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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
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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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
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Event Schedule
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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
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What Is Going on With Credit Suisse (CS) Stock Today?
November 23, 2022
Tickers
CS
Tags
CS
Today's Market
NYSE:CS
From
InvestorPlace
Manchester United Explores Strategic Alternatives, HP Slashes Workforce After Slower Sales Growth, Second Avatar Movie To Release In China: Top Stories Wednesday, Nov. 23
November 23, 2022
Tickers
AAPL
AMZN
BBY
BIDU
Tags
Benzinga
HPQ
BYDDF
From
Benzinga
Credit Suisse shareholders back $4.2 billion capital raise
November 23, 2022
Tickers
CS
Tags
CS
CH:CSGN
From
MarketWatch
Troubled Lender Credit Suisse Flags Massive Loss For Q4 As It Speeds Up Turnaround Plans
November 23, 2022
Tickers
APO
CS
Tags
Market News
APO
Benzinga
From
Benzinga
Credit Suisse flags $1.6 billion 4Q loss as wealth management comes under strain
November 23, 2022
Tickers
APO
CS
Tags
CH:CSGN
APO
CS
From
MarketWatch
Everyone's Down On Credit Suisse. Here's Why I Love It.
November 18, 2022
Tickers
CS
Tags
CS
Market News
Recent Press Releases
From
Motley Fool
7 Stocks Rattled by Corporate Scandals and Shenanigans in 2022
November 16, 2022
Tickers
ARKK
BBBY
CS
ERIC
Tags
TSP
Hot Stocks
CS
From
InvestorPlace
Credit Suisse strikes deal to sell securitized-products group to Apollo
November 15, 2022
Tickers
APO
CS
Tags
CH:CSGN
IN:508869
APO
From
MarketWatch
Stock Brokerages Canceling Cannabis? JP Morgan And Credit Suisse Issue Controversial Statements — But Some Brokers Remain
November 10, 2022
Tickers
ACB
CGC
CS
JPM
Tags
TLRY
JPM
Benzinga
From
Benzinga
Job Cuts 2022: Are Layoffs Good or Bad for Stocks?
November 04, 2022
Tickers
CS
OPEN
Tags
OPEN
Today's Market
CS
From
InvestorPlace
M&A Activity Plunges In Echo Of Great Recession: Here's What Apollo Global Management Just Said About Its Latest Deal
November 02, 2022
Tickers
APO
BX
CS
EMR
Tags
BX
Market News
Marc Rowan
From
Benzinga
Downsizing At Twitter After Musk Takeover, Big Pharma Chains To Pay $14B In Opioid Claims, Tesla Shutters 1st Showroom In China: Top Stories Wednesday, Nov. 02
November 02, 2022
Tickers
ACI
AMZN
CS
CVS
Tags
Tech
Health Care
WMT
From
Benzinga
Middle Eastern Investors May Own A Fourth In Credit Suisse, As Qatar Investment Mulls Raising Stake
November 02, 2022
Tickers
CS
Tags
Financing
News
CS
From
Benzinga
Tesla Explored Minority Stake In Glencore, TuSimple Fires Its CEO Amid Regulatory Scrutiny, Twitter Could Reportedly Lose A Fourth Of Its Employees After Takeover: Top Stories Monday, Oct. 31
October 31, 2022
Tickers
AAPL
BX
CS
EMR
Tags
TSLA
PCRFF
Markets
From
Benzinga
Credit Suisse Outlines Details On $4B Capital Raise Plan
October 31, 2022
Tickers
CS
Tags
Movers
Briefs
Market News
From
Benzinga
Earnings Scheduled For October 31, 2022
October 31, 2022
Tickers
ACHC
ADUS
AFL
ALX
Tags
AFL
HLF
BSM
From
Benzinga
How AMC Stock Could Fall 85% From Here
October 28, 2022
Tickers
AMC
AMZN
APE
CS
Tags
AMC
AMZN
CS
From
InvestorPlace
Why Pinterest Shares Are Trading Higher; Here Are 27 Stocks Moving Premarket
October 28, 2022
Tickers
AGLE
AMZN
CORZ
CS
Tags
CS
NUZE
ZVO
From
Benzinga
Why Meta Platforms Shares Dipped Around 25%; Here Are 77 Biggest Movers From Yesterday
October 28, 2022
Tickers
AAN
ACOR
AEG
AGFS
Tags
ARCH
RVSN
Pre/Market Outlook
From
Benzinga
Why Shares of Credit Suisse, Horizon Bancorp, and First Foundation Are Falling This Week
October 27, 2022
Tickers
CS
FFWM
HBNC
Tags
Recent Press Releases
FFWM
HBNC
From
Motley Fool
Looking Into Credit Suisse Group's Recent Short Interest
October 27, 2022
Tickers
CS
Tags
Trading Ideas
Benzinga
Short Ideas
From
Benzinga
Why UserTesting Shares Are Trading Higher By Around 93%? Here Are 53 Stocks Moving In Thursday's Mid-Day Session
October 27, 2022
Tickers
AAN
ACOR
AEG
AGFS
Tags
HCTI
Trading Ideas
UAVS
From
Benzinga
Why Is ServiceNow (NOW) Stock Up 12% Today?
October 27, 2022
Tickers
AIMC
CS
NOW
TSLA
Tags
AIMC
Market News
CS
From
InvestorPlace
Credit Suisse Group Unusual Options Activity For October 27
October 27, 2022
Tickers
CS
Tags
Benzinga
Market News
BZI/UOA
From
Benzinga
Credit Suisse (CS) Stock Falls 19% on Layoffs, $4 Billion Loss
October 27, 2022
Tickers
CS
Tags
Market News
NYSE:CS
Today's Market
From
InvestorPlace
Credit Suisse, Meta Platforms, Wolfspeed And Some Other Big Stocks Moving Lower On Thursday
October 27, 2022
Tickers
ALGN
AMED
BW
CLBK
Tags
News
META
FORM
From
Benzinga
Why Shares of Credit Suisse Are Falling Today
October 27, 2022
Tickers
CS
Tags
Market News
CS
Recent Press Releases
From
Motley Fool
Elon Musk & Philippine Billionaire Come Together For Satellite Internet Service In Southeast Asia, Disney May Track Your Theme Park Preferences, Struggling Credit Suisse Reveals Business Overhaul: Top
October 27, 2022
Tickers
AEG
BA
CS
DIS
Tags
Media
SSNLF
AEG
From
Benzinga
Struggling Credit Suisse Reveals Significant Business Overhaul, Planned Investment From Saudi, Shares Crash
October 27, 2022
Tickers
CS
Tags
Financing
News
why it's moving
From
Benzinga
Credit Suisse shares are trading lower after the company reported a $4 billion loss and announced a restructuring plan, which include headcount reductions and a spinoff of its investment bank. The com
October 27, 2022
Tickers
CS
Tags
WIIM
CS
Benzinga
From
Benzinga
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