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Brochure Supplement Dominick Savo
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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
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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Back Dated Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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
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Read FULL Seminar Here
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Summit Bank Group, Inc. Reports 2025 2nd Quarter Earnings
July 23, 2025
From
Summit Bank Group, Inc.
Via
Business Wire
1st Colonial Bancorp, Inc. Reports Second Quarter 2025 Results
July 22, 2025
From
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Via
Business Wire
Summit Bank Announces the Addition of Max Williams to Its Portland Metro Advisory Board
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From
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Via
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CSB Bancorp, Inc. Reports Second Quarter Earnings
July 22, 2025
From
CSB Bancorp, Inc.
Via
Business Wire
Toronto Stock Exchange, TSX Venture Exchange, TSX Alpha Exchange and Montreal Exchange Closed for Civic Holiday
July 22, 2025
Toronto, Ontario--(Newsfile Corp. - July 22, 2025) - Toronto Stock Exchange, TSX Venture Exchange, TSX Alpha Exchange and Montréal Exchange...
Via
Newsfile
Topics
Derivatives
Midnight Sun Kicks Off Expansion Drilling At Kazhiba-Main Oxide Target
July 22, 2025
Vancouver, British Columbia--(Newsfile Corp. - July 22, 2025) - Midnight Sun Mining Corp. (TSXV: MMA) (OTC Pink: MDNGF) ("Midnight Sun"...
Via
Newsfile
KILL Summit Bank Announces the Addition of Max Williams to Its Portland Metro Advisory Board
July 21, 2025
Via
Business Wire
Capstone Green Energy Expands Presence in Mexico with New Microturbine Order for Packaging Manufacturer
July 18, 2025
From
Capstone Green Energy Holdings, Inc.
Via
Business Wire
Tradewinds Universal (TRWD) Announces Public Listing and Strategic Growth Vision
July 18, 2025
Brea, California--(Newsfile Corp. - July 18, 2025) - Tradewinds Universal (OTC Pink: TRWD), a diversified holding company based in Brea,...
Via
Newsfile
Topics
Regulatory Compliance
Third Century Bancorp Releases Earnings for the Quarter Ended June 30, 2025
July 17, 2025
From
Third Century Bancorp
Via
Business Wire
Asahi Kasei’s Microza® Hollow Fiber Membrane for Filtration and Separation Receives Gold Rating in EcoVadis Sustainability Assessment
July 17, 2025
From
Asahi Kasei
Via
Business Wire
Pineapple Financial Announces Relisting on the NYSE American
July 17, 2025
Toronto, Ontario--(Newsfile Corp. - July 17, 2025) - Pineapple Financial Inc. (NYSE American: PAPL), a leading Canadian mortgage technology and...
Via
Newsfile
Topics
Initial Public Offering
Midnight Sun Announces Phase-One Dumbwa IP Results
July 17, 2025
Vancouver, British Columbia--(Newsfile Corp. - July 17, 2025) - Midnight Sun Mining Corp. (TSXV: MMA) (OTC Pink: MDNGF) ("Midnight Sun"...
Via
Newsfile
Colibri Announces Proposed Amendments to Debentures and Warrants
July 16, 2025
Dieppe, New Brunswick--(Newsfile Corp. - July 16, 2025) - Colibri Resource Corporation (TSXV: CBI) ("Colibri" or the "Company") announces its intention to amend...
Via
Newsfile
Belgravia Hartford Announces USD$5M Convertible Secured Debenture with Round13 DAF & Closing of C$4M Private Placement
July 16, 2025
From
BELGRAVIA HARTFORD CAPITAL INC.
Via
Business Wire
Romios Gold Resources Inc. Announces $968,000 Insider Debt Settlement
July 16, 2025
Toronto, Ontario--(Newsfile Corp. - July 16, 2025) - Romios Gold Resources Inc. (TSXV: RG) (OTC Pink: RMIOF) (FSE: D4R) ("Romios Gold" or...
Via
Newsfile
Dexterra Announces Date of Q2 2025 Results and Conference Call
July 15, 2025
Toronto, Ontario--(Newsfile Corp. - July 15, 2025) - Dexterra Group Inc. (TSX: DXT) ("Dexterra") announces that it intends to release...
Via
Newsfile
LIBERTY LATIN AMERICA ANNOUNCES RETIREMENT OF EDUARDO DIAZ CORONA, SVP AND GENERAL MANAGER OF LIBERTY PUERTO RICO AND USVI
July 15, 2025
From
Liberty Latin America Ltd.
Via
Business Wire
City View Signs Binding LOI for Stablecoin Treasury Management Platform - Arkenyield
July 15, 2025
Toronto, Ontario--(Newsfile Corp. - July 15, 2025) - City View Green Holdings Inc. (CSE: CVGR) (OTC Pink: CVGRF) (FSE: CVY0)...
Via
Newsfile
Pineapple Financial Reports Q3 Fiscal 2025 Results: Reduced Losses, Improved Cash Flow, and Sustainable Growth in a Shifting Market
July 14, 2025
Toronto, Ontario--(Newsfile Corp. - July 14, 2025) - Pineapple Financial Inc. (OTC Pink: PAPLF) ("Pineapple" or the "Company"), a leading Canadian mortgage...
Via
Newsfile
Surge Components, Inc. Announces Second Quarter 2025 Results
July 14, 2025
From
Surge Components, Inc.
Via
Business Wire
FRMO Corp. Announces New Board Chairman
July 11, 2025
From
FRMO Corp.
Via
Business Wire
1st Summit Bancorp of Johnstown Reports Second Quarter 2025 Financial Results
July 11, 2025
From
1st Summit Bancorp of Johnstown, Inc.
Via
Business Wire
Romios Gold Resources Inc. Announces Sale of Select Golden Triangle British Columbia Claim Blocks to Galore Creek Mining Corporation
July 10, 2025
Toronto, Ontario--(Newsfile Corp. - July 10, 2025) - Romios Gold Resources Inc. (TSXV: RG) (OTC PINK: RMIOF) (FSE: D4R) ("Romios Gold") is...
Via
Newsfile
Sunnova Enters into Stalking Horse Asset Purchase Agreement with Omnidian
July 09, 2025
From
Sunnova Energy International Inc.
Via
Business Wire
RMG Acquisition Corp. III Announces Liquidation
July 09, 2025
From
RMG Acquisition Corp. III
Via
Business Wire
TMX Group Equity Financing Statistics - June 2025
July 09, 2025
Toronto Stock Exchange, TSX Venture ExchangeToronto, Ontario--(Newsfile Corp. - July 9, 2025) - TMX Group today announced its financing activity...
Via
Newsfile
Topics
Initial Public Offering
Apollo Biowellness, Inc., Outlook for the Remainder of 2025
July 09, 2025
North Bergen, New Jersey--(Newsfile Corp. - July 9, 2025) - Apollo Biowellness, Inc. (OTC Pink: KOAN) (the "Company"), as previously...
Via
Newsfile
After 15 Years of Proven Performance, Leading Italian Food Producer, Recla SPA, Upgrades to Capstone Green Energy’s Latest C1000S Microturbine System
July 08, 2025
From
Capstone Green Energy Holdings, Inc.
Via
Business Wire
Cyberlux Corporation Reports Q2 2025 Revenue of $24.5 Million, YTD Revenue of $29.6 Million, $18.1 Million Backlog, and Expanding Global Defense Footprint
July 08, 2025
From
Cyberlux Corporation
Via
Business Wire
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