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home
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
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)
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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
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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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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Intercontinental Exchange
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The New York Stock Exchange to Launch NYSE Texas
February 12, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange and Reddit Collaborate to Create and Distribute Data Products for Capital Markets
February 11, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Expands Intraday Pricing and Analytics Offering for Canadian Fixed Income Markets with CanDeal DNA
February 10, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Announces 7% Increase to its Quarterly Dividend
February 06, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Reports Strong Full Year 2024 Results
February 06, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Reports January 2025 Statistics
February 05, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange CFO Warren Gardiner to Present at the Bank of America Securities 2025 Financial Services Conference on February 11
February 03, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Mortgage Monitor: 2024 Saw Softest Home Price Growth of Any Year Since 2011; Mortgage Delinquencies Gradually Trending Higher
February 03, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Swap Trade Offers Single-name Credit Default Swap (CDS) Trading following SEC Approval for SBSEF Registration
February 03, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Enterprise and ONEOK Extend Terminal Transfer Fee Waiver for ICE Midland WTI (HOU) Crude Deliveries to the End of 2028
January 29, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Announces Plans to Launch Environmental Registry Technology Services to Bring State-of-the-Art Infrastructure to Support the Growth of Carbon Markets
January 28, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE to Launch MSCI® Equity Index Futures on ICE Futures Abu Dhabi
January 27, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Fixed Income and Thematic Investing Drives AUM for ETFs Benchmarked to ICE Indices to Record Level in Asia-Pacific in 2024
January 26, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Announces Record Environmental Market Trading in 2024
January 24, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE First Look at Mortgage Performance: Delinquencies Ended 2024 on a Strong Note Despite Remaining Near a Three-Year High
January 23, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Announces That a Record 2 Billion Contracts Traded in 2024
January 22, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Sees Highest Commodities Trading Volume Day in its History
January 14, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Acquires the American Financial Exchange (AFX)
January 08, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Reports December, Fourth Quarter and Full Year 2024 Statistics
January 06, 2025
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
The New York Stock Exchange Will Close Markets on January 9 to Honor the Passing of Former President Jimmy Carter on National Day of Mourning
December 30, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE First Look at Mortgage Performance: Delinquencies Hit Highest Level in Nearly Three Years; Prepayments Drop on Higher Rates
December 23, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Launches MSCI® MarketAxess Tradable Corporate Bond Index Futures to Help Investors Hedge Corporate Bond Exposure
December 12, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Midland WTI (HOU) Reaches Record Open Interest and Delivers a Record 20 million Barrels of Midland WTI Crude During November
December 11, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Launches Long European Union Bond Index Futures
December 10, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Mortgage Monitor: Recent Vintage Borrowers Pounced on Early-Autumn Rate Drops as 300K+ Refinanced in September and October
December 09, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE Expands Global Energy Offering with the Launch of Japanese Power Futures
December 09, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Intercontinental Exchange Reports November 2024 Statistics
December 04, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
Worldscale Adopts ICE’s Benchmark EUA Carbon Pricing for its Tanker Freight Rates
November 26, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
ICE First Look at Mortgage Performance: Serious delinquencies hit 17-month high while foreclosure activity remains historically muted
November 21, 2024
From
Intercontinental Exchange
Via
Business Wire
Tickers
ICE
NYSE Group Announces 2025, 2026 and 2027 Holiday and Early Closings Calendar
November 08, 2024
From
Intercontinental Exchange
Via
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Tickers
ICE
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