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Form CRS
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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
member log-in
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
FIP
Event Schedule
TAM
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
Bond Fund Seminar
RSVP-Signup Form
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Wall Street Thinks Illumina Stock Will Rise 27% in 1 Year. Here's Why That Probably Won't Happen.
August 21, 2023
Tickers
ILMN
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Market News
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ILMN
From
Motley Fool
Peering Into Illumina's Recent Short Interest
August 18, 2023
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Here's How Much You Would Have Made Owning Illumina Stock In The Last 20 Years
August 17, 2023
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Down 15% in 2023, Should You Buy the Dip With Illumina Stock?
August 17, 2023
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ILMN
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The Latest Analyst Ratings for Illumina
August 14, 2023
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BZI/AAR
Benzinga
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Why Illumina Shares Are Falling Today
August 11, 2023
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ILMN
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Illumina To Bear The Brunt Of Slowdown In Consumables Purchasing Amid Lower Demand In China: Analyst
August 10, 2023
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Illumina Unusual Options Activity
August 10, 2023
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Alibaba, Illumina, CyberArk Software And Other Big Stocks Moving Higher On Thursday
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August 10, 2023
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Disney, Alibaba And 3 Stocks To Watch Heading Into Thursday
August 10, 2023
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US Stocks Walk Inflation Tightrope As Futures Point To Cautious Recovery: Why This Analyst Downplays Fed Rate Worries
August 09, 2023
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BNGO Stock Alert: Bionano Just Reverse Split Its Stock
August 07, 2023
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Icahn Enterprises’ bonds see buying after bond-friendly halving of distribution
August 04, 2023
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(ILMN) - Analyzing Illumina's Short Interest
August 02, 2023
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Short Ideas
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Biotech Battlefields: 3 Stocks to Watch Amid Wall Street Turmoil
July 29, 2023
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$100 Invested In Illumina 20 Years Ago Would Be Worth This Much Today
July 26, 2023
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ILMN
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Jim Cramer Says It's Time To Buy This Financial Services Stock Down 32% YTD
July 21, 2023
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These 13 S&P 500 stocks stand out for expected growth through 2025
July 20, 2023
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July 17, 2023
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Looking Into Illumina's Recent Short Interest
July 17, 2023
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ILMN
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ILMN
Short Sellers
Benzinga
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Here's How Much You Would Have Made Owning Illumina Stock In The Last 20 Years
July 14, 2023
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ILMN
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10 Health Care Stocks With Whale Alerts In Today's Session
July 12, 2023
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Disney Considers Different Strategies For Star India, Broadcom Wins Conditional European Approval For VMware Deal, Google Deprioritizes Gen Z Chatbot App: Today's Top Stories
July 12, 2023
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Illumina Slapped With €400M In Fines: European Commission Penalizes Company For Hasty Grail Deal
July 12, 2023
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Did Carl Icahn Just Save IEP Stock?
July 10, 2023
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ILMN
SQ
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Breather For Carl Icahn: Revised Loan Agreements and Recovery Strategy Post Short-Seller Attack
July 10, 2023
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IEP
ILMN
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Benzinga
why it's moving
From
Benzinga
Analyst Expectations for Illumina's Future
July 06, 2023
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ILMN
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BZI/AAR
Benzinga
Market News
From
Benzinga
What Does Illumina's Debt Look Like?
June 30, 2023
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BZI/Debt
Markets
Intraday Update
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