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home
about us
Investment Approach
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Firm ADV PDFs
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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Event Schedule
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Event Schedule
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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
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Is It Too Late to Buy Dutch Bros Stock?
August 18, 2022
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SBUX
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Could Dutch Bros Be the Next Monster Growth Stock?
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Should You Really Buy Starbucks Stock?
August 15, 2022
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Is Hypergrowth Stock Dutch Bros the Next Starbucks?
August 15, 2022
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Dutch Bros Serves Up Piping Hot Growth. Is the Stock a Buy?
August 14, 2022
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Is Starbucks Silently Killing Your Portfolio?
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SBUX
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Dutch Bros Stock: 2 Green Flags and 1 Red Flag
August 13, 2022
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DPZ
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Why FlexShopper Surged Over 47%; Here Are 104 Biggest Movers From Yesterday
August 12, 2022
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Dutch Bros (BROS) Stock Soars 18% After Q2 Earnings
August 11, 2022
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SG
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NYSE:BROS,NYSE:SG
SG
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Why Matterport Is Trading Higher By Around 25%, Here Are 73 Stocks Moving In Thursday's Mid-Day Session
August 11, 2022
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Why Dutch Bros Stock Soared Today
August 11, 2022
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Analyst Ratings for Dutch Bros
August 11, 2022
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Market News
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Dutch Bros Inc. (BROS) Q2 2022 Earnings Call Transcript
August 11, 2022
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Why Dutch Bros Stock Jumped 18% in July
August 06, 2022
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These 2 Stocks Carry a Lot of Risk, but Their Upside Is Huge
August 06, 2022
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Add Some Sizzle to Your Portfolio With This Dividend Stock
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Stock Market Sell-Off: Is Dutch Bros a Buy Now?
August 04, 2022
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Should You Buy Dutch Bros Stock Before Earnings?
August 04, 2022
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BROS
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2 Growth Stocks That Could Double in the Next 5 Years
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Why Beyond Meat, Dutch Bros, and Oatly Stocks Plunged On Tuesday
July 26, 2022
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OTLY
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^GSPC
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July 26, 2022
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July 20, 2022
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10 Consumer Discretionary Stocks Whale Activity In Today's Session
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Only 1 Coffee Stock Is Still Growing. Is It a Buy?
July 19, 2022
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Why Is Everyone Talking About Dutch Bros. Coffee?
July 17, 2022
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BROS
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12 Consumer Discretionary Stocks Moving In Tuesday's After-Market Session
July 12, 2022
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AXL
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EXPR
GNLN
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XL
WTRH
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Benzinga
8 Analysts Have This to Say About Dutch Bros
July 11, 2022
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Benzinga's Top Ratings Upgrades, Downgrades For July 11, 2022
July 11, 2022
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