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Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
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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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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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)
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Additional Information
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Back Dated Performance Reports
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by First Trust Advisors L.P.
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First Trust Advisors L.P. Announces Distribution for First Trust Enhanced Short Maturity ETF
June 27, 2024
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FTSM
First Trust Launches First Trust S&P 500 Economic Moat ETF
June 27, 2024
From
First Trust Advisors L.P.
Via
Business Wire
First Trust Advisors L.P. Announces Distributions for Exchange-Traded Funds
June 26, 2024
From
First Trust Advisors L.P.
Via
Business Wire
First Trust Announces Adjournment of Special Meeting of Shareholders Relating to the Reorganization of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund with and into abrdn Global Infrastructure Income Fund
June 18, 2024
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
MFD
First Trust Announces Adjournment of Special Meeting of Shareholders Relating to the Reorganization of First Trust/abrdn Global Opportunity Income Fund with and into abrdn Income Credit Strategies Fund
June 18, 2024
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FAM
First Trust Announces Adjournment of Special Meeting of Shareholders Relating to the Reorganization of First Trust Specialty Finance and Financial Opportunities Fund with and into abrdn Total Dynamic Dividend Fund
June 18, 2024
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FGB
First Trust Advisors L.P. Announces Distribution for First Trust Income Opportunities ETF
June 10, 2024
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FCEF
First Trust Announces Implementation of Changes to Investment Strategy, Name and Ticker for Mid Cap US Equity Select ETF
June 07, 2024
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
RNMC
First Trust Advisors L.P. Announces Distribution for Exchange-Traded Funds
May 31, 2024
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
IGLD
XIDE
XIMR
XISE
First Trust Announces Adjournment of Special Meeting of Shareholders Relating to the Reorganization of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund with and into abrdn Global Infrastructure Income Fund
May 31, 2024
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
MFD
First Trust Announces Adjournment of Special Meeting of Shareholders Relating to the Reorganization of First Trust Specialty Finance and Financial Opportunities Fund with and into abrdn Total Dynamic Dividend Fund
May 31, 2024
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FGB
First Trust Announces Results of Joint Special Meeting of Shareholders Relating to the Reorganizations of First Trust High Income Long/Short Fund and First Trust/abrdn Global Opportunity Income Fund with and into abrdn Income Credit Strategies Fund
May 31, 2024
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FAM
FSD
First Trust Advisors L.P. Announces Distribution for First Trust Enhanced Short Maturity ETF
May 30, 2024
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FTSM
First Trust Expands Target Outcome® Lineup with Launch of BUFS, a Laddered Portfolio of Small Cap Moderate Buffer ETFs
May 30, 2024
From
First Trust Advisors L.P.
Via
Business Wire
First Trust Advisors L.P. Announces Distributions for Exchange-Traded Funds
May 20, 2024
From
First Trust Advisors L.P.
Via
Business Wire
First Trust Advisors L.P. Announces Distribution for First Trust Income Opportunities ETF
May 13, 2024
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FCEF
First Trust Advisors L.P. Announces Distributions for FT Energy Income Partners Enhanced Income ETF
May 09, 2024
From
First Trust Advisors L.P.
Via
Business Wire
First Trust Announces Completion of Mergers
May 06, 2024
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FEI
FEN
FIF
FPL
First Trust Launches First Trust Bloomberg R&D Leaders ETF
May 01, 2024
From
First Trust Advisors L.P.
Via
Business Wire
First Trust Advisors L.P. Announces Distribution for Exchange-Traded Funds
April 30, 2024
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
IGLD
XIDE
XIMR
XISE
First Trust Advisors L.P. Announces Distribution for First Trust Enhanced Short Maturity ETF
April 29, 2024
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FTSM
First Trust Announces Date for the Mergers of First Trust Energy Income and Growth Fund, First Trust MLP and Energy Income Fund, First Trust New Opportunities MLP & Energy Fund and First Trust Energy Infrastructure Fund
April 25, 2024
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FEI
FEN
FIF
FPL
First Trust Advisors L.P. Announces Distributions for Exchange-Traded Funds
April 22, 2024
From
First Trust Advisors L.P.
Via
Business Wire
First Trust Announces Adjournment of Special Meeting of Shareholders Relating to the Reorganization of Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund with and into abrdn Global Infrastructure Income Fund
April 18, 2024
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
MFD
First Trust Announces Adjournment of the Joint Special Meeting of Shareholders Relating to the Reorganizations of First Trust High Income Long/Short Fund and First Trust/abrdn Global Opportunity Income Fund
April 18, 2024
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FAM
FSD
First Trust Announces Adjournment of Special Meeting of Shareholders Relating to the Reorganization of First Trust Specialty Finance and Financial Opportunities Fund with and into abrdn Total Dynamic Dividend Fund
April 18, 2024
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FGB
First Trust Announces Shareholder Approval of New Investment Sub-Advisory Agreement and “Manager of Managers” Structure for First Trust SSI Strategic Convertible Securities ETF (Nasdaq: FCVT)
April 16, 2024
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FCVT
First Trust Advisors L.P. Announces Distribution for First Trust Income Opportunities ETF
April 10, 2024
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FCEF
First Trust Advisors L.P. Announces Distribution for Exchange-Traded Funds
March 28, 2024
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
IGLD
XIDE
XISE
First Trust Advisors L.P. Announces Distribution for First Trust Enhanced Short Maturity ETF
March 27, 2024
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FTSM
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