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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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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
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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
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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
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Elevating Investor Returns: Bank of New York Mellon Delivers Strong Performance and Growing Profits
January 10, 2024
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BK
FSK
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Top Bank Stock Picks For 2024: 'Valuations Are At 50% Discount To S&P 500,' Analysts Say
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December 22, 2023
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December 08, 2023
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Unleashing Growth Potential: Bank of New York Mellon Surpasses Expectations with Strong Performance and Increasing Profits
December 08, 2023
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Layoffs 2023: A Roundup of the Biggest Companies Making Job Cuts in Q4
December 07, 2023
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Retail Therapy For Year-End Rally? 3 Top Analyst Stock Picks In E-Commerce, Banking
December 07, 2023
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Mortgages and small loans will be more expensive under proposed regulations, bank chiefs say
December 06, 2023
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The Latest Analyst Ratings for Bank of New York Mellon
December 01, 2023
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Swiss Firm Pando Asset AG Joins Bitcoin ETF Race, Seeks Nasdaq Listing For Crypto Security
November 29, 2023
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Stock Market Predictions: What Type of Returns Can Investors Expect Over the Next 10 Years?
November 29, 2023
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(BK) - Analyzing Bank of New York Mellon's Short Interest
November 28, 2023
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BNY Mellon And Lunate Bet Big On Middle East: Launch Alpheya For Cutting-Edge Wealth Management Tech
November 21, 2023
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November 15, 2023
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(BK) - Analyzing Bank of New York Mellon's Short Interest
November 10, 2023
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Three value stock picks from a veteran manager with a good performance record
November 08, 2023
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JPMorgan’s and PNC’s mixed outlook on net interest income draws attention from analyst after industry gathering
November 06, 2023
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Bank Stocks Hit Historic 80-Year Low Vs. S&P 500: Analyst Sees Bear Market Bounce As Fed Rates Peak
November 06, 2023
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These two commentators who have been warning of a market crash say it’s now here
October 26, 2023
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Truist raising $1.75B in bond offering, making it the latest bank to raise capital
October 25, 2023
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Wednesday Is Your Last Chance To Buy Bank of New York Mellon Before The Dividend Payout
October 23, 2023
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Benzinga
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Looking Into Bank of New York Mellon's Recent Short Interest
October 18, 2023
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Why Bank of New York Mellon Stock Dropped and Then Popped Today
October 17, 2023
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Motley Fool
Why ServisFirst Bancshares Shares Are Trading Lower By 6%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
October 17, 2023
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Bank Of New York Mellon Beats Q3 Earnings Estimates On Higher Interest Rates
October 17, 2023
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BK
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US Stock Futures Slide As Traders Look Past Positive Earnings News Flow; Analysts Predict Year-End Rally And Strong 2024 Ahead
October 17, 2023
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Earnings Scheduled For October 17, 2023
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