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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
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TAF sm Program
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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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
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Strike the Perfect Balance Between Yield and Risk With This ETF
December 23, 2021
Tickers
VYM
Tags
High/Yield
fixed income channel
VYM
From
ETF Trends
4 Bond ETFs to Combat Market Uncertainty Today
December 21, 2021
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VGSH
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Get U.S. Bond Exposure as China Hits Record Defaults in December
December 21, 2021
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Tags
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As Europe Cuts Its Bond Purchases, Consider These International ETFs
December 20, 2021
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BNDX
Tags
Vanguard
ECB
fixed income channel
From
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Vanguard Slashes Fees on a Number of ETFs
December 17, 2021
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VTC
Tags
VTC
fixed income channel
ESGV
From
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Bond Investors Are Betting on an Evergrande Comeback
December 17, 2021
Tickers
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Tags
Vanguard
EDV
treasury
From
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Treasury Yields Jump on Fed’s 3 Projected Rate Hikes in 2022
December 16, 2021
Tickers
VGLT
VUSB
Tags
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VUSB
Federal Reserve
From
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Top 5 Fixed Income ETFs of 2021 by Flows
December 16, 2021
Tickers
BND
BNDX
BSV
IUSB
Tags
IUSB
BSV
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Long Treasury Yields Ticked Higher Amid Market Uncertainty
December 15, 2021
Tickers
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VGLT
Tags
VGLT
bonds
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As Markets Await Fed, Get Exposure to Mortgage-Backed Securities
December 11, 2021
Tickers
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Tags
Fixed Income Channel
interest rates
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Quants Are Ready to Descend Upon the Corporate Bond Market
December 09, 2021
Tickers
VTC
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VTC
quants
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Disappointing Jobs Report Not Expected to Deter Fed Easing
December 06, 2021
Tags
bonds
Fixed Income
easing
From
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Prospects of Lower Global Growth Boosts Long-Term Bonds
December 05, 2021
Tickers
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Tags
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long term
fixed income channel
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Junk Bonds See Major Sell-Off During Month of November
December 03, 2021
Tickers
VTC
Tags
Vanguard
bonds
fixed income channel
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Treasury Bond ETFs Bounce on Safety Bets as Omicron Lands in the U.S.
December 01, 2021
Tickers
VGIT
VGLT
Tags
fixed income channel
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From
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Omicron Variant Uncertainty Stresses the Importance of Bonds
December 01, 2021
Tickers
BND
Tags
Vanguard
fixed income channel
BND
From
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You Might Not Want Treasury Bond ETFs — Until You Do
November 29, 2021
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VGIT
VGLT
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ETF 101
Current Affairs
VGIT
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Rate Risk Can Be Mitigated With Active Bond ETFs
November 26, 2021
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VUSB
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active
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Stubborn Bond Bulls Dig Their Heels Into The Ground Despite Inflation
November 24, 2021
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BND
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fixed income channel
bonds
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Bitcoin Bonds: The Next Frontier for Fixed Income?
November 23, 2021
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USD-BITSTAMP
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Retirees Shouldn’t Forget About Getting ESG Exposure
November 22, 2021
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ESG
VCEB
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November 22, 2021
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VMBS
Tags
mortgage/backed securities
Vanguard
vmbs
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Treasury Bond ETFs Strengthen as COVID-19 Lockdowns Add to Safety Bets
November 19, 2021
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VGIT
VGLT
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Investors Still Flocked to Muni Bonds in November
November 19, 2021
Tickers
VTEB
Tags
VTEB
fixed income channel
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Are Overinflated Valuations Forming in Junk Bonds?
November 18, 2021
Tickers
BNDW
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!Dimensional Lists Four Fixed Income ETFs and Announces Further Expansion of ETF Offering
November 16, 2021
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DFCF
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DFSD
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Dimensional Fund Advisors
nyse
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Pick Up This Muni Bond ETF Amid Infrastructure Rally
November 15, 2021
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VPN
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VPN
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Get a High Dividend Yield at a Low Cost With This ETF
November 15, 2021
Tickers
VYM
Tags
fixed income channel
High/Yield
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Forget Cash: Get Active Short Duration With This ETF
November 11, 2021
Tickers
VUSB
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short duration
fixed income channel
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ETF Trends
As Inflation Runs Hot and Fed Tapers, This MBS ETF Could Benefit
November 11, 2021
Tickers
VMBS
Tags
Vanguard
mortgage/backed securities
vmbs
From
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