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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
member log-in
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
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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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Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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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
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TCPC DEADLINE FOR LEADERSHIP is April 6, 2026 in a Securities Fraud Lawsuit against BlackRock TCP Capital Corp. (TCPC) - Contact Kaplan Fox
February 13, 2026
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TCPC DEADLINE FOR LEADERSHIP is April 6, 2026 in a Securities Fraud Lawsuit against BlackRock TCP Capital Corp. (TCPC) - Contact Kaplan Fox
February 13, 2026
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BLACKROCK TCP DEADLINE: Investors Are Encouraged to Contact Kaplan Fox Before the Lead Plaintiff Deadline on April 6, 2026
February 12, 2026
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BLACKROCK TCP DEADLINE: Investors Are Encouraged to Contact Kaplan Fox Before the Lead Plaintiff Deadline on April 6, 2026
February 12, 2026
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Goldstone Financial Group Showcases Client Insights On Secure Retirement
February 11, 2026
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BlackRock to Host U.S. Infrastructure Summit in Washington, D.C.
February 10, 2026
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BlackRock Aladdin Drives Private Markets Transparency By Unifying Pre- and Post-Investment Tech On A Single Platform
February 05, 2026
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TCPC Securities Alert: Kaplan Fox Notifies Investors of April 6, 2026 Class Action Deadline Against BlackRock TCP Capital Corp.
February 04, 2026
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TCPC Securities Alert: Kaplan Fox Notifies Investors of April 6, 2026 Class Action Deadline Against BlackRock TCP Capital Corp.
February 04, 2026
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TCPC CLASS ACTION DEADLINE: Kaplan Fox Alerts Investors of BlackRock TCP Capital Corp. (TCPC) to a Securities Class Action Deadline on April 6, 2026
February 03, 2026
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TCPC CLASS ACTION DEADLINE: Kaplan Fox Alerts Investors of BlackRock TCP Capital Corp. (TCPC) to a Securities Class Action Deadline on April 6, 2026
February 03, 2026
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Genius IHFT Announces System Integration with U.S.-Licensed Broker ViewTrade and BlackRock Capital to Establish a New Foundation for Compliant Intelligent Wealth Management
February 03, 2026
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Kaplan Fox is Investigating BlackRock TCP Capital Corp. (TCPC) for Possible Securities Law Violations
February 03, 2026
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Kaplan Fox is Investigating BlackRock TCP Capital Corp. (TCPC) for Possible Securities Law Violations
February 03, 2026
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Kaplan Fox Announces an Investigation Into BlackRock TCP Capital Corp. (TCPC) for Potential Securities Law Violations
February 02, 2026
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Kaplan Fox Announces an Investigation Into BlackRock TCP Capital Corp. (TCPC) for Potential Securities Law Violations
February 02, 2026
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Investment Titans Rob Arnott, Jan van Eck, and Jeffrey Sherman to Address Critical Market Themes at Exchange 2026
February 02, 2026
New York, New York--(Newsfile Corp. - February 2, 2026) - Exchange, the world's leading gathering for the ETF and wealth...
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BlackRock’s Martin S. Small to Present at the 2026 Bank of America Securities Financial Services Conference on February 10th
February 02, 2026
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Kaplan Fox Alerts Investors of BlackRock TCP Capital Corp. (TCPC) to an Investigation of Possible Securities Law Violations
January 30, 2026
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Kaplan Fox Alerts Investors of BlackRock TCP Capital Corp. (TCPC) to an Investigation of Possible Securities Law Violations
January 30, 2026
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BlackRock and Partners Group Launch First-of-Its-Kind Private Markets SMA for Wealth Platforms
January 29, 2026
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BlackRock Elects Gregg Lemkau to Board of Directors
January 27, 2026
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Davos Pushes Stablecoins and RWA into the “Deliverable Phase”:Why the Market Is Beginning to Demand Trusted Settlement Chains — and What MOVA Bet on Earlier
January 26, 2026
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BlackRock to Change Primary Listing Venue for Four iShares ETFs
January 16, 2026
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BlackRock Reports Fourth Quarter 2025 Earnings
January 15, 2026
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BlackRock Advisor Survey Shows Advancing High-Net-Worth Business is Driven by Tax Management, Private Markets, and Customized Model Portfolios
January 14, 2026
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RWA Infrastructure Aura Finance Secures $5M Seed Round Led by Pantera and Founders Fund
January 12, 2026
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Mubadala Capital and KAIO to Explore Digital Access to Private Market Investments
January 08, 2026
Abu Dhabi, United Arab Emirates--(Newsfile Corp. - January 8, 2026) - KAIO, a leading provider of institutional onchain infrastructure for...
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Dr. Wilson Chou Collaborates with Global Asset Management Concepts and BlackRock to Jointly Create and Advance the Go-Plan Smart Financial Incubation Initiative
January 07, 2026
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Aviva Partners with BlackRock to Rebuild Insurance Assets Through Distributed Digital Infrastructure, Ushering in a New Paradigm for RWA Insurance Assets
January 03, 2026
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