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about us
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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)
TAF sm Program
Services, Fees and Compensation
Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
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Event Schedule
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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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4 Analysts Have This to Say About CDW
December 12, 2023
Tickers
CDW
Tags
Benzinga
Market News
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From
Benzinga
LCID Stock Alert: Lucid Motor Drops Out of the Nasdaq 100
December 11, 2023
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AMGDF
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Tags
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Lucid, Zoom, eBay Among 6 Companies Ousted From Nasdaq 100 Index: What This Means For The Stocks
December 09, 2023
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AMZN
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CDW
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From
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$100 Invested In This Stock 10 Years Ago Would Be Worth $900 Today
December 07, 2023
Tickers
CDW
Tags
Benzinga
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Benzinga
Industry Comparison: Evaluating CDW Against Competitors In Electronic Equipment, Instruments & Components Industry
December 04, 2023
Tickers
CDW
Tags
News
Market News
Benzinga
From
Benzinga
Peering Into CDW's Recent Short Interest
November 22, 2023
Tickers
CDW
Tags
Trading Ideas
CDW
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From
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$100 Invested In CDW 5 Years Ago Would Be Worth This Much Today
November 21, 2023
Tickers
CDW
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Trading Ideas
Benzinga
CDW
From
Benzinga
Investigating CDW's Standing In Electronic Equipment, Instruments & Components Industry Compared To Competitors
November 20, 2023
Tickers
CDW
Tags
Market News
News
Benzinga
From
Benzinga
Inquiry Into CDW's Competitor Dynamics In Electronic Equipment, Instruments & Components Industry
November 06, 2023
Tickers
CDW
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Market News
News
Benzinga
From
Benzinga
(CDW) - Analyzing CDW's Short Interest
November 02, 2023
Tickers
CDW
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Trading Ideas
Short Sellers
CDW
From
Benzinga
Here's How Much You Would Have Made Owning CDW Stock In The Last 10 Years
October 30, 2023
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CDW
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CDW
News
BZI/POD
From
Benzinga
Analyzing CDW In Comparison To Competitors In Electronic Equipment, Instruments & Components Industry
October 23, 2023
Tickers
CDW
Tags
Trading Ideas
BZI/IA
Markets
From
Benzinga
Here's How Much You Would Have Made Owning CDW Stock In The Last 10 Years
October 17, 2023
Tickers
CDW
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Trading Ideas
Benzinga
BZI/POD
From
Benzinga
(CDW) - Analyzing CDW's Short Interest
October 12, 2023
Tickers
CDW
Tags
Market News
Benzinga
Short Ideas
From
Benzinga
Performance Comparison: CDW And Competitors In Electronic Equipment, Instruments & Components Industry
October 06, 2023
Tickers
CDW
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CDW
Markets
Trading Ideas
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For October 3, 2023
October 03, 2023
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AB
ABNB
ACRS
AIRC
Tags
EWBC
AWK
AVB
From
Benzinga
$100 Invested In This Stock 10 Years Ago Would Be Worth $900 Today
October 02, 2023
Tickers
CDW
Tags
News
BZI/POD
Market News
From
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