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Advantages of Our Bid Wanted System
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Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
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Earnings Scheduled For January 26, 2022
January 26, 2022
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ABT
ADP
ALRS
AMP
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MEOH
MYOV
From
Benzinga
Why Amp's Cryptocurrency Is Soaring Today
January 25, 2022
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AMP
BTC
ETH
NEAR
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AMP
AVAX
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From
Motley Fool
Here's How Much You Would Have Made Owning Ameriprise Financial Stock In The Last 15 Years
January 12, 2022
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AMP
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BZI/POD
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From
Benzinga
Why Ameriprise's Stock Price Rose 55.2% in 2021
January 06, 2022
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AMP
GS
Tags
GS
Market News
Recent Press Releases
From
Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For January 5, 2022
January 05, 2022
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ADBE
ADTH
AEL
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DLR
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10 Asset Management Stocks to Buy to Ride Out Omicron
December 13, 2021
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AMP
AXP
BAC
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MSCI
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From
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3 Reasons to Buy Amp
November 24, 2021
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AMP
BTC
ETH
TWTR
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TWTR
Market News
From
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Want To Buy Crypto? Check Out The Top Movers For Today
November 23, 2021
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AMP
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BZI/CML
$CRO
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Benzinga
Why Is Ethereum-Based Amp Shooting Up In A Bearish Market?
November 23, 2021
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AMP
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Market News
Movers
From
Benzinga
Where Ameriprise Financial Stands With Analysts
November 18, 2021
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AMP
Tags
AMP
BZI/AAR
Analyst Ratings
From
Benzinga
Why Amp and Its Lightning-Fast Transaction Time Should Be on Your Crypto Watchlist
November 18, 2021
Tickers
AMP
BTC
ETH
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Recent Press Releases
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AMP
From
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Why Ameriprise Financial Jumped 14% in October
November 04, 2021
Tickers
AMP
Tags
AMP
Recent Press Releases
Market News
From
Motley Fool
Ameriprise Financial, inc (AMP) Q3 2021 Earnings Call Transcript
October 27, 2021
Tickers
AMP
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Market News
AMP
From
Motley Fool
Earnings Scheduled For October 26, 2021
October 26, 2021
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AAT
ABG
ACCO
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Earnings Outlook For Ameriprise Financial
October 25, 2021
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AMP
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AMP
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BZI/EP
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Don’t settle for measly yields — grow your income with this ‘dividend compounding’ strategy
October 22, 2021
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Benzinga's Top Ratings Upgrades, Downgrades For October 12, 2021
October 12, 2021
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Is Amp a Buy?
October 08, 2021
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Bank stocks are cheap — here are the 20 best players in the industry
September 27, 2021
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Bitcoin, Ethereum, Dogecoin See Rally Pause; XRP And These Altcoins Are Striking Gains
July 28, 2021
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USD-BITSTAMP
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Benzinga
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Ameriprise Financial, inc (AMP) Q2 2021 Earnings Call Transcript
July 27, 2021
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Bitcoin, Ethereum, Dogecoin Rally Threatened As Amazon Denies Reports Of Crypto Foray
July 26, 2021
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Recap: Ameriprise Financial Q2 Earnings
July 26, 2021
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Earnings Scheduled For July 26, 2021
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Bitcoin, Ethereum, Dogecoin, Cardano, Tezos And More — Cryptos Buzzing The Most On Twitter Today
July 25, 2021
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Why is Amp (AMP) Moving Today?
July 23, 2021
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Ameriprise Financial's Earnings: A Preview
July 23, 2021
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EXCLUSIVE: Dogecoin Rise On Working With Brands, Supporting Doge Community, Elon Musk And More
July 23, 2021
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Bitcoin, Ethereum, Dogecoin Trade Flat, As Minor Altcoins Strike Gains; Analysts Anticipate Breakout
July 18, 2021
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What 9 Analyst Ratings Have To Say About Ameriprise Financial
July 15, 2021
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AMP
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