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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
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Quarterly Performance Reports
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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
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Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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U.S. economy grows at slowest pace in July in five months, S&P says
July 24, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
Dow looks to extend winning streak as central bank decisions and raft of earnings loom
July 24, 2023
Tickers
COMP
DJIA
DPZ
GOOG
Tags
COMP
LOGI
NXPI
From
MarketWatch
Stocks are making a run for record territory. Will the Fed end its rate hikes anyway?
July 23, 2023
Tickers
COMP
DJIA
SPX
TSLA
Tags
DJIA
SPX
COMP
From
MarketWatch
These stock watchers nailed the market’s melt-up, but now they’re bracing for a fall. Here’s what to watch.
July 22, 2023
Tickers
COMP
CVNA
DJIA
KBE
Tags
XLB
TSLA
KRE
From
MarketWatch
U.S. bank lending falls slightly in latest week
July 21, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
‘Liquidity is B.S.!’ Stop using it to explain stock-market moves, economist says
July 21, 2023
Tickers
COMP
DJIA
SPX
Tags
SPX
DJIA
COMP
From
MarketWatch
Here’s why Wall Street has fallen out of love with Tesla — for now
July 21, 2023
Tickers
DJIA
GOOGL
META
NIO
Tags
TSLA
RIVN
SPX
From
MarketWatch
It’s Microsoft’s most consequential earnings in ages — but the future is even brighter
July 21, 2023
Tickers
DJIA
MSFT
Tags
MSFT
DJIA
From
MarketWatch
U.S. equity futures point higher after tech stock stumble
July 21, 2023
Tickers
AXP
COMP
DJIA
IBM
Tags
TSLA
COMP
AXP
From
MarketWatch
Watch the Dow Transports for clues about the economy — not the stock market
July 20, 2023
Tickers
DJIA
DJT
SPX
Tags
SPX
DJIA
DJT
From
MarketWatch
Why U.S. economy is heading to a soft landing, and its stocks may be a better bet than those in China and Europe, says Goldman Sachs
July 20, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
Netflix bonds steady, stock drops after equity investors give thumbs down to revenue forecast
July 20, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
SPX
COMP
From
MarketWatch
Equities are ‘most obvious winner’ of a decade powered by AI, Goldman Sachs says
July 20, 2023
Tickers
COMP
DJIA
GS
SPX
Tags
COMP
DJIA
SPX
From
MarketWatch
Goldman Sachs’s stock powers into positive territory for 2023 as analysts look past mixed Q2
July 20, 2023
Tickers
DJIA
GS
Tags
DJIA
GS
From
MarketWatch
Travelers swings to loss as it books $1.5 billion in catastrophe losses following tornadoes and hail storms
July 20, 2023
Tickers
DJIA
TRV
Tags
TRV
DJIA
From
MarketWatch
Johnson & Johnson’s stock jumps after earnings top estimates and company raises guidance
July 20, 2023
Tickers
ALVO
AMGN
DJIA
JNJ
Tags
DJIA
AMGN
KVUE
From
MarketWatch
Bond market starts to fret about return of inflation on strength of U.S. labor market
July 20, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD03Y
COMP
SPX
From
MarketWatch
U.S. leading index falls for 15th month in a row —and still no recession
July 20, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
Home prices climb to highest level in a year as home listings dwindle
July 20, 2023
Tickers
DJIA
SPX
Tags
BX:TMUBMUSD10Y
SPX
DJIA
From
MarketWatch
Philadelphia Fed’s manufacturing gauge remains in negative territory in July for 11th straight month
July 20, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
BX:TMUBMUSD10Y
From
MarketWatch
Jobless claims drop to two-month low of 228,000
July 20, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
From
MarketWatch
Nasdaq futures slide as Tesla and Netflix results damp earnings optimism
July 20, 2023
Tickers
AAL
BX
COF
COMP
Tags
DJIA
ES00
BX
From
MarketWatch
Investors are the most bullish on stocks since before the 2022 bear market, says Vanguard
July 19, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
SPX
DJIA
From
MarketWatch
The liquidity drain isn’t crashing U.S. markets as feared. Here’s a big reason why.
July 19, 2023
Tickers
COMP
CVNA
DJIA
SPX
Tags
SPX
COMP
CVNA
From
MarketWatch
Bond market’s ‘most accurate’ recession predictor leaves window for downturn open through February
July 19, 2023
Tickers
COMP
DB
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
DXY
From
MarketWatch
Bank stocks in ‘danger zone’ after big July bounce, says top Wall St. technical analyst
July 19, 2023
Tickers
DJIA
GS
KRE
SPX
Tags
GS
KRE
DJIA
From
MarketWatch
‘If you know a recession is coming, why would you hoard workers?’
July 19, 2023
Tickers
DJIA
Tags
DJIA
From
MarketWatch
Stocks in this in this left-behind sector are expected to rally as much as 33%
July 19, 2023
Tickers
AEE
AEP
AES
AMZN
Tags
ETR
CMS
BX:TMUBMUSD10Y
From
MarketWatch
Cisco’s stock climbs as orders seen bottoming, prompting an analyst upgrade
July 19, 2023
Tickers
CSCO
DJIA
NDX
Tags
CSCO
DJIA
NDX
From
MarketWatch
U.S. housing starts retreat in June
July 19, 2023
Tickers
DJIA
SPX
Tags
DJIA
SPX
BX:TMUBMUSD10Y
From
MarketWatch
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