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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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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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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
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DOCU Stock Alert: What to Know About DocuSign’s New CEO
September 23, 2022
Tickers
CG
DOCU
GOOG
GOOGL
Tags
CG
NASDAQ:DOCU,NASDAQ:GOOG,NASDAQ:GOOGL,NASDAQ:CG
GOOG
From
InvestorPlace
Why DocuSign Stock Is Moving After Hours
September 22, 2022
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DOCU
GOOG
Tags
Movers
Management
GOOG
From
Benzinga
3 Top Growth Stocks That Are Screaming Buys Right Now
September 21, 2022
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DOCU
LULU
MNST
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Recent Press Releases
DOCU
LULU
From
Motley Fool
5 High-Conviction Stocks to Buy in the Next Market Correction
September 19, 2022
Tickers
CMG
DOCU
LULU
OKTA
Tags
Recent Press Releases
DOCU
^GSPC
From
Motley Fool
Adobe’s stock got slammed for spending $20 billion on Figma. But it now owns a rare company.
September 17, 2022
Tickers
ADBE
COUP
DOCU
FIVN
Tags
DOCU
FIVN
RNG
From
MarketWatch
Why Datadog, Okta, and DocuSign Plunged Today
September 16, 2022
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DDOG
DOCU
FDX
OKTA
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OKTA
DDOG
Market News
From
Motley Fool
Is DocuSign Stock a Buy?
September 15, 2022
Tickers
DOCU
Tags
DOCU
Recent Press Releases
Market News
From
Motley Fool
7 Tech Stock Picks to Beat the September Market Slump
September 15, 2022
Tickers
ADBE
CRWD
DOCU
GOOGL
Tags
NASDAQ:ADBE,NASDAQ:CRWD,NASDAQ:DOCU,NASDAQ:GOOGL,NYSE:HPQ,NASDAQ:META,NASDAQ:ZS
HPQ
DOCU
From
InvestorPlace
Taking Apart DocuSign's Recent Quarter
September 14, 2022
Tickers
ASAN
BILI
CASY
DOCU
Tags
RH
PATH
CASY
From
Motley Fool
DocuSign Stock Soars After Better-Than-Feared Quarter
September 13, 2022
Tickers
DOCU
Tags
Market News
DOCU
Recent Press Releases
From
Motley Fool
Why DocuSign, CrowdStrike, and Alphabet Stocks All Flopped Today
September 13, 2022
Tickers
CRWD
DOCU
GOOG
GOOGL
Tags
GOOG
DOCU
Recent Press Releases
From
Motley Fool
Why DocuSign Stock Continued to Rally on Monday Morning
September 12, 2022
Tickers
DOCU
JPM
Tags
Market News
JPM
Recent Press Releases
From
Motley Fool
10 Information Technology Stocks Whale Activity In Today's Session
September 12, 2022
Tickers
AAPL
ADBE
AMD
BILL
Tags
CRWD
AAPL
BZI/AUOA
From
Benzinga
Kroger, DocuSign And Other Big Gainers From Friday
September 12, 2022
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AFRM
AMC
BHC
BMBL
Tags
News
BHC
KR
From
Benzinga
Why Immunocore Shares Dipped 22%; Here Are 73 Biggest Movers From Friday
September 12, 2022
Tickers
ADTX
AHI
AKRO
ALEC
Tags
PROK
KR
BIAF
From
Benzinga
DocuSign Might Be Finding Its Feet, but Is the Stock a Buy Now?
September 11, 2022
Tickers
DOCU
Tags
Recent Press Releases
DOCU
Market News
From
Motley Fool
Is DocuSign Stock a Buy Now?
September 10, 2022
Tickers
ADBE
DBX
DOCU
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ADBE
Recent Press Releases
DOCU
From
Motley Fool
Why DocuSign Stock Was Soaring Earlier Today
September 09, 2022
Tickers
DOCU
Tags
DOCU
Recent Press Releases
Market News
From
Motley Fool
10 Information Technology Stocks Whale Activity In Today's Session
September 09, 2022
Tickers
AAPL
AMD
COUP
CRM
Tags
ZS
RIOT
MSFT
From
Benzinga
A Weaker U.S. Dollar Helps Strengthen Stocks
September 09, 2022
Tickers
AOUT
DOCU
KR
NAVI
Tags
Benzinga
AOUT
SWBI
From
Benzinga
Why Zscaler Is Trading Higher By Around 19%, Here Are 44 Stocks Moving In Friday's Mid-Day Session
September 09, 2022
Tickers
AHI
ALEC
ANVS
ARAV
Tags
MOGU
ODV
SWBI
From
Benzinga
DocuSign Shares Gain On 'Better-Than-Feared' Earnings Beat: 5 Analysts Chime In
September 09, 2022
Tickers
DOCU
Tags
Price Target
Analyst Ratings
Scott Berg
From
Benzinga
InMed Pharmaceuticals (INM) Stock Soars 32% on R&D Updates
September 09, 2022
Tickers
CFVI
DOCU
INM
Tags
INM
CFVI
Today's Market
From
InvestorPlace
Why Is DocuSign (DOCU) Stock Surging Today?
September 09, 2022
Tickers
DOCU
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Market News
Today's Market
NASDAQ:DOCU
From
InvestorPlace
Nasdaq Comeback Stocks That Soared Friday
September 09, 2022
Tickers
DOCU
ZS
Tags
Market News
^IXIC
ZS
From
Motley Fool
11 Information Technology Stocks Moving In Friday's Pre-Market Session
September 09, 2022
Tickers
CORZ
DOCU
INPX
MIGI
Tags
SDIG
SMAR
MIGI
From
Benzinga
DocuSign, Zscaler And Some Other Big Stocks Recording Gains In Today's Pre-Market Session
September 09, 2022
Tickers
COIN
CORZ
DHT
DOCU
Tags
Trading Ideas
ZS
RIOT
From
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Friday
September 09, 2022
Tickers
AYLA
BITI
CLBT
DMS
Tags
IMUX
PIXY
DOCU
From
InvestorPlace
Why Zumiez Is Trading Lower By 14%; Here Are 20 Stocks Moving Premarket
September 09, 2022
Tickers
AYLA
CEMI
COIN
CORZ
Tags
Trading Ideas
DOCU
QTNT
From
Benzinga
DocuSign (DOCU) Q2 2023 Earnings Call Transcript
September 08, 2022
Tickers
DOCU
Tags
DOCU
Recent Press Releases
Market News
From
Motley Fool
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