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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
FIP
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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2 Stocks I'll Be Adding to My Retirement Account in January
January 15, 2024
Tickers
ADP
EQT
Tags
Market News
ADP
EQT
From
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Urban Outfitters To Rally Around 14%? Here Are 10 Top Analyst Forecasts For Wednesday
January 10, 2024
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BUD
DUK
EQT
Tags
URBN
Analyst Ratings
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From
Benzinga
Southwestern Energy And Chesapeake Energy Near $17B Merger: Report
January 05, 2024
Tickers
CHK
CVX
EQT
HES
Tags
News
SWN
Market News
From
Benzinga
3 Energy Stocks You’ll Regret Not Buying Soon
December 28, 2023
Tickers
CVX
EQT
XOM
Tags
CVX
EQT
Stocks to Buy
From
InvestorPlace
EQT Reportedly Eyes $3B Marcellus Shale Selloff - Aiming High For Financial Revival?
December 14, 2023
Tickers
CHK
EQT
Tags
Briefs
EQT
CHK
From
Benzinga
The Latest Analyst Ratings for EQT
December 11, 2023
Tickers
EQT
Tags
Market News
Analyst Ratings
BZI/AAR
From
Benzinga
This Dividend Stock Has Doubled Since 2018. Here's Why It's Still a Buy.
December 10, 2023
Tickers
CVX
EQT
Tags
Market News
EQT
CVX
From
Motley Fool
A Look Into EQT Inc's Price Over Earnings
December 06, 2023
Tickers
EQT
Tags
News
Market News
Intraday Update
From
Benzinga
Wells Fargo Maintains Overweight Rating for EQT: Here's What You Need To Know
November 22, 2023
Tickers
EQT
Tags
EQT
Benzinga
BZI/AAR/UPDATE
From
Benzinga
10 Analysts Have This to Say About EQT
November 16, 2023
Tickers
EQT
Tags
EQT
Benzinga
BZI/AAR
From
Benzinga
Cramer Says This Cybersecurity Company Is 'Doing Terrific,' He Expects A 'Very Good Quarter'
November 13, 2023
Tickers
AMD
BRCC
CTRA
DASH
Tags
Media
BRCC
News
From
Benzinga
3 Energy Stocks to Buy Now to Turn $1,000 Into $10,000
October 26, 2023
Tickers
EQT
FANG
VLO
Tags
VLO
Market News
EQT
From
InvestorPlace
Earnings Scheduled For October 25, 2023
October 25, 2023
Tickers
EGBN
EIG
ENSG
EPR
Tags
HCSG
WFG
EQIX
From
Benzinga
13 Analysts Have This to Say About EQT
October 20, 2023
Tickers
EQT
Tags
BZI/AAR
Market News
Analyst Ratings
From
Benzinga
The Biden Administration Is Spending $7 Billion on This Renewable Fuel, and These Stocks Stand to Benefit
October 20, 2023
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BEPC
BP
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Tags
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XEL
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From
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Biden to roll out $7 billion for hydrogen hubs
October 12, 2023
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From
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Benzinga's Top Ratings Upgrades, Downgrades For October 11, 2023
October 11, 2023
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ALNY
ANET
BA
BALL
Tags
PRM
Market News
ALNY
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Benzinga
CrowdStrike, EQT, FLEX LNG And A Major Health Insurer On CNBC's 'Final Trades'
October 10, 2023
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CRWD
EQT
FLNG
HUM
Tags
CRWD
Joshua Brown
Expert Ideas
From
Benzinga
Expert Ratings for EQT
October 02, 2023
Tickers
EQT
Tags
BZI/AAR
Market News
Analyst Ratings
From
Benzinga
The Latest Analyst Ratings for EQT
September 11, 2023
Tickers
EQT
Tags
Analyst Ratings
Market News
BZI/AAR
From
Benzinga
Chevron's LNG Strikes Disrupt 7% Of Global Supply: 5 Stocks To Watch As Natural Gas Prices Surge
September 08, 2023
Tickers
AR
ASIA
CVX
DVN
Tags
SWM
DVN
Commodities
From
Benzinga
UBS Maintains Neutral Rating for EQT: Here's What You Need To Know
August 31, 2023
Tickers
EQT
Tags
BZI/AAR/UPDATE
Market News
Analyst Ratings
From
Benzinga
Want to diversify your stock-market investments away from top-heavy indexes? Here’s another easy way.
August 29, 2023
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AAPL
AMZN
APA
CF
Tags
CF
SPX
NVDA
From
MarketWatch
'Bond Vigilantes Got It Right': Mark Chaikin Discusses Rising Yields, Key Stocks To Watch On Benzinga's PreMarket Prep
August 17, 2023
Tickers
CAT
EOG
EQT
FDX
Tags
EQT
PXD
FDX
From
Benzinga
What 8 Analyst Ratings Have To Say About EQT
August 17, 2023
Tickers
EQT
Tags
Benzinga
EQT
Market News
From
Benzinga
Billionaire David Tepper Just Went ALL IN on Tech Stocks
August 15, 2023
Tickers
AAPL
AMD
AMZN
BABA
Tags
CRM
Market News
EXPE
From
InvestorPlace
EQT, Baidu And More: CNBC's 'Final Trades'
August 01, 2023
Tickers
BIDU
EQT
PSP
Tags
EQT
PSP
Media
From
Benzinga
Earnings Preview For EQT
July 24, 2023
Tickers
EQT
Tags
BZI/EP
EQT
Benzinga
From
Benzinga
These 13 S&P 500 stocks stand out for expected growth through 2025
July 20, 2023
Tickers
AMD
CSGP
DXCM
ENPH
Tags
NVDA
SPX
LLY
From
MarketWatch
Analyst Expectations for EQT's Future
July 18, 2023
Tickers
EQT
Tags
Benzinga
EQT
Analyst Ratings
From
Benzinga
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