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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)
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Quarterly Performance Reports
Market Value Securities (MVS)
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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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Event Schedule
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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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Demystifying Autodesk: Insights From 20 Analyst Reviews
January 28, 2025
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McDonald's To Rally Around 15%? Here Are 10 Top Analyst Forecasts For Tuesday
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(ADSK) - Analyzing Autodesk's Short Interest
January 27, 2025
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Here's How Much $1000 Invested In Autodesk 10 Years Ago Would Be Worth Today
January 22, 2025
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Price Over Earnings Overview: Autodesk
January 21, 2025
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January 08, 2025
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Salesforce To Rally More Than 23%? Here Are 10 Top Analyst Forecasts For Wednesday
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January 08, 2025
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Demystifying Autodesk: Insights From 20 Analyst Reviews
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December 31, 2024
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Here's How Much $1000 Invested In Autodesk 20 Years Ago Would Be Worth Today
December 27, 2024
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Peering Into Autodesk's Recent Short Interest
December 18, 2024
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$1000 Invested In This Stock 15 Years Ago Would Be Worth This Much Today
December 18, 2024
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This Autodesk Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Thursday
December 12, 2024
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This Autodesk Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Monday
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Expert Outlook: Autodesk Through The Eyes Of 19 Analysts
December 02, 2024
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Reddit, Grab And Autodesk Are Among Top 11 Large-Cap Losers Last Week (Nov 25-Nov 29): Are The Others In Your Portfolio?
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Stock Of The Day: Autodesk Beats Earnings As Shares Find Support At This Level
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Urban Outfitters To Rally Around 47%? Here Are 10 Top Analyst Forecasts For Wednesday
November 27, 2024
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Dell, HP, CrowdStrike, 3D Systems And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
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November 27, 2024
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November 26, 2024
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November 26, 2024
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November 26, 2024
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November 26, 2024
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