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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
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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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
Services, Fees and Compensation
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Additional Information
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Back Dated Performance Reports
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Event Schedule
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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 NiSource Inc.
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NiSource Earns Spot on Dow Jones Sustainability Indices for 11th Consecutive Year
December 23, 2024
From
NiSource Inc.
Via
Business Wire
Tickers
NI
NiSource Announces Third Quarter 2024 Results
October 30, 2024
From
NiSource Inc.
Via
Business Wire
Tickers
NI
NiSource to Release Financial Results and Host Conference Call on October 30
October 16, 2024
From
NiSource Inc.
Via
Business Wire
Tickers
NI
NIPSCO’s Electric Generation Transition Continues With Completion of Third Solar Project
August 19, 2024
From
NiSource Inc.
Via
Business Wire
Tickers
NI
NiSource Declares Common Stock Dividends
August 13, 2024
From
NiSource Inc.
Via
Business Wire
Tickers
NI
NiSource announces second quarter 2024 results
August 07, 2024
From
NiSource Inc.
Via
Business Wire
Tickers
NI
NiSource to release financial results and host conference call on August 7
July 24, 2024
From
NiSource Inc.
Via
Business Wire
Tickers
NI
NiSource Celebrates Multiple Brands Named as 2024 Most Trusted Utility Brands Award Recipients
July 08, 2024
From
NiSource Inc.
Via
Business Wire
Tickers
NI
NiSource Demonstrates Commitment to Furthering a More Sustainable and Inclusive Future through 2024 ESG Report
July 01, 2024
From
NiSource Inc.
Via
Business Wire
Tickers
NI
NiSource achieves international certification for system and safety management practices
June 04, 2024
From
NiSource Inc.
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Business Wire
Tickers
NI
NiSource declares common stock dividends
May 13, 2024
From
NiSource Inc.
Via
Business Wire
Tickers
NI
NiSource Announces First Quarter 2024 Results
May 08, 2024
From
NiSource Inc.
Via
Business Wire
Tickers
NI
NiSource to release financial results and host conference call on May 8
April 24, 2024
From
NiSource Inc.
Via
Business Wire
Tickers
NI
NiSource Announces Leadership Changes in Ohio and Indiana Subsidiaries
March 28, 2024
From
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Tickers
NI
NiSource Declares Common Stock Dividends
March 19, 2024
From
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Tickers
NI
Aristides S. Candris Departs from the Board After 12 Years of Service
March 19, 2024
From
NiSource Inc.
Via
Business Wire
Tickers
NI
NiSource Announces Two-Year $900 Million At-The-Market (ATM) Equity Issuance Program
February 22, 2024
From
NiSource Inc.
Via
Business Wire
Tickers
NI
NiSource Announces Fourth Quarter 2023 Results
February 21, 2024
From
NiSource Inc.
Via
Business Wire
Tickers
NI
NiSource Inc. Announces Redemption of All Depositary Shares Representing Interests in Its 6.50% Series B Fixed-Rate Reset Cumulative Redeemable Perpetual Preferred Stock and Series B-1 Preferred Stock
February 09, 2024
From
NiSource Inc.
Via
Business Wire
Tickers
NI
NiSource to Release Financial Results and Host Conference Call on February 21
February 07, 2024
From
NiSource Inc.
Via
Business Wire
Tickers
NI
NiSource Declares Common and Preferred Stock Dividends
January 25, 2024
From
NiSource Inc.
Via
Business Wire
Tickers
NI
NiSource Inc. Completes NIPSCO Minority Equity Interest Transaction
January 02, 2024
From
NiSource Inc.
Via
Business Wire
Tickers
NI
NiSource Named to S&P Dow Jones Sustainability Indices for 10th Consecutive Year
December 12, 2023
From
NiSource Inc.
Via
Business Wire
Tickers
NI
NiSource Inc. Announces the Settlement Rate for the Purchase Contract Component of its 2021 Equity Units Offering
December 01, 2023
From
NiSource Inc.
Via
Business Wire
Tickers
NI
NiSource Inc. Announces Results of Final Remarketing of its Series C Mandatory Convertible Preferred Stock Relating to its 2021 Equity Units Offering
November 17, 2023
From
NiSource Inc.
Via
Business Wire
Tickers
NI
NiSource Inc. Announces Postponement of the Final Remarketing of its Series C Mandatory Convertible Preferred Stock
November 15, 2023
From
NiSource Inc.
Via
Business Wire
Tickers
NI
Consistent With its Long-Term Financial Plan NiSource Inc. Announces Commencement of Final Remarketing of its Series C Mandatory Convertible Preferred Stock Relating to its 2021 Equity Units Offering
November 14, 2023
From
NiSource Inc.
Via
Business Wire
Tickers
NI
NiSource Hosts Annual Supplier Day Event
November 09, 2023
From
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Via
Business Wire
Tickers
NI
NiSource announces third quarter 2023 results, extension to long-term growth plan
November 01, 2023
From
NiSource Inc.
Via
Business Wire
Tickers
NI
NiSource Releases Its 2023 ESG Report
October 30, 2023
From
NiSource Inc.
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NI
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