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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
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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)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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Back Dated Performance Reports
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TAF
Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Mortgage Market Trough Likely To Benefit Equifax, Analyst Upgrades Stock
January 08, 2024
Tickers
EFX
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News
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January 08, 2024
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Equifax Named Top Pick For 2024 By Needham, Price Target Raised On Expected Mortgage Rate Tailwinds
January 04, 2024
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January 04, 2024
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AMD To Rally Over 25%? Here Are 10 Top Analyst Forecasts For Thursday
January 04, 2024
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December 29, 2023
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How Is The Market Feeling About Equifax?
December 28, 2023
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Here's How Much $100 Invested In Equifax 5 Years Ago Would Be Worth Today
December 21, 2023
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The Analyst Verdict: Equifax In The Eyes Of 11 Experts
December 18, 2023
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Benzinga
BZI/AAR
EFX
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Snap To Rally Around 36%? Here Are 10 Top Analyst Forecasts For Monday
December 18, 2023
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December 12, 2023
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EFX
Tags
Market News
Benzinga
BZI/SHORTHIST
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Here's How Much $1000 Invested In Equifax 10 Years Ago Would Be Worth Today
December 07, 2023
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December 01, 2023
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Buy now, pay later is more popular than ever this holiday shopping season. Here are 3 potential pitfalls.
November 28, 2023
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Signing up for a store credit card for Black Friday discounts? Think twice — especially this year.
November 22, 2023
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If You Invested $100 In This Stock 10 Years Ago, You Would Have $300 Today
November 21, 2023
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What happens to credit-card debt after you die? Will my mother’s IRA be used to pay off her personal loans?
November 21, 2023
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November 10, 2023
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3 Overvalued Stocks That Might Not Survive the 2024 Market
November 01, 2023
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Americans keep falling behind on their bills — just in time for the holiday shopping season
October 31, 2023
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Analyst Expectations for Equifax's Future
October 20, 2023
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12 Industrials Stocks Moving In Friday's Pre-Market Session
October 20, 2023
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It’s National Get Smart About Credit Day. Here are 7 facts you might not know about credit.
October 19, 2023
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12 Industrials Stocks Moving In Thursday's Pre-Market Session
October 19, 2023
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Stanley Druckenmiller said central banks, not earnings, move markets. Today is the day to pay attention.
October 19, 2023
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Equifax Misses Q3 Street View, Reduces FY23 Outlook Again On Sluggish US Mortgage Market
October 19, 2023
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Netflix shares surge as streaming site hikes prices while Tesla stock slumps after Musk’s comments
October 19, 2023
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10 Industrials Stocks Moving In Wednesday's After-Market Session
October 18, 2023
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Equifax’s stock drops as outlook is cut
October 18, 2023
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Earnings Scheduled For October 18, 2023
October 18, 2023
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