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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
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
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Total Asset Value (TAV)
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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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EVENTS
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Event Schedule
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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
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Latest News about Aravind Srinivas
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Perplexity CEO Responds After User Says AI Tool Finished 2-Hour, 100-Question Exam In 13 Minutes With Near-Perfect Score
August 14, 2025
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Google Rejected Perplexity's Request To Become A Default Search Engine Option On Chrome: AI Startup Fires Back With 'Comet' Browser
July 10, 2025
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AI Assistants Could Break Amazon's $60 Billion Retail Media Business, Warns VC: 'It's Not Just Search At Google — It's Search Everywhere'
July 07, 2025
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TECH
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Joe Marchese
From
Benzinga
Google Built Android To Protect Its Ad Empire, Not AI, Says Perplexity's Aravind Srinivas: Says OS Must Be Reengineered For Agentic Future
June 25, 2025
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GOOG
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NEWS
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From
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'This Is The First Time In Two Decades That Google Is Extremely Vulnerable:' Perplexity's CEO Breaks Down Search Giant's Margin Trap
May 21, 2025
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'AI Is Eating Search' Google Rival Perplexity CEO Arvind Srinivas Says As Dan Nile Predicts 'Agents' To Take Future Share Amid Alphabet, Apple Stock Fall
May 08, 2025
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GOOG
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NEWS
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Startups
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Aravind Srinivas
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Jeff Bezos-Backed Perplexity AI Outperforms Apple's Siri And ChatGPT In iOS Voice Assistant Comparison, CEO Aravind Srinivas Says
May 07, 2025
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AMZN
GOOGL
META
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GOOGL
Markets
Aravind Srinivas
From
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Perplexity CEO Aravind Srinivas Shuts Down Financial Rumors, Says AI Search Startup Has 'No Plans Of IPOing Before 2028'
March 31, 2025
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AMZN
GOOG
GOOGL
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RDDT
From
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Google's Ad Dominance Faces Challenge As Perplexity Introduces Answer Modes, Aravind Srinivas Advocates 'Native Transactions'
March 26, 2025
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GOOG
GOOGL
MSFT
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Aravind Srinivas
Markets
GOOG
From
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SoftBank Signs Agreement To Resell Perplexity Enterprise Pro, Deploying 7,000 Sales Members To Drive Adoption
March 18, 2025
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NEWS
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ORCL
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Perplexity
Market News
From
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Aravind Srinivas, CEO Of Jeff Bezos-Backed Perplexity, Reveals Why Most Startups Fail: 'The Thing That Most People Get Wrong...'
February 03, 2025
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TECH
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News
benzinga neuro
Tech
From
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Jeff Bezos-Backed Perplexity Rolls Out Self-Hosted DeepSeek R1 Model Amid Chinese AI Controversy: CEO Aravind Srinivas Says, 'There's A Lot Of Misconception...'
January 28, 2025
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AI
NEWS
TECH
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Aravind Srinivas
OpenAi
artificial intelligence
From
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Perplexity CEO Asks If AI Startup Should Acquire Google Chrome Following DOJ's Antitrust Push Against Search Giant
November 20, 2024
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GOOG
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NEWS
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DOJ
artificial intelligence
Consumer Tech
From
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Elon Musk Slams Immigration Rules After Perplexity CEO Reveals 3-Year Wait For Green Card: 'We Have An Upside Down System'
November 02, 2024
Tickers
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TECH
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Aravind Srinivas
Donald Trump
Elon Musk
From
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Jeff Bezos-Backed Perplexity AI Aims To Break Google And Meta's Duopoly With New 'Internal Knowledge' Search: 'All About What Consumers Are Doing'
October 18, 2024
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META
NEWS
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Benzinga
Tech
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Perplexity AI's Revenue, Usage Skyrocket As It Enters Into Advertising
August 09, 2024
Tickers
AI
GOOG
GOOGL
NVDA
Tags
artificial intelligence
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From
Benzinga
Elon Musk And Jensen Huang Have This Thing In Common, Says Google Search Challenger Perplexity AI's CEO: 'This Guy Just Keeps On Delivering...'
June 20, 2024
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TECH
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Consumer Tech
People In Tech
Jensen Huang
From
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Jeff Bezos' Vision Inspires Perplexity AI CEO As He Takes On Google Search: 'One Thing I've Done Is...'
June 20, 2024
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NEWS
TECH
Tags
Tech
Benzinga
Lex Fridman
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Jeff Bezos-Backed Perplexity CEO Criticizes Google's Ad-Heavy Model: 'It Ended Up Going The Same Path As Yahoo'
June 11, 2024
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NEWS
TECH
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Jensen Huang
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Aravind Srinivas
From
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Meta's Chief AI Scientist Reveals Mark Zuckerberg Was 'Snubbed' From Biden's AI Safety Institute; Elon Musk Also Missing From The List
April 29, 2024
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NEWS
TECH
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Benzinga
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Elon Musk
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What's Cooking? Nvidia's Jensen Huang Meets Jeff Bezos-Backed Perplexity AI CEO: 'Search Like A Billionaire'
April 23, 2024
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TECH
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Watch Out Google, OpenAI: Perplexity AI Reportedly Raising Additional Money At Significantly Higher Valuation Cap Than $520M
February 29, 2024
Tickers
AI
NEWS
TECH
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From
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Google 4x'ed Employee Offer To Save From Poaching Attempt, Says Top AI Startup's Founder
February 16, 2024
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From
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