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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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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
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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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Investing During Uncertain Times
Read FULL Seminar Here
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Autoliv Boosts Shareholder Returns With 21% Dividend Hike, New $2.5 Billion Buyback Program
June 04, 2025
Tickers
ALV
NEWS
Tags
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CrowdStrike Q1 Earnings: Revenue, EPS Miss Estimates, Cybersecurity Company Raises FY26 Guidance, Approves $1B Buyback
June 03, 2025
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WeRide's Buyback Maneuver In High-Stakes Robotaxi Race
May 30, 2025
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May 29, 2025
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UGG, HOKA Parent Deckers Outdoor Issues Soft Q1 Guidance, Holds Back FY26 Outlook Due To 'Macroeconomic Uncertainty,' Shares Tumble Despite Bigger Buyback Plans
May 22, 2025
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Wix.com Issues Conservative Outlook Due To Macro Uncertainty, Increases Stock Buyback
May 21, 2025
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Boot Barn Stock Steps Higher Despite Q4 Miss: Here's Why
May 14, 2025
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AMD Stock Pops On $6 Billion Buyback Plan, US Tariff Ease
May 14, 2025
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Sony Q4 Earnings: Financial Unit Spin-Off, Stock Buyback, Cautious Outlook Amid Tariffs
May 14, 2025
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Lyft Shares Drive Higher After Mixed Q1 Report, Stock Buyback Program Raised To $750 Million
May 08, 2025
Tickers
LYFT
NEWS
Tags
News
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US Foods Dishes Out 40% Net Income Gain, Readies $1 Billion Buyback
May 08, 2025
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USFD
Tags
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Apple, Alphabet Lead $262B Buyback Binge On Wall Street
May 08, 2025
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ALGN
AMAT
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Chevron Q1 Profit Drops On Higher Costs, Weak International Margins
May 02, 2025
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NEWS
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Twilio Stock Darts Higher On Better-Than-Expected Q1 Results, Raised Guidance: Operating Discipline Is 'Paying Off'
May 01, 2025
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EXCLUSIVE: La Rosa Board Approves $500 Thousand Stock Buyback Plan
April 24, 2025
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NEWS
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