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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
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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
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Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
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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 ChargePoint Hldgs Stands With Analysts
March 03, 2023
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CHPT
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Benzinga
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From
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CHPT Stock Price Predictions: The Case for ChargePoint Hitting $14
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Why ChargePoint's Dip Is Your Ticket To Electric Profits: What 2 Analysts Think
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March 03, 2023
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March 03, 2023
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Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Friday
March 03, 2023
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US Stocks Look To Snap String Of Weekly Losses As Futures Signal Positive Start Ahead Of Service Sector Data, Fed Speeches
March 03, 2023
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Dell, Zscaler, Marvell Technology And Other Big Stocks Moving Lower In Friday's Pre-Market Session
March 03, 2023
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Tesla, Apple, C3.ai, ChargePoint, Costco: Why These 5 Stocks Are Drawing Investors' Attention Today
March 02, 2023
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Shareholders Are Miffed at These 2 Stocks Thursday Night
March 02, 2023
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March 02, 2023
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March 02, 2023
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Blink Charging Shifting Revenue With Multiple Business Model And Channel Checks Keeps Analyst At Sidelines
March 02, 2023
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March 01, 2023
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I Asked ChatGPT for 10 EV Stocks to Buy. Here’s What It Recommended.
February 27, 2023
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Why Shares of Rivian, Lucid, and ChargePoint Are Losing Ground Today
February 24, 2023
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February 24, 2023
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EVgo Layoffs 2023: What to Know About the Latest EVGO Job Cuts
February 24, 2023
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3 Top EV Stocks with Some Serious Range to Move Higher in 2023
February 24, 2023
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Best Stock to Buy: Tesla vs. ChargePoint vs. Plug Power
February 23, 2023
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Why Lucid, Rivian, and ChargePoint Shares Are Getting Crushed Today
February 21, 2023
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7 Stocks to Watch as Electric Vehicle Adoption Takes Off
February 20, 2023
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CHPT
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Growth Stocks: 2 Top Stocks to Buy, 1 to Sell Right Now
February 19, 2023
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CHPT
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CHPT
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3 Stocks to Buy for the Future of Electric Vehicles
February 18, 2023
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CHPT
RIVN
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CHPT
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InvestorPlace
A Bull Market Is Coming. 3 Hypergrowth Stocks That Are Worth the Risk
February 18, 2023
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MS
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VOL1
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3 AI Stocks to Buy for the Future of Automation
February 17, 2023
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CHPT
IBM
ICAD
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LMND
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Why ChargePoint, Lucid, and TravelCenters Soared This Week
February 17, 2023
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CHPT
LCID
TA
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