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about us
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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How Is The Market Feeling About Bloom Energy?
June 12, 2024
Tickers
BE
Tags
Benzinga
BZI/SHORTHIST
Short Ideas
From
Benzinga
Cracking The Code: Understanding Analyst Reviews For Bloom Energy
June 06, 2024
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BE
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Analyst Ratings
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The 7 Best Sustainable Stocks to Buy Now: May Edition
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BE
ELF
ENPH
GM
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Top 5 Industrials Stocks That Could Sink Your Portfolio In Q2
May 28, 2024
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DAC
FREY
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RSI
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3 Speculative Stocks to Buy on the Return of Roaring Kitty
May 28, 2024
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INTC
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U.S. Clean Energy Stocks Pop, But Will It Last?
May 24, 2024
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BE
LI
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Market News
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3 Hydrogen Stocks That Could Be Millionaire-Makers: May Edition
May 23, 2024
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LIN
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What's Going On With Bloom Energy (BE) Stock?
May 23, 2024
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Benzinga
News
BE
From
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VF Corp Posts Weak Q4 Results, Joins NetEase, Cytokinetics And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
May 23, 2024
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BE
CYTK
GFS
LYV
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NTES
SWIN
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12 Industrials Stocks Moving In Wednesday's Intraday Session
May 22, 2024
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BE
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BE
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From
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Why Bloom Energy Stock Keeps Going Up
May 22, 2024
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BE
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May 22, 2024
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BE
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Analog Devices Posts Strong Earnings, Joins TJX, Williams-Sonoma And Other Big Stocks Moving Higher On Wednesday
May 22, 2024
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May 22, 2024
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May 21, 2024
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XPeng Posts Strong Results, Joins Larimar Therapeutics, Transcat And Other Big Stocks Moving Higher On Tuesday
May 21, 2024
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IREN
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May 20, 2024
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May 17, 2024
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(BE) - Analyzing Bloom Energy's Short Interest
May 15, 2024
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BE
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The $1.7 Billion News That Sent Plug Power Stock Surging: Here's What You Need to Know Before Buying
May 14, 2024
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LIN
PLUG
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Why Alibaba Shares Are Trading Lower By Around 7%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
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MP
PLUG
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Wall Street Favorites: 3 Hydrogen Stocks With Strong Buy Ratings for May 2024
May 13, 2024
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APD
BE
BLDP
FCEL
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BE
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May 13, 2024
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BE
BYON
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Celanese To Rally Around 12%? Here Are 10 Top Analyst Forecasts For Friday
May 10, 2024
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AKAM
ALGM
BE
BROS
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