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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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Additional Information
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Investing During Uncertain Times
Read FULL Seminar Here
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Fed Governor Bowman says December interest rate cut should be the last
January 09, 2025
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Breaking News: Economy
Markets
US: News
From
CNBC.com News
CNBC Daily Open: Fed’s inflation worries didn’t bother markets
January 09, 2025
Tags
Prices
Inflation
Central banking
From
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Mohamed El-Erian Warns US Treasury Yields Poised To Hover Near 5% Through 2025, Maps Out Survival Strategy
January 09, 2025
Tickers
NEWS
QQQ
SPY
Tags
Benzinga
Inflation
Market News
From
Benzinga
CNBC Daily Open: Markets shrug off inflation warnings
January 08, 2025
Tags
Daily Open
Advanced Micro Devices Inc
Bank of America Corp
From
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Goldman Sachs Flags Market Correction Risk As Inflation, Trump Policies Stir Uncertainty
January 08, 2025
Tickers
DIA
ECON
UUP
Tags
Currency ETFs
Donald Trump
Benