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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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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
Quarterly Performance Reports
EVENTS
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Event Schedule
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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
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General Mills Boosts FY23 Outlook Post Solid Q3 Earnings Beat
March 23, 2023
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Accenture, Steelcase And 3 Stocks To Watch Heading Into Thursday
March 23, 2023
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March 23, 2023
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March 22, 2023
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Don't Wait for Your Dividends. Here's How You Can Collect Cash Every Month.
March 22, 2023
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Bank stocks whipsawed last week but bank profit estimates barely budged
March 19, 2023
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March 16, 2023
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Sláinte, retailers! St. Patrick’s Day spending could hit a record $6.9 billion in the U.S.
March 16, 2023
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March 15, 2023
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How My Heirs Help Me Invest Better Without Lifting a Finger
March 04, 2023
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February 22, 2023
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Intel’s dividend cut shows the need for quality. Here are 20 dividend stocks screened by UBS.
February 22, 2023
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Eaton, Freeport-McMoRan, General Mills And This Utilities Stock On CNBC's 'Final Trades'
February 22, 2023
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February 21, 2023
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February 14, 2023
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9 Analysts Have This to Say About General Mills
February 01, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For February 1, 2023
February 01, 2023
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January 31, 2023
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January 28, 2023
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January 25, 2023
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Want to Collect a Dividend Every Month? Buy These 3 High-Yielding Stocks
January 25, 2023
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7 Retirement Stocks to Buy Now OR You’ll Be Kicking Yourself Later
January 24, 2023
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The 1980s was the blueprint for the upcoming disinflation cycle and these are the stocks for it, strategists say
January 19, 2023
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Is It Too Late to Buy General Mills' Stock?
January 07, 2023
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Could Blue Buffalo's Terrible Quarter Become a Long-Term Problem for General Mills?
January 06, 2023
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Don't Give Up on Consumer Staples Stocks, Just Buy Companies Like These
January 05, 2023
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Why These 7 Consumer Stocks Could Soar in 2023
January 02, 2023
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Here's How Much $1000 Invested In General Mills 15 Years Ago Would Be Worth Today
December 28, 2022
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