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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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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)
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by TransUnion
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Fraud Costs Businesses Nearly 8% of Their Equivalent Revenues Globally, TransUnion Reports
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New TransUnion and MMA Global Whitepaper Reveals Brand Building is Undervalued by Up to 83%
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As Wage Garnishment Looms, Federal Student Loan Borrowers Indicate They Could Prioritize Their Student Loans Ahead of Credit Cards and Personal Loans
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Gen Z, Millennial ‘Speculators’ Drove Year over Year Gambling Growth in Q2 2025
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TransUnion Analysis Identifies Four Distinct Consumer Groups Based on Their Ability to Keep Up with Inflation
September 11, 2025
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TransUnion Report Finds More Consumers Likely Self-Reporting Rent Payments in 2025
September 10, 2025
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TransUnion Finds U.S. Consumer Credit Market Showing Signs of Stability and Measured Growth at Mid-Point of 2025
August 14, 2025
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TransUnion Finds Auto Insurance Shopping Peaked in March and Remained Elevated Throughout Q2 2025
August 12, 2025
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Pessimism About Future Household Finances Rises, Yet Majority of U.S. Consumers Remain Optimistic
June 18, 2025
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TransUnion Analysis Reveals Massive Performance Gap Between Best and Worst Audience Targeting Decisions
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Texas Holds Three of the Top Five Destination Cities for Consumer Migration
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TransUnion Analysis Uncovers Surprising Truth: Inflation-Adjusted Debt Growth Much Smaller Over the Last Five Years
May 22, 2025
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Auto and Property Insurance Shopping in First Quarter 2025 Elevated Compared to One Year Ago
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Households with Children Emerge as Power Users of the Gig Economy
May 07, 2025
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May 01, 2025
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TransUnion Announces First Quarter 2025 Results
April 24, 2025
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TransUnion’s OneTru™ Accelerates Product Innovation, Delivering Exceptional Results
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TransUnion Announces Earnings Release Date for First Quarter 2025 Results
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TransUnion’s TruValidate™ Solutions for Government Assessed FedRAMP Ready
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