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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
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US Stocks Mixed; Dollar General Posts Upbeat Earnings
June 03, 2025
Tickers
DG
HCAI
MCTR
MODV
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DG
News
Trading Ideas
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Benzinga
Turnaround Brewing At DG
June 03, 2025
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DG
Tags
Market News
DG
Services
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Dollar General Boosts Annual Outlook Despite Ongoing Tariff Uncertainty
June 03, 2025
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DG
NEWS
Tags
General
DG
Top Stories
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Dollar General Corporation Reports Better-Than-Expected Results For Q1 FY’25
June 03, 2025
Tickers
DG
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Stocks / Equities
Services
DG
From
TalkMarkets
US Stocks Likely To Open Lower: Expert Highlights Technical Analysis Showing S&P 500's 'Recovery Is Real' And Not A 'Bull Trap' Or 'Bear Market Rally'
June 03, 2025
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CPB
CRDO
DCI
DG
Tags
Benzinga
Jeremy Siegel
SIG
From
Benzinga
Earnings Scheduled For June 3, 2025
June 03, 2025
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ASAN
BASE
CRWD
CTRN
Tags
MAMA
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Nasdaq Surges Over 100 Points Despite Renewed Trade Concerns: Investor Sentiment Improves, Fear Index Remains In 'Greed' Zone
June 03, 2025
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CPB
DG
FERG
LYRA
Tags
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CPB
Pre/Market Outlook
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Benzinga
Dollar General, Signet Jewelers And 3 Stocks To Watch Heading Into Tuesday
June 03, 2025
Tickers
CRDO
DG
FERG
MLTX
Tags
Market News
DG
FERG
From
Benzinga
Top Wall Street Forecasters Revamp Dollar General Expectations Ahead Of Q1 Earnings
June 03, 2025
Tickers
DG
NEWS
Tags
Trading Ideas
Markets
DG
From
Benzinga
Will Dollar General Or Dollar Tree Stock Keep Rising As Earnings Near?
June 02, 2025
Tickers
COST
DG
DLTR
TGT
Tags
COST
Stocks / Equities
Consumer Goods
From
TalkMarkets
Markets Close In Green On Mostly Quiet Trading Day
June 02, 2025
Tickers
CRWD
DG
Tags
Stocks / Equities
DG
Consumer Goods
From
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Dollar General Q1 Earnings Preview: Could Tariffs Hit Discount Retail Hardest?
June 02, 2025
Tickers
DG
DLTR
Tags
DLTR
Market News
Benzinga
From
Benzinga
A Look Ahead: Dollar Gen's Earnings Forecast
June 02, 2025
Tickers
DG
Tags
DG
Earnings
BZI/EP
From
Benzinga
How To Earn $500 A Month From Dollar General Stock Ahead Of Q1 Earnings
June 02, 2025
Tickers
DG
Tags
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Long Ideas
DG
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Dollar General Stock Is Up More Than 30% in 2025. Time to Buy?
June 01, 2025
Tickers
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^GSPC
DG
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Motley Fool
Should You Buy Dollar General Stock Before June 3?
May 28, 2025
Tickers
DG
Tags
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DG
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PTC Therapeutics To Rally Around 61%? Here Are 10 Top Analyst Forecasts For Tuesday
May 27, 2025
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CHDN
DBVT
DG
DLTR
Tags
CHDN
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TGT
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Where Dollar General Stands With Analysts
May 27, 2025
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DG
Tags
Market News
Benzinga
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Benzinga
Best Stock to Buy Right Now: Walmart vs. Dollar General
May 26, 2025
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DG
WMT
Tags
WMT
DG
Market News
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Dollar General Set For Q1: Analyst Sees Trade-In Momentum, Margin Recovery, Strong Price Gaps Over Rivals
May 23, 2025
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DASH
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Tags
BofA Securities
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Trading Ideas
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Stock Of The Day: Where Will The Dollar General Rally End?
May 21, 2025
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DG
Tags
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DG
Technicals
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Benzinga
Prediction: 5 Dividend Stocks That Could Crush the S&P 500 Over the Next 10 Years
May 21, 2025
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C
COP
DG
HSY
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COP
DG
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Marjorie Taylor Greene Goes Shopping For Tesla, Netflix, UnitedHealth And More: 19 Stocks The Congresswoman Bought
May 20, 2025
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AMD
AMGN
BX
CAH
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NOW
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Congress
From
Benzinga
Top 2 Risk Off Stocks That Are Ticking Portfolio Bombs
May 20, 2025
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CHEF
DG
MTW
NEWS
Tags
Benzinga
RSI
MTW
From
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Why Dollar General Stock Was Moving Higher Today
May 19, 2025
Tickers
C
DG
WMT
Tags
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C
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Dollar General Is Rallying, but Are Investors Overlooking This Vital Growth Story?
May 18, 2025
Tickers
DG
Tags
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Market News
DG
From
Motley Fool
This Stock Is Up Over 8,400% Since Its IPO. Here's Why It's Still a Buy.
May 18, 2025
Tickers
DG
DLTR
FDX
HD
Tags
HD
O
Recent Press Releases
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Motley Fool
Meet Wall Street's Most Prolific Stock-Split Stock Throughout History -- a Company Whose Shares Have Gained Nearly 337,000% in 52 Years
May 14, 2025
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CMCSA
DG
FAST
HD
Tags
Market News
DG
WMT
From
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Looking Into Dollar General's Recent Short Interest
May 13, 2025
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DG
Tags
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Trading Ideas
Short Sellers
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Benzinga
Realty Income Stock Could Soar 20%, According to a Wall Street Analyst. Is It a Buy Now?
May 12, 2025
Tickers
DG
MCO
O
SPGI
Tags
O
SPGI
Recent Press Releases
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