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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
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
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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
Quarterly Performance Reports
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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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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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Cummins Inc.
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Norbert Nusterer leaving Cummins after 25 distinguished years; Cummins names Jenny Bush President, Power Systems business
June 29, 2022
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
Cummins and Komatsu to Collaborate on Advancing Development of Zero Emissions Mining Haul Trucks
June 28, 2022
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
Daimler Truck North America and Cummins Collaborate to Drive Hydrogen Fuel Cell Trucks Forward in North America
May 11, 2022
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
Cummins Inc. Declares Quarterly Common Stock Dividend
May 10, 2022
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
Cummins Reports First Quarter 2022 Results
May 03, 2022
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
Cummins’ Filtration Business Submits Confidential Registration Statement for Proposed Initial Public Offering1
April 21, 2022
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
Cummins Completes Acquisition of Jacobs Vehicle Systems
April 14, 2022
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
FPL Announces Cummins to Supply Electrolyzer for Florida’s First “Green” Hydrogen Plant – Potential Key to Carbon-Free Electricity
February 28, 2022
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
Cummins Shares Plans to Deliver Long-Term Growth and Increased Profitability
February 23, 2022
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
Cummins to Acquire Meritor
February 22, 2022
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
MTOR
Cummins Unveils Industry-First Fuel-Agnostic Internal Combustion Powertrain Solutions, Helping Fleets Decarbonize Today With Low-Carbon Fuels
February 14, 2022
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
Cummins Elects Jennifer Rumsey to its Board of Directors
February 11, 2022
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
Cummins to Acquire Engine Braking and Cylinder Deactivation Company to Advance Its Path to a Zero Emissions Future
February 09, 2022
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
Cummins Inc. Declares Quarterly Common Stock Dividend
February 08, 2022
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
Cummins to Purchase Remaining Shares in the Former Cummins Westport Joint Venture from Westport Fuel Systems
February 07, 2022
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
TSX:WPRT
WPRT
Cummins Reports Fourth Quarter and Full Year 2021 Results
February 03, 2022
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
A Zero Emissions Future Starts Now: Werner Enterprises and Cummins Announce Collaboration to Integrate Cummins’ New 15-liter Natural Gas and 15-liter Hydrogen Internal Combustion Engines
January 28, 2022
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
WERN
Cummins CEO Discusses with President Biden and CEOs the Importance of Advancing Build Back Better Act to Address Climate Change and Fuel Innovation and Job Creation
January 26, 2022
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
Cummins Inc. Names Mark Sifferlen, Vice President, Chief Risk Officer and Environmental, Social and Governance Strategy Lead
January 25, 2022
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
Isuzu and Cummins Announce Battery Electric Truck Collaboration
January 20, 2022
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
Cummins Inc. Names Jeff Wiltrout Vice President – Corporate Strategy
January 19, 2022
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
Cummins Completes 50 Percent Acquisition of Momentum Fuel Technologies From Rush Enterprises
January 18, 2022
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
Cummins Inc. Names Chris Clulow, Vice President, Investor Relations and Luther Peters, Vice President, Corporate Controller
January 13, 2022
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
Cummins Inc. Names Bonnie Fetch Vice President – Global Supply Chain and Manufacturing
January 11, 2022
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
Cummins Inc. Approves Share Repurchase Program
December 14, 2021
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
Cummins Invests in Sion Power to Develop Lithium Metal Technology
November 30, 2021
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
Cummins Inc. Names Steph Disher Vice President – Cummins Filtration
November 12, 2021
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
Cummins Receives the Prince of Wales’ Terra Carta Seal for Commitment to a Sustainable Future
November 03, 2021
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
Cummins Reports Third Quarter 2021 Results
November 02, 2021
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
Cummins Pleased With Progress on the Infrastructure, Investment and Jobs Act and Build Back Better Act and Encourages Congress to Pass These Historic Legislative Achievements to Address Climate Change
October 28, 2021
From
Cummins Inc.
Via
Business Wire
Tickers
CMI
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