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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
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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TAF sm Program
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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)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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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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‘We are pretty cautious’ as stocks near records, says economist after Fed raises rates to highest level in 22 years
July 26, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD02Y
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
How higher Fed rates for longer could squeeze ability of big companies to pay interest on debt
July 26, 2023
Tickers
COMP
DJIA
LQD
SPX
Tags
LQD
DJIA
SPX
From
MarketWatch
Dow winning streaks typically portend more good times for stocks and the economy. With a few notable exceptions.
July 26, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
DJIA
MSFT
NVDA
From
MarketWatch
Here’s how stocks, bonds and the dollar have traded on every Fed Day over the past year
July 26, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
DJIA
COMP
From
MarketWatch
Boeing’s stock leaps 5% after company’s big revenue and free-cash-flow beats
July 26, 2023
Tickers
BA
DJIA
Tags
BA
DJIA
From
MarketWatch
Newly built U.S. home sales fall in June
July 26, 2023
Tickers
DHI
DJIA
LEN
PHM
Tags
PHM
DJIA
SPX
From
MarketWatch
Stock futures struggle for direction as traders await Fed comments
July 26, 2023
Tickers
BA
COMP
DJIA
EBAY
Tags
T
COMP
GD
From
MarketWatch
It’s the ‘late-day selloff’ in stocks that characterizes Fed days under Powell
July 25, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
DJIA
COMP
From
MarketWatch
Cost of betting against a stock-market crash is cheapest since 2008, says BofA
July 25, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
COMP
DJIA
SPX
From
MarketWatch
Stock-market investors will be focused on this line in Fed policy statement as they look for rate clues
July 25, 2023
Tickers
DJIA
SPX
Tags
SPX
DJIA
DXY
From
MarketWatch
U.S. soft landing is ‘wishful thinking,’ says billionaire businessman Thomas Peterffy. ‘The market should be much lower.’
July 25, 2023
Tickers
AAPL
AMZN
DJIA
GOOG
Tags
DXY
GOOG
NVDA
From
MarketWatch
Zscaler’s stock rallies after analyst upgrades on ‘much higher degree of confidence’
July 25, 2023
Tickers
CHKP
COMP
CRWD
DJIA
Tags
HACK
FTNT
MSFT
From
MarketWatch
This ‘aha moment’ could spark an overnight change in market sentiment, economist says
July 25, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
BX:TMUBMUSD10Y
From
MarketWatch
Dow Theory signals bull market in U.S. stocks has room to run: analysts
July 25, 2023
Tickers
COMP
DJIA
DJT
MS
Tags
DJT
SPX
COMP
From
MarketWatch
Markets have been celebrating disinflation, but it may be bad for stocks
July 25, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
McCarthy says Republicans’ Biden probes are ‘rising to the level of impeachment inquiry’
July 25, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Consumer confidence climbs to 2-year high as inflation slows and recession worries fade
July 25, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
S&P Case-Shiller shows U.S. home prices up for fourth straight month in May
July 25, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
BX:TMUBMUSD10Y
From
MarketWatch
3M swings to large loss but adjusted profit beats by wide margin — and stock surges
July 25, 2023
Tickers
DJIA
MMM
Tags
DJIA
MMM
From
MarketWatch
Microsoft earnings: What to expect as Azure, AI come into focus
July 25, 2023
Tickers
DJIA
GOOG
GOOGL
MSFT
Tags
GOOGL
DJIA
MSFT
From
MarketWatch
One of Wall Street’s biggest bears admits ‘we were wrong’ about 2023 stock-market rally, but refuses to throw in the towel
July 25, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
DJIA
SPX
From
MarketWatch
Here’s what investors should now fear if they’re not worried about a recession
July 25, 2023
Tickers
AAPL
AMC
APE
BABA
Tags
SAVE
TUP
NQ00
From
MarketWatch
Dow strives for 12th day of gains as Microsoft and Alphabet earnings loom
July 25, 2023
Tickers
BA
COMP
DJIA
GE
Tags
V
ES00
MSFT
From
MarketWatch
The $1 trillion ‘wall of worry’ for commercial real estate that spirals through 2027
July 24, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
SPX
DJIA
From
MarketWatch
Overconcentration in U.S. stock market sees fastest rise in 60 years, JPMorgan warns
July 24, 2023
Tickers
AAPL
COMP
DJIA
GOOG
Tags
COMP
SPX
AAPL
From
MarketWatch
Intel may have bottomed, but earnings will show if chip maker can hope to catch up to AMD and Nvidia in AI
July 24, 2023
Tickers
AAPL
AMD
COMP
DJIA
Tags
SPX
AAPL
NVDA
From
MarketWatch
This stock-market sentiment gauge hit a level not seen in over 2 years. But Jefferies says it isn’t a ‘golden indicator’ to the upside
July 24, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Recession at least a year away, economists now say
July 24, 2023
Tickers
DJIA
Tags
DJIA
From
MarketWatch
Stock-market ‘meltup’ will continue as long as there’s no sign of recession, says Steve Eisman of ‘Big Short’ fame
July 24, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
Here are 4 of the biggest changes to the Nasdaq 100 from Monday’s special rebalancing
July 24, 2023
Tickers
AAPL
COMP
DJIA
MSFT
Tags
QQQ
COMP
MSFT
From
MarketWatch
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