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about us
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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
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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)
TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
FIP
Event Schedule
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Event Schedule
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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U.S. ETF Assets Reach $10 Trillion Milestone
September 27, 2024
Tickers
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DEFI
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QQQ
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September 26, 2024
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September 24, 2024
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From
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September 23, 2024
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September 19, 2024
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September 18, 2024
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etha
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Grayscale
From
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September 17, 2024
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September 17, 2024
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Active, Crypto & Core ETFs, Oh My
September 16, 2024
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September 13, 2024
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JPMorgan CEO Jamie Dimon Said He'd 'Fire In A Second' Anyone Caught Trading Bitcoin When It Was At $4,000. 7 Years Later, The Investment Bank Holds Positions In Spot ETFs Tracking The Apex Crypto
September 12, 2024
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Benzinga
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1 ETF I Wouldn't Touch With a 10-Foot Pole
September 11, 2024
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September 10, 2024
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September 09, 2024
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September 07, 2024
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September 05, 2024
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1 Cryptocurrency to Buy Before It Soars Up to 84,380%, According to Michael Saylor
September 03, 2024
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COIN
FBTC
IBIT
Tags
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From
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Mohamed El-Erian Says While Most Assets Recovered After A 'Shaky Start' In August, Bitcoin Was Among The Exceptions
September 01, 2024
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BITCOMP
GOLD
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August 29, 2024
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Tags
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Bitcoin ETFs Are Making History: Wall Street Rushes In, But Opportunities Remain for Smart Investors
August 28, 2024
Tickers
BITCOMP
BTC
IBIT
QQQ
Tags
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QQQ
Market News
From
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Bitcoin Millionaires Surge By 111% Over The Past Year Amid Crypto Bull Run: Report
August 28, 2024
Tickers
BITCOMP
FBTC
GBTC
IBIT
Tags
Cryptocurrency
Henley & Partners
Market News
From
Benzinga
Bitcoin ETFs Surge Past $18B In Net Inflows, Ethereum ETFs Have Bled $478M: What Is Going On?
August 27, 2024
Tickers
BITCOMP
ETHE
IBIT
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Tags
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News
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Benzinga
BTC Closing In On $64,000 After Bitcoin ETFs Gobbled Up Over $500M In Net Inflows Last Week
August 26, 2024
Tickers
BITCOMP
ETHA
FBTC
FETH
Tags
bitcoin ETF
GBTC
News
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Benzinga
Bitcoin ETFs Extend Inflow Streak To 6 Days Ahead Of Fed Speech: Here's What Powell Needs To Say To 'Fuel Strong Bullish Momentum'
August 23, 2024
Tickers
BITCOMP
ETH
ETHE
FBTC
Tags
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