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home
about us
Investment Approach
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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
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TAF sm Program
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Quarterly Performance Reports
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MVS Program
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Global Investors Continue to Flock Towards Brazil
March 23, 2022
Tickers
EMQQ
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From
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March 22, 2022
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March 21, 2022
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March 18, 2022
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As the Fed launched its first rate hike in four years, China ETFs explode higher and uranium funds implode
March 17, 2022
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March 15, 2022
Tickers
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March 11, 2022
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March 09, 2022
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March 04, 2022
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Emerging Markets Enter the Metaverse
March 01, 2022
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This Emerging Markets ETF Is Light on Russia
March 01, 2022
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What Alibaba’s Mixed Earnings Results Mean for EMQQ
February 25, 2022
Tickers
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emerging markets channel
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EM Valuations Remain Attractive for Long-Term Investors
February 24, 2022
Tickers
EMQQ
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emerging markets channel
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ETFs to Focus on an Important Growth Theme in the Developing Markets
February 23, 2022
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MercadoLibre and Nubank Post Strong Quarterly Results
February 23, 2022
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The Next Wave of Digital Revolution Has Begun: The Rise of Emerging Markets
February 22, 2022
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Outlook Could Improve for Emerging Markets Stocks
February 22, 2022
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Another Index Adjustment With EMQQ Implications
February 18, 2022
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Immigration, Patent Trends Meaningful for EM Stocks
February 17, 2022
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Despite Lowered Valuation, MercadoLibre Remains Profitable
February 16, 2022
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EMQQ’s Kevin Carter Explains Why Emerging Markets are Poised for Growth
February 14, 2022
Tickers
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EMQQ
emerging markets channel
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EMQQ Top Holding Does the Didi
February 14, 2022
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emerging markets channel
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Index Review Is Meaningful for EMQQ
February 11, 2022
Tickers
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emerging markets channel
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EMQQ EVOLVES with Donations to ESG Orgs
February 10, 2022
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emerging markets channel
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February 10, 2022
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emerging markets channel
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China’s Easing Bodes Well for EMQQ
February 09, 2022
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EMQQ Non-China Story Is Compelling
February 09, 2022
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FMQQ Targets E-Commerce in Frontier Markets Outside China
February 04, 2022
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Internet & Ecommerce IPOs in EM & FM in 2022
February 03, 2022
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