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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
Featured Quarterly Newsletter
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Zoom Faces Post-Pandemic Woes: Can Earnings Save The Day?
August 19, 2024
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Cathie Wood's Ark Invest Loads Up On Robinhood Shares Amid Trading Platform's Q2 Revenue Beat, Also Shops For Amazon, Reddit And AMD Stock
August 07, 2024
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August 05, 2024
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August 02, 2024
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Tesla Bull Cathie Wood's Ark Invest Sells $7.16M Worth Of EV Maker's Shares After Q2 Earnings Reveal Profits Tanked Sharply
July 24, 2024
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EVS
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Tags
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From
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Elon Musk Thinks Cathie Wood-Led Ark Is 'Probably Not Wrong' With Its $5 Trillion Valuation For Tesla, Cites Potential Of Optimus Humanoid Robot
July 24, 2024
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Cathie Wood's Ark Invest Snaps Up $5.3M In Beaten-Down Crowdstrike Shares, Dumps $3.7M Worth Of Tesla Stock Before Q2 Earnings
July 22, 2024
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Cathie Wood-Led Ark Invest Sells $8M In Tesla Shares Despite Bullish Autonomy Forecast
July 18, 2024
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GH
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Deflation On The Horizon? Cathie Wood Points At Falling Commodity Prices To Hint At Slowing Economy
July 18, 2024
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From
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Why Cathie Wood Is Betting On Small-Cap Stocks Triumphing Over 'Magnificent Six' Amid Restrictive Fed Policy
July 18, 2024
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Tesla Stock Could Shoot Up 10 Times Due To Robotaxis, Says Cathie Wood: 'The Biggest AI Project Evolving Today'
July 16, 2024
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Cathie Wood Touts Palantir, Coinbase And Roku As ARK's Flagship Fund Shifts Focus From Mag 6 Amid 'Whiff' Of Lower Interest Rates
July 11, 2024
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From
Benzinga
Cathie Wood Says Nvidia Performance Exceptional But Forecasts 'Short-Term Indigestion' For Company's Business As Customers Reassess AI Strategies
July 10, 2024
Tickers
ARKQ
ARKW
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Cathie Wood's Ark Invest Dumps Another $3.25M Worth Of Tesla Shares Amid Searing Q2 Deliveries Rally
July 03, 2024
Tickers
ACHR
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Tags
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Cathie Wood's Ark Invest Sells Tesla Shares Worth $14.5M Amid Rally Driven By Q2 Delivery Numbers, Picks Up Palantir Shares Again Today
July 02, 2024
Tickers
AI
ARKK
ARKQ
ARKW
Tags
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News
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Cathie Wood-Led Ark Invest Scoops Up $5.16M Worth Of Palantir Shares Amid Raging AI Fervor
July 01, 2024
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ARKQ
BLDE
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Trump's Crypto Fortune, Proposal For Bill Allowing Federal Tax Payments In Bitcoin, And More: Crypto Weekly Round-Up
June 29, 2024
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Cathie Wood's Ark Invest Acquires $7.3M Worth Of Shares In This Promising Netflix Competitor, Sells Off Coinbase Stock Amid Bitcoin Slump
June 26, 2024
Tickers
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ARKW
BITCOMP
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Tags
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$BTC
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From
Benzinga
Cathie Wood-Led Ark Invest Dumps $4.3M Worth Of Nvidia Shares Amid Rebound — Swoops Into Buy Stock Of This Netflix Rival
June 25, 2024
Tickers
AI
ARCT
ARKK
ARKQ
Tags
ZM
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From
Benzinga
Here's How Much $100 Invested In Tesla Stock Today Will Be Worth If Cathie Wood's Price Prediction Comes True In 2029
June 25, 2024
Tickers
ARKK
ARKQ
ARKW
TECH
Tags
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Top Stories
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From
Benzinga
Cathie Wood's Ark Invest Sells Coinbase Shares As Bitcoin Drops Below Key $62K Level
June 24, 2024
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ABSI
ARKW
BITCOMP
COIN
Tags
Benzinga
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From
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Cathie Wood Endorses Trump Over Biden For 2024 Elections, Says 'I Am A Voter When It Comes To Economics'
June 23, 2024
Tickers
NEWS
Tags
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2024 election
From
Benzinga
Ark Invest Continues Buying Shares Of Nvidia And Apple Supplier TSMC — Also Purchases AMD Stock
June 18, 2024
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ARKW
NEWS
TSM
Tags
Taiwan Semiconductor Manufacturing
ETFs
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From
Benzinga
Cathie Wood-Led Ark Picks Up $5.3M Worth Of TSMC Shares— Also Picks Up Palantir, Amazon Stock Amid Ongoing AI Frenzy
June 17, 2024
Tickers
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ARKW
ARKX
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Tags
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News
From
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Cathie Wood-Led Ark Invest Sells $1.5M Worth Of Robinhood Shares Amid Muted Bitcoin Market — Also Dumps Zoom Stock Worth $3.3M
June 12, 2024
Tickers
ARCT
ARKF
ARKQ
ARKW
Tags
ARKQ
ARK Invest ETFs
Shivdeep Dhaliwal
From
Benzinga
Cathie Wood, Ark Invest Set New $2,600 Price Target For Tesla: 'Every Car Becomes An AI-Powered Cash Flow Generation Machine'
June 12, 2024
Tickers
AAPL
AI
ARKK
ARKQ
Tags
robotaxis
AI stocks
Electric Vehicle Stocks
From
Benzinga
AI Will Save Time, Revolutionize Advertising, Says Cathie Wood's ARK Invest Report
June 11, 2024
Tickers
AAPL
AI
ARKK
GOOG
Tags
MSFT
ARKK
Cathie Wood
From
Benzinga
Cathie Wood-Lead Ark Invest Dumps $7.6M Worth Of Robinhood Shares Amid GameStop Buzz, Bitcoin Choppiness
June 10, 2024
Tickers
ARCT
ARKF
ARKK
ARKW
Tags
ETFs
Markets
TDOC
From
Benzinga
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