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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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)
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
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Cathie Wood's $21 Million Tuesday Move: Peter Thiel's Crypto Play Gets Boost In Ark Portfolio
August 19, 2025
Tickers
ARKK
BLSH
BTC
HOOD
Tags
Equities
Market News
ETFs
From
Benzinga
Cathie Wood's 'Apocalypse Squad' Play? Ark Scoops Up $14.2 Million Worth Of Robinhood Stock
August 18, 2025
Tickers
ARKK
ARKQ
DE
HOOD
Tags
Markets
ARKK
ARK Invest ETFs
From
Benzinga
Cathie Wood's Top 10 Stock Picks: Unpacking Ark Funds Innovation Picks For The Next Decade
August 14, 2025
Tickers
ACHR
AI
AMD
ARKF
Tags
CRSP
ACHR
ETFs
From
Benzinga
Cathie Wood Pounces On Peter Thiel-Backed Bullish Stock After Wild IPO Surge: Ark Buys Stock Worth $172.22 Million
August 13, 2025
Tickers
ARKF
ARKK
ARKW
BLSH
Tags
Cathie Wood
Benzinga
ARKF
From
Benzinga
Cathie Wood Just Dropped $12.9 Million On This Trendy Robotaxi Stock, Ark Also Loads Up On Amazon Shares
August 12, 2025
Tickers
ACHR
AMZN
ARKK
ARKQ
Tags
Market News
ETFs
Equities
From
Benzinga
Congressman Joins Cathie Wood, Peter Thiel In Tom Lee's Bitmine Immersion Ethereum Treasury—Then Cashes Out
August 12, 2025
Tickers
ARKF
ARKK
ARKW
BMNR
Tags
Peter Thiel
Edge Project
ARKK
From
Benzinga
Cathie Wood Dumps Jack Dorsey's Block As Bitcoin Flirts With All-Time Highs, Bets $8.8 million On Tempus AI
July 09, 2025
Tickers
ARKG
ARKK
BITCOMP
NEWS
Tags
TEM
$BTC
News
From
Benzinga
Here's How Much $1,000 Invested In Tesla Stock Today Will Be Worth If Cathie Wood's Price Prediction Comes True In 2029
July 08, 2025
Tickers
ARKK
ARKQ
ARKW
EVS
Tags
Trading Ideas
ARKK
here's how much $1000
From
Benzinga
Circle Shares Surge 92% Since NYSE Debut — Cathie Wood Highlights Ark's Successful Take On Stablecoin Issuer's IPO
July 08, 2025
Tickers
ARKF
ARKK
ARKW
CRCL
Tags
CRCL
News
ARKW
From
Benzinga
Jim Cramer Contradicts AI-Led Job Cuts At White Collar Firms As Cathie Wood Says It's 'Hurting Entry-Level Jobs:' Here's How Experts Debunk AI's Impact On Employment
July 04, 2025
Tickers
AMZN
FDN
FTEC
IGM
Tags
Market News
IYW
customization
From
Benzinga
Cathie Wood Doubles Down On Tesla Amid Elon Musk's Feud With Trump, Sells $3 Million Worth Of Coinbase Stock
July 01, 2025
Tickers
ARKK
ARKW
BTC
COIN
Tags
Coinbase Global
Cathie Wood
ARK Invest
From
Benzinga
Bitcoin, Ethereum Could Soon Help You Get A Mortgage Now — Cathie Wood's Ark Invest Sees $12 Trillion Opportunity After FHFA Move
July 01, 2025
Tickers
BITCOMP
BTC
FMCC
FNMA
Tags
MSTR
BTC
Michael Saylor
From
Benzinga
Cathie Wood's Monday Moves: Loads Up On AMD Stock, Lightens Coinbase Crypto Bet
June 30, 2025
Tickers
AI
AMD
ARKF
ARKK
Tags
AI
Markets
COIN
From
Benzinga
Cathie Wood's Ark Invest Continues To Offload Coinbase, Bets Big On SoFi Technologies
