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home
about us
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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
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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
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EVENTS
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Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
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Events History
Investing During Uncertain Times
Read FULL Seminar Here
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CNBC Daily Open: Bitcoin doesn’t really have a use (yet)
September 03, 2024
Tickers
BITCOMP
USD-BITSTAMP
Tags
bitcoin
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From
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September 02, 2024
Tags
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September 02, 2024
Tags
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September 02, 2024
Tickers
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Tags
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Tags
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September 02, 2024
Tags
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August 30, 2024
Tags
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August 30, 2024
Tags
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Daily Open
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Europe markets set to open mixed ahead of key inflation data
August 30, 2024
Tags
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August 29, 2024
Tags
World Markets
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PDD Holdings Inc
From
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Europe markets set for mixed open as investors look to economic data, weigh tech sector
August 29, 2024
Tags
Europe Markets
World economy
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From
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Goldman issues warning on how quickly market confidence has recovered from an August stocks slump
August 28, 2024
Tags
US: News
Central Banks
Markets
From
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CNBC Daily Open: Everyone's waiting for Nvidia
August 28, 2024
Tags
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From
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August 28, 2024
Tags
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August 27, 2024
Tags
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Copper prices near six-week high as one strategist says the 'worst of the correction is over'
August 27, 2024
Tickers
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Tags
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From
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Europe markets to open higher as investors weigh geopolitical risks, UK markets reopen
August 27, 2024
Tags
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UBS veteran boss Ermotti may have pulled off the deal of the decade with the Credit Suisse rescue
August 26, 2024
Tags
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Bank of England's Bailey: 'More restrictive policy' could still be needed due to labor market shocks
August 23, 2024
Tags
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Deutsche Bank shares rise 3% after settlement of bulk of claims in long-running Postbank suit
August 22, 2024
Tags
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Breaking News: Markets
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What a Harris election victory could mean for Europe and the transatlantic relationship
August 22, 2024
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Taylor Swift London Eras Tour unlikely to move the needle on the Bank of England's rate policy, analyst says
August 21, 2024
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'Pick a number': Strategist says the U.S. dollar will drift much lower against the Japanese yen
August 21, 2024
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U/S/ Markets
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From
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Europe markets head for higher open with Fed in focus
August 21, 2024
Tags
Europe Economy
World Economy
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Recent volatility spike was a 'huge overreaction,' but expect more ahead, UBS strategist says
August 21, 2024
Tags
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Personnel
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From
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European stocks head for mixed open as market uncertainty lingers
August 20, 2024
Tags
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Europe Markets
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From
CNBC.com News
European markets set to start the new trading week in mixed territory
August 19, 2024
Tags
World Markets
Europe Markets
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From
CNBC.com News
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August 16, 2024
Tags
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From
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August 16, 2024
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