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home
about us
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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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Client Information
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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Asia's central banks face a formidable challenge: An ascendant U.S. dollar
January 08, 2025
Tags
U/S/ Dollar
Central banking
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Central Banks
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December 20, 2024
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December 20, 2024
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December 19, 2024
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December 19, 2024
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December 19, 2024
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December 19, 2024
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Bank of England
Europe Markets
Central banking
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Bank of Japan holds rates at 0.25%
December 18, 2024
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Bank of Japan
From
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Fed cuts by a quarter point, indicates fewer reductions ahead
December 18, 2024
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Breaking News: Markets
Markets
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December 18, 2024
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December 18, 2024
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Economy
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December 16, 2024
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Europe Markets
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December 13, 2024
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December 12, 2024
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December 12, 2024
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European Central Bank heads for last rate cut of year — but jumbo move seems off the table
December 11, 2024
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Central Banks
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Markets
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Powell says he's not worried about the Fed losing its independence under Trump
December 04, 2024
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US: News
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Watch Fed Chair Jerome Powell speak live at the Dealbook conference
December 04, 2024
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US: News
From
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Bank of England's Bailey signals four interest rate cuts in 2025 if inflation cools
December 04, 2024
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Euro zone inflation climbs to 2.3% in November, meeting expectations
November 29, 2024
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Europe Markets
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New Zealand expectedly lowers benchmark rate by 50 basis points in its third straight cut
November 26, 2024
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Central banking
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Markets
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European Central Bank warns rising trade tensions increased risks to financial stability
November 20, 2024
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Watch Fed Chair Powell speak live to business leaders in the Dallas area
November 14, 2024
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Economy
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India’s central bank chief warns growing risk of global inflation returning
November 14, 2024
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Inflation
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'The market is right': Former Fed policymaker Mester sees fewer rate cuts next year after Trump's victory
November 12, 2024
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Interest Rates
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The Federal Reserve cuts interest rates by a quarter point after election. Here's what that means for you
November 07, 2024
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Brits brace for higher mortgage payments despite Bank of England seen cutting rates
November 06, 2024
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Central banking
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Australia's central bank keeps rates unchanged at 4.35%
November 04, 2024
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