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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
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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
MARKET RESEARCH
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BJ's Wholesale, Williams-Sonoma And 3 Stocks To Watch Heading Into Thursday
August 22, 2024
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INTU
NEWS
WOLF
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INTU
Stocks To Watch
WOLF
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August 20, 2024
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Options
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Forget Mastercard: Buy This Magnificent Payments Stock Instead
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MA
PYPL
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V
SOFI
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$100 Invested In This Stock 10 Years Ago Would Be Worth $800 Today
August 19, 2024
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INTU
NEWS
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Benzinga
Trading Ideas
Market News
From
Benzinga
Breaking Down Intuit: 14 Analysts Share Their Views
August 16, 2024
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INTU
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Benzinga
BZI/AAR
Market News
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7 Growth Stocks to Buy on Encouraging Earnings Results
August 15, 2024
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AXP
CMG
DECK
GOOG
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From
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Intuit Faces Growing Risks in TurboTax and QuickBooks: Morgan Stanley Analyst
August 14, 2024
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INTU
NEWS
TECH
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Tech
Downgrades
Briefs
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TJX To Rally Over 15%? Here Are 10 Top Analyst Forecasts For Wednesday
August 14, 2024
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IBTA
INTU
MDT
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IBTA
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Market News
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Benzinga
7 Generative AI Stocks That Are Worth Picking Up NOW
August 13, 2024
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ADBE
AEVA
GOOG
GOOGL
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S
INTU
Market News
From
InvestorPlace
What the Options Market Tells Us About Intuit
August 13, 2024
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INTU
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Options
Markets
Benzinga
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PayPal Stock: Buy, Sell, or Hold?
August 09, 2024
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EBAY
INTU
PYPL
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INTU
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If You Invested $100 In This Stock 15 Years Ago, You Would Have $2,000 Today
August 08, 2024
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Decoding Intuit's Options Activity: What's the Big Picture?
August 07, 2024
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7 Hidden Generative AI Stocks Worthy of the Spotlight
August 05, 2024
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ESTC
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3 American Software Stocks to Buy if You’re Betting on Trump 2024
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July 22, 2024
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Here's How Much $100 Invested In Intuit 10 Years Ago Would Be Worth Today
July 19, 2024
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7 Stocks to Buy in July 2024 and Hold Until You’re 70
July 16, 2024
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3 Stocks Set for Explosive Growth for the Rest of 2024
July 15, 2024
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July 15, 2024
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A Look Into Intuit Inc's Price Over Earnings
July 11, 2024
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3 Underappreciated Stocks About to Break Their Chains
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Why Software Company Intuit's Shares Are Trading Lower Today
July 10, 2024
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Why Is Virpax Pharmaceuticals (VRPX) Stock Up 98% Today?
July 10, 2024
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TSLA
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Why Is Longeveron (LGVN) Stock Up 53% Today?
July 10, 2024
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INTU
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GME
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Intuit Layoffs 2024: What to Know About the Latest INTU Job Cuts
July 10, 2024
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ALB
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GME
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3 Underappreciated Dividend Gems Primed for a Breakout
July 08, 2024
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ADP
CTAS
INTU
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NASDAQ:ADP,NASDAQ:INTU,NASDAQ:CTAS
ADP
From
InvestorPlace
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