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Brochure Supplement Amit Stavinsky
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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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
Services, Fees and Compensation
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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EVENTS
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Event Schedule
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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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The Stock Market Just Breached a Never-Before-Seen Threshold -- and History Couldn't Be Clearer About What Happens Next
November 30, 2024
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DJI
Tags
Market News
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Better Buy Now: Nvidia or the Other 29 Stocks in the Dow Jones Industrial Average?
November 29, 2024
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November 29, 2024
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President-Elect Donald Trump Is About to Make Dubious Stock Market History
November 28, 2024
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November 28, 2024
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Walmart Is Up 72% in 2024, but Is the Dow Dividend Stock a Buy at an All-Time High?
November 27, 2024
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The Stock Market Just Crossed a Threshold It's Never Reached Before -- and History Is Quite Clear What Happens Next
November 24, 2024
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DJI
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^DJI
^GSPC
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Nvidia Stock Just Did Something It Has Never Done Before. History Says the AI Stock Could Do This Next.
November 23, 2024
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DJI
NVDA
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NVDA
Market News
^DJI
From
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2 Dow Jones Dividend Stocks With Yields Above 3% You Can Buy Now and Hold at Least a Decade
November 23, 2024
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DJI
JNJ
KO
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^GSPC
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These Are the 5 Worst-Performing Stocks in the Dow Jones Industrial Average With 2024 Almost Over
November 21, 2024
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DJI
NKE
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^DJI
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2 Dow Jones Stocks Billionaires Are Buying Hand Over Fist
November 21, 2024
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Why Joby Aviation Stock Soared Today
November 19, 2024
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Disney Investors Just Got Fantastic News, but Is the Stock a Buy?
November 19, 2024
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^DJI
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These Are the 5 Top-Performing Stocks in the Dow Jones Industrial Average, With 2024 Almost Over
November 19, 2024
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Republicans Maintain Their House Majority: Here's What History Says Happens to Stocks When the GOP Controls the Lower House of Congress
November 18, 2024
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2 Best Dow Jones Stocks to Supercharge Your Returns in 2025
November 17, 2024
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The Stock Market Is Doing Something Witnessed Only 3 Times in 153 Years -- and History Is Very Clear What Happens Next
November 17, 2024
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^DJI
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Should You Buy the 3 Highest Paying Dividend Stocks in the Dow Jones?
November 16, 2024
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We've Been Here Before: History Says Stocks Move Big in This Direction When the Fed Cuts Interest Rates
November 12, 2024
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^DJI
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Incoming President Donald Trump Has the Stock Market Rolling -- but the Bond Vigilantes Are on High Alert
November 11, 2024
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With Nvidia Replacing Intel in the Dow Jones, Is It Time to Redefine What It Means to Be a Blue Chip Stock?
November 09, 2024
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AAPL
AMZN
BA
BRK-A
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3 Ways Stock-Split Stocks Nvidia and Sherwin-Williams Are Modernizing the Dow Jones Industrial Average
November 09, 2024
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DJI
NVDA
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Prediction: President-Elect Donald Trump Reclaiming the White House Paves the Way for This Multitrillion-Dollar Investment to Send Stocks Soaring
November 09, 2024
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^GSPC
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Intel Stock Hasn't Been This Cheap in 10 Years. Is It a Buy?
November 09, 2024
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AMD
DJI
INTC
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^DJI
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Why Shares of QuantumScape, First Solar, and ChargePoint Plunged in October
November 08, 2024
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FSLR
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Investors Like Certainty. Trump's Win Gave Them Some.
November 08, 2024
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AMZN
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NVO
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A New Era Begins Today for the Iconic Dow Jones Industrial Average
November 08, 2024
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DOW
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SHW
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NVDA
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With Nvidia Kicking Intel Out of the Dow Jones, Will Meta Platforms or Alphabet Eventually Replace Walt Disney Stock?
November 08, 2024
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CSCO
DIS
DJI
GOOG
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GOOG
^DJI
From
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Is the Dow Jones Industrial Average Going to Plunge? History Offers a Potentially Worrisome Tale.
November 07, 2024
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DJI
NVDA
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^IXIC
Market News
NVDA
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Nvidia Is Joining the Dow Jones Industrial Average. Will This "Magnificent Seven" Stock Be Next?
November 06, 2024
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AAPL
AMZN
CSCO
DJI
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AAPL
^DJI
TSLA
From
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