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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
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Bitcoin Remains Above This Key Level; Arweave Emerges As Top Gainer
February 01, 2023
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BITCOMP
BTC
USD-BITSTAMP
Tags
Benzinga
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January 27, 2023
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USD-BITSTAMP
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January 26, 2023
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Tags
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Ethereum Falls Below This Key Level; Lido DAO Becomes Top Loser
January 25, 2023
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Tags
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Bitcoin Nears This Key Level; Threshold Emerges As Top Gainer
January 24, 2023
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USD-BITSTAMP
Tags
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From
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January 23, 2023
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Tags
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Bitcoin Surpasses This Key Level; Nexo, Synthetix Among Top Gainers
January 20, 2023
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Ethereum Drops Below This Key Level; Gala Becomes Top Loser
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January 18, 2023
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Bitcoin Tops $18,000 Following Inflation Data; Avalanche, NEAR Protocol Among Top Gainers
January 12, 2023
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Tags
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January 11, 2023
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January 10, 2023
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Bitcoin Tops This Key Level; Gala, Solana Among Top Gainers
January 09, 2023
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BTC
USD-BITSTAMP
Tags
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Benzinga
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Ethereum Remains Above This Key Level; TRON Becomes Top Loser
January 06, 2023
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Tags
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January 05, 2023
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January 04, 2023
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Tags
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Crypto Market Cap Tops $800 Billion; Kava, Solana Among Top Gainers
January 03, 2023
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December 30, 2022
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December 29, 2022
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Tags
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December 28, 2022
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Bitcoin Moves Higher But Remains Below $17,000; THORChain Emerges As Top Gainer
December 23, 2022
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BTC
USD-BITSTAMP
Tags
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$ETH
$XMR
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Ethereum Falls But Remains Above This Key Level; Neutrino USD, Dogecoin Among Top Gainers
December 22, 2022
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Tags
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December 21, 2022
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BTC
USD-BITSTAMP
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December 20, 2022
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Tags
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December 19, 2022
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Tags
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Bitcoin Records Losses But Remains Above This Key Level; Trust Wallet Token, Algorand Among Top Losers
December 16, 2022
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Tags
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From
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