June 27, 2025
Tickers
ARKF
ARKK
ARKQ
ARKX
Tags
Benzinga
ARKF
ARK Invest
From
Benzinga
Cathie Wood's Thursday Crypto Moves: Ark Unloads Nearly $25 Million In Coinbase, Block Stocks
June 26, 2025
Tickers
ARKK
COIN
NEWS
XYZ
Tags
Market News
Equities
ETFs
From
Benzinga
Cathie Wood's Alpha Surge: $250 Million Circle Windfall, Big AMD Buys
June 26, 2025
Tickers
AMD
CRCL
NEWS
NVDA
Tags
semiconductors
Top Stories
News
From
Benzinga
Cathie Wood Doubles Down On Shopify, Buys The Dip — Dumps $4.6 Million Worth Of Robinhood Stock At Peak
June 25, 2025
Tickers
ARKF
ARKK
ARKW
HOOD
Tags
Equities
ETFs
Market News
From
Benzinga
Cathie Wood Drops $6.5 Million On SHOP And ABNB, Betting You Won't Stop Shopping Or Traveling
June 24, 2025
Tickers
ABNB
ARKF
ARKK
ARKW
Tags
ARKW
News
SHOP
From
Benzinga
Cathie Wood's Ark Invest Adds Airbnb, AMD, Shopify To Portfolio, Slashes Stake In Circle Internet
June 21, 2025
Tickers
ABNB
ADPT
AMD
ARKF
Tags
ARKK
SHOP
ARKW
From
Benzinga
Circle Stock Rockets 540%: Cathie Wood Says 'We've Just Begun'
June 20, 2025
Tickers
CRCL
IPOS
NEWS
Tags
Cryptocurrency
Movers
Market News
From
Benzinga
Cathie Wood's Monday Shuffle: Buys Nvidia, Sells Meta — Ark Also Dumps Hot Circle Stock
June 16, 2025
Tickers
ARKK
ARKQ
ARKW
CRCL
Tags
Benzinga
ARK Invest
DoorDash
From
Benzinga
Cathie Wood's Ark Invest Loads Up On Archer Aviation, Nextdoor Holdings
June 13, 2025
Tickers
ACHR
ARKK
ARKQ
ARKW
Tags
ARKK
ARKX
KTOS
From
Benzinga
Cathie Wood's Ark Invest Loads Up On Nextdoor, Exits AvidXchange
June 13, 2025
Tickers
ARKF
ARKW
AVDX
KIND
Tags
Cathie Wood
Cathie Wood Ark Invest
ARKF
From
Benzinga
Cathie Wood's Ark Invest Continues To Offload Palantir, Loads Up On Beam Therapeutics, GitLab
June 11, 2025
Tickers
ARKF
ARKK
ARKQ
ARKW
Tags
CRWD
Market News
Equities
From
Benzinga
Cathie Wood's ARK Invest Projects $2.5 Trillion Valuation For Elon Musk's SpaceX By 2030—7x Growth Through Mars, Starlink, Optimus
June 11, 2025
Tickers
DXYZ
NEWS
XOVR
Tags
Elon Musk
Startups
DXYZ
From
Benzinga
Cathie Wood Dumps $1.8 Million In Coinbase Stock As Bitcoin Nears $110K All-Time High
June 09, 2025
Tickers
ARKF
ARKW
BITCOMP
COIN
Tags
Coinbase
Coinbase Global Inc
COIN
From
Benzinga
Cathie Wood Just Flagged The Start Of A Biotech Revolution: These 2 Stocks With 10x Potential Are Leading It
June 09, 2025
Tickers
ARKG
ARKK
CRSP
MSFT
Tags
Biotech
ARK Invest
CRSP
From
Benzinga
Cathie Wood Sharers Her Take On Chatbots And Robots Taking Human Jobs: 'We'll See More People Taking Risks'
June 09, 2025
Tickers
AMD
ARKK
NVDA
TEM
Tags
Markets
ARKK
NVDA
From
Benzinga
Cathie Wood's Ark Invest Loads Up On Veracyte, Offloads 3D Systems
June 07, 2025
Tickers
ARKF
ARKK
ARKQ
ARKX
Tags
benzinga neuro
ARKK
ARKX
From
Benzinga
Cathie Wood Calls Circle's IPO An 'Amazing Debut'
June 06, 2025
Tickers
ARKF
ARKK
ARKW
CRCL
Tags
Equities
Market News
Movers
From
Benzinga
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