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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
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Back Dated Performance Reports
Quarterly Performance Reports
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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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Investing During Uncertain Times
Read FULL Seminar Here
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IMF expects new housing demand in China to drop by around 50% in the next decade
February 02, 2024
Tags
China Politics
Real estate
China Economy
From
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Japan's Aozora Bank shares hit near 3-year lows on U.S. commercial property losses
February 01, 2024
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February 01, 2024
Tags
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February 01, 2024
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Caixin survey shows China's factory activity expanded for a third month in January, extending divergence with official data
January 31, 2024
Tags
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From
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January 31, 2024
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January 31, 2024
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January 30, 2024
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From
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January 30, 2024
Tags
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From
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January 30, 2024
Tags
Asia Markets
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From
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January 30, 2024
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World News
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From
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Race for China’s EV market could last 3 years, BYD says, claiming it wants to work with Tesla
January 29, 2024
Tags
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From
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January 29, 2024
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January 29, 2024
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January 28, 2024
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China plans to merge 3 bad debt asset managers with its largest sovereign wealth fund, state media reports
January 28, 2024
Tags
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Evergrande shares halted after Hong Kong court orders liquidation
January 28, 2024
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January 27, 2024
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January 26, 2024
Tags
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January 25, 2024
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January 25, 2024
Tags
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Apple takes top spot in China's smartphone market for the first time as Huawei returns to the top 5
January 25, 2024
Tags
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January 25, 2024
Tags
Commercial Real Estate
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January 25, 2024
Tickers
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January 25, 2024
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Market Insider
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From
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China to cut banks' reserve ratio by 50 basis points from Feb. 5
January 24, 2024
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Asia News
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From
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China’s EV players ramp up competition with Tesla using new tech
January 23, 2024
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Alibaba co-founders buy more than $200 million worth of shares, sending stock up
January 23, 2024
Tags
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January 22, 2024
Tags
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From
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