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home
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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)
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Back Dated Performance Reports
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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
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Event Schedule
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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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Around $8.5M Bet On Eagle Bulk Shipping? Check Out These 4 Stocks Insiders Are Buying
June 23, 2023
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HHC
VERA
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Benzinga
From
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What 9 Analyst Ratings Have To Say About Asana
June 22, 2023
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June 21, 2023
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3 Under-the-Radar Stocks Insiders Are Loading Up On Before They Skyrocket
June 16, 2023
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GBNY
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June 13, 2023
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June 13, 2023
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June 13, 2023
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Benzinga
Postcards: Three Massive Insider Stocks Buys Just Hit My Radar
June 13, 2023
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AN
ASAN
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AN
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$3.6 Bet On Asana? Check Out These 4 Stocks Insiders Are Buying
June 13, 2023
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AN
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Despite Modest Q1 Revenue Beat, Asana's Future Moderation Triggers Cautious Outlook: Analysts
June 02, 2023
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TECH
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News
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Where Asana Stands With Analysts
June 02, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For June 2, 2023
June 02, 2023
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June 02, 2023
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US Stock Futures Signal Strong Open On Budget Bill Cheer: Ahead of Jobs Data, Analyst Prices In 3 Rate Cuts This Year
June 02, 2023
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DELL
LULU
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News
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Asana Q1: 26% Revenue Growth, Earnings Beat & More
June 02, 2023
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Earnings Scheduled For June 1, 2023
June 01, 2023
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US Stocks Set For Higher Open As House Passes Debt Deal: Why This Analyst Sees Possibility Of 'June Swoon'
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Asana Has a Lot to Prove This Week
May 31, 2023
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May 31, 2023
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Palantir Stock Nearly Doubles In May — But Analyst Still Thinks It's 'Contentious' AI Play
May 31, 2023
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May 17, 2023
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The 3 Best Millionaire-Maker Stocks to Buy for May 2023
May 07, 2023
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META
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Asana Still Has a Lot to Prove
May 07, 2023
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ASAN
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Shock wave from bank failures is hitting software stocks now
April 25, 2023
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7 High-Risk, High-Reward Stocks That Could Pay Off Big-Time
April 18, 2023
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HCP
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April 09, 2023
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CRWD
DELL
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Recent Press Releases
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Asana Poised For Growth: Analyst Highlights Superiority, Market Potential, And Cash Flow Upside
April 06, 2023
Tickers
ASAN
SPY
TECH
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Benzinga
ASAN
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Analyst Expectations for Asana's Future
April 06, 2023
Tickers
ASAN
Tags
BZI/AAR
Analyst Ratings
ASAN
From
Benzinga
These 2 Stocks Carry a Lot of Risk, but Their Upside Is Huge
March 31, 2023
Tickers
ASAN
SPCE
Tags
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Market News
SPCE
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Banking News and Stocks to Watch
March 25, 2023
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ASAN
CRM
FRC
HLNE
Tags
PNC
PLNT
SCHW
From
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