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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
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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
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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Caterpillar's Ex-Dividend Date Is Friday, Here's What You Need To Know
April 18, 2023
Tickers
CAT
Tags
Dividends
Market News
Benzinga
From
Benzinga
President Biden Issues First Veto – Stay Ahead Of The News With FiscalNote (NYSE: NOTE)
April 18, 2023
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Unleash Your Pet's Inner Zen: Join Our Chakra Class Today!
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CAT
DOG
PET
PETS
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Washington
United States
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From
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3 Dividend Stocks for Decades of Passive Income
April 16, 2023
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CAT
KMI
UPS
Tags
CAT
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UPS
From
Motley Fool
3 Dow Stocks You'll Wish You Bought Before They Go Through the Roof
April 15, 2023
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BA
CAT
CVX
OXY
Tags
BA
Market News
CAT
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7 Industrial Stocks to Buy for April 2023
April 14, 2023
Tickers
AMZN
CARR
CAT
FSLR
Tags
URI
Market News
NYSE:CAT,NYSE:OC,NYSE:HEI,NYSE:CARR,NASDAQ:AMZN,NYSE:UNP,NASDAQ:FSLR,NYSE:UBS,NYSE:URI
From
InvestorPlace
Caterpillar Earnings Conference Call Is Coming Up, Here's What You Need To Know
April 14, 2023
Tickers
CAT
Tags
CAT
Earnings
Market News
From
Benzinga
Beware of these popular Dow heavyweights — expensive and loaded with debt, says this analyst
April 13, 2023
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AMZN
APE
BA
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From
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Analyst Expectations for Caterpillar's Future
April 12, 2023
Tickers
CAT
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BZI/AAR
Market News
Benzinga
From
Benzinga
Check Out What Whales Are Doing With CAT
April 12, 2023
Tickers
CAT
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Markets
Options
Market News
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Benzinga
Why I Just Bought More of This Brilliant Growth Stock
April 11, 2023
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CAT
KO
MCD
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The 3 Most Surprising AI Stocks to Watch in 2023
April 10, 2023
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This Is What Whales Are Betting On Caterpillar
April 10, 2023
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BZI/UOA
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Benzinga
Is It Time to Buy the Dow Jones' 2 Worst-Performing March Stocks?
April 07, 2023
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JPM
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Why Industrial Stocks Caterpillar, Johnson Controls, and Steel Dynamics Got Smoked Today
April 04, 2023
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Check Out What Whales Are Doing With CAT
April 04, 2023
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Why Freyr Battery's Stock Is Climbing Higher This Week
March 31, 2023
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Caterpillar Unusual Options Activity
March 31, 2023
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Benzinga
Here are the 20 best performing stocks of March — and the 20 worst
March 31, 2023
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FREY Stock Alert: Freyr Battery Announces 4 Key Partners
March 28, 2023
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CAT
FREY
GLNCY
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CAT
NYSE:FREY,NYSE:CAT,OTCMKTS:GLNCY,OTCMKTS:SIEGY,OTCMKTS:NJDCY
From
InvestorPlace
Expert Ratings for Caterpillar
March 27, 2023
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CAT
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CAT
Analyst Ratings
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Benzinga
Caterpillar stock takes a hit after Baird turns bearish, in second downgrade in six weeks
March 27, 2023
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DJIA
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CAT
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Benzinga's Top Ratings Upgrades, Downgrades For March 27, 2023
March 27, 2023
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Pinterest To Rally Over 27%? Here Are 10 Other Analyst Forecasts For Monday
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US Stocks Poised To Start New Trading Week Higher On Hopes Of Resolving Banking Crisis: Analyst Warns 'No News Would Be Good News'
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3 Safe Dow Dividend Stocks to Buy Now
March 23, 2023
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3 Blue-Chip Dividend Stocks That Generate Gobs of Shareholder Value
March 22, 2023
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CAT
TGT
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TGT
CAT
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Caterpillar Unusual Options Activity For March 21
March 21, 2023
Tickers
CAT
Tags
Markets
Options
CAT
From
Benzinga
Check Out What Whales Are Doing With CAT
March 17, 2023
Tickers
CAT
Tags
Markets
Options
Benzinga
From
Benzinga
This Is What Whales Are Betting On Caterpillar
March 14, 2023
Tickers
CAT
Tags
Options
Markets
CAT
From
Benzinga
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