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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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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
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Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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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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Grain processor Bunge to combine with Glencore-backed Viterra to create global agribusiness leader
June 13, 2023
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SPX
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Bunge Inks Merger Deal With Glencore's Viterra - What's On The Cards?
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3 Smart Stocks to Buy Now to Survive the Coming Recession
June 12, 2023
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Bunge Nears $30B Plus Merger Deal With Viterra: Report
June 08, 2023
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3 Cheap Retirement Stocks to Buy for June 2023
June 06, 2023
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5 Value Stocks In The Consumer Defensive Sector
June 02, 2023
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Bunge In Talks With Glencore Regarding Viterra Grain Business: Reports
May 26, 2023
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Bunge Earnings Perspective: Return On Capital Employed
May 09, 2023
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May 08, 2023
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Bunge, Shake Shack Feature On CNBC's 'Final Trades'
May 05, 2023
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May 04, 2023
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Bunge Q1 Earnings Top Expectations Amid Fluctuations In Global Supplies And Consumer Behavior
May 03, 2023
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Recap: Bunge Q1 Earnings
May 03, 2023
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7 ESG Stocks to Buy That Analysts Love
April 25, 2023
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Overview Of Value Stocks In The Consumer Defensive Sector
April 21, 2023
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7 Recession-Proof Stocks to Buy as Investors Get Jittery
April 17, 2023
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April 14, 2023
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Quant Ratings Updated on 70 Stocks
April 11, 2023
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Bunge, InMode, And A Chinese Fortune 500 Fast-Food Restaurant Company On CNBC's 'Final Trades'
April 11, 2023
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Bunge Acquires Fuji Oil's Louisiana Refinery For Undisclosed Sum
April 10, 2023
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PriceSmart, WD-40 Company And 3 Stocks To Watch Heading Into Monday
April 10, 2023
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7 Stocks to Buy as the Banking Sector Fallout Grows
April 03, 2023
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March 31, 2023
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Bunge, Gilead Sciences And A Famous Chocolate Maker On CNBC's 'Final Trades'
March 27, 2023
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March 21, 2023
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Why RAPT Therapeutics Shares Are Trading Lower By Over 30%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
March 14, 2023
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First Republic Bank, PacWest Bancorp, Western Alliance Bancorporation And Other Big Stocks Moving Higher On Tuesday
March 14, 2023
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Why Bunge Share Are Surging Today
March 14, 2023
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why it's moving
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First Republic leads big rally in regional banks, while United Airlines dips on profit warning
March 14, 2023
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7 Stocks That Look Like Great Bargains Right Now
March 09, 2023
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