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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
Total Asset Fund (TAF)
TAF sm Program
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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EVENTS
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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Larry Summers says U.K. debt market stress could be the ‘tremor’ signaling global economic ‘earthquake’
October 14, 2022
Tags
DXY
BX:TMBMKGB/10Y
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October 14, 2022
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October 14, 2022
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Thursday was ‘one of the craziest days of my career’ in markets, says BlackRock’s Rick Rieder
October 13, 2022
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Tags
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DXY
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The bank best positioned for upcoming earnings is the most criticized one in Washington, says this Bank of America analyst
October 13, 2022
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AMZN
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Tags
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From
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Expect job-market strength to persist despite labor costs pinching company earnings
October 13, 2022
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JPM
META
Tags
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DXY
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Here are the companies and sectors that are most vulnerable to the strong dollar this earnings season
October 12, 2022
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ABC
AMAT
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Tags
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5 trends you need to follow this earnings season to make sure your investments are on track
October 12, 2022
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GOOG
GOOGL
LEVI
Tags
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MKC
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ECB’s Lagarde calls for more international ‘cooperation’ in tackling inflation
October 12, 2022
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DXY
From
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This chart reveals the most important, but overlooked driver for financial markets right now
October 12, 2022
Tags
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From
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Gold, silver slip as 10-year Treasury yield nears 4%
October 12, 2022
Tags
GCZ22
PAZ22
HGZ22
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Here’s why U.S. stocks have more room to fall, says one fund manager — and where to find what will break next
October 12, 2022
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Nomura strategist: British bond market turmoil is sign of sickness growing in markets
October 11, 2022
Tags
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From
MarketWatch
This industry could be worth $180 billion by 2040. Citigroup offers four stock names to play it, and a few more to think about.
October 11, 2022
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Tags
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Leading indicators show inflation is slowing, but Fed policy makers are too busy looking in rearview mirror to notice
October 11, 2022
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SPX
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Dow futures drop over 200 points, pointing to fifth day of declines, as Treasury yields push back to cycle highs
October 11, 2022
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Here’s how you’ll know stock-market lows are finally here, says legendary investor who called ’87 crash
October 10, 2022
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Gold, silver retreat after logging back-to-back weekly gains
October 10, 2022
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Get ready for a stormy earnings season with these 12 stocks from Goldman and other strategists.
October 10, 2022
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AMD
AMZN
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HD
EA
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Stocks in line for fourth day of losses amid Fed hiking gloom
October 10, 2022
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COMP
DJIA
JPM
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ES00
VIX
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4 ways to corral a rampaging U.S. dollar — and why none of them are ideal
October 07, 2022
Tags
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MarketWatch
Here’s how stock-market investors are reading a still strong U.S. September jobs report
October 07, 2022
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COMP
DJIA
SPX
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COMP
GCZ23
BX:TMUBMUSD02Y
From
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Gold, silver soften after September jobs report
October 07, 2022
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HGF23
PAZ22
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MarketWatch
There’s a good bet to be made in this ‘un-investable’ country, says UBS
October 07, 2022
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AMC
AMD
APE
Tags
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From
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Yellen: Important to recognize there are international spillovers from central bank tightening in advanced countries
October 06, 2022
Tags
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From
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IMF chief says central banks must keep tightening despite recession risks
October 06, 2022
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From
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Gold, silver trade modestly higher as investors look to jobs report for potential boost
October 06, 2022
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An era of scarcity is coming. Three stocks to ride out stickier-for-longer inflation, from this fund manager.
October 06, 2022
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ADM
AMC
AMZN
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INFL
BX:TMUBMUSD02Y
ES00
From
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Gold, silver pull back after sharp rally as dollar, Treasury yields edge up
October 05, 2022
Tags
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SIZ22
PLF23
From
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U.S. stock futures weaken after best start to a quarter since 1938
October 05, 2022
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COMP
DJIA
SPX
VIX
Tags
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COMP
YM00
From
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