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home
about us
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Brochure Supplement Amit Stavinsky
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
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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
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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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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Kerrigan Advisors
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Kerrigan Advisors Represents Asbury Automotive Group in Sale of Atlanta-based Nalley Chevrolet
August 13, 2024
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Auto Dealership Buy/Sell Market Begins 2024 with Record Transactions, on Track to Nearly Double Pre-Covid Average
June 24, 2024
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May 22, 2024
From
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Auto Dealership Buy/Sell Market Achieves New Transaction Record in 2023, Surpassing 2021 Peak; Valuations Remain at All Time Highs for Top Franchises in High Growth Markets
April 09, 2024
From
Kerrigan Advisors
Via
Business Wire
Kerrigan Advisors Represents RRR Automotive Group in Sale to Group 1 Automotive
February 13, 2024
From
Kerrigan Advisors
Via
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Kerrigan Advisors Represents Jim Price Auto Group in Sale of Chevrolet Dealership
January 09, 2024
From
Kerrigan Advisors
Via
Business Wire
Auto Dealership Buy/Sell Market Hits New High, On Track for Record Year as Dealerships Focus on Expansion through Acquisitions
December 18, 2023
From
Kerrigan Advisors
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Kerrigan Advisors Represents Haron Motors in Sale of Jaguar Land Rover and Volvo Dealerships in Fresno to Unstoppable Automotive Group
November 13, 2023
From
Kerrigan Advisors
Via
Business Wire
Kerrigan Advisors Represents Jim Price Auto Group in Sale of Virginia Hyundai and Kia Dealerships
November 08, 2023
From
Kerrigan Advisors
Via
Business Wire
Majority of Dealers Optimistic About Valuations and Profits in 2024
November 06, 2023
From
Kerrigan Advisors
Via
Business Wire
Kerrigan Advisors Represents Phoenix’s East Valley Nissan in Dealership Sale
October 31, 2023
From
Kerrigan Advisors
Via
Business Wire
Kerrigan Advisors Represents Stadium Toyota in Sale to Gettel Automotive
October 25, 2023
From
Kerrigan Advisors
Via
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Kerrigan Advisors Represents Gosch Auto Group in Sale of Gosch Ford Escondido
September 21, 2023
From
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Via
Business Wire
Auto Dealership Buy/Sell Market Defies Interest Rates with Record-Setting Activity and Historically High Valuations Supported by Dealer Liquidity
September 05, 2023
From
Kerrigan Advisors
Via
Business Wire
Kerrigan Advisors Represents Nick Alexander Imports in Sale of Los Angeles BMW & MINI Dealerships
August 28, 2023
From
Kerrigan Advisors
Via
Business Wire
Kerrigan Advisors Represents MCE Automotive Group in Sale of Seven South Carolina Dealerships to Anderson Automotive Group
August 23, 2023
From
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Via
Business Wire
Majority of Automakers Expect New Vehicle Gross Margins to Remain Above Pre-Covid Levels, Though Dealership Profits Are Projected to Decline
August 07, 2023
From
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Auto Dealership Buy/Sell Market Begins 2023 with Robust Growth, Outperforming All First Quarter Results on Record
June 26, 2023
From
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Kerrigan Advisors Represents Beck & Masten Auto Group in Sale of Houston Area Kia Dealership to Group 1 Automotive
June 07, 2023
From
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Business Wire
Kerrigan Advisors Represents Beck & Masten Auto Group in Sale of Three High Volume Buick GMC Dealerships to Group 1 Automotive
May 12, 2023
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Kerrigan Advisors Represents Holman in Sale of Audi Shawnee Mission
May 09, 2023
From
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Kerrigan Advisors Represents Kinsel Motors in Sale of Four Texas Franchises
May 02, 2023
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Auto Dealership Buy/Sell Market Slightly Declines in Fourth Quarter, but 2022 is the Second Most Active Buy/Sell Year Ever
April 17, 2023
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Kerrigan Advisors Represents Estero Bay Chevrolet in Sale to Group 1 Automotive
April 03, 2023
From
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Business Wire
Auto Dealership Buy/Sell Stays Hot with Yet Another Record in 2022: Earnings Climb as Dealers Plan for More Acquisitions
December 20, 2022
From
Kerrigan Advisors
Via
Business Wire
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