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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
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
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Sample Portfolio
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Back Dated 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)
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Investing During Uncertain Times
Read FULL Seminar Here
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Didn't max out your IRA this year? There's still time in 2022
December 30, 2021
Tags
Social issues
IRA
401(k) plans
From
CNBC.com News
Don't forget to tend to your 401(k) if you join the 'Great Resignation'
December 30, 2021
Tags
Personal saving
Individual retirement accounts
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December 29, 2021
Tags
Individual retirement accounts
Retirement
Savings
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More employers put 401(k) savings on autopilot
December 28, 2021
Tags
IRA
Social issues
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December 28, 2021
Tags
Personal saving
Baby Boomers
Personal Finance
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December 27, 2021
Tags
Personal Finance
Tax Planning
Taxes
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These year-end money moves can help you find financial success in 2022
December 23, 2021
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JOBS
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Tags
IRA
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December 21, 2021
Tags
Roth 401(k) plans
Personal saving
Portfolio management
From
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Proposed changes to the U.S. retirement system are still on the table in Congress. Here’s where things stand
December 20, 2021
Tags
401(k)
401(k) plans
Social issues
From
CNBC.com News
Backdoor Roth 401(k) and IRA rules for the wealthy survive — for now
December 20, 2021
Tags
Tax planning
Roth IRA
Personal finance
From
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How your credit card debt can get in the way of your retirement savings
December 17, 2021
Tags
Personal Finance
Social issues
Banks
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Your financial wrap-up: 4 savvy money moves to make before year-end
December 15, 2021
Tags
Employee Benefits
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Retirement
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Hit your retirement savings goal? It may be wise to unload some stocks
December 14, 2021
Tags
Personal finance
Retirement planning
Stock markets
From
CNBC.com News
1 in 5 Americans are saving less for retirement due to Covid
December 09, 2021
Tags
Personal saving
Retiree finances
Personal Finance
From
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Leaving a job? What to do so you don't misplace retirement savings
December 02, 2021
Tickers
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Tags
Personal saving
Personnel
Roth 401(k) plans
From
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Don't overlook 2021 required withdrawals from your retirement accounts. Here's what to know
December 02, 2021
Tags
Roth IRAs
Retirement planning
Investment strategy
From
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Half of Americans with retirement accounts have taken an early withdrawal
November 22, 2021
Tags
Personal saving
Millennials
Government Programs
From
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Restrictive retirement rules for the rich edge closer as House passes $1.75 trillion Biden plan
November 19, 2021
Tags
Policy
Personal saving
Taxes
From
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52% of workers feel they're behind on retirement savings. These tips can help them catch up
November 18, 2021
Tags
Personal debt
Investing
Credit card debt
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Switching jobs in the 'Great Resignation?' Don't leave retirement money behind
November 17, 2021
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Tags
Personal finance
Job hunting
Retirement planning
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Nearly half of all Americans expect to retire in debt, survey finds
November 16, 2021
Tags
Social issues
401(k)
Retirement planning
From
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Experts say the 4% rule, a popular retirement income strategy, is outdated
November 11, 2021
Tags
IRA
Wealth
401(k)
From
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The Great Resignation: Here's what to do with your 401(k) if you quit or change jobs
November 09, 2021
Tags
Government taxation and revenue
401(k)
Investment strategy
From
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IRS increases limits for 401(k) plans to $20,500 for 2022, leaves individual retirement accounts unchanged
November 05, 2021
Tags
Government taxation and revenue
401(k)
401(k) plans
From
CNBC.com News
Betterment sees 370% retirement plan growth bolstered by financial wellness efforts
November 05, 2021
Tags
401(k) plans
401(k)
Personal income
From
CNBC.com News
Democrats put 401(k) and IRA restrictions for the rich back into their Build Back Better plan
November 04, 2021
Tags
Legislation
Social issues
IRA
From
CNBC.com News
Workers will soon find out how much guaranteed income their 401(k) could deliver in retirement
November 04, 2021
Tags
Law and Regulation
Personal finance
Investing
From
CNBC.com News
Backdoor Roth, a tax strategy favored by the rich, survives in Democrats’ latest plan
November 01, 2021
Tags
Personal Finance
Personal investing
Savings
From
CNBC.com News
Joining the 'Great Resignation'? Here's how to handle your 401(k)
November 01, 2021
Tags
401(k) plans
401(k)
Personal finance
From
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Middle-class Americans face retirement insecurity, analysis finds
October 28, 2021
Tags
Savings
Retirement
Employee Benefits
From
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