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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
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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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Cannabis company Ayr Wellness beats revenue estimate as branding efforts pay off
March 17, 2022
Tickers
AYRWF
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AYRWF
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MarketWatch
Ayr Wellness Q4 Revenue Increases 133.9% YoY To $111.8M
March 17, 2022
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March 07, 2022
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February 22, 2022
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February 16, 2022
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Ayr Wellness Acquires Levia Cannabis Infused Seltzer
February 15, 2022
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February 11, 2022
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February 07, 2022
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Ayr Wellness Opens 45th Florida Dispensary In Tampa
February 07, 2022
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January 28, 2022
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Rapidly-growing cannabis company Ayr Wellness eyes entry into New York market
January 20, 2022
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January 18, 2022
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Ayr Wellness Provides Update on Stock Repurchase Program
January 07, 2022
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Cannabis Dispensary Roundup: Ayr Wellness Bolsters Presence In PA, TXOG Opens Another Texas Pick-Up Location
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Cannabis Dispensary Roundup: Ayr Wellness Ramps Up FL Operations, nuEra & Kansas City Cannabis Each Open Stores
December 29, 2021
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Al Harrington-backed Village is aiming to support women- and minority-owned cannabis companies
December 21, 2021
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Investors in cannabis companies burned by stock-market losses in 2021 even as the pot business grows
December 16, 2021
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These OTC Securities Had the Most Trading Activity in November
December 16, 2021
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Ayr Wellness: '12 Days Of Giving' Initiative Will Support Those Harmed By Cannabis Prohibition
December 07, 2021
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Buy The Dip Opportunity For These California Companies — December 6, 2021
December 06, 2021
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Ayr Wellness To Start Activities In Its Arizona Cultivation And Production Facility
December 06, 2021
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This Cannabis REIT Stock Outperformed Nvidia, Amazon, Square And Pfizer
December 03, 2021
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Analyst: AYR Wellness Weakness on Guidance Overlooks Longer-Term Opportunity
November 22, 2021
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$UBER Jumps into Canadian Cannabis; NASDAQ Issues MCTO to $CRON — Cannabis Daily November 22, 2021
November 22, 2021
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Ayr Wellness buys two Chicago dispensaries, misses sales estimate as shares fall
November 22, 2021
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THCX
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CA:AYR/A
AYRWF
From
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Ayr Wellness Q3 Revenue Spikes 111% YoY To $96M, Continues Acquisition Spree In Chicago
November 22, 2021
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third quarter earnings
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The Week In Cannabis: Stocks Down, Republican Legalization Bill, Germany, Uruguay, Earnings, New ETF And More
November 19, 2021
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