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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
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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
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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Back Dated Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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)
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Additional Information
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Investing During Uncertain Times
Read FULL Seminar Here
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CNBC Daily Open: Investors are gearing up for Trump 2.0
January 20, 2025
Tags
China Economy
World Markets
Europe Markets
From
CNBC.com News
Chinese investments in the U.S. have plummeted since Trump's first term. The trend is unlikely to reverse
January 19, 2025
Tags
China Economy
China Markets
Stock markets
From
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A weakening yuan is testing Beijing's resolve as Trump's return fuels tariff worries
January 19, 2025
Tags
Asia Markets
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Asia News
From
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China keeps benchmark lending rates unchanged as it contends with a weakening yuan
January 19, 2025
Tags
Asia Economy
China Economy
China Markets
From
CNBC.com News
CNBC Daily Open: China’s GDP meets official target, Apple has worst day in months
January 17, 2025
Tags
Bank of America Corp
Prices
World Markets
From
CNBC.com News
China's annual GDP growth meets market and government estimates at 5% as stimulus measures kick in
January 16, 2025
Tags
China Economy
China Markets
Asia Economy
From
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China's slowing economy is waiting for more stimulus. Here's how the country plans to boost growth
January 16, 2025
Tags
China Politics
stocks
Markets
From
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January 13, 2025
Tags
Finance
Companies
China Economy
From
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CNBC Daily Open: Good news can just be good news for markets
January 13, 2025
Tickers
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Tags
Interest Rates
Daily Open
JPMorgan Chase & Co
From
CNBC.com News
China's imports post surprise growth in December, exports also beat expectations
January 12, 2025
Tags
Asia Economy
China Economy
China Markets
From
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Why China's central bank has stopped bond purchases
January 10, 2025
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Asia News
Bonds
Central banking
From
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Chinese lenders have a massive challenge at hand: They can't lend enough
January 09, 2025
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Government debt
Economic events
Asia: Business
From
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China's consumer inflation slows further in December, stoking deflation worries
January 08, 2025
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China Economy
China Markets
Asia Economy
From
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While Apple negotiates Indonesia sales ban, another Chinese smartphone maker is entering the country
January 06, 2025
Tags
Technology
Market Insider
Stock markets
From
CNBC.com News
Chinese robot vacuum cleaner company reveals model with an AI-powered arm
January 05, 2025
Tags
stocks
China Politics
Technology: Companies
From
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Foreign phone sales plunge 47% in China spelling trouble for Apple
January 03, 2025
Tags
Smartphones
Apple Inc
iPhone
From
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Apple offers holiday discount in China as Huawei competition heats up
January 02, 2025
Tags
China Economy
iPhone
Entertainment
From
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China's electric car boom is increasingly more about hybrids
January 02, 2025
Tags
Zhejiang Leapmotor Technology Co Ltd
Li Auto Inc
Xpeng Inc
From
CNBC.com News
Alibaba slashes prices on large language models by up to 85% as China AI rivalry heats up
December 31, 2024
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Baidu Inc
AI / Artificial Intelligence
Technology
From
CNBC.com News
China's factory activity growth misses expectations as experts decry insufficient stimulus measures
December 30, 2024
Tags
Asia Economy
Breaking news
Economic events
From
CNBC.com News
China's industrial profits extend decline to a fourth straight month, dropping 7.3%
December 26, 2024
Tags
China Markets
China Economy
Asia Economy
From
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Ahead of Xi Jinping’s visit, Sands China CEO said Macao is becoming a city of sports and entertainment
December 22, 2024
Tickers
LIFE
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China keeps benchmark lending rates steady as Fed signals fewer cuts ahead
December 19, 2024
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Asia Markets
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Chinese self-driving trucking company pivots to generative AI for video games
December 18, 2024
Tags
China Markets
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China Economy
From
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China wants to dominate in AI — and some of its models are already beating their U.S. rivals
December 16, 2024
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NVIDIA Corp
Alphabet Inc
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China's November retail sales miss expectations as economic woes deepen
December 15, 2024
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China stresses plans to boost growth at top agenda-setting meeting
December 12, 2024
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Asia Economy
Breaking news
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From
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China's monetary shift signals economic worries, but 'bazooka-style' stimulus is unlikely, experts say
December 11, 2024
Tags
Asia News
Asia Economy
Asia Markets
From
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China ramps up Wall Street meetings as Trump inauguration looms
December 10, 2024
Tags
Finance
Goldman Sachs BDC Inc
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From
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China's exports, imports miss expectations in November as economic worries deepen
December 09, 2024
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