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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
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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 Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
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Total Asset Value (TAV)
TAV Program
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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Event Schedule
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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
Bond Fund Seminar
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3 EV Stocks to Avoid Like a Dead Battery After Xiaomi’s SU7 Triumph
April 11, 2024
Tickers
BYDDY
C
GS
NIO
Tags
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OTCMKTS:XIACY,OTCMKTS:BYDDY,NYSE:GS,NASDAQ:TSLA,NYSE:NIO,NYSE:XPEV,NYSE:C
From
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Volkswagen And BMW Report Unexpected Good News Of Their EV Progress
April 11, 2024
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From
Benzinga
3 EV Stocks Gearing Up for Gargantuan Gains
April 10, 2024
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RIVN
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Market News
From
InvestorPlace
If You Can Only Buy One EV Stock in April, It Better Be One of These 3 Names
April 10, 2024
Tickers
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TSLA
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LI
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From
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Why It’s Time for Investors to Dump Lucid Stock for Good
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Electrify Your Returns: 7 EV Stocks to Jumpstart Your Portfolio in April
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LCID
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XPEV
TSLA
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AMC, Archer, and XPeng: The Trio That’s Got Wall Street Analysts Buzzing
April 08, 2024
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ACHR
AMC
BYDDY
JOBY
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NYSE:AMC,NYSE:XPEV,NYSE:ACHR,NASDAQ:TSLA,OTCMKTS:BYDDY,NYSE:JOBY,NASDAQ:LILM
From
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EV Exodus: 3 Electric Car Stocks to Ditch Before the Crash
April 08, 2024
Tickers
BYDDY
EVGO
NIO
TSLA
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BYDDY
Stocks to Sell
EVGO
From
InvestorPlace
Tesla Alienates Bears And Bulls Alike, Nikola On The Mend, Canoo's Struggles And More: Biggest EV Stories Of The Week
April 06, 2024
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BYDDY
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Benzinga
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From
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Tesla Regained Its World's Top EV Seller Crown But It Is Still In The Woods
April 05, 2024
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F
NEWS
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Benzinga
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The 3 Best EV Stocks to Buy in April 2024
April 05, 2024
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LI
TM
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NYSE:TM,NASDAQ:LI,OTCMKTS:BYDDY,NASDAQ:TSLA
Market News
TSLA
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Pump the Brakes: 3 EV Stocks to Ditch Amid Growing Quality Control Issues
April 04, 2024
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FSR
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3 Tech Stock Titans Grappling With Fresh China Challenges
April 04, 2024
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Tesla's Top Rival From China Eyes Launching Cybertruck Challenger — But Here's Why A Face-Off Seems Unlikely For Now
April 04, 2024
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Ford Had a Different Start of 2024 Compared To General Motors And Even Tesla
April 03, 2024
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Benzinga
Xiaomi's Entry To An Already Crowded EV Market Could Make Things Even Worse For Tesla
April 02, 2024
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contributors
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BYD, Nio, Li and XPeng Report Deliveries Rose In March
April 02, 2024
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Tesla Stock Dives As Q1 Deliveries Disappoint — But EV Giant Reclaims Top Spot From Chinese Rival
April 02, 2024
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BYDDY
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RIVN
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Hyundai, Kia Gunning For Tesla With Low-Cost EVs, But Ross Gerber Says They Are 'Not As Good'
April 01, 2024
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KIMTF
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Tesla May Be Staring At Big Q1 Sales Miss, But Could Still Reclaim EV Crown From Buffett-Supported Chinese Competitor BYD
April 01, 2024
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BYDDF
BYDDY
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Benzinga
Tesla Hikes Model Y Prices In China Ahead Of Q1 Deliveries: Here're The Updated Pricing In EV Maker's Key Market
March 31, 2024
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BYDDY
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Benzinga
From Six Figures to Seven: 3 EV Stocks Set to Make Millionaires
March 30, 2024
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AEHR
BYDDY
DRIV
RIVN
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NASDAQ:RIVN,OTCMKTS:BYDDY,NASDAQ:AEHR,NASDAQ:DRIV,NASDAQ:TSLA
Market News
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Wire Buzzers: 3 Stocks Making Headlines You Can’t Ignore
March 30, 2024
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BYDDY
CCL
MS
NVDA
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WBA
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Tesla Q1 Worries Mount, Fisker Pricing Ploy To Stay Alive, Nikola Stock Soars By 57% And More: Biggest EV Stories Of The Week
March 30, 2024
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BYDDF
BYDDY
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FFIE
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NIO
KARS
From
Benzinga
3 EV Stocks to Buy for the Next Bull Run: March 2024
March 28, 2024
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BYDDY
DRIV
LI
TLSA
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BYDDY
TLSA
From
InvestorPlace
BYD's Electric Dream: Reportedly Doubling Down On International Sales To Outpace Tesla And Dominate Global EV Race
March 27, 2024
Tickers
BYDDF
BYDDY
NEWS
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Market News
Benzinga
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Benzinga
Nissan Continues Its Global EV Growth Pursuit
March 27, 2024
Tickers
BYDDY
EVS
GM
HMC
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Benzinga
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TSLA
From
Benzinga
Even The Chinese EV Powerhouse BYD Had To Slow Down A Bit
March 26, 2024
Tickers
BYDDY
EVS
F
G
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BYDDY
Markets
XPEV
From
Benzinga
Toyota Powers Up, Reportedly Plans Mass Production Of Electric Hilux In Thailand
March 26, 2024
Tickers
BYDDY
HMC
ISUZY
NEWS
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NSANY
Market News
Benzinga
From
Benzinga
Did Uncle Sam Cheat? China Flips Out Over America's 'Discriminatory' EV Policy And Files WTO Complaint
March 26, 2024
Tickers
BYDDF
BYDDY
EVS
NEWS
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Government
Market News
Benzinga
From
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