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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
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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
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Quarterly Performance Reports
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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
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
Bond Fund Seminar
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Over $26M Bet On This Biotechnology Stock? Check Out These 4 Stocks Insiders Are Buying
September 18, 2023
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September 15, 2023
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7 EV Stocks That Will Create Long-Term Millionaires
September 14, 2023
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ChargePoint Stock Down 55%: Buy the Dip Before It Skyrockets?
September 14, 2023
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Nasdaq, S&P 500 Futures Wobble On Inflation Data Anxiety: Why This Analyst Isn't Sweating Over A Hot Print
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The 3 Most Buzzworthy Stocks to Buy This Week
September 11, 2023
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Has Patience Run Out for ChargePoint Stock?
September 08, 2023
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OPY
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CHPT
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ChargePoint's Asset-Light Strategy: Analyst On What It Means For Future Revenue And EPS
September 08, 2023
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September 08, 2023
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Is This EV Charging Stock's Business Model in Jeopardy?
September 08, 2023
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September 07, 2023
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F
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Why ChargePoint, Nikola, and Polestar Are All Plunging This Week
September 07, 2023
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ChargePoint's Struggles Amidst EV Boom: What the Lowered Price Target Means for Investors
September 07, 2023
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September 07, 2023
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Why Toro Are Trading Lower By 14%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
September 07, 2023
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Why ChargePoint Stock Is Down Big Today
September 07, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For September 7, 2023
September 07, 2023
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September 07, 2023
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Why Is Palisade Bio (PALI) Stock Down 46% Today?
September 07, 2023
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CHPT
GME
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CHPT
NASDAQ:PALI,NYSE:BROS,NYSE:CHPT,NYSE:GME
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Why Is Dutch Bros (BROS) Stock Down 8% Today?
September 07, 2023
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CHPT
GME
NBSE
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GME
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From
InvestorPlace
ChargePoint Stock Is Selling Off: What's Going On?
September 07, 2023
Tickers
CHPT
Tags
CHPT
Benzinga
why it's moving
From
Benzinga
ChargePoint Layoffs 2023: What to Know About the Latest CHPT Job Cuts
September 07, 2023
Tickers
CHPT
GME
NBSE
SPWH
Tags
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NBSE
CHPT
From
InvestorPlace
11 Industrials Stocks Moving In Thursday's Pre-Market Session
September 07, 2023
Tickers
AREB
ATIF
CHPT
GDC
Tags
ATIF
AREB
GDC
From
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Thursday
September 07, 2023
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ALAR
AMKR
AREB
ARTL
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ALAR
CHPT
VRNT
From
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S&P 500, Nasdaq Futures Point to Another Gloomy Start Amid Rate-Hike Worries — But One Analyst Still Sees A Rosy 2024
September 07, 2023
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AAPL
ABM
AI
CHPT
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Kevin Philip
News
Patrick Harker
From
Benzinga
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