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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
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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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
EVENTS
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Event Schedule
TAM
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
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
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How Consolidation Has Changed the Midstream Landscape
June 25, 2024
Tickers
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AMNA
BP
ENFR
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KMI
US
ET
From
ETF Trends
$1000 Invested In This Stock 20 Years Ago Would Be Worth $27,000 Today
June 21, 2024
Tickers
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NEWS
Tags
Trading Ideas
BZI/POD
Benzinga
From
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Extreme Heat Waves Set To Drive Up US Natural Gas Prices: 10 Energy Stocks To Watch This Summer
June 19, 2024
Tickers
AR
CHK
CNQ
ECON
Tags
LNG
Heat Wave
AR
From
Benzinga
What 27 Analyst Ratings Have To Say About EQT
June 04, 2024
Tickers
EQT
Tags
EQT
BZI/AAR
Analyst Ratings
From
Benzinga
$1000 Invested In EQT 5 Years Ago Would Be Worth This Much Today
May 30, 2024
Tickers
EQT
NEWS
Tags
EQT
News
Market News
From
Benzinga
Peering Into EQT's Recent Short Interest
May 28, 2024
Tickers
EQT
Tags
EQT
BZI/SHORTHIST
Market News
From
Benzinga
Here's How Much $1000 Invested In EQT 5 Years Ago Would Be Worth Today
May 27, 2024
Tickers
EQT
NEWS
Tags
Trading Ideas
BZI/POD
Benzinga
From
Benzinga
Biden Plans To Release 1 Million Barrels Of Gasoline To Curb Northeast Prices: 'Because He's Unable To Drill Properly,' Trump Says
May 22, 2024
Tickers
DVN
ECON
EQT
MRO
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Benzinga
Gasoline
EQT
From
Benzinga
Oil Holds At $80 As Iranian Leaders Die In Crash, Saudi Crown Prince Delays Japan Trip; Natural Gas Spikes 40% In May
May 20, 2024
Tickers
CHK
EQT
OIL
UNG
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Intel In Advanced Talks With Apollo For $11B Ireland Plant Partnership: Report
May 13, 2024
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APO
BAM
EQT
FTXL
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SSNLF
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Benzinga
From
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Trump Reportedly Seeks $1B In Campaign Funds From Exxon Mobil, Chevron, Other Big Oil Execs: Expert Calls It 'Shocking' But Perfectly Legal
May 09, 2024
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LNG
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News
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Peering Into EQT's Recent Short Interest
May 06, 2024
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AI Data Centers Drive Electricity Demand: Goldman Sachs Picks 16 Stocks To Play The Trend
April 29, 2024
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The Top 7 Oil & Gas Stocks to Buy in April 2024
April 27, 2024
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COP
CVX
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NASDAQ:FANG,NYSE:SHEL,NYSE:COP,NYSEAMERICAN:LNG,NASDAQ:APA,NYSE:EQT,NYSE:CVX
CVX
LNG
From
InvestorPlace
Peeling Back The Layers: Exploring EQT Through Analyst Insights
April 26, 2024
Tickers
EQT
Tags
EQT
BZI/AAR
Analyst Ratings
From
Benzinga
EQT Stock Earnings: EQT Beats EPS, Beats Revenue for Q1 2024
April 23, 2024
Tickers
EQT
Tags
Market News
NYSE:EQT
Earnings Reports
From
InvestorPlace
Earnings Scheduled For April 23, 2024
April 23, 2024
Tickers
ADC
AEYE
AGR
APAM
Tags
CSGP
PHM
EQT
From
Benzinga
EQT Inks Non-Operated Asset Deal With Equinor: Details
April 15, 2024
Tickers
EQNR
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NEWS
NVIR
Tags
News
Briefs
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From
Benzinga
Oil Prices Spike Above $90 A Barrel As Iran-Israel Tensions Escalate: US Energy Stocks Eye 9th Week Of Gains
April 12, 2024
Tickers
APA
COP
DVN
EQT
Tags
Stories That Matter
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From
Benzinga
Analyst Sees Volatile Future for North American Gas Prices, Upgrades Most Impacted Stock
April 11, 2024
Tickers
CHK
EQT
ETRN
RRC
Tags
EQT
Expert Ideas
Analyst Ratings
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Benzinga
Tesla To $205? Here Are 10 Top Analyst Forecasts For Wednesday
April 10, 2024
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COIN
DECK
EQT
FCFS
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DECK
News
MODN
From
Benzinga
Analyst Expectations For EQT's Future
April 10, 2024
Tickers
EQT
Tags
EQT
BZI/AAR
Benzinga
From
Benzinga
3 Energy Stocks Stand Among S&P 500's Top 10 Performers In 2024 As Oil Prices Reach $90
April 09, 2024
Tickers
CCJ
CEG
CVE
CVX
Tags
MPC
EQT
SLB
From
Benzinga
How Is The Market Feeling About EQT?
April 03, 2024
Tickers
EQT
Tags
Short Sellers
Benzinga
Short Ideas
From
Benzinga
7 Energy Stocks to Scoop Up as Natural Gas Prices Hit Rock Bottom
March 26, 2024
Tickers
CTRA
CVE
DVN
EQT
Tags
CVE
WMB
EQT
From
InvestorPlace
A Closer Look at 13 Analyst Recommendations For EQT
March 25, 2024
Tickers
EQT
Tags
BZI/AAR
EQT
Market News
From
Benzinga
NextEra Energy Partners Investors Should Be Watching This Acquisition Very Closely. Here's Why.
March 23, 2024
Tickers
EQT
ETRN
NEE
NEP
Tags
ETRN
NEP
NEE
From
Motley Fool
Why 2 Natural Gas Stocks Get Mixed Reception From JPMorgan Analyst
March 20, 2024
Tickers
AR
EQT
ETRN
GAS
Tags
AR
Commodities
Upgrades
From
Benzinga
EQT Stock Downgraded Despite Merger News: Analyst Says Hold Your Horses
March 13, 2024
Tickers
EQT
ETRN
NEWS
Tags
Large Cap
ETRN
Price Target
From
Benzinga
What To Know About Mizuho's Downgrade of EQT
March 13, 2024
Tickers
EQT
Tags
EQT
Analyst Ratings
BZI/AAR/UPDATE
From
Benzinga
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