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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
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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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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Back Dated Performance Reports
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Total Asset Fund (TAF sm) Presentation
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Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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FiscalNote Announces Partnership With Korea’s Ministry of Foreign Affairs to Provide AI-Powered Policy and Data Intelligence, Legislative and Regulatory Monitoring, and Global Issues Management
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FiscalNote’s CEO Tim Hwang Named as an EY Entrepreneur Of The Year® 2023 Mid-Atlantic Award Winner
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FiscalNote Releases Second Annual Corporate Sustainability Overview for FY2022
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FiscalNote to Participate at Upcoming Investor Conferences
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FiscalNote to Report First Quarter Financial Results on Wednesday, May 10, 2023
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FiscalNote’s VoterVoice Launches Enhanced AI Functionality and Integrations With OpenAI’s ChatGPT to Revolutionize Use of AI in Lobbying and Advocacy Industry
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FiscalNote Announces Continued AI Innovation and Momentum with Receipt of 13th Patent From U.S. Patent Office
April 13, 2023
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FiscalNote Announces Major New Customer Agreements with International Governments, Embassies, Agencies, Parliaments, and Ministries Across the Global Public Sector
March 27, 2023
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FiscalNote Selected by OpenAI for Collaboration As Inaugural Launch Partner for OpenAI’s ChatGPT Plug-in
March 23, 2023
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FiscalNote Announces Partnership With Enterprise IT and Cloud Leader Peraton To Tackle Rising Challenges and Adverse Impacts of Global Disinformation
March 20, 2023
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CQ and Roll Call’s Bill Clark Receives Six Individual Awards for Still Photography in White House News Photographers Association’s ‘Eyes of History’ Contest
February 27, 2023
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Leading Nonprofits, Advocacy Organizations, and Trade Associations on K Street Leverage FiscalNote’s Portfolio of Solutions for Policy and Political Intelligence, Issue Tracking and Monitoring, and Critical Insights to Deliver Action and Results
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The AI State of the Union Experience: FiscalNote Combines Proprietary Datasets & AI With OpenAI Platform to Transform Analysis of Presidential State of the Union Addresses, Building on Its Decade-Long Track Record of AI-Driven Solutions & Expertise
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FiscalNote Announces Acquisition of Dragonfly, a Leading Geopolitical Data and Security Intelligence Company for Business Risk Decision-Makers at Blue-Chip Organizations Around the World
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Fiscalnote Appoints Will Wilkinson as General Manager, Geopolitical & Market Intelligence
January 09, 2023
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FiscalNote to Present at the 25th Annual Needham Growth Conference on January 10, 2023
January 05, 2023
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FiscalNote Appoints Richard Henderson as Chief Revenue Officer to Drive Next Phase of Company’s Global Sales Growth and Customer Expansion
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FiscalNote Announces Plans to Integrate AI-Powered Congressional Transcripts Into Fireside SaaS Platform
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FiscalNote Announces Relaunch of Its Platform - Delivering New Features and Enhancements Enabling Government Affairs, Advocacy, and Risk Professionals to Optimize Policy and Stakeholder Management
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FiscalNote Announces Expansion of Global Commercial Customer Base
November 14, 2022
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FiscalNote to Report Third Quarter 2022 Financial Results
November 04, 2022
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