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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
Total Asset Fund (TAF)
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
EVENTS
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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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Will Investors Notice Exciting Sign On Caterpillar's Chart?
November 30, 2022
Tickers
CAT
Tags
BZI/CROSS
Movers
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From
Benzinga
Not Out of the Woods: Investors Await Fresh Data and Fed Comments
November 29, 2022
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November 29, 2022
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CAT
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Caterpillar Unusual Options Activity
November 29, 2022
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CAT
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CAT
BZI/UOA
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Upcycle Your Lenovo Boxes Into Cat Houses
November 28, 2022
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My Top Wildly Undervalued Dividend King to Buy In 2023
November 27, 2022
Tickers
CAT
DE
SWK
Tags
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CAT
Recent Press Releases
From
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$1000 Invested In This Stock 15 Years Ago Would Be Worth $3,400 Today
November 22, 2022
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CAT
Tags
Earnings
News
BZI/POD
From
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How Is The Market Feeling About Caterpillar?
November 22, 2022
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BZI/SHORTHIST
CAT
Trading Ideas
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As The Laser Industry Grows, Could This Company Cut A Clean Path To The Top?
November 21, 2022
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DD
DELL
F
Tags
IPGP
Partner Content
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From
Benzinga
Is Your Investment Portfolio Down Big? Consider This Timeless Investing Strategy
November 19, 2022
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CAT
HON
JNJ
VZ
Tags
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CAT
Recent Press Releases
From
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Caterpillar Unusual Options Activity
November 17, 2022
Tickers
CAT
Tags
Options
Markets
Benzinga
From
Benzinga
Cat Comforting Crying Owner Melts Netizens' Hearts: 'If Only All Humans Had Half The Perceptivity...'
November 17, 2022
Tickers
CAT
Tags
Global
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Market News
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Up 30% in 1 Month, Does This Dividend Aristocrat Have More Room to Run?
November 16, 2022
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CAT
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The 1 Key Metric Investors Should Watch for Every Stock
November 15, 2022
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HON
ITW
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Jim Cramer Lists 6 'Cyclical Smokestack' Stocks Worth Owning: 'Customers Have No Choice But To Turn To Them'
November 15, 2022
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DE
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3 Dow Dividend Stocks That Are Too Cheap to Ignore
November 14, 2022
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MMM
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This Is What Whales Are Betting On Caterpillar
November 08, 2022
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CAT
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CAT
From
Benzinga
5 Stocks that Moved the Market in October
November 08, 2022
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CAT
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META
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HAL
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$1000 Invested In Caterpillar 15 Years Ago Would Be Worth This Much Today
November 07, 2022
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Benzinga
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Caterpillar Unusual Options Activity For November 07
November 07, 2022
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Tags
Market News
BZI/UOA
Benzinga
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3 Reliable Dividend Stocks That Are Coiled Springs for Economic Growth
November 04, 2022
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CAT
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How Is The Market Feeling About Caterpillar?
November 03, 2022
Tickers
CAT
Tags
BZI/SHORTHIST
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Traders Buy CVS Health, Caterpillar, Sell These Tech Majors On CNBC's 'Final Trades'
November 03, 2022
Tickers
AAPL
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CVS
MSFT
Tags
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Short Ideas
Benzinga
From
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Caterpillar stock had a great October, and that earned it a downgrade
October 31, 2022
Tickers
CAT
DJIA
XLI
Tags
CAT
DJIA
XLI
From
MarketWatch
Benzinga's Top Ratings Upgrades, Downgrades For October 31, 2022
October 31, 2022
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ACLX
AMD
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Grainger To Surge Over 11%? Plus This Analyst Predicts $230 For Caterpillar
October 31, 2022
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CHTR
GEF
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Benzinga
Company Report Roundup: Tesla, Tractor Supply, American Express, and More
October 29, 2022
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ASML
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PEP
SNAP
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What the Dow’s stellar October and Big Tech’s ugly rout say about the stock market right now
October 29, 2022
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AMZN
CAT
COMP
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COMP
RSP
SPX
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Why the Dow is having a killer month as it heads for best October ever
October 28, 2022
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AMGN
AMZN
CAT
COMP
Tags
AMZN
SPX
COMP
From
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Why Caterpillar Stock Is Crushing the Market This Week
October 28, 2022
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CAT
DJI
Tags
Recent Press Releases
Market News
CAT
From
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