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Firm ADV PDFs
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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
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
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
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
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Archer-Daniels-Midland Q1 Earnings Exceed Expectations, Sees Profitable Growth Ahead
April 25, 2023
Tickers
ADM
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General
News
Top Stories
From
Benzinga
Archer-Daniels Midland's Earnings: A Preview
April 24, 2023
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Earnings
BZI/EP
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How To Attend Archer-Daniels Midland Q1 2023 Earnings Conference Call
April 20, 2023
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ADM
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Benzinga
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This House of Representative Just Bought Up To $100K In Archer-Daniels Midland Stock
April 18, 2023
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Benzinga
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Got $1,000? 3 Stocks to Buy Now While They're on Sale.
April 15, 2023
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DG
PFE
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DG
PFE
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6 Analysts Have This to Say About Archer-Daniels Midland
April 14, 2023
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ADM
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Benzinga
Market News
Analyst Ratings
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Believer Meats, ADM Collaborate To Develop Sustainable Meat Alternative
April 12, 2023
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ADM
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Benzinga
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7 Safe Stocks to Buy as Customer Bank Withdrawals Grow
April 10, 2023
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ALL
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March 30, 2023
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AGRO
GIS
INGR
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Looking Into Archer-Daniels Midland's Recent Short Interest
March 16, 2023
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ADM
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From
Benzinga
Quant Ratings Updated on 157 Stocks
March 07, 2023
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What Are the Best Fertilizer Stocks? Our 3 Top Picks.
March 01, 2023
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Ominous Death Cross Forms On Archer-Daniels Midland's Chart
March 01, 2023
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7 Rock-Solid Dividend Stocks to Buy as the Market Slows
February 27, 2023
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The 7 Best Dividend-Paying Consumer Staples Stocks
February 20, 2023
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7 Stocks That Can Survive a Bumpy Ride to Low Inflation
February 20, 2023
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The 7 Most Undervalued Dividend Aristocrats to Buy
February 13, 2023
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Moral Rating Agency slams several U.S. companies over alleged Russia and Ukraine ‘double standards’
February 08, 2023
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The 7 Most Promising Consumer Goods Stocks for 2023
February 08, 2023
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7 Boring Stocks to Buy and Hold Forever
February 06, 2023
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If You Invested $1000 In This Stock 20 Years Ago, You Would Have $6,800 Today
January 30, 2023
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Archer-Daniels-Midland Q4 Earnings Exceed Expectations; Boosts Dividend
January 26, 2023
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ADM
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News
General
Market News
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Earnings Scheduled For January 26, 2023
January 26, 2023
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AAL
ABCB
ADM
AIT
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Earnings Preview: Archer-Daniels Midland
January 25, 2023
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7 Cheap Retirement Stocks to Make Your Golden Years Shine
January 14, 2023
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7 Top-Rated Large-Cap Stocks to Buy for the Long Haul
January 13, 2023
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ET
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$100 Invested In Archer-Daniels Midland 5 Years Ago Would Be Worth This Much Today
January 12, 2023
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ADM
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Market News
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Benzinga
From
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20 stocks expected by Goldman Sachs to gain the most from Washington’s clean-energy spending
January 03, 2023
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ARRY
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10 AA-Rated Stocks to Ring in the New Year
December 29, 2022
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Our Predictions for the Top 7 Dividend Stocks for 2023
December 28, 2022
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ABBV
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C
CVX
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From
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