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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
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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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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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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
Tax-Free Income Seminar
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2 Cybersecurity Companies Investors Should Keep Their Eye on
March 08, 2022
Tickers
CRWD
FTNT
NET
PANW
Tags
NET
Recent Press Releases
PANW
From
Motley Fool
Nasdaq, S&P 500 And Dow Jones Composite All Close Sharply Lower
March 07, 2022
Tickers
BBBY
BKR
DIA
FTNT
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Market News
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HAL
From
Benzinga
Cybersecurity stocks gain on fears of ‘a significant ramp-up of cyberwarfare’ related to Russian invasion of Ukraine
February 28, 2022
Tickers
COMP
CRWD
FTNT
HACK
Tags
MNDT
PANW
COMP
From
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Cybersecurity Gaining Momentum On Russia-Ukraine Developments: The Stocks To Watch
February 28, 2022
Tickers
CISO
CRWD
CYBR
CYRN
Tags
Penny Stocks
CRWD
CYBR
From
Benzinga
7 Butchered Tech Stocks With Plenty of Hope Left
February 25, 2022
Tickers
ACLS
DAVA
DFIN
EXLS
Tags
IT
FTNT
DAVA
From
InvestorPlace
3 Tech Stocks You Should Buy Today
February 25, 2022
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AMD
FTNT
INTC
MCD
Tags
FTNT
AMD
Recent Press Releases
From
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Cybersecurity Stocks CRWD, PLTR, FTNT Pop Higher on Russia-Ukraine Fears
February 24, 2022
Tickers
CRWD
FTNT
PLTR
Tags
NASDAQ:CRWD,NYSE:PLTR,NASDAQ:FTNT
PLTR
Market News
From
InvestorPlace
Russia-Ukraine conflict creates best time for these cybersecurity stocks in a decade
February 23, 2022
Tickers
CRWD
CYBR
FTNT
HACK
Tags
VRNS
PANW
MNDT
From
MarketWatch
Revisiting Bullish Cybersecurity Picks As Russia Bares Its Claws
February 17, 2022
Tickers
ASIA
CRWD
CSCO
FTNT
Tags
FTNT
Tech
Markets
From
Benzinga
3 Top Cybersecurity Stocks to Buy in February
February 17, 2022
Tickers
FTNT
PANW
ZS
Tags
Recent Press Releases
FTNT
Market News
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1 Big Reason You Need to Buy Fortinet for 2022
February 17, 2022
Tickers
FTNT
Tags
Recent Press Releases
Market News
FTNT
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How to Profit in an Inflationary Environment
February 16, 2022
Tickers
DIS
FTNT
PG
RM
Tags
Market Insight, Financial Articles
NASDAQ:FTNT,NYSE:DIS,NYSE:PG,NYSE:RM
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PreMarket Prep Plus: Trading Ideas For Time Of Tension Between Russia, Ukraine
February 14, 2022
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FTNT
GD
LHX
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Brent Slava
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These 5 tech stocks — including small caps you probably don’t know — can lead the sector’s comeback
February 14, 2022
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EBAY
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3 Top Under-the-Radar Tech Stocks to Buy Now
February 13, 2022
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FTNT
UI
ZBRA
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7 Tech Stocks Set for Strong Gains in February
February 11, 2022
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Grab Those Tech Stocks Following Amazon’s Blowout Earnings
February 04, 2022
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AMZN
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Recap: Fortinet Q4 Earnings
February 03, 2022
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FTNT
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Market News
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Facebook is one of only four companies in the S&P 500 to make this remarkable achievement over the past 10 years — and its stock is already cheap
February 03, 2022
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CRM
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FTNT
AMZN
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Earnings Scheduled For February 3, 2022
February 03, 2022
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ABMD
AINV
ALCO
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LPLA
PFSI
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Earnings Outlook For Fortinet
February 02, 2022
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FTNT
Tags
Benzinga
BZI/EP
FTNT
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Benzinga
Analyst Ratings For Fortinet
January 28, 2022
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FTNT
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BZI/AAR
Market News
Analyst Ratings
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These stocks in the S&P 500 had price swings of 10% or more Monday
January 24, 2022
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ALGN
BBWI
COMP
CZR
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PENN
FTNT
ENPH
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Buy Smart With Software Stocks on the Dip
January 24, 2022
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ADBE
ADSK
FTNT
ILMN
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FTNT
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Tego Cyber - A Name to Watch in Cybersecurity
January 24, 2022
Tickers
CRWD
FTNT
NET
SPLK
Tags
Benzinga
Tego Cyber
NET
From
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12 Information Technology Stocks Moving In Friday's After-Market Session
January 21, 2022
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BRQS
BTCS
CSCW
DTSS
Tags
MYSZ
OLB
Market News
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This Cybersecurity Stock Has A Better 1-Year Return Than Tesla, PayPal, Wells Fargo And Macy's
January 14, 2022
Tickers
FTNT
M
PYPL
TECH
Tags
Top Stories
Market News
News
From
Benzinga
3 Top Cybersecurity Stocks to Buy in January
January 13, 2022
Tickers
CRWD
FTNT
MCFE
TENB
Tags
Recent Press Releases
TENB
MCFE
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Motley Fool
The Top 10 Best-Performing Stocks of 2021
January 12, 2022
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BBWI
DVN
F
FANG
Tags
MRO
NUE
FTNT
From
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CrowdStrike Stock: Bear vs. Bull
January 12, 2022
Tickers
CRWD
FTNT
GOOG
PANW
Tags
Recent Press Releases
GOOG
CRWD
From
Motley Fool
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