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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)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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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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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Is CLOV Stock a Buy at 52-Week Lows? 3 Analysts Weigh In on Clover Health.
February 23, 2022
Tickers
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CLOV
Today's Market
Market News
From
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7 Popular Stocks That Pros Agree You Should Punt From Your Portfolio
February 23, 2022
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IPOF Stock Keeps Heating Up as SpaceX SPAC Merger Rumors Persist
February 22, 2022
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Thinking About Buying Stock In Clover Health, Jumia Or Lemonade?
February 22, 2022
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LMND
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Benzinga
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February 16, 2022
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BRCC
CFVI
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A Buyout May Be the Best Hope for Clover Health Now
February 08, 2022
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10 Fintech Stocks To Own Until 2032 and Beyond
February 08, 2022
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SoFi Gets Bank License, But That’s Not Necessarily a Good Thing
February 04, 2022
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CLOV
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Upcoming IPOs & SPACs to Buy Now
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AMD Stock Price Predictions: Why Analysts See A Bright Future for Advanced Micro Devices
February 02, 2022
Tickers
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CLOV
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CLOV
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CLOV Stock Price Predictions: Why One Analyst See Clover Health Shares Hitting $7
February 02, 2022
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GOOG
GOOGL
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Expert Ratings For Clover Health Investments
February 02, 2022
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Benzinga's Top Ratings Upgrades, Downgrades For February 2, 2022
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February 02, 2022
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10 Biggest Price Target Changes For Wednesday
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January 26, 2022
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At Below $3 Clover Health Stock May Be Worth It as a Moonshot
January 24, 2022
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Clover Health Stock Remains a High-Risk High-Reward Play
January 24, 2022
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Membership Growth Is Making Clover Health a More Convincing Investment
January 19, 2022
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Benzinga's Top Ratings Upgrades, Downgrades For January 19, 2022
January 19, 2022
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ADSE
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Why Chamath Palihapitiya Is Facing Backlash For His Comments On Uyghur Genocide
January 18, 2022
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Clover Health Stock Investors Will Need to Buy Into Tech Chief’s Vision
January 18, 2022
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CLOV
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JPM
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Camber Energy, Clover Health, Globalstar Stocks Continue Lower In Key Trend: Will The Bloodbath End?
January 14, 2022
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CLOV
GSAT
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Clover Health Desperately Needs Triage, but It Isn’t Doomed Yet
January 14, 2022
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Polestar Looks Like the Right EV Stock At the Wrong Time
January 13, 2022
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RCL Stock Pressured by Hindenburg Short: 7 Things to Know
January 10, 2022
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Why Clover Health Tumbled Another 25% in December
January 10, 2022
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CLOV
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Motley Fool
CLOV Stock Alert: 4 Things to Know as Clover Health Hits an All-Time Low
January 07, 2022
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DeskTop Metal Shares Are Still Off Limits to Buyers
January 07, 2022
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January 07, 2022
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January 06, 2022
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