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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
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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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Quarterly Performance Reports
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Back Dated Performance Reports
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by TransUnion
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New TransUnion Analysis Finds More Than 4% of U.S. Attempted Ecommerce Transactions Between Thanksgiving and Cyber Monday Suspected to be Fraudulent
December 05, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
TransUnion Recognized as a Leader in the Gartner® Magic Quadrant™ for Marketing Mix Modeling Solutions
December 03, 2024
From
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Via
GlobeNewswire
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TRU
Millennials Primed to Lead 2024 Holiday Shopping Season as Nearly Two in Three Expect Their Income Will Increase in Next Year
November 20, 2024
From
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Via
GlobeNewswire
Tickers
TRU
Nearly Two-thirds of Quick Service Restaurants Report Increased Traffic in 2024, Despite Raising Prices Across the Board
November 14, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
Auto Insurance Shopping Increased 19% Year over Year in Q3 2024
November 13, 2024
From
TransUnion
Via
GlobeNewswire
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TRU
Balances and Delinquencies Begin to Stabilize Across Many Credit Products
November 12, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
TransUnion Declares Third Quarter 2024 Dividend of $0.105 per Share
November 08, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
TransUnion to Present at Upcoming Investor Conferences in Chicago and New York
November 05, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
Nearly 80% of Consumers Consider Phone Channel Important for Communicating with Businesses, Despite Reluctance to Answer Calls
October 31, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
Four in Five Recent Home Buyers May Look to Refinance in the Next 12 Months to Help Alleviate Strain on Personal Finances
October 30, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
TransUnion Announces Third Quarter 2024 Results
October 23, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
TransUnion Report Finds 33% Increase in Number of Property Managers Reporting Rent Payments Since Last Year
October 17, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
TransUnion Analysis Finds Fraud Costing Businesses Equivalent of Nearly 7% of Revenues
October 16, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
More Than One-Third of Gig Workers Rely on Gig Work as Primary Source of Income
October 15, 2024
From
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Via
GlobeNewswire
Tickers
TRU
First Orion, TNS and TransUnion Partnership Launches Branded Calling with Logos for Enterprises
October 08, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
TransUnion and Truework Enable Rental Screening with Income & Employment Verification for Property Managers in a Single Click
September 12, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
Auto Insurance Shopping Continued to Rise Even as Rates Stabilized in Q2 2024
August 13, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
Anticipating Future Fed Interest Rate Cuts, Consumers Continue to Use Existing Credit, Gain Access to New Lines
August 08, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
TransUnion Partners with Snowflake to Provide On-demand Access to Pseudonymized Credit Data
August 07, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
Nearly Six out of 10 Consumers Betting $500 or More Per Month Online Are Millennials
August 06, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
After a Period of Decline, EVs Provide a Jolt to the Leasing Market
August 01, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
TransUnion Announces Second Quarter 2024 Results
July 25, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
TransUnion and SafeGuard Privacy Unite to Help Marketers Navigate Complicated Compliance Conditions
July 23, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
Far Majority of Consumers Satisfied with BNPL and Three in Four Expect Such Loans Will Impact Their Credit Scores Positively
July 11, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
TransUnion and Asurint to Deliver Resident Screening Solution to Multifamily Property Managers that is at the Forefront of the Industry
July 09, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
TransUnion and MMA Global Study Finds an Audience Targeting Strategy that Drives up to 23x Return on Marketing Investment
June 13, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
Concerns About Inflation and Interest Rates Increase to Highest Levels in Two Years Even as Majority of U.S. Consumers Remain Optimistic About Finances
June 12, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
TransUnion to Present at Upcoming Investor Conferences in New York and Chicago
May 22, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
Auto Insurance Shopping Reaches New High in Q1 2024
May 21, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
Consumer Credit Appetite Remains High Despite Elevated Interest Rates
May 16, 2024
From
TransUnion
Via
GlobeNewswire
Tickers
TRU
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