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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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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
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Quarterly Performance Reports
Market Value Securities (MVS)
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Back Dated Performance Reports
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TAV Program
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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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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
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Why Is Aditxt (ADTX) Stock Up 58% Today?
December 12, 2023
Tickers
ADTX
AMC
CCCC
EGLE
Tags
EGLE
NASDAQ:ADTX,NYSE:AMC,NYSE:EGLE,NASDAQ:CCCC
ADTX
From
InvestorPlace
EGLE Stock Pops as Star Bulk Buys Eagle Bulk for $500 Million
December 12, 2023
Tickers
CCCC
EGLE
HAS
SBLK
Tags
STT
CCCC
NYSE:EGLE,NASDAQ:SBLK,NASDAQ:CCCC,NYSE:HAS,NYSE:STT
From
InvestorPlace
Why Is C4 Therapeutics (CCCC) Stock Up 72% Today?
December 12, 2023
Tickers
CCCC
LCID
MRK
STT
Tags
Market News
STT
MRK
From
InvestorPlace
US Stocks Edge Lower; Inflation Rate Slows to 3.1% In November
December 12, 2023
Tickers
ACHV
ADTX
CADL
CCCC
Tags
Benzinga
Mid Morning Market Update
IONM
From
Benzinga
Why Is Cancer-Focused C4 Therapeutics Stock Soaring Today?
December 12, 2023
Tickers
CCCC
MRK
Tags
Briefs
MRK
Trading Ideas
From
Benzinga
12 Health Care Stocks Moving In Tuesday's Pre-Market Session
December 12, 2023
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ACHV
AEON
CADL
CCCC
Tags
IONM
KTTA
CCCC
From
Benzinga
Expert Ratings for C4 Therapeutics
November 03, 2023
Tickers
CCCC
Tags
BZI/AAR
CCCC
Market News
From
Benzinga
Why EngageSmart Shares Are Trading Higher By Around 12%? Here Are Other Stocks Moving In Monday's Mid-Day Session
October 23, 2023
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ACON
AGFY
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Tags
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Benzinga
12 Health Care Stocks Moving In Monday's Intraday Session
October 23, 2023
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ACON
AHG
APLM
Tags
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IMMX
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12 Health Care Stocks Moving In Thursday's Intraday Session
July 06, 2023
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ALLR
ALXO
ASLN
Tags
CRBU
NYMX
ASLN
From
Benzinga
Nasdaq Edges Lower Following Fed Minutes; C4 Therapeutics Shares Jump
July 05, 2023
Tickers
ALLR
ARVL
AXTI
CCCC
Tags
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ARVL
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Why 1847 Holdings Shares Are Trading Lower By Around 31%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
July 05, 2023
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Tags
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Crude Oil Rises Sharply; Impel Pharmaceuticals Shares Spike Higher
July 05, 2023
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AXTI
CCCC
Tags
CCCC
Earnings
Benzinga
From
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Dow Drops 150 Points; US Factory Orders Increase 0.3% In May
July 05, 2023
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AMRX
AXTI
BTAI
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12 Health Care Stocks Moving In Wednesday's Pre-Market Session
July 05, 2023
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BJDX
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Tags
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C4 Therapeutics Stock Is Surging: What's Going On?
July 05, 2023
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Tags
CCCC
FDA
Benzinga
From
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The Latest Analyst Ratings for C4 Therapeutics
May 30, 2023
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CCCC
Tags
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Looking Into C4 Therapeutics's Return On Capital Employed
May 18, 2023
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CCCC
Tags
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CCCC
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May 08, 2023
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CCCC
Tags
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Benzinga
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Recap: C4 Therapeutics Q1 Earnings
May 04, 2023
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Tags
Market News
Benzinga
BZI/Recaps
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Where C4 Therapeutics Stands With Analysts
March 28, 2023
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CCCC
Tags
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Market News
Benzinga
From
Benzinga
Looking Into C4 Therapeutics's Return On Capital Employed
February 28, 2023
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CCCC
Tags
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From
Benzinga
Why Fulcrum Therapeutics Shares Are Trading Lower By Over 55%? Here Are Other Stocks Moving In Friday's Mid-Day Session
February 24, 2023
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AMAM
ASLN
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Tags
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Benzinga's Top Ratings Upgrades, Downgrades For February 24, 2023
February 24, 2023
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BMEA
BOWL
CCCC
Tags
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Ford, Atlassian, Amazon And Other Big Stocks Moving Lower On Friday
February 03, 2023
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AMZN
BILL
BZH
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Tags
GEN
Small Cap
big losers
From
Benzinga
12 Health Care Stocks Moving In Wednesday's Intraday Session
January 25, 2023
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APDN
ATNF
BXRX
CCCC
Tags
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GOVX
FREQ
From
Benzinga
Why Cosmos Health Shares Are Trading Lower By Around 60%? Here Are 79 Stocks Moving In Monday's Mid-Day Session
December 19, 2022
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AGFY
AKLI
AKRO
Tags
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Why Canoo Shares Are Trading Higher By Over 12%? Here Are 32 Stocks Moving In Friday's Mid-Day Session
November 25, 2022
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ASNS
BVXV
Tags
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From
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US Stocks Mixed On Black Friday; Dow Rises Over 100 Points
November 25, 2022
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CCCC
CHEK
CIG
EBR
Tags
Mid/Morning Market Update
CHEK
Penny Stocks
From
Benzinga
Why Coupa Software Shares Jumped Around 29%; Here Are 72 Biggest Movers From Wednesday
November 25, 2022
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ANGO
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Tags
NLSP
IDBA
CNK
From
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