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Investment Approach
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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
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Event Schedule
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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
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Smart Money Is Betting Big In APP Options
October 07, 2024
Tickers
APP
Tags
BZI/UOA
Benzinga
Options
From
Benzinga
Prediction: These 2 Phenomenal Stocks Are Set to Soar
October 03, 2024
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APP
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Recent Press Releases
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After Soaring 224% in 2024, Is It Too Late to Buy AppLovin Stock?
September 26, 2024
Tickers
APP
Tags
Recent Press Releases
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APP
From
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Decoding AppLovin's Options Activity: What's the Big Picture?
September 24, 2024
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APP
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APP
BZI/UOA
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Forget Nvidia: Consider These 3 Millionaire-Maker Stocks to Buy Instead
September 22, 2024
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APP
NVDA
S
SOUN
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SOUN
APP
From
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Why Investors Were So Sweet on AppLovin Stock This Week
September 20, 2024
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APP
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APP
Market News
Recent Press Releases
From
Motley Fool
Market Whales and Their Recent Bets on APP Options
September 16, 2024
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Options
Market News
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September 13, 2024
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September 12, 2024
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September 11, 2024
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September 11, 2024
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September 10, 2024
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Why AppLovin Stock Went Up by Almost 21% Last Month
September 09, 2024
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APP
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Analyst Ratings For AppLovin
August 23, 2024
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Benzinga
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Behind the Scenes of AppLovin's Latest Options Trends
August 21, 2024
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APP
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Benzinga
From
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NVIDIA, Starbucks And Dell Are Among Top 10 Large Cap Gainers Last Week (Aug 11-Aug 17): Are The Others In Your Portfolio?
August 18, 2024
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BRK
CMG
COHR
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Benzinga
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3 Tech Stocks to Buy on the Dip: August 2024
August 14, 2024
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CLS
STX
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NASDAQ:APP,NYSE:CLS,NASDAQ:STX
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InvestorPlace
Smart Money Is Betting Big In APP Options
August 14, 2024
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Down Over 60% Year to Date, Can Unity Software Stock Rally?
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APP
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3 Dominant Stocks Set to Lead the Market in Late 2024
August 13, 2024
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August 12, 2024
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August 12, 2024
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August 12, 2024
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August 08, 2024
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U
Z
From
Benzinga
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