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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
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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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Earnings Scheduled For June 6, 2022
June 06, 2022
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Benzinga
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June 06, 2022
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June 03, 2022
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Benzinga
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Benzinga's Top Ratings Upgrades, Downgrades For May 20, 2022
May 20, 2022
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APYX
BILL
BIOL
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From
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Billionaire Dan Loeb Sold Off Disney (DIS) Stock. Here’s Why.
May 17, 2022
Tickers
COUP
DIS
OPEN
RH
Tags
COUP
DIS
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From
InvestorPlace
Analyst Ratings for Coupa Software
May 16, 2022
Tickers
COUP
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Benzinga
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Analyst Ratings
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10 Information Technology Stocks With Whale Alerts In Today's Session
May 04, 2022
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CRM
CRSR
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CRM
From
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10 Information Technology Stocks Whale Activity In Today's Session
April 22, 2022
Tickers
AFRM
AMD
COUP
HEAR
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AFRM
Benzinga
HEAR
From
Benzinga
Raymond James Says Coupa Beat Oracle and SAP In Software Market Share Gains
April 18, 2022
Tickers
COUP
ORCL
SAP
TECH
Tags
Benzinga
Briefs
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From
Benzinga
5 Stocks to Buy Now if You Believe in These Analyst Upgrades
April 14, 2022
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From
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Long-Term Opportunity Among Reasons Evercore ISI Upgrades Coupa Software
April 07, 2022
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Benzinga's Top Ratings Upgrades, Downgrades For April 7, 2022
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10 Biggest Price Target Changes For Thursday
April 07, 2022
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Action In Coupa Software After Private Equity Firm Agrees To Buy Anaplan
March 22, 2022
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Why Coupa Software Bounced Back Strongly Today
March 21, 2022
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Here's How Much $1000 Invested In Coupa Software 5 Years Ago Would Be Worth Today
March 16, 2022
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68 Biggest Movers From Yesterday
March 16, 2022
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Why Coupa Software Stock Crumbled Again Today
March 15, 2022
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4 Top Stock Trades for Wednesday: Oil, TSLA, COUP, BABA
March 15, 2022
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This Is What Whales Are Betting On Coupa Software
March 15, 2022
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PreMarket Prep Stock Of The Day: Bottom Fishing With Coupa Software
March 15, 2022
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Coupa Analysts Unanimously Think Shares Are Fairly Valued Following Post-Earnings Sell-off; 'Improvement Will Take Time'
March 15, 2022
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12 Information Technology Stocks Moving In Tuesday's Intraday Session
March 15, 2022
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CTK
EVLV
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What 16 Analyst Ratings Have To Say About Coupa Software
March 15, 2022
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March 15, 2022
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Why Is GameStop (GME) Stock Up Today?
March 15, 2022
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McDonald’s Stock Fans Are Lurking Below For Support
March 15, 2022
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COUP
LYFT
MCD
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UBER
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From
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Why Coupa Software Shares Are Falling Today
March 15, 2022
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12 Information Technology Stocks Moving In Tuesday's Pre-Market Session
March 15, 2022
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From
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