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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
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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
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Event Schedule
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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
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(ISRG) - Analyzing Intuitive Surgical's Short Interest
September 25, 2023
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ISRG
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From
Benzinga
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September 21, 2023
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September 20, 2023
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TM
ZBRA
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Billionaire Ray Dalio Just Recommended 4 Things for Investors to Do in Today's Volatile Market -- and 1 Thing to Absolutely Avoid
September 19, 2023
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GOOGL
ISRG
META
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$1000 Invested In This Stock 10 Years Ago Would Be Worth $7,200 Today
September 15, 2023
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Is This a Dead-Cat Bounce? 3 Must-Buy Stocks Just in Case.
September 13, 2023
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NYSE:SCHW,NYSE:AEO,NASDAQ:INTC,NYSE:NVO,NYSE:TSM,NASDAQ:AMD,NASDAQ:AAPL,NYSE:DB,NASDAQ:ISRG
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The 3 Most Undervalued Nasdaq Stocks to Buy in September 2023
September 12, 2023
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September 11, 2023
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LNG
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3 No-Brainer Stocks to Buy With $500 Right Now
September 11, 2023
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ISRG
KR
NXPI
SYY
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Have $1,500 to Invest? 2 Growth Stocks to Buy Now
September 11, 2023
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The 5 Best Healthcare Stocks to Buy Now: September 2023
September 08, 2023
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September 08, 2023
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ALNY
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From
Benzinga
Looking Into Intuitive Surgical's Recent Short Interest
September 08, 2023
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ISRG
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Market News
Benzinga
BZI/SHORTHIST
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Benzinga
2 Nasdaq 100 Stocks That Are Surefire Buys in September and 1 to Avoid Like the Plague
September 08, 2023
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ISRG
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3 Med Tech Stocks That the AI Boom Will Only Help
September 07, 2023
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Intuitive Surgical Unusual Options Activity For September 07
September 07, 2023
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3 Up-and-Coming Robotics Stocks to Put on Your Must-Buy List
September 04, 2023
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SYM
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Here's How Much $1000 Invested In Intuitive Surgical 15 Years Ago Would Be Worth Today
September 01, 2023
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ISRG
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Intuitive Surgical Unusual Options Activity For August 31
August 31, 2023
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ISRG
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ISRG
Benzinga
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Invest in Ideas: 3 Must-Buy Thematic ETFs for Today’s Trendspotters
August 29, 2023
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BETZ
BJK
BOTZ
DKNG
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LUXX
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ISRG
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Wall Street Loves These 3 Growth Stocks; Should You?
August 29, 2023
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ISRG
NVDA
PGNY
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PGNY
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Don’t Sleep on These 3 Robotics Stocks That Will Mint Millionaires
August 28, 2023
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ISRG
PATH
TER
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1 Stock-Split Stock Billionaires Are Buying Hand Over Fist and 1 Unexpected Stock-Split Stock They're Selling
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AMZN
DXCM
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Is Medtronic Stock a Buy Now?
August 25, 2023
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MDT
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MDT
Recent Press Releases
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3 Millionaire-Maker Robotics Stocks to Hold Through Thick and Thin
August 24, 2023
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EMR
ISRG
TMO
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EMR
ISRG
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3 Millionaire-Maker Robotics Stocks to Load Up Now
August 24, 2023
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IRBT
ISRG
NVDA
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NASDAQ:ISRG,NASDAQ:IRBT,NASDAQ:NVDA
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IRBT
From
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Intuitive Surgical Unusual Options Activity For August 24
August 24, 2023
Tickers
ISRG
Tags
Benzinga
ISRG
Markets
From
Benzinga
Analysts Note Medtronic's Tummy Tuck Surgery Sales Unaffected Globally Amid Weight-Loss Treatment(s) Rush
August 23, 2023
Tickers
ISRG
MDT
Tags
Analyst Ratings
Health Care
Market News
From
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