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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)
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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A Closer Look at Caterpillar's Options Market Dynamics
September 03, 2024
Tickers
CAT
Tags
BZI/UOA
Benzinga
Options
From
Benzinga
Spotlight on Caterpillar: Analyzing the Surge in Options Activity
August 28, 2024
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Tags
Markets
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Options
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$100 Invested In Caterpillar 10 Years Ago Would Be Worth This Much Today
August 26, 2024
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Tags
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Decoding Caterpillar's Options Activity: What's the Big Picture?
August 23, 2024
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CAT
Tags
Markets
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BZI/UOA
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Caterpillar Unusual Options Activity
August 20, 2024
Tickers
CAT
Tags
Market News
Options
Benzinga
From
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Caterpillar Stock: A Deep Dive Into Analyst Perspectives (6 Ratings)
August 19, 2024
Tickers
CAT
Tags
BZI/AAR
Benzinga
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Here's How Much You Would Have Made Owning Caterpillar Stock In The Last 15 Years
August 13, 2024
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NEWS
Tags
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From
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1 Key Number That Could Send Caterpillar Stock Higher
August 11, 2024
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CAT
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CAT
Market News
Recent Press Releases
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3 Industrial Stocks to Sell in August Before They Crash & Burn
August 09, 2024
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BA
CAT
URI
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From
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Check Out What Whales Are Doing With CAT
August 09, 2024
Tickers
CAT
Tags
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Markets
Benzinga
From
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Is Caterpillar Stock Going to $399? 1 Wall Street Analyst Thinks So
August 09, 2024
Tickers
CAT
Tags
CAT
Market News
Recent Press Releases
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The 7 Best Stocks to Buy in August 2024
August 08, 2024
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CMG
DKS
KO
Tags
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DKS
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From
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Why Caterpillar Stock Edged Past the Market Today
August 07, 2024
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Tags
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Market News
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From
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Caterpillar Is 'Holding The Line' On Earnings, Despite Macro Slowdown: Analyst Takeaways From Q2 Results
August 07, 2024
Tickers
CAT
Tags
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Expert Ideas
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Dow Snaps 3-Session Losing Streak As Nvidia, Meta, And Other Tech Stocks Surge: Greed Index Remains In 'Extreme Fear' Zone
August 07, 2024
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Jim Cramer Says 'We're In A Recessionless Recession,' Points To Uber And Other Strong Corporate Earnings As Reassuring Sign
August 06, 2024
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S&P 500 Surges Over 2%; Caterpillar Earnings Beat Estimates
August 06, 2024
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August 06, 2024
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August 06, 2024
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Here's Why Caterpillar Stock Is Outperforming Today
August 06, 2024
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CAT
Tags
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CAT Stock Earnings: Caterpillar Beats EPS, Misses Revenue for Q2 2024
August 06, 2024
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NYSE:CAT
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Caterpillar Eyes Cautious 2024 Sales Outlook Despite Beating Q2 Expectations: Details
August 06, 2024
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Tags
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3 Infrastructure Stocks Positioned for Potential Government Spending
August 06, 2024
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J
VMC
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J
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US Stocks Set To Open Higher After Monday's Crash, VIX Plummets: Analyst Says Would Have Worried If Market Surged Higher Without Correction
August 06, 2024
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August 06, 2024
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JPM
KR
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NBR
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Dow Records Worst Day In Around 2 Years, Mag 7 Stocks Lose $650B In Market Capitalization: Greed Index Moves To 'Extreme Fear' Zone
August 06, 2024
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Caterpillar, Uber And 3 Stocks To Watch Heading Into Tuesday
August 06, 2024
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ACM
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NEWS
UBER
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Benzinga
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Benzinga
Caterpillar's Options: A Look at What the Big Money is Thinking
August 05, 2024
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CAT
Tags
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CAT
Options
From
Benzinga
How To Earn $500 A Month From Caterpillar Stock Ahead Of Q2 Earnings
August 05, 2024
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Good Stocks, Strategic Options, and a 4.5% Yield: There's a Lot to Like About This Unique ETF
August 05, 2024
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AMGN
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DIVO
HD
Tags
DIVO
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UNH
From
Motley Fool
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