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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 Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
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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
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Here's how much your Social Security benefits will be if you make $35,000 per year
September 10, 2021
Tags
Government pensions and social security
Personal saving
Social Security
From
CNBC.com News
The number of struggling renters isn't dropping
September 10, 2021
Tags
Personnel
Real estate
Government Agencies
From
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Unemployment benefits delayed? You can collect past the Labor Day cutoff
September 09, 2021
Tickers
JOBS
Tags
Personal finance
Government Agencies
Employment
From
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Op-ed: The tax gap is a real problem but so, too, is the 'reverse tax gap'
September 09, 2021
Tags
FA Playbook
Government Programs
Taxes
From
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Democrats may change the rules for ‘mega’ IRAs over $5 million
September 08, 2021
Tags
US Economy
Tax planning
Congress
From
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Don’t miss this quarterly tax payment deadline
September 08, 2021
Tags
Credit Cards
Personal finance
Tax planning
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Why one group is calling for fourth stimulus checks to help retirees stave off rising costs
September 07, 2021
Tags
Housing rental
Social Security
Health care costs
From
CNBC.com News
Unemployment benefits ended for millions of Americans. These extended pandemic programs may provide help
September 06, 2021
Tags
Student loans
Housing policy
Personal saving
From
CNBC.com News
Fears about Social Security's future funding shouldn't prompt you to claim benefits early
September 03, 2021
Tags
Government Agencies
Personal saving
Retiree finances
From
CNBC.com News
Op-ed: Weighing the options to continue or end expanded unemployment benefits
September 03, 2021
Tickers
JOBS
Tags
Government Programs
Coronavirus
FA Playbook
From
CNBC.com News
If you claim Social Security early, it can affect your spousal benefits. Here's what to know
September 02, 2021
Tags
Retirement
Government Programs
Baby Boomers
From
CNBC.com News
The 6-month federal health insurance subsidy for jobless Americans is ending. Here's what to do next
September 02, 2021
Tickers
JOBS
Tags
Government/funded health insurance
Health
Personnel
From
CNBC.com News
Social Security won't be able to pay full benefits by 2034. Now there's renewed pressure on Congress to come up with a fix
September 01, 2021
Tags
Retirement
Government Programs
Personal Finance
From
CNBC.com News
Consumer protection group looks to increase transparency for small business loans
September 01, 2021
Tags
Credit Cards
Personal finance
Regulations
From
CNBC.com News
Here's how retirement plan tax breaks may widen racial wealth gaps
September 01, 2021
Tags
Government Programs
Personal Finance
Individual retirement accounts
From
CNBC.com News
Social Security’s funds have been ‘significantly affected’ by Covid-19. Here’s how that could impact your benefits
August 31, 2021
Tags
Disability benefits
U/S/ Economy
Coronavirus
From
CNBC.com News
With national eviction protection gone, applying for rental assistance is key. Here's what you need to know
August 31, 2021
Tags
Housing
Debt
Personal finance
From
CNBC.com News
Millions of Americans will lose unemployment benefits this weekend
August 31, 2021
Tickers
JOBS
Tags
US Economy
Unemployment
Government Agencies
From
CNBC.com News
EU set to recommend reinstating restrictions on U.S. travelers
August 30, 2021
Tags
Legislation
COVID/19
Government Programs
From
CNBC.com News
Here's how to avoid costly mistakes when switching to Medicare from a health plan through the public marketplace
August 30, 2021
Tags
Personal finance
Congress
US Economy
From
CNBC.com News
These tax credits could boost refunds for low-income families this year
August 27, 2021
Tags
Tax planning
Local taxes
Investment strategy
From
CNBC.com News
National eviction ban has been struck down. What renters need to know
August 27, 2021
Tags
Coronavirus
Government Programs
Personal Finance
From
CNBC.com News
Here’s what to watch for if you’re buying a Medigap plan to cover some Medicare costs
August 26, 2021
Tags
Medicare
Personal saving
Health care costs
From
CNBC.com News
Child tax credit lifted 3 million kids from poverty in July
August 25, 2021
Tags
Congress
Corporate Debt
Personal saving
From
CNBC.com News
Democrats' $3.5 trillion budget plan includes major help for families with kids
August 25, 2021
Tags
Personal saving
Child care
Personal Finance
From
CNBC.com News
Medicare would be expanded under $3.5 trillion budget resolution approved by House
August 25, 2021
Tags
Health insurance
Congress
Health Insurance
From
CNBC.com News
How one universal basic income experiment is helping the homeless get off the streets
August 21, 2021
Tags
Housing
Homelessness
Personal income
From
CNBC.com News
This lesser-known tax credit may offer working families a bigger write-off this year
August 20, 2021
Tags
Tax Planning
White House
Savings
From
CNBC.com News
Lawmakers want to help retirement savers find their lost 401(k) and pension plans
August 20, 2021
Tags
Personal saving
Employee pension benefits
Personal Finance
From
CNBC.com News
Congressional Democrats want to let Medicare negotiate prices with drugmakers. Here’s what that could mean for the cost of coverage
August 19, 2021
Tags
Medicare health plans
Drugs
Health Insurance
From
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