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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
Bond Fund Seminar
RSVP-Signup Form
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Featured Quarterly Newsletter
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Colgate to keep raising prices as inflation slows to boost margins and profit
July 28, 2023
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CL
SPX
XLP
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From
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iPhone US Shipments Take A Hit, Does Social Media Algorithm Impact Political Beliefs? Research Reveals Answer, Disney Joins Netflix To Crack Down Password Sharing In India: Today's Top Stories
July 28, 2023
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Colgate-Palmolive Stock Slips After Q2 Earnings: What's Going On?
July 28, 2023
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Here’s the surprising reason the tech stock rally may have room to run, says a Fidelity strategist
July 28, 2023
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Earnings Scheduled For July 28, 2023
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Colgate-Palmolive Likely To Post Higher Q2 Earnings; Here's A Look At Recent Price Target Changes By The Most Accurate Analysts
July 28, 2023
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A Preview Of Colgate-Palmolive's Earnings
July 27, 2023
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Colgate-Palmolive's Debt Overview
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Is Colgate-Palmolive's Dividend Safe?
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3 Blue-Chip Stocks That Have Big Investors Running for the Exit
June 30, 2023
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3 Dividend Stocks That Could Pay You Forever
June 22, 2023
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3 Undervalued Consumer Stocks to Buy in June
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Fed Putting Brakes On Rate Hikes Could Be Godsend For These Dividend-Paying Stocks — What You Need To Know
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You’re probably brushing your teeth wrong, this dentist says — which has tongues wagging
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4 Dividend Stocks to Play Defense
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May 29, 2023
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7 Safe-Haven Stocks to Buy for Protection From a U.S. Debt Default Disaster
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A Bullish Sign Appears On Colgate-Palmolive's Chart
May 16, 2023
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3 Dividend Stocks to Buy as the Consumer Sector Rebounds in 2023
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May 09, 2023
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Colgate-Palmolive Tops Q1 Expectations, Reveals Confidence In Growth Expectations Despite Uncertain Operating Environment
April 28, 2023
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Earnings Scheduled For April 28, 2023
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Colgate-Palmolive’s stock pops after earnings beat as company raises prices by double-digits
April 28, 2023
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Nasdaq, S&P 500 Futures Slide As Amazon, Other Tech Earnings Disappoint: Analyst Sees Fed Spoiling The Party Further
April 28, 2023
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April 27, 2023
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