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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
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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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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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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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Unveiling 9 Analyst Insights On CME Gr
January 03, 2024
Tickers
CME
Tags
Analyst Ratings
Market News
BZI/AAR
From
Benzinga
5 Bold Predictions for the Stock Market and More in 2024 -- And Why a Few Will Probably Be Wrong
January 02, 2024
Tickers
CME
IWM
JPM
MS
Tags
MS
Recent Press Releases
IWM
From
Motley Fool
Big Players' Recent Trades in CME Options
December 27, 2023
Tickers
CME
Tags
Markets
Options
Market News
From
Benzinga
If the Fed Lowers Interest Rates in 2024, This Warren Buffett Stock Could Win Big
December 26, 2023
Tickers
BRK-A
BRK-B
CME
JPM
Tags
SPGI
MCO
JPM
From
Motley Fool
4 Things You Need to Know if You Buy Ally Financial Stock Today
December 22, 2023
Tickers
ALLY
CME
Tags
CME
Recent Press Releases
ALLY
From
Motley Fool
Analyzing CME Gr In Comparison To Competitors In Capital Markets Industry
December 20, 2023
Tickers
CME
Tags
News
Market News
CME
From
Benzinga
Upstart: Buy, Sell, or Hold?
December 20, 2023
Tickers
CME
FICO
UPST
Tags
CME
FICO
Recent Press Releases
From
Motley Fool
If You Invested $100 In This Stock 20 Years Ago, You Would Have $1,500 Today
December 19, 2023
Tickers
CME
Tags
Benzinga
CME
Trading Ideas
From
Benzinga
Like Devon Energy's Dividend? You'll Love These Dynamic Dividend Stocks.
December 14, 2023
Tickers
BX
CME
DVN
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DVN
Market News
BX
From
Motley Fool
2 No-Brainer Growth Stocks to Buy With $150 and Hold for 10 Years
December 14, 2023
Tickers
CME
DDOG
FOSL
SNAP
Tags
CME
Market News
DDOG
From
Motley Fool
The S&P 500 Just Did Something It Has Only Done 30 Times Since 1950. History Says the Stock Market Will Do This Next
December 14, 2023
Tickers
CME
JPM
SPGI
Tags
Recent Press Releases
^GSPC
JPM
From
Motley Fool
Here's How Much $1000 Invested In CME Gr 20 Years Ago Would Be Worth Today
December 12, 2023
Tickers
CME
Tags
CME
Trading Ideas
Benzinga
From
Benzinga
1 Unstoppable Stock Set to Join Apple, Microsoft, Amazon, Alphabet, and Nvidia in the $1 Trillion Club in 2024
December 12, 2023
Tickers
AAPL
AMZN
AXP
BAC
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MSFT
BAC
Market News
From
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These are the dividend stocks that will hold up in a weakening economy in 2024, says this highly rated money manager
December 07, 2023
Tickers
AAPL
ABBV
AIZ
AMZN
Tags
UK:FLTR
AIZ
MPISX
From
MarketWatch
Walmart, Las Vegas Sands And 2 Other Stocks Insiders Are Selling
December 06, 2023
Tickers
CME
LVS
TXRH
WMT
Tags
News
Market News
CME
From
Benzinga
2 Super Software Stocks Down 37% and 57% You'll Regret Not Buying on the Dip
December 06, 2023
Tickers
CME
CRM
MSFT
NOW
Tags
WK
MSFT
TEAM
From
Motley Fool
Comparative Study: CME Gr And Industry Competitors In Capital Markets Industry
December 05, 2023
Tickers
CME
Tags
CME
Benzinga
News
From
Benzinga
If You Invested $100 In This Stock 20 Years Ago, You Would Have $1,600 Today
November 22, 2023
Tickers
CME
Tags
Market News
BZI/POD
News
From
Benzinga
Understanding CME Gr's Position In Capital Markets Industry Compared To Competitors
November 21, 2023
Tickers
CME
Tags
Trading Ideas
BZI/IA
Markets
From
Benzinga
Charles Schwab: Buy, Sell, or Hold?
November 18, 2023
Tickers
CME
SCHW
Tags
Recent Press Releases
CME
Market News
From
Motley Fool
The S&P 500 Just Had Its Best Day Since April. But Wall Street Sees Bigger Gains Coming.
November 16, 2023
Tickers
CME
JPM
Tags
JPM
CME
Recent Press Releases
From
Motley Fool
Peering Into CME Gr's Recent Short Interest
November 14, 2023
Tickers
CME
Tags
Short Sellers
Trading Ideas
Market News
From
Benzinga
Three value stock picks from a veteran manager with a good performance record
November 08, 2023
Tickers
BDX
BK
BKX
BRK-B
Tags
BRK/B
CME
SPX
From
MarketWatch
Industry Comparison: Evaluating CME Gr Against Competitors In Capital Markets Industry
November 07, 2023
Tickers
CME
Tags
BZI/IA
Trading Ideas
Markets
From
Benzinga
$1000 Invested In This Stock 20 Years Ago Would Be Worth $16,000 Today
November 02, 2023
Tickers
CME
Tags
News
BZI/POD
Market News
From
Benzinga
McCormick, CME Group And 2 Other Stocks Insiders Are Selling
October 30, 2023
Tickers
ABNB
CME
MKC
MRNA
Tags
Markets
Pre/Market Outlook
Trading Ideas
From
Benzinga
CME Group Analysts Increase Their Forecasts After Upbeat Earnings
October 26, 2023
Tickers
CME
Tags
Price Target
CME
Intraday Update
From
Benzinga
CME Posts Mixed Q3 Results Amid Accelerating Geopolitical Uncertainty
October 25, 2023
Tickers
CME
Tags
Earnings
Markets
Briefs
From
Benzinga
Assessing CME Gr's Performance Against Competitors In Capital Markets Industry
October 24, 2023
Tickers
CME
Tags
News
Market News
CME
From
Benzinga
Investor Risk Sentiment Wavers Amid War, Interest Rate Concerns; Tesla Earnings Disappoint: The Week In The Markets
October 20, 2023
Tickers
ABBV
ADP
AMZN
ASIA
Tags
Asia
Broad U/S/ Equity ETFs
MA
From
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