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home
about us
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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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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
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Quarterly Performance Reports
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Quarterly 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
Quarterly Performance Reports
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Event Schedule
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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
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CARMAX, INC. (KMX) INVESTIGATION ALERT: Bernstein Liebhard Announces Investigation of CarMax, Inc.
July 09, 2026
From
Bernstein Liebhard LLP
Via
GlobeNewswire
Tickers
KMX
PHREESIA, INC. (PHR) INVESTIGATION ALERT: Bernstein Liebhard Announces Investigation of Phreesia, Inc.
July 09, 2026
From
Bernstein Liebhard LLP
Via
GlobeNewswire
Tickers
PHR
SES AI CORPORATION (SES) INVESTIGATION ALERT: Bernstein Liebhard Announces Investigation of SES AI Corporation
July 09, 2026
From
Bernstein Liebhard LLP
Via
GlobeNewswire
Tickers
SES
BABCOCK & WILCOX ENTERPRISES, INC. (BW) INVESTIGATION ALERT: Bernstein Liebhard Announces Investigation of Babcock & Wilcox Enterprises, Inc.
July 09, 2026
From
Bernstein Liebhard LLP
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BW
MEGAN HOLDINGS LIMITED (MGN) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Megan Holdings Limited Investors of Upcoming Deadline
July 09, 2026
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MGN
PICS N.V. (PICS) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds PicS N.V. Investors of Upcoming Deadline
July 09, 2026
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PICS
INSULET CORPORATION (PODD) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Insulet Corporation Investors of Upcoming Deadline
July 09, 2026
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PODD
ROBLOX CORPORATION (RBLX) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Roblox Corporation Investors of Upcoming Deadline
July 09, 2026
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RBLX
CHAMPIONX CORPORATION (CHX) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds ChampionX Corporation Investors of Upcoming Deadline
July 09, 2026
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ERASCA, INC. (ERAS) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Erasca, Inc. Investors of Upcoming Deadline
July 09, 2026
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ERAS
BADGER METER, INC. (BMI) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Badger Meter, Inc. Investors of Upcoming Deadline
July 09, 2026
From
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BMI
VERITONE, INC. (VERI) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Veritone, Inc. Investors of Upcoming Deadline
July 09, 2026
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VERI
EMBECTA CORP. (EMBC) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Embecta Corp. Investors of Upcoming Deadline
July 09, 2026
From
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EMBC
GRAIL, INC. (GRAL) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds GRAIL, Inc. Investors of Upcoming Deadline
July 09, 2026
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GRAL
ZILLOW GROUP, INC. (ZG) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Zillow Group, Inc. Investors of Upcoming Deadline
July 09, 2026
From
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Z
ZG
VERRA MOBILITY CORPORATION (VRRM) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Verra Mobility Corporation Investors of Upcoming Deadline
July 09, 2026
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VRRM
ZOOMINFO TECHNOLOGIES INC. (GTM) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds ZoomTechnologies, Inc. Investors of Upcoming Deadline
July 09, 2026
From
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GTM
SPORTRADAR GROUP AG (SRAD) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Sportradar Group AG Investors of Upcoming Deadline
July 09, 2026
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SRAD
HUB GROUP, INC. (HUBG) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Hub Group, Inc. Investors of Upcoming Deadline
July 09, 2026
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HUBG
ADMA BIOLOGICS, INC. (ADMA) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds ADMA Biologics, Inc. Investors of Upcoming Deadline
July 09, 2026
From
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ADMA
GENEDX HOLDINGS CORP. (WGS) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds GeneDx Holdings Corp. Investors of Upcoming Deadline
July 09, 2026
From
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WGS
ZOETIS INC. (ZTS) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Zoetis Inc. Investors of Upcoming Deadline
July 09, 2026
From
Bernstein Liebhard LLP
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ZTS
CALIX, INC. (CALX) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Calix, Inc. Investors of Upcoming Deadline
July 09, 2026
From
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Tickers
CALX
AEROVIRONMENT, INC. (AVAV) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds AeroVironment, Inc. Investors of Upcoming Deadline
July 09, 2026
From
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Tickers
AVAV
PHOTRONICS, INC. (PLAB) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Photronics, Inc. Investors of Upcoming Deadline
July 09, 2026
From
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Tickers
PLAB
PEABODY ENERGY CORPORATION (BTU) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Peabody Energy Corporation Investors of Upcoming Deadline
July 09, 2026
From
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Tickers
BTU
LUCID GROUP, INC. (LCID) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Lucid Group, Inc. Investors of Upcoming Deadline
July 09, 2026
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LCID
BITGO HOLDINGS, INC. (BTGO) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds BitGo Holdings, Inc. Investors of Upcoming Deadline
July 09, 2026
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BTGO
BLACK ROCK COFFEE BAR, INC. (BRCB) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Black Rock Coffee Bar, Inc. Investors of Upcoming Deadline
July 09, 2026
From
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BRCB
MEGAN HOLDINGS LIMITED (MGN) INVESTOR ALERT Investors With Large Losses in Megan Holdings Limited Should Contact Bernstein Liebhard LLP To Discuss Their Rights
July 08, 2026
From
Bernstein Liebhard LLP
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MGN
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