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home
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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
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Back Dated Performance Reports
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
Quarterly Performance Reports
EVENTS
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Event Schedule
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Event Schedule
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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
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U.S. stock futures climb as Tesla restores faith in earnings season after Netflix shock
April 21, 2022
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April 13, 2022
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April 08, 2022
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April 08, 2022
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Expectations on ECB liftoff brought forward by Goldman Sachs and Societe Generale
April 08, 2022
Tags
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March 10, 2022
Tags
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EURUSD
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Gold futures rise ahead of Thursday’s U.S. inflation report
March 10, 2022
Tags
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March 09, 2022
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Tags
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March 07, 2022
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March 07, 2022
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March 04, 2022
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Weighed by worries over Russia-Ukraine war, European stocks face worst week since October 2020
March 04, 2022
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Will Russia-Ukraine war spark a dash for U.S. dollars? Here’s what to watch.
March 02, 2022
Tags
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Euro weakest vs. U.S. dollar since May 2020 as Russia attack on Ukraine sparks eurozone economy fears
March 01, 2022
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USDRUB
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European stock markets tumble as Russia launches military operation in Ukraine
February 24, 2022
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Dutch coffee group leads European stocks higher as investors keep watch on Russia-Ukraine headlines
February 23, 2022
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European stocks and U.S. equity futures wobble as Kremlin says U.S-Russia summit not a done deal
February 21, 2022
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ECB President Lagarde pushes back against acting ‘hastily’ over interest rate hikes
February 11, 2022
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European stocks struggle on mega earnings day as Siemens, AstraZeneca, SocGen and Unilever report
February 10, 2022
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February 09, 2022
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February 08, 2022
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A few more stock pullbacks, and then a big one, are coming, warns this manager. Here’s how investors should prepare.
February 02, 2022
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Euro, German bund yields rise after surprise inflation acceleration ahead of ECB meeting
February 02, 2022
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February off to a strong start for European stocks, thanks to UBS
February 01, 2022
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BCS
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January 26, 2022
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What Russia-Ukraine tensions mean for markets as Putin weighs next move
January 21, 2022
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European stocks track U.S. equity rout, with tech under pressure
January 14, 2022
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Tags
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From
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