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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
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Quarterly Performance Reports
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MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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)
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Box Analysts Raise Their Forecasts After Strong Q2 Results
August 27, 2025
Tickers
BOX
NEWS
Tags
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Benzinga
Trading Ideas
From
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Box Q2 Revenue Rises on AI Adoption
August 26, 2025
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Market News
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From
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Box (BOX) Q2 2026 Earnings Call Transcript
August 26, 2025
Tickers
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Tags
BOX
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From
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Box Beats Q2 Earnings Estimates, Shares Climb On 'Strong' AI Momentum
August 26, 2025
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NEWS
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From
Benzinga
Box Revenue Jumps 9% in Fiscal Q2
August 26, 2025
Tickers
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Tags
BOX
Market News
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Earnings Scheduled For August 26, 2025
August 26, 2025
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Box Gears Up For Q2 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
August 26, 2025
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Market News
From
Benzinga
Is Box Stock A Good Buy Ahead Of Its Earnings?
August 25, 2025
Tickers
BOX
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Stocks / Equities
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Market News
From
TalkMarkets
A Look at Box's Upcoming Earnings Report
August 25, 2025
Tickers
BOX
Tags
Earnings
BOX
Benzinga
From
Benzinga
Retail Investors' Top Stocks With Q2 Earnings This Week: NVIDIA, Webull, IREN And More
August 25, 2025
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Top 4 Nasdaq 100 Index And QQQ ETF Stocks To Watch This Week
August 23, 2025
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From
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Box, Freeport-McMoRan, FTAI Aviation And An Energy Stock On CNBC's 'Final Trades'
June 03, 2025
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FCX
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Benzinga
From
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e.l.f Beauty, Box And Joby Aviation Are Among Top 11 Mid-Cap Gainers Last Week (May 26-May 30): Are Others In Your Portfolio?
June 01, 2025
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BOX
CRM
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Tags
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News
BOX
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This 20-Year-Old Emailed Mark Cuban, Got $350K — Now His Company Is Worth $4.6 Billion
May 31, 2025
Tickers
BOX
NEWS
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News
Mark Cuban
From
Benzinga
Why Box Rallied 20% This Week
May 30, 2025
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BOX
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BOX
Recent Press Releases
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Box Growth From Large Deals, Partner Expansion, And New Pricing Lifts Wall Street Outlook
May 28, 2025
Tickers
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NEWS
TECH
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Price Target
Benzinga
why it's moving
From
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Why Box Stock Jumped Nearly 20% Today
May 28, 2025
Tickers
BOX
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BOX
From
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Major Indexes Slip As Investors Await Economic Insight
May 28, 2025
Tickers
BOX
DJI
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SPX
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Market News
From
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12 Information Technology Stocks Moving In Wednesday's Intraday Session
May 28, 2025
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BOXL
CETX
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Tags
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BOX
From
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These Analysts Boost Their Forecasts On Box Following Upbeat Q1 Results
May 28, 2025
Tickers
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NEWS
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PT Changes
From
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Heico, Monro, Abercrombie & Fitch, Joby Aviation And Other Big Stocks Moving Higher On Wednesday
May 28, 2025
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BOX
CNDT
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ANAB
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From
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Box (BOX) Q1 2026 Earnings Call Transcript
May 28, 2025
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12 Information Technology Stocks Moving In Wednesday's Pre-Market Session
May 28, 2025
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