Katie Hobbs with bomb message
August 14, 2023
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August 14, 2023
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August 13, 2023
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August 12, 2023
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World War II veteran's remains identified 80 years after fatal mission over Romania
August 11, 2023
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Massachusetts financial advisor who stole $1.2M from retirement accounts sentenced to nearly 5 years
August 10, 2023
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Catholic couple says they were blocked from fostering child due to LGBTQ beliefs: 'Absolutely shocked'
August 10, 2023
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Massachusetts officials ask residents to lend a 'helping hand' and offer migrants 'an extra room'
August 09, 2023
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Ramaswamy mocks Massachusetts governor's illegal immigrant stance: 'It's now' acceptable 'to complain'
August 09, 2023
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August 09, 2023
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On this day in history, August 9, 1854, influential 'Walden' by Henry David Thoreau is published
August 09, 2023
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Kamala Harris to hold 'grassroots reception' on wealthy Martha's Vineyard
August 08, 2023
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Coast Guard rescues 3 commercial fishermen off Massachusetts coast
August 08, 2023
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Boat crash that killed high school lacrosse star now subject of criminal investigation
August 08, 2023
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Massachusetts bans Catholic couple from fostering children due to beliefs on gender, sexuality, lawsuit claims
August 08, 2023
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Massachusetts gov declares state of emergency due to surge of migrants, calls for federal action
August 08, 2023
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Boston-area man accused of killing elderly couple, 97-year-old mother, deemed unfit for trial
August 07, 2023
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Boston Mayor Michelle Wu may be required produce evidence, emails about her ‘enemies list,' court orders
August 05, 2023
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Judge rules in favor of 7 Massachusetts State Troopers who lost jobs over refusing to get the COVID-19 vaccine
August 04, 2023
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On this day in history, August 4, 1892, Lizzie Borden's father and stepmother are murdered in Massachusetts
August 04, 2023
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Veteran Boston-area police sergeant charged with assaulting 72-year-old neighbor
August 03, 2023
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Veterans file lawsuit claiming Defense Department is making it difficult for them to get infertility treatment
August 03, 2023
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Massachusetts man linked to 1984 CT kidnapping, rape sentenced to 25 years in prison
August 03, 2023
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Former Boston principal used nearly $40K of school funds to finance all-inclusive vacations to Barbados: FBI
August 01, 2023
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Massachusetts DA pens letter to Garland demanding 'federal prosecution' over DeSantis' migrant flights
August 01, 2023
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Boston suspect arrested for allegedly stealing car with toddler inside: police
July 31, 2023
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Massachusetts men attempt to steal entire Bank of America ATM with chain, leads officers on chase
July 28, 2023
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Around 800 great white sharks have visited Cape Cod waters in recent years, scientists say
July 28, 2023
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