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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
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Kaplan Fox Encourages Investors of Innventure, Inc. (NASDAQ: INV) to Contact the Firm to Learn About Their Legal Rights
September 01, 2026
Via
NewMediaWire
Topics
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Tickers
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Kaplan Fox Encourages Blaize Holdings, Inc. (NASDAQ: BZAI) Investors Seeking Recovery to Contact the Firm Before October 5, 2026
September 01, 2026
Via
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GoDaddy Inc. (GDDY) Securities Fraud Class Action Lawsuit Filed; October 20, 2026, Lead Plaintiff Deadline
September 01, 2026
Via
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Topics
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Kaplan Fox Encourages Investors of AEVEX Corp. (NYSE: AVEX) to Contact the Firm Before Lead Plaintiff Deadline on October 20, 2026
September 01, 2026
Via
NewMediaWire
Topics
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Lawsuit
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Exposures
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Legal
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Kaplan Fox Alerts Investors of Guggenheim Strategic Opportunities Fund (NYSE: GOF) to Possible Securities Law Violations
September 01, 2026
Via
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Kaplan Fox Encourages Investors of GoDaddy Inc. (NYSE: GDDY) to Contact the Firm Before Lead Plaintiff Deadline on October 20, 2026
September 01, 2026
Via
NewMediaWire
Topics
Lawsuit
Regulatory Compliance
Tickers
GDDY
Exposures
Financial
Legal
Regulatory
Kaplan Fox Encourages Simply Good Foods Company (NASDAQ: SMPL) Investors to Contact the Firm Before the Lead Plaintiff Deadline on October 13, 2026
September 01, 2026
Via
NewMediaWire
Topics
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Kaplan Fox Continues to Alert Investors of Alarum Technologies Ltd. (NASDAQ: ALAR) to a Class Action Deadline on October 5, 2026
September 01, 2026
Via
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Topics
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Kaplan Fox Encourages Investors of Alignment Healthcare, Inc. (NASDAQ: ALHC) to Contact the Firm Regarding an Investigation Into Possible Securities Law Violations
September 01, 2026
Via
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Topics
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Whistleblower
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Exposures
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Kaplan Fox Encourages Smartsheet Inc. (NYSE: SMAR) Investors Seeking Recovery to Contact the Firm Before October 5, 2026
September 01, 2026
Via
NewMediaWire
Topics
Lawsuit
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Exposures
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Kaplan Fox Continues to Alert Investors of UWM Holdings Corporation (NYSE: UWMC) to a Class Action Deadline on October 13, 2026
September 01, 2026
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Kaplan Fox Continues to Remind Wise Group plc (NASDAQ: WSE) Investors of the Lead Plaintiff Deadline on September 29, 2026
September 01, 2026
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Kaplan Fox Continues to Alert Investors of a Securities Class Action Deadline on September 22, 2026 Against Wix.com Ltd. (NASDAQ: WIX)
September 01, 2026
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September 01, 2026
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Kaplan Fox Continues to Alert Investors of a Securities Class Action Deadline on October 5, 2026 Against ARS Pharmaceuticals Inc. (NASDAQ: SPRY)
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Kaplan Fox Continues to Remind Capricor Therapeutics, Inc. (NASDAQ: CAPR) Investors of the Lead Plaintiff Deadline on September 28, 2026
September 01, 2026
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Kaplan Fox Deadline Alert: Microvast Holdings, Inc. (NASDAQ: MVST) Investors Have Until September 21, 2026 to Seek a Lead Plaintiff Role
September 01, 2026
Via
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Kaplan Fox Urges Bloom Energy Corporation (NYSE: BE) Investors to Contact the Firm Before the Deadline on September 28, 2026
September 01, 2026
Via
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Topics
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Exposures
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Kaplan Fox Encourages HDFC Bank Limited (NYSE: HDB) Investors to Contact the Firm Before the Lead Plaintiff Deadline on October 13, 2026
September 01, 2026
Via
NewMediaWire
Topics
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Tickers
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Kaplan Fox Continues to Alert Investors of Hertz Global Holdings, Inc. (NASDAQ: HTZ) to a Class Action Deadline on September 22, 2026
September 01, 2026
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NewMediaWire
Topics
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Kaplan Fox Shareholder Alert: Deadline to Lead in the Securities Fraud Lawsuit Against Rackspace Technology, Inc. (NASDAQ: RXT) is September 28, 2026
September 01, 2026
Via
NewMediaWire
Topics
Artificial Intelligence
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Kaplan Fox Continues to Alert Investors of PROCEPT BioRobotics Corporation (NASDAQ: PRCT) to a Class Action Deadline on September 22, 2026
September 01, 2026
Via
NewMediaWire
Topics
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Kaplan Fox Continues to Alert Investors of a Securities Class Action Deadline on October 5, 2026 Against Datavault AI Inc. (NASDAQ: DVLT)
September 01, 2026
Via
NewMediaWire
Topics
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Exposures
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Kaplan Fox & Kilsheimer LLP Reminds Investors of a Securities Class Action Against Cogent Communications Holdings, Inc. (NASDAQ: CCOI) and Lead Plaintiff Deadline on September 21, 2026
September 01, 2026
Via
NewMediaWire
Topics
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Star Bulk Carriers Chief Strategy Officer Sells 10,825 Shares
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September 01, 2026
Via
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Kaplan Fox Deadline Alert: EquipmentShare.Com Inc (NASDAQ: EQPT) Investors Have Until September 21, 2026 to Seek a Lead Plaintiff Role
September 01, 2026
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Topics
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