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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Event Schedule
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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
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Why DocuSign Stock Popped Again Today
December 08, 2021
Tickers
DOCU
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Recent Press Releases
DOCU
Market News
From
Motley Fool
What's Going On With DocuSign's Stock Today?
December 08, 2021
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DOCU
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Benzinga
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From Lucid To ChargePoint -- 3 Renewable Growth Stocks Worth Buying in 2022
December 08, 2021
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DOCU
F
GM
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3 Stocks Insiders Are Buying
December 08, 2021
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DOCU
PRGO
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News
PRGO
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From
Benzinga
Bargain-Hunting: 2 Stocks That Were Slammed Recently
December 07, 2021
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DOCU
TSLA
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Recent Press Releases
DOCU
TSLA
From
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DocuSign (DOCU) Q3 2022 Earnings Call Transcript
December 06, 2021
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DOCU
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Market News
Recent Press Releases
DOCU
From
Motley Fool
Why DocuSign Shares Are Rising
December 06, 2021
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DOCU
Benzinga
Trading Ideas
From
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Why DocuSign Bounced Back Today
December 06, 2021
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ARKK
ARKW
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ARKW
ARKK
ARKF
From
Motley Fool
Check Out What Whales Are Doing With DOCU
December 06, 2021
Tickers
DOCU
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Options
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For December 6, 2021
December 06, 2021
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AAL
AAPL
ACEL
AMGN
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TBLA
DOCU
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Twitter Revamp, Randi Zuckerberg On Shiba Inu, Alibaba CFO, Bitcoin Weakness, Elon Musk Wealth Loss: 5 Headlines You May Have Missed From The Weekend
December 06, 2021
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DOCU
FB
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Benzinga
58 Biggest Movers From Friday
December 06, 2021
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Cathie Wood Sells More Shares In Tesla And Buys The Crash In DocuSign On Friday; Here Are Other Key Trades
December 06, 2021
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DOCU
FB
TSLA
Tags
EV Stocks
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From
Benzinga
3 Top Stocks to Buy in the Midst of the Tech Sell-Off
December 05, 2021
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MU
TSM
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Market News
From
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Forget Naysayers, Cathie Wood's ARK Invest Bulks Up On DocuSign After Friday's Bloodbath
December 04, 2021
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ARKK
ARKW
DOCU
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Benzinga
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DOCU
From
Benzinga
3 SaaS Stocks Plummet 25% As The Work-From-Home Trade Fades
December 03, 2021
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ASAN
DOCU
DOMO
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ASAN
DOMO
From
Benzinga
DocuSign Plummets 40%: A Technical Breakdown
December 03, 2021
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DOCU
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3 ARKK Stocks Being Ravaged by Bears That Are Top Picks Now
December 03, 2021
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ARKK
DOCU
ROKU
TDOC
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TDOC
DOCU
Trading Advice
From
InvestorPlace
Adobe stock stumbles toward worst day in 20 months as DocuSign fears spark ‘knee-jerk reaction’
December 03, 2021
Tickers
ADBE
DOCU
SPX
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SPX
DOCU
ADBE
From
MarketWatch
Mid-Afternoon Market Update: DocuSign Drops Following Weak Revenue Forecast; Longeveron Shares Climb
December 03, 2021
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ASAN
BIG
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Benzinga
ARK Innovation fund falls to lowest level in over a year as Nasdaq Composite sinks toward correction
December 03, 2021
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ARKG
ARKK
COMP
DOCU
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QQQ
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Why Tesla Stock Fell Sharply on Friday
December 03, 2021
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DOCU
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12 Information Technology Stocks Moving In Friday's Intraday Session
December 03, 2021
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ASAN
AVCT
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DOCU
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Weekend reads: Santa Claus may come early for stock investors
December 03, 2021
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AMZN
DOCU
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DOCU
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Why Nvidia Shares Are Falling
December 03, 2021
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December 03, 2021
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Mid-Day Market Update: Nasdaq Dips Over 400 Points; Marvell Technology Shares Rise Following Upbeat Earnings
December 03, 2021
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ASAI
ASAN
BIG
CYAD
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CYAD
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December 03, 2021
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AIH
AIRS
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BFRI
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OLLI Stock Alert: Why Ollie’s Bargain Outlet Is Getting Battered Today
December 03, 2021
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DOCU
MRVL
OLLI
SWBI
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MRVL
DOCU
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From
InvestorPlace
DocuSign Whale Trades Spotted
December 03, 2021
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DOCU
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BZI/UOA
DOCU
From
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