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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
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Market Value Securities (MVS sm) Presentation
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Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Articles published by BlackRock Closed-End Funds
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Distribution Dates and Amounts Announced for Certain BlackRock Closed-End Funds
June 02, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BBN
BCAT
BCX
BDJ
BFK
BFZ
Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
May 30, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BBN
BCAT
BCX
BDJ
BGR
BGT
Certain BlackRock Funds (BGY, BSTZ, MVF) Announce Final Results of Tender Offers
May 21, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BGY
BSTZ
MVF
Certain BlackRock Funds (BOE, BCX) Announce Final Results of Tender Offers
May 20, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BCX
BOE
Certain BlackRock Funds (BGY, BSTZ, MVF) Announce Expiration and Preliminary Results of Tender Offers
May 20, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BGY
BSTZ
MVF
Certain BlackRock Funds (BOE, BCX) Announce Expiration and Preliminary Results of Tender Offers
May 19, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BCX
BOE
BlackRock Core Bond Trust (BHK) Announces Terms of Rights Offering
May 16, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BHK
BlackRock Health Sciences Term Trust (BMEZ) Announces Final Results of Tender Offer
April 21, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BMEZ
Distribution Dates and Amounts Announced for Certain BlackRock Closed-End Funds
May 01, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BBN
BCAT
BCX
BDJ
BFK
BFZ
Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
April 30, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BBN
BCAT
BCX
BDJ
BGR
BGT
BlackRock Health Sciences Term Trust (BMEZ) Announces Expiration and Preliminary Results of Tender Offer
April 17, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BMEZ
BlackRock Announces Shareholder Approval of Strategy Changes to the BlackRock Technology and Private Equity Term Trust (BTX)
April 17, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BTX
BlackRock Launches High Yield Municipal Interval Fund with 5.75% Tax-Exempt Yield
March 31, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Certain BlackRock Closed-End Funds Announce Tender Offer in Conjunction with Results of the Quarterly Measurement Period of their Discount Management Programs
April 01, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BCAT
BCX
BDJ
BGR
BGY
BME
BlackRock Municipal Income Fund, Inc. (MUI) Completes Conversion to Interval Fund Structure
March 24, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
MUI
Distribution Dates and Amounts Announced for Certain BlackRock Closed-End Funds
April 01, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BBN
BCAT
BCX
BDJ
BFK
BFZ
Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
March 31, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BBN
BCAT
BCX
BDJ
BGR
BGT
BlackRock Announces Closing of Reorganization of BlackRock Enhanced Government Fund, Inc. (EGF) with and into BlackRock Income Trust, Inc. (BKT)
March 24, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BKT
EGF
BlackRock Health Sciences Term Trust (BMEZ) Commences Tender Offer for up to 40% of outstanding common shares
March 21, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BMEZ
BlackRock Enhanced Government Fund, Inc. (EGF) Announces Shareholder Approval for Reorganization with and into BlackRock Income Trust, Inc. (BKT)
March 18, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BKT
EGF
BlackRock Municipal Income Fund, Inc. (MUI) Declares Final Distribution as Part of its Conversion to the Institutional Share Class (MUNEX) of BlackRock Municipal Credit Alpha Portfolio, Inc.
March 03, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
MUI
BlackRock Municipal Income Fund, Inc. (MUI) Announces 2025 Repurchase Schedule and Initial Repurchase Amount in Connection with Upcoming Conversion to Unlisted Continuously-Offered Closed-End Fund
February 28, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
MUI
Certain BlackRock Closed-End Funds Announce Renewal of Discount Management Programs
February 28, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BCAT
BCX
BDJ
BGR
BGY
BME
Distribution Dates and Amounts Announced for Certain BlackRock Closed-End Funds
March 03, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BBN
BCAT
BCX
BDJ
BFK
BFZ
Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
February 28, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BBN
BCAT
BCX
BDJ
BGR
BGT
BlackRock Municipal 2030 Target Term Trust (BTT) Announces Share Repurchase Program
February 28, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BTT
Certain BlackRock Funds Announce Final Results of Tender Offers
February 25, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BCX
BGY
BOE
BSTZ
Certain BlackRock Funds Announce Expiration and Preliminary Results of Tender Offers
February 24, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BCX
BGY
BOE
BSTZ
Certain BlackRock Funds Announce Final Results of Tender Offers
February 24, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BGR
BME
CII
MVF
Certain BlackRock Funds Announce Expiration and Preliminary Results of Tender Offers
February 21, 2025
From
BlackRock Closed-End Funds
Via
Business Wire
Tickers
BGR
BME
CII
MVF
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