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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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Back Dated Performance Reports
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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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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Nucor, Sabra Health Care And A Major Investment Bank: CNBC's 'Final Trades'
January 31, 2024
Tickers
GS
NEWS
NUE
SBRA
Tags
Stories That Matter
Joe Terranova
Benzinga
From
Benzinga
1 Stock Down 57% From Its 52-Week High That This Wall Street Analyst Expects to Gain 426% in 2024
January 31, 2024
Tickers
ALLY
GS
PGY
SOFI
Tags
Recent Press Releases
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GS
From
Motley Fool
10 Financials Stocks With Whale Alerts In Today's Session
January 30, 2024
Tickers
AFRM
AXP
C
COIN
Tags
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GS
Market News
From
Benzinga
3 High-Growth Stocks to Buy for Maximum Wealth Building
January 30, 2024
Tickers
BABA
DKNG
FLUT
GS
Tags
NYSE:FLUT,NASDAQ:DKNG,NYSE:BABA,NASDAQ:SOFI,NYSE:GS
FLUT
Stocks to Buy
From
InvestorPlace
Considering a Bet on Rivian Stock? Slow Your Roll.
January 30, 2024
Tickers
DB
GS
RIVN
Tags
Stocks to Sell
RIVN
NASDAQ:RIVN,NYSE:GS,NYSE:DB
From
InvestorPlace
Goldman Sachs, AbbVie And A Major Chipmaker: CNBC's 'Final Trades'
January 30, 2024
Tickers
ABBV
GS
NEWS
TSM
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Bill Baruch
TSM
Trading Ideas
From
Benzinga
Goldman Sachs Gr's Options: A Look at What the Big Money is Thinking
January 29, 2024
Tickers
GS
Tags
GS
Options
Market News
From
Benzinga
So Far, So Good for SOFI Stock After First-Ever Profit
January 29, 2024
Tickers
CART
GS
HOOD
SOFI
Tags
NASDAQ:SOFI,NASDAQ:UPST,NASDAQ:HOOD,NYSE:GS,NASDAQ:CART,CCC:BTC/USD
GS
Market News
From
InvestorPlace
Will You Lose Your Job to AI? 5 Careers That ChatGPT Says Will Be the First to Go.
January 29, 2024
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GOOGL
GS
Tags
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Market News
GOOG
From
InvestorPlace
Unlocking Profits: Discover The Banking Stocks Riding The Wave Of 2024 Rate Drops
January 29, 2024
Tickers
C
GS
JPM
Tags
Market News
GS
General
From
Benzinga
Apple Card Rewards Just Raised APY For Third Time To Hit 4.50%
January 29, 2024
Tickers
AAPL
GS
NEWS
TECH
Tags
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Top Stories
From
Benzinga
Do Investors Have Too Much Money Out of the Market?
January 28, 2024
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BTC
COIN
GMED
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Market News
PLD
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1 Stock I Wouldn't Touch With a 10-Foot Pole
January 28, 2024
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GS
KKR
RITM
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RITM
BN
KKR
From
Motley Fool
Goldman Sachs Exited 2023 With A Q4 Win But Like Morgan Stanley, Its Annual Figures Lacked Luster
January 26, 2024
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C
GS
JPM
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WFC
banking
From
Benzinga
What Goldman Sachs and Morgan Stanley Told Investors
January 25, 2024
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ADS
GS
MS
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Bank Of America Warns Employees Of 'Disciplinary Action' If They Don't Return To Office: Report
January 25, 2024
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FMST
GS
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Work from office
From
Benzinga
Market Whales and Their Recent Bets on Goldman Sachs Gr Options
January 24, 2024
Tickers
GS
Tags
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Benzinga
BZI/UOA
From
Benzinga
3 Stocks Still Worth Buying at 52-Week Highs
January 23, 2024
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GS
NVDA
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InvestorPlace
3 Industrial Stocks to Bolster Your Portfolio in 2024
January 22, 2024
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PH
URI
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InvestorPlace
The FDIC Assessed $16 Billion to Banks For Last Year's Banking Failures: Here's How Much the Big Banks Are Paying
January 22, 2024
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C
GS
JPM
Tags
WFC
C
JPM
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Goldman Sachs, U.S. Bancorp And 2 Other Stocks Insiders Are Selling
January 22, 2024
Tickers
COIN
GS
NEWS
QCOM
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COIN
QCOM
Markets
From
Benzinga
2 Signs Point to a Booming Stock Market in 2024 With Another Potentially Signaling a Crash. Here's Which Ones Are Useful -- and Useless.
January 22, 2024
Tickers
GS
Tags
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GS
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Tesla, Netflix, Intel Take Center Stage In Pivotal Q4 Earnings Week As S&P 500 Eyes Breaking New Highs
January 22, 2024
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AAL
ABT
AGYS
ALK
Tags
NFLX
STM
GS
From
Benzinga
Amer Sports Eyes Potential $1.8B US IPO, Making It Biggest Since Arm Holdings: Report
January 22, 2024
Tickers
ANPDY
ARM
BAC
GS
Tags
JPM
Benzinga
Amer Sports
From
Benzinga
3 Top-Rated Dow Stocks Wall Street Analysts Are Loving Now: January 2024
January 20, 2024
Tickers
AAPL
BAC
GS
OPY
Tags
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OPY
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InvestorPlace
3 High-Flying Stocks That Could Soar Even More in 2024
January 20, 2024
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CRSP
GS
JNJ
LLY
Tags
LLY
CRSP
Recent Press Releases
From
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Here's Why Fiverr Stock Jumped Higher Today
January 19, 2024
Tickers
FVRR
GS
Tags
Recent Press Releases
Market News
GS
From
Motley Fool
What the Options Market Tells Us About Goldman Sachs Gr
January 19, 2024
Tickers
GS
Tags
Markets
Benzinga
BZI/UOA
From
Benzinga
Citigroup Takes Another Round Of Layoffs At Leadership Level As CEO Fraser Addresses Managing Directors: Report
January 19, 2024
Tickers
C
GS
NEWS
Tags
Layoffs
C
Kaustubh Bagalkote
From
Benzinga
Goldman Sachs CEO David Solomon At Davos: 'Hard For Me To See' 7 Rate Cuts This Year
January 18, 2024
Tickers
GS
NEWS
SPY
Tags
David Solomon
Benzinga
Davos
From
Benzinga
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