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home
about us
Investment Approach
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Form CRS
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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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Why Despegar.com Shares Are Trading Higher By Over 16%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
December 13, 2023
Tickers
ABM
BLBX
BQ
CALM
Tags
PLAB
SVMH
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From
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Largest US Producer Of Fresh Shell Eggs, Cal-Maine Foods Stops Production At Kansas Facility Due To Bird Flu Scare
December 13, 2023
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From
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December 12, 2023
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Tags
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From
MarketWatch
Why Cal-Maine Foods Stock Fell After-Hours
December 12, 2023
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Tags
News
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The 7 Best Dividend Stocks to Buy in December
December 12, 2023
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Tags
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3 Blue-Chip Stocks With Dividend Yields Above 3%
November 07, 2023
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CALM
UL
Tags
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B&G Foods Makes Changes to Payouts to Reflect Current Market Conditions
October 30, 2023
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From
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Campbell Soup Exceeds Expectations with Strong Performance, Driving Profits and Rewarding Investors
October 30, 2023
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CALM
CPB
Tags
Market News
Benzinga
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From
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McCormick & Co Navigates Uncertainty with Confidence, Ensuring Stability for Investors
October 24, 2023
Tickers
CALM
MKC
Tags
CALM
BZI/DP
Dividends
From
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A Dozen Eggs Meant You Were 'Rich' This Year: Now Prices Are In Free Fall
October 05, 2023
Tickers
CALM
FOOD
Tags
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Market News
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Cal-Maine Stock Sinks 7% on Earnings Plunge Driven By Lower Egg Prices
October 04, 2023
Tickers
CALM
Tags
Recent Press Releases
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From
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Expert Ratings for Cal-Maine Foods
October 04, 2023
Tickers
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Tags
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Why Cal-Maine Foods Shares Are Trading Lower By Around 8%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
October 04, 2023
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AGIL
AIRI
ALLG
ALXO
Tags
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PXLW
IKT
From
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Why Cal-Maine Foods Stock Slid 8% on Wednesday Morning
October 04, 2023
Tickers
CALM
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Market News
Recent Press Releases
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Consumer Weakness Hurt These 2 Stocks. Is There More Pain to Come?
October 04, 2023
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HELE
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HELE
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Why Brooge Energy Shares Are Trading Higher By Around 24%; Here Are 20 Stocks Moving Premarket
October 04, 2023
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ATEN
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Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday
October 04, 2023
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ATEN
BCLI
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Tags
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As storm clouds gather over bond market, watch this level on the S&P 500
October 04, 2023
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Cal-Maine Foods, A10 Networks And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
October 04, 2023
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Tags
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Benzinga
Cal-Maine Foods shares crack on diving egg prices, and other movers
October 04, 2023
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DJIA
INTC
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RPM International, Acuity Brands And 3 Stocks To Watch Heading Into Wednesday
October 04, 2023
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Cal-Maine stock drops 15% as plunging egg prices cut into profit
October 03, 2023
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CALM
SPX
Tags
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From
MarketWatch
Why Cal-Maine Foods Stock Dropped After-Hours
October 03, 2023
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CALM
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Earnings Scheduled For October 3, 2023
October 03, 2023
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S&P 500, Nasdaq Futures Waver As Focus Turns To JOLTS Data: Why These Analysts Say Expecting A Strong Q4 This Year Is 'Tricky'
October 03, 2023
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McCormick, Delta Apparel And 3 Stocks To Watch Heading Into Tuesday
October 03, 2023
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DLA
GAIA
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Tags
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Benzinga
Investor Fear Eases Slightly; US Manufacturing PMI Tops Estimates
October 03, 2023
Tickers
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MKC
TRIB
Tags
CALM
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Benzinga
Cal-Maine Likely To Report Sharp Decline In Q1 Earnings; Here's A Look At Recent Price Target Changes By The Most Accurate Analysts
October 03, 2023
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CALM
Tags
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Earnings Preview For Cal-Maine Foods
October 02, 2023
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Tags
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3 Stocks to Avoid This Week
October 02, 2023
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CALM
CVNA
NKE
OPEN
Tags
CALM
CVNA
RH
From
Motley Fool
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