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home
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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
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
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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
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Total Asset Fund (TAF)
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Additional Information
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Back Dated Performance Reports
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Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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FiscalNote Expands Leadership Team with Key Technology Appointments to Drive Product-Led Growth and Innovation in AI-Powered Policy Management Solutions
April 14, 2025
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FiscalNote Receives Continued Listing Notice From NYSE
April 11, 2025
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FiscalNote Launches New EU Defense and Space Policy Vertical to Drive Customer Impact and Fuel Growth
March 31, 2025
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FiscalNote Closes Previously Announced Divestiture of Non-Core Assets to Accelerate Policy-Centric Growth, Enhance Profitability, and Strengthen Balance Sheet
March 31, 2025
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FiscalNote Expands Policy Intelligence Capabilities of PolicyNote Platform; Launches AI-Powered Presidential Actions Widget
March 17, 2025
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FiscalNote Reports Fourth Quarter and Full Year 2024 Financial Results
March 13, 2025
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FiscalNote to Report Fourth Quarter and Full Year 2024 Financial Results & Host Conference Call on March 13, 2025
March 06, 2025
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FiscalNote to Participate at Upcoming Investor Conferences
March 04, 2025
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FiscalNote Engages Palantir’s Former Head of Federal Contracting John Lee to Support the Implementation of the Company’s Market-Leading AI & Tech Solutions to Accelerate Government Efficiencies
February 24, 2025
From
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FiscalNote Announces Definitive Agreement to Divest Additional Non-Core Assets to Fuel Policy-Focused Growth, Boost Profitability, and Strengthen Balance Sheet
February 24, 2025
From
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FiscalNote Regains Compliance With NYSE Continued Listing Standard
February 04, 2025
From
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FiscalNote Unveils PolicyNote: The Future of AI-Powered Policy Solutions
January 15, 2025
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FiscalNote Announces Update to Board of Directors
December 19, 2024
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NOTE
Global Fintech and Financial Industry Enterprises Choose FiscalNote as Their Essential Partner to Navigate Complex Policy and Regulatory Challenges
December 19, 2024
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Business Wire
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FiscalNote’s AI-Powered Local Legal and Regulatory Coverage Hits New Milestones: Now Exceeds 5 Million Policy Documents in Its Proprietary Database and the Highest Number of Tracked Localities in the U.S.
December 17, 2024
From
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FiscalNote to Participate at Upcoming Investor Conferences
December 11, 2024
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FiscalNote Announces Essential Post-Election Toolkit for Government Relations and Corporate Affairs
December 03, 2024
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FiscalNote Announces New Customer Wins, Renewals, and Expansions in the U.S. Public Sector
December 02, 2024
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FiscalNote Receives Continued Listing Standard Notice From NYSE
November 29, 2024
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FiscalNote Announces Generative AI Distribution Partnership With AI Search Engine ProRata.ai to License FiscalNote’s Award-Winning, Trusted Content
November 18, 2024
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FiscalNote Announces Leadership Succession Plan to Drive Next Phase of Growth
November 12, 2024
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FiscalNote Reports Third Quarter 2024 Financial Results
November 12, 2024
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FiscalNote Announces Sale Of Aicel Technologies, Inc. For $9.65 Million In Total Consideration
October 31, 2024
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FiscalNote to Report Third Quarter 2024 Financial Results & Host Conference Call on November 12, 2024
October 29, 2024
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FiscalNote to Participate at Upcoming Investor Conferences
August 12, 2024
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FiscalNote Reports Second Quarter 2024 Financial Results
August 08, 2024
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Empowered Systems and FiscalNote Announce Strategic Partnership to Expand and Enhance Third-Party Risk Management Solutions
August 08, 2024
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FiscalNote Extends Its Leadership in Securing New and Expanded Customer Agreements With Major Global Corporates in Regulated Industries
August 07, 2024
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FiscalNote Announces New AI-powered Enhancements for Fireside - the Industry-leading All-in-one Constituent Relationship Management SaaS Platform
August 06, 2024
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FiscalNote to Report Second Quarter 2024 Financial Results & Host Conference Call on August 8, 2024
August 01, 2024
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