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home
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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
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Quarterly Performance Reports
Market Value Securities (MVS)
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by State Street Corporation
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State Street Appoints New Chief Executive Officer for State Street Bank International GmbH
January 04, 2023
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State Street Corporation Announces Date for Release of Fourth-Quarter and Full-Year 2022 Financial Results and Conference Call Webcast
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Statement from State Street Corporation on Brown Brothers Harriman Investor Services Acquisition
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State Street to Participate in the Goldman Sachs 2022 US Financial Services Conference
November 11, 2022
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State Street Announces Inaugural $500 Million Bond Issuance Under its Sustainability Bond Framework
November 04, 2022
From
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State Street Corporation Declares Dividends on Its Non-Cumulative Perpetual Preferred Stock Series “D”, “F”, “G” and “H”
October 20, 2022
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State Street Opens New Office in Chile to Support Continued Growth in Latin America
October 19, 2022
From
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State Street Reports Third-Quarter 2022 Financial Results
October 18, 2022
From
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State Street Global Advisors and Barclays Quantitative Portfolio Strategy Announce Collaboration on Active Systematic Fixed Income Strategies
October 13, 2022
From
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State Street Digital’s TradeNeXus Platform Partners with Capitolis to Launch Integrated Portfolio Optimization Offering
October 12, 2022
From
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State Street Appoints New Global Chief Compliance Officer
October 10, 2022
From
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State Street and FundGuard Announce Strategic Partnership to Deliver Accounting Solutions for State Street Alpha
October 06, 2022
From
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Survey: Investors Showcase Shift in Fixed Income Strategies Amid Search for Higher Returns
October 04, 2022
From
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State Street to Participate In BancAnalysts Association of Boston Conference
October 03, 2022
From
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Yie-Hsin Hung Named President & CEO of State Street Global Advisors
September 27, 2022
From
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State Street Commits to Management Leadership for Tomorrow’s Hispanic Equity at Work Certification Program
September 15, 2022
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Business Wire
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State Street Global Advisors Survey: Investors Placing Greater Value on Their Financial Advisors’ Guidance Amid Uptick in Market Volatility; Nearly Half of Millennials Believe Now Is a Good Time to Invest in The Market
September 12, 2022
From
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State Street Corporation Announces Date for Release of Third-Quarter 2022 Financial Results and Conference Call Webcast
September 09, 2022
From
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State Street to Participate In Barclays Global Financial Services Conference
August 11, 2022
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State Street Global Advisors Survey: Inflation Causing Stress and Anxiety; Nearly Half of Investors Believe It Has Not Peaked
August 09, 2022
From
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State Street Partners with Latinx Firms to Underwrite $750 Million of Senior Notes
August 04, 2022
From
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State Street Corporation Declares Third-Quarter Dividend on its Common Stock
July 21, 2022
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State Street Corporation Declares Quarterly Dividends on Its Non-Cumulative Perpetual Preferred Stock Series “D”, “F”, and “G”
July 21, 2022
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State Street Appoints New Global Chief Marketing Officer
July 21, 2022
From
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State Street Reports Second-Quarter 2022 Financial Results
July 15, 2022
From
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Business Wire
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