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home
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
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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
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
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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Where Citizens Financial Group Stands With Analysts
July 20, 2023
Tickers
CFG
Tags
Market News
Analyst Ratings
CFG
From
Benzinga
Citizens Financial Reports Mixed Q2 Performance
July 19, 2023
Tickers
CFG
Tags
Benzinga
Briefs
General
From
Benzinga
Earnings Scheduled For July 19, 2023
July 19, 2023
Tickers
AA
ALLY
ASML
BANR
Tags
FR
MTB
FHN
From
Benzinga
A Preview Of Citizens Financial Group's Earnings
July 18, 2023
Tickers
CFG
Tags
CFG
Benzinga
Earnings
From
Benzinga
Check Out 3 High-Yielding Dividend Stocks In Financial Sector From Wall Street's Most Accurate Analysts
July 11, 2023
Tickers
CFG
CMA
TWO
Tags
Markets
CFG
financial
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For July 10, 2023
July 10, 2023
Tickers
AAN
AAP
AMBP
AMCR
Tags
MELI
SLVM
Analyst Ratings
From
Benzinga
BlackRock To Rally Around 22%? Here Are 10 Other Analyst Forecasts For Monday
July 10, 2023
Tickers
AZUL
BILL
BLK
CFG
Tags
Price Target
FOXA
AZUL
From
Benzinga
These 20 banks have had the largest cuts to earnings estimates
July 06, 2023
Tickers
ALLY
ARES
BAC
BPOP
Tags
CADE
COF
TFC
From
MarketWatch
Wells Fargo hikes dividend more than other banks but banks hit pause button on stock buyback plans
July 03, 2023
Tickers
BK
BKX
C
CFG
Tags
CFG
STT
KRE
From
MarketWatch
Show Me The Growth! 3 Reasons Why Dividend Stocks Are Losing Favor In Choppy Times
July 03, 2023
Tickers
AAPL
CFG
CMA
NVDA
Tags
VLO
Ned David Research
Markets
From
Benzinga
Which Super-Regional Bank Performed the Best in the Fed's Stress Test?
July 01, 2023
Tickers
BMO
CFG
MTB
PNC
Tags
MTB
BMO
CFG
From
Motley Fool
These are the best-performing stocks in the 2023 bull market — and the worst
June 30, 2023
Tickers
AAP
AAPL
AEP
ALGN
Tags
DG
GOOGL
V
From
MarketWatch
Unaddressed Concerns Lurking Behind Fed's Positive Stress Test: The Most Vulnerable US Banks
June 29, 2023
Tickers
BAC
CFG
DB
GS
Tags
Large Cap
Sector ETFs
CFG
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For June 29, 2023
June 29, 2023
Tickers
AI
ARLO
ASH
ASO
Tags
ASH
ASO
FREY
From
Benzinga
What's Happening With Citizens Financial Group (CFG) Stock
June 29, 2023
Tickers
CFG
Tags
News
Market News
CFG
From
Benzinga
Wall Street upbeat on banks after ‘mostly positive’ Fed stress tests results
June 29, 2023
Tickers
BAC
BKX
C
CFG
Tags
XLF
MS
GS
From
MarketWatch
Analyst Ratings for Citizens Financial Group
June 29, 2023
Tickers
CFG
Tags
Analyst Ratings
Market News
BZI/AAR
From
Benzinga
Fed stress tests see large banks able to handle recession and slide commercial real estate prices
June 28, 2023
Tickers
BAC
BK
C
CFG
Tags
USB
BAC
PNC
From
MarketWatch
Bank stocks rise ahead of Fed stress test results as analyst sees ‘relatively calm’ outcome
June 27, 2023
Tickers
BAC
BKX
C
CFG
Tags
TFC
XLF
KBE
From
MarketWatch
HELOCs are back. Cash-strapped borrowers are tapping into a $33 trillion pile of home equity.
June 26, 2023
Tickers
BAC
CFG
COMP
DJIA
Tags
BAC
PNC
WFC
From
MarketWatch
PacWest lifts bank stocks as it raises more cash from loan sale
June 26, 2023
Tickers
ARES
BAC
BKX
CFG
Tags
PACW
CFG
KRE
From
MarketWatch
Fed official eyes ‘reverse stress tests’ as experts await test results after 2023 bank failures
June 23, 2023
Tickers
CFG
FCNCA
JPM
MS
Tags
FCNCA
PNC
TFC
From
MarketWatch
Student Loan Defaults Set To Rise, Analysts Say It's 'A Sizeable Shock' With Ripple Effects: 5 Stocks to Watch
June 23, 2023
Tickers
CFG
DFS
NAVI
NNI
Tags
CFG
student loans
Economics
From
Benzinga
FDIC studying plan to include smaller U.S. banks in Basel III capital requirements after failures in early 2023
June 22, 2023
Tickers
AXP
BKX
CFG
FCNCA
Tags
AXP
CFG
KRE
From
MarketWatch
Regional Banks Have Begun to Adjust Their Second-Quarter Guidance
June 17, 2023
Tickers
CFG
FITB
KEY
KRE
Tags
TFC
CFG
KRE
From
Motley Fool
This Is the Best Super-Regional Bank Stock for Passive Income Right Now
June 15, 2023
Tickers
CFG
FITB
HBAN
KEY
Tags
HBAN
MTB
KEY
From
Motley Fool
Which Super-Regional Bank Stock Is in the Best Capital Position?
June 08, 2023
Tickers
CFG
FITB
HBAN
KEY
Tags
KEY
MTB
HBAN
From
Motley Fool
10 Financials Stocks Whale Activity In Today's Session
June 05, 2023
Tickers
BAC
BX
C
CFG
Tags
MS
Benzinga
SOFI
From
Benzinga
Regional bank crisis may be far from over, experts warn
May 25, 2023
Tickers
CFG
CMA
FITB
PACW
Tags
FITB
CFG
WAL
From
MarketWatch
Mastercard rolls out its first inclusive credit card for visually impaired consumers in the U.S.
May 24, 2023
Tickers
CFG
MA
Tags
MA
CFG
From
MarketWatch
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