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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
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Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
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Sample Portfolio
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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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Articles published by TELUS International
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TELUS and TELUS Digital Enter into a Definitive Arrangement Agreement for TELUS to Acquire Full Ownership of TELUS Digital
September 02, 2025
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:T
TSX:TIXT
TU
TELUS Digital reports second quarter 2024 results, delivering consistently strong cash flows despite prolonged macroeconomic pressures; revises the full-year outlook and announces executive leadership appointments
August 02, 2024
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
Everest Group Selects TELUS Digital as a Leader for the Sixth Consecutive Year in Its PEAK Matrix® for CXM Services
September 10, 2024
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
TELUS Digital Experience Launches Fuel EX, an Enterprise-Safe Generative AI Solution for Employee Productivity and Knowledge Search
July 31, 2024
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
GenAI-Powered Asynchronous Messaging, Available 24 x 7, Caters to Modern Customer Expectations While Reducing Operational Costs
August 15, 2024
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
TELUS International (rebranding to TELUS Digital Experience) will release second quarter 2024 results and host an investor call on August 2
July 17, 2024
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
TELUS International (rebranding to TELUS Digital Experience) Announces Leadership Appointments, Driving Continued Momentum for its Enterprise-Grade Generative AI Engine, Fuel iX
July 16, 2024
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
Beyond One-Size-Fits-All: Exclusive Research Reveals how to Capitalize on Differences in Credit Card Customer Loyalty Preferences Across Diverse Global Markets
July 09, 2024
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
TELUS International Becomes TELUS Digital Experience
June 13, 2024
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
TELUS International Partners with eGain to Elevate its Contact Center as a Service (CCaaS) Offering with Modern Knowledge Management and AI Functionalities
May 22, 2024
From
TELUS International
Via
Business Wire
Tickers
EGAN
TIXT
TSX:TIXT
TELUS International reports first quarter 2024 results, delivering robust profitability and cash flow; reiterates full-year outlook
May 09, 2024
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
Everest Group Survey: Majority of Businesses Consider Outsourcing Generative AI Development Amid Concerns Over Data Security, Privacy and Regulatory Compliance
May 02, 2024
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
TELUS International Launches Fine-Tune Studio to Deliver High-Quality Datasets that Improve the Performance, Adaptability and Safety of Generative AI Models
April 22, 2024
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
TELUS International will release first quarter 2024 results and host an investor call on May 9
April 19, 2024
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
TELUS International Survey For National Customer Appreciation Day Reveals Consumer Sentiment About the State of Customer Experience
April 18, 2024
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
TELUS International and Appian Expand Strategic Partnership to Help Companies Simplify Complex Business Processes Through an Innovative, Low-Code Automation Platform
April 16, 2024
From
TELUS International
Via
Business Wire
Tickers
APPN
TIXT
TSX:TIXT
TELUS International Announces Fuel iX Beta Program, an Enterprise-Grade AI Engine For Bringing Generative AI to Production
April 02, 2024
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
TELUS International Named a Leader in Everest Group’s Inaugural PEAK Matrix® Assessment for Data Annotation and Labeling Services for AI / ML
March 15, 2024
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
TELUS International and Local Measure Announce Partnership to Elevate GenAI-Fueled CX with Engage Platform Integration
March 04, 2024
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
TELUS International reports fourth quarter and full-year 2023 results, delivering solid revenue growth, with resilient profitability and cash flow; provides outlook for 2024
February 09, 2024
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
GenAI Jumpstart Accelerator Offers Significant Benefits for Businesses in Highly-Regulated Industries
February 05, 2024
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
TELUS International and Morpheus Data Announce Partnership to Deliver Simplified and Agile Hybrid Cloud Platform Operations
January 31, 2024
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
Survey Reveals 55% of CXM Leaders Plan to Invest $1 Million or more in GenAI in Next 12-18 Months
January 23, 2024
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
TELUS International will release fourth quarter 2023 results and host an investor call on February 9
January 18, 2024
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
TELUS International Launches Experts Engine to Provide Highly Accurate, Predictably Faster and Cost-optimized Training Data for Generative AI Models
December 13, 2023
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
TELUS International a Leader in IDC MarketScape: Worldwide Data Labeling Software 2023 Vendor Assessment
December 06, 2023
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
TELUS International Celebrates the Launch of Eco-Friendly Site in Morocco As Part of Its Expansion into EMEA
November 28, 2023
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
TELUS International Survey Reveals Nearly Two-Thirds of Consumers Not Aware Media Companies Restrict Generative AI (GenAI) Models From Being Trained on Their Articles and Content
November 15, 2023
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
TELUS International and Five9 Partner to Launch End-to-End Contact Center as a Service Featuring Powerful AI-Driven Insights
November 08, 2023
From
TELUS International
Via
Business Wire
Tickers
FIVN
TIXT
TSX:TIXT
TELUS International reports third quarter 2023 results, demonstrating steady revenue growth, improved profitability versus prior quarter, and reaffirms full-year outlook for 2023
November 03, 2023
From
TELUS International
Via
Business Wire
Tickers
TIXT
TSX:TIXT
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