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home
about us
Investment Approach
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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
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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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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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Articles published by eXp Realty
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eXp Realty Takes Agent Compensation to Next Level With REVenue Share 2.0
May 01, 2024
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April 30, 2024
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eXp Realty Announces Strategic Leadership Changes to Enhance Global Growth
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Wendy Forsythe Joins eXp Realty as Chief Marketing Officer to Propel Agent-Centric Initiatives and Amplify Brand Reach
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eXp Realty Expands Global Network in Second Quarter, Welcoming Top Agents and Securing High Industry Honors
April 19, 2024
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Leading the Industry in Sides, eXp Realty Celebrates Its Agents' Remarkable Achievements With the Top Producers Lists for 2023
April 16, 2024
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eXp Realty Names Leo Pareja as CEO to Drive Next Era of Growth and Innovation
April 05, 2024
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eXp Realty Expands Executive Team With Key Human Resources and Technology Leadership Appointments
March 28, 2024
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eXp Realty Leads the Pack in the RealTrends 500, Capturing Top Honors in Five Categories
March 22, 2024
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eXp Realty Continues to Welcome Leading Agents Around the World
March 19, 2024
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eXp Realty Pays More Than $230 Million in Revenue Share and Equity Benefits to Agents and Brokers in 2023
March 11, 2024
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eXp Realty Continues to Welcome Top Talent Around the World
February 16, 2024
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eXp Realty and Citrus Closing Group Join Forces To Deliver Local Title Services in Greater Orlando, Florida Area
February 01, 2024
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eXp Luxury Solidifies Expansion Into New International Markets
January 18, 2024
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eXp Realty Leadership Team Honored on Prestigious Swanepoel Power 200
January 09, 2024
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The Future of Luxury Real Estate Is Going Global! eXp Luxury Launches in Australia, New Zealand, South Africa and the United Kingdom
December 07, 2023
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eXp Luxury Soars Past 1,100 Members, Fueling Global Growth
November 21, 2023
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eXp Realty Unveils Innovative Partnership with HomeHunter To Streamline International Property Search
November 01, 2023
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eXp Realty Incentivizes Teams To Join With New Equity Incentive
October 26, 2023
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eXp Realty Spotlights Top Agents at EXPCON 2023
October 04, 2023
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eXp Realty Unlocks Nationwide Listing Network With the Power of 'eXp Exclusives'
October 03, 2023
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eXp Realty Unleashes Agent Marketing Powerhouse With Game-Changing Listing Kits
October 03, 2023
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eXp Realty Taps Real Estate Veteran Bryon Ellington To Revolutionize Agent-Driven Learning
October 03, 2023
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eXp Realty Agents Take Center Stage for EXPCON 2023, Real Estate’s Ultimate Agent-Centric Event
October 02, 2023
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Brendon Burchard To Inspire Ambition and Success as EXPCON 2023 Keynote Speaker
September 14, 2023
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eXp Realty Welcomes Bean Group Brokered by eXp Realty
September 12, 2023
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eXp Realty Recognizes Top Canadian Agents at First EXPCON Canada
September 08, 2023
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eXp Realty Brings the Future of Luxury Real Estate to Canada
September 07, 2023
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eXp Realty and Realty.ca Deliver Unleashed Potential Through Qualified Buyer and Seller Leads for Canadian Agents
September 07, 2023
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eXp Realty Supercharges Agent Earning Potential
September 07, 2023
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