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home
about us
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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)
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Quarterly Performance Reports
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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
FIP
Event Schedule
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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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Why Is P3 Health Partners (PIII) Stock Down 4% Today?
May 28, 2024
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STSS
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Why Is Marpai (MRAI) Stock Down 41% Today?
May 28, 2024
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Why Is Inflammatory Diseased-Focused Insmed Stock Soaring On Tuesday?
May 28, 2024
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Why Is Insmed (INSM) Stock Up 134% Today?
May 28, 2024
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INSM
STSS
XPEV
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From
InvestorPlace
12 Health Care Stocks Moving In Tuesday's Pre-Market Session
May 28, 2024
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Tags
INSM
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Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Tuesday
May 28, 2024
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BCTX
BETR
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10 Health Care Stocks Whale Activity In Today's Session
May 17, 2024
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Benzinga
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Dell To Rally Over 13%? Here Are 10 Top Analyst Forecasts For Wednesday
May 15, 2024
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AIZ
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May 14, 2024
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INSM Stock Earnings: Insmed Beats EPS, Misses Revenue for Q1 2024
May 09, 2024
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Tags
INSM
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10 Health Care Stocks With Whale Alerts In Today's Session
January 08, 2024
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Where Insmed Stands With Analysts
November 20, 2023
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Why Shares of Insmed Are Soaring This Week
September 08, 2023
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INSM
Tags
INSM
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Where Insmed Stands With Analysts
September 06, 2023
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INSM
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Benzinga
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Why America's Car-Mart Are Trading Lower By 12%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
September 05, 2023
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Why Lung Disease Focused Stock Insmed Is Trading Higher Today?
September 05, 2023
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Why Insmed Stock Is Soaring Today
September 05, 2023
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Tags
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Recent Press Releases
INSM
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September 05, 2023
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Insmed: Q1 Earnings Insights
May 04, 2023
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Insmed's Return On Capital Employed Insights
February 28, 2023
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February 22, 2023
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Barclays Maintains Overweight Rating for Insmed: Here's What You Need To Know
January 20, 2023
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January 20, 2023
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10 Health Care Stocks Whale Activity In Today's Session
December 27, 2022
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December 12, 2022
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Coupa Software, Horizon Therapeutics And Some Other Big Stocks Moving Higher In Today's Pre-Market Session
December 12, 2022
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COUP
ELAN
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December 07, 2022
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INSM
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Benzinga's Top Ratings Upgrades, Downgrades For November 18, 2022
November 18, 2022
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AKLI
AMAT
AMGN
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What 4 Analyst Ratings Have To Say About Insmed
November 18, 2022
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INSM
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From
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