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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
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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Quarterly Performance Reports
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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)
TAF® Program
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Two IPO Stocks to Put on Your Watch List
October 22, 2021
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BROS
SBUX
WRBY
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WRBY
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From
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1 Big Reason This Coffee Company's Value Is Soaring
October 20, 2021
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Why Dutch Bros Won't Be a Starbucks Killer
October 20, 2021
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Why Dutch Bros Stock Was Piping Hot on Tuesday
October 19, 2021
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SBUX
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Market News
From
Motley Fool
Dutch Bros Is the Gen Z Starbucks Play
October 19, 2021
Tickers
BROS
DNUT
KDP
SBUX
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10 Reasons to Buy TOST Stock Following the Toast IPO
October 18, 2021
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October 18, 2021
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3 Growth Stocks That Could Double in 3 Years
October 14, 2021
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BROS
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BROS
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Why Is Everyone Talking About This Hot Restaurant IPO Stock?
October 14, 2021
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SBUX
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BROS
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PTLO Stock IPO: When Does Portillo’s Go Public? What Is the Portillo’s IPO Price Range?
October 12, 2021
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FWRG
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TOST
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Dutch Bros Stock Is Served Up Hot and Fresh, but Not Cheap
October 12, 2021
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Winners and Losers of Rising Energy Prices
October 12, 2021
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October 12, 2021
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'Exceptional Unit Level Economics': Analysts Initiate Coverage Of Dutch Bros Following Quiet Period
October 11, 2021
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BROS
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Market News
Analyst Ratings
Restaurants
From
Benzinga
BROS Stock: The Bullish News That Has Dutch Bros Shares Perking Up Today
October 11, 2021
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NYSE:BROS
Market News
Today's Market
From
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Newly public Dutch Bros. locations are small but growth potential is large, analysts say
October 11, 2021
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ONON
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BROS
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From
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Analysts See Upto 25% Upside In Dutch Bros
October 11, 2021
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Benzinga's Top Ratings Upgrades, Downgrades For October 11, 2021
October 11, 2021
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Dutch Bros. vs. Starbucks: What Investors Need to Know
October 09, 2021
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BROS
SBUX
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Buy Dutch Bros Stock as It Keeps Up the Burning-Hot Pace
October 08, 2021
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BROS
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Could This Coffee IPO Become the Next Starbucks?
October 07, 2021
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October 05, 2021
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Dutch Bros Could Rise 18% More Despite Post-IPO Price Gains
October 01, 2021
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FWRG Stock IPO: 8 Things to Know as First Watch Starts Trading Today
October 01, 2021
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Dutch Bros Stock: The Next Starbucks?
October 01, 2021
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Coffee Stocks SBUX, DNUT, BROS Are on Watch Thanks to National Coffee Day 2021
September 29, 2021
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Starbucks should take a cue from Dutch Bros. and seize the opportunity in energy drinks, analyst says
September 29, 2021
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SPX
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From
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September 28, 2021
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AMTX
ANY
APOP
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FRWG Stock IPO: When Does First Watch Go Public? What Is the First Watch IPO Price Range?
September 27, 2021
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BROS
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BROS
NYSE:BROS
Market News
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Dutch Bros Just Went Public -- Is the Stock a Buy?
September 25, 2021
Tickers
BROS
SBUX
Tags
BROS
Market News
SBUX
From
Motley Fool
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