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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
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
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TAF sm Program
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly 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)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Event Schedule
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Event Schedule
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
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(TSX:
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Updated: 3:58 PM EST, Jan 8, 2026
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Prediction: 2 Stocks That'll Be Worth More Than Berkshire Hathaway 5 Years From Now
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Warren Buffett's Berkshire Hathaway Reveals Over a Billion Dollars in Recent Trading, and This Dividend King Steel Stock Is on the List
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August 25, 2025
Berkshire recently bought shares of this leading steel stock.
Via
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In Spite of Warren Buffett's $177 Billion Silent Warning to Wall Street, Berkshire's Boss Piled Into This Historically Cheap Stock That's Gained Over 32,000% Since Its IPO
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5 No-Brainer Warren Buffett Stocks to Buy Right Now -- Including Amazon.com
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August 24, 2025
For many years, Berkshire didn't include many technology stocks. That's changed.
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5 Warren Buffett Stocks to Buy Hand Over Fist and 1 to Avoid
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Warren Buffett's 60-year career heading Berkshire Hathaway is the stuff of legends.
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Think It's Too Late to Buy Berkshire Hathaway Stock? Here's the Biggest Reason Why There's Still Time.
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Bershire Hathaway has a capital advantage that few other businesses can match.
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There are stocks often called "forever" holdings, and then there are actual forever holdings.
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Why Is Warren Buffett Dumping Apple Stock Right Now?
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August 24, 2025
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The Best Steel Stock to Invest $10,000 in Right Now (According to Berkshire Hathaway)
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Berkshire just initiated a position in this U.S. steel giant; you might want to follow along for the ride.
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After Nearly Dumping His Entire Portfolio, "The Big Short's" Michael Burry Just Bought 2 Abandoned Stocks Down at Least 40% This Year
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Three of the greatest investors of all time have some thoughts.
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Warren Buffett Sends Investors a $344 Billion Warning. History Says the Stock Market Will Do This Next.
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August 24, 2025
The Oracle of Omaha is speaking volumes with his actions.
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Warren Buffett's Portfolio Includes 8 High-Yield Dividend Stocks -- Here's My Top Pick
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Despite its challenges, Constellation Brands may be the greatest opportunity among Berkshire's high-yield dividend holdings.
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Warren Buffett's AI Bets: 22% of Berkshire Hathaway's $294 Billion Stock Portfolio Is Held in These 2 Artificial Intelligence Growth Stocks
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August 24, 2025
Warren Buffett and Berkshire Hathaway have been making some stock moves that AI investors might want to pay attention to.
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Topics
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