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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)
TAF sm Program
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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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Event Schedule
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Event Schedule
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Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Paychex, Inc.
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Paychex Named Largest 401(k) Recordkeeper in the U.S. for 13th Consecutive Year
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July 13, 2023
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Paychex Named to Selling Power’s 2023 “50 Best Companies to Sell For” List
July 12, 2023
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Paychex Named a Leader in HCM Technology by NelsonHall
July 06, 2023
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Small Business Jobs Index Dips in June, Rate of Wage Growth Continues to Moderate
July 05, 2023
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Paychex, Inc. Reports 2023 Results
June 29, 2023
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Paychex Charitable Foundation Commits $1 Million to National Urban League
June 20, 2023
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Paychex, Inc. Schedules Fourth Quarter Fiscal 2023 Earnings Conference Call for June 29, 2023
June 15, 2023
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Over 75% of HR Leaders Will Use AI in the Next Year, According to New Paychex Research
June 12, 2023
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Paychex, Inc.
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Paychex Declares a 13% Increase in Quarterly Dividend
April 28, 2023
From
Paychex, Inc.
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Business Wire
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PAYX
Paychex, Inc. Reports Third Quarter Results: Strong Revenue and Earnings Growth
March 29, 2023
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Business Wire
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Paychex, Inc. Schedules Third Quarter Fiscal 2023 Earnings Conference Call for March 29, 2023
March 15, 2023
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PAYX
Paychex, Inc. Reports Second Quarter Results: Solid Growth in Revenue and Diluted Earnings Per Share; Raises Outlook for the Year
December 22, 2022
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Via
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PAYX
Paychex, Inc. Schedules Second Quarter Fiscal 2023 Earnings Conference Call for December 22, 2022
December 08, 2022
From
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Business Wire
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PAYX
Paychex Declares Quarterly Dividend
October 13, 2022
From
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PAYX
Paychex, Inc. Reports First Quarter Results: Double Digit Growth in Revenue and Diluted Earnings Per Share; Raises Earnings Outlook for the Year
September 28, 2022
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PAYX
Paychex, Inc. Schedules First Quarter Fiscal 2023 Earnings Conference Call for September 28, 2022
September 14, 2022
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Business Wire
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PAYX
Martin Mucci of Paychex to Retire as CEO, Remains Chairman
August 24, 2022
From
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PAYX
Paychex Declares Quarterly Dividend
July 14, 2022
From
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Business Wire
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PAYX
Paychex, Inc. Reports Strong Double Digit Service Revenue and Diluted Earnings Per Share Growth for Fourth Quarter and Full Year 2022 Results
June 29, 2022
From
Paychex, Inc.
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Business Wire
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PAYX
Paychex, Inc. Schedules Fourth Quarter Fiscal 2022 Earnings Conference Call for June 29, 2022
June 15, 2022
From
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PAYX
Paychex Declares 20% Increase in Quarterly Dividend
April 29, 2022
From
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Paychex, Inc. Reports Strong Third Quarter Results:
March 30, 2022
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Via
Business Wire
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PAYX
Paychex, Inc. Schedules Third Quarter Fiscal 2022 Earnings Conference Call for March 30, 2022
March 16, 2022
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Paychex Declares Quarterly Dividend
January 14, 2022
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Paychex, Inc.
Via
Business Wire
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PAYX
Paychex, Inc. Reports Second Quarter Results: Revenue Advances 13% and Diluted Earnings Per Share Grows 21%; Company Raises Business Outlook for the Year
December 22, 2021
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Paychex, Inc.
Via
Business Wire
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PAYX
Paychex, Inc. Schedules Second Quarter Fiscal 2022 Earnings Conference Call for December 22, 2021
December 08, 2021
From
Paychex, Inc.
Via
Business Wire
Tickers
PAYX
Paychex Declares Quarterly Dividend
October 14, 2021
From
Paychex, Inc.
Via
Business Wire
Tickers
PAYX
Paychex, Inc. Reports First Quarter Results: Revenue Grew 16% and Diluted Earnings Per Share Grew 56%; Company Raises Business Outlook for the Year
September 30, 2021
From
Paychex, Inc.
Via
Business Wire
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