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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
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Back Dated Performance Reports
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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California Governor's Team Turns To ChatGPT For Speech, And It Outperformed His Staff Writers
September 08, 2023
Tickers
GOOG
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MSFT
TECH
Tags
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OpenAi
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From
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August 25, 2023
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Tags
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Politics
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5 things: New Fountains boutique, Hyatt Centric's temporary closure, office-to-housing conversion on Capitol Mall
August 10, 2023
Tags
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Gavin Newsom
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2024 Election Betting Odds: Biden The Favorite, Ramaswamy And Kennedy Jr Surge Up List, DeSantis Dramatically Drops To Fifth
August 03, 2023
Tickers
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Tags
Sports Betting
Politics
Kamala Harris
From
Benzinga
DeSantis Agrees To Clash With Newsom On Fox News But Says Debate Between California And Florida 'Is Already Over'
August 03, 2023
Tags
Gavin Newsom
General
Market News
From
Benzinga
DeSantis's 'Lasting Harm' To Disney In Florida Pushes Mouse House To Boost California Investments
July 13, 2023
Tickers
DIS
Tags
Entertainment
California
Media
From
Benzinga
'Dead Frog' DeSantis' Slipping Polls Against Trump Predicted By Gavin Newsom
July 10, 2023
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Gavin Newsom
General
2024 Presidential Elections
From
Benzinga
Newsom Vs DeSantis: California Governor Calls for DOJ Investigation into Migrant Relocation
July 06, 2023
Tags
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texas
Ron DeSantis
From
Benzinga
Watch: DeSantis Roams 'Collapsed' Streets Of San Francisco In New Political Ad Against Newsom
June 22, 2023
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News
Florida
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2024 Election Betting Odds Post Donald Trump's Federal Charges: How Does The Former President, Joe Biden And Ron DeSantis Stack Up
June 20, 2023
Tickers
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Tags
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Pete Buttigieg
Benzinga
From
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Scott Cooper Miami Scholarship Promotes In-depth Examination of Immigration Policies Under DeSantis and Newsom
June 19, 2023
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United States
Society
From
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5 things: Auburn restaurant holds soft opening, Quick Quack Car Wash grows, Richard Pan enters mayoral race
June 13, 2023
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Gavin Newsom
Bill Turiace
5 Things to Know 2023
From
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California Governor Newsom Calls DeSantis 'Small, Pathetic Man,' Raises Migrant Kidnapping Claims
June 07, 2023
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Ron DeSantis
Gavin Newsom
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Benzinga
5 things: Celebrating the lives of Chris Jarosz, Courtney Gessford
June 06, 2023
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2024 Election Betting Odds Prior To Ron DeSantis Announcing Candidacy
May 24, 2023
Tickers
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Tags
Vivek Ramaswamy
2024 election
Gretchen Whitmer
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5 things: New Dutch Bros location, Starbucks news, update on Burr's Fountain property
May 18, 2023
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Gavin Newsom
5 Things to Know 2023
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5 things: Moonraker Millhouse update, California’s budget shortfall, new Downtown bar
May 15, 2023
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Chris Norem
5 Things to Know 2023
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California accelerates toward electric vehicles, exceeds goals
April 21, 2023
Tickers
INNO
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Lindsay Buckley
Liane Randolph
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EXCLUSIVE: Joe Biden Tops 2024 Election Betting Odds, How Negative Headlines And Indictment Move Trump Ahead Of DeSantis
April 17, 2023
Tickers
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ROIV
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Interview
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Will He Or Won't He? Gavin Newsom In 'Dicey' Spot As Democrat Calls For Feinstein's Resignation Grow Louder
April 16, 2023
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Gavin Newsom
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State Governor And Presidential Hopeful Didn't Disclose Ties To Silicon Valley Bank: What Investors Should Know
March 14, 2023
Tickers
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Tags
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Joe Biden Is Now The Betting Favorite For 2024 Presidential Election: Here's Where DeSantis, Trump Rank
February 23, 2023
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Tags
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Michelle Obama
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Elon Musk, California Gov. Gavin Newsom Announce Tesla's New Engineering HQ
February 22, 2023
Tickers
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Benzinga
electric vehicles
Market News
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Thank You, Governor Newsom: San Diego Awarded Almost $900K To Promote Equity In Cannabis
February 17, 2023
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marijuana industry San Diego
Gavin Newsom
From
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Alchemist CDC's Sam Greenlee encourages economic opportunity through food-based businesses
January 26, 2023
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Executive Profiles
Marlon Lara
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5 things to know, including an important nomination deadline
January 11, 2023
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Gavin Newsom
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Another Company Develops Weed Breathalyzers, Marijuana Pardons In CA, WI Lawmaker's Comments On Legalization
December 29, 2022
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Lucas Beltran Dominguez
Santiago Lopez
Tony Evers
From
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Narco Slaves Worked To Death On Illegal Cannabis Farms: Report Reveals Heartbreaking Reality
December 14, 2022
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Chriss Hall
Robert Hammer
From
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Another Voice: How the adoption of digital license plates shows California's advantage for innovation
December 02, 2022
Tickers
INNO
Tags
Gavin Newsom
Inno
Technology
From
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Updated 2024 Presidential Election Betting Odds: Where Do Trump, Biden, DeSantis Rank?
November 10, 2022
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DWAC
Tags
Donald Trump
General
2024 election
From
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