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home
about us
Investment Approach
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Quarterly Performance Reports
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Back Dated Performance Reports
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TAV Program
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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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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Kinaxis Inc.
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Kinaxis Appoints Razat Gaurav as New CEO
January 08, 2026
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
71% of Global Businesses Have Accelerated AI Adoption Amid Tariffs, Inflation and Uncertainty, Finds Economist Study Commissioned by Kinaxis
November 10, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
Kinaxis Inc. Reports Third Quarter 2025 Results
November 05, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
Kinaxis Announces Normal Course Issuer Bid
November 05, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
Kinaxis Accelerates Agentic Era for Supply Chain Orchestration with the Launch of Maestro Agents
October 17, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
Kinaxis Inc. to Host Third Quarter 2025 Financial Results Conference Call on November 6, 2025
October 16, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
Sobi Selects Kinaxis to Accelerate Access to Life-Changing Treatments
October 02, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
Kinaxis to Host Inaugural European User Conference Showcasing Supply Chain Innovators
September 17, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
Kinaxis Announces New Partnership with Workday to Unite Supply Chain, Finance and Workforce Planning
September 12, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
Kinaxis Powers Shimadzu’s Supply Chain Advancement for the Modern Manufacturing Era
September 09, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
PL Developments Builds a Smarter, Healthier Supply Chain with Kinaxis
August 12, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
Kinaxis Inc. Reports Second Quarter 2025 Results
August 06, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
Kinaxis Inc. to Host Second Quarter 2025 Financial Results Conference Call on August 7, 2025
July 17, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
Kinaxis and Ottawa Senators Renew Partnership, Uniting National Capital Region
June 26, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
Kinaxis and Tosoh Corporation Formulate an AI-Powered Supply Chain Transformation
June 24, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
Kinaxis Announces Results of Voting at Annual Meeting of Shareholders
June 17, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
Supply Chain Leaders to Share Perspective on Tackling Tariffs, Trade, and Disruption During Exclusive Digital Event
June 12, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
SEKO Logistics Taps Kinaxis to Modernize its End-to-End Supply Chain
June 10, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
Kinaxis Achieves Catena-X Certification, Cementing Leadership Footprint in Automotive Value Chain
May 20, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
Kinaxis Supercharges BayWa r.e. Solar Trade’s Supply Chain with AI-Powered Orchestration
May 12, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
Kinaxis Inc. Reports First Quarter 2025 Results
May 07, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
Kinaxis Launches Tariff Response Solution to Help Supply Chains Adapt to Disruption with Confidence
April 17, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
Kinaxis Inc. to Host First Quarter 2025 Financial Results Conference Call on May 8, 2025
April 16, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
Kinaxis Recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for Supply Chain Planning Solutions for the 11th Consecutive Time
April 16, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
INSERTING and REPLACING Kinaxis Celebrates Supply Chain Trailblazers with 2025 Customer Awards at Kinexions
April 09, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
Kinaxis Partners With Databricks to Accelerate AI-Powered Supply Chain Orchestration
April 01, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
Infor and Kinaxis Launch Enterprise Planning Solution for Discrete Manufacturers
March 24, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
Fujirebio Enhances Supply Chain Operations with Kinaxis
March 19, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
Kinaxis Named Carleton University’s 2024 Co-op Employer of the Year
March 13, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
Kinaxis to Unveil the Next Phase of AI Innovation at Kinexions 2025
March 11, 2025
From
Kinaxis Inc.
Via
Business Wire
Tickers
TSX:KXS
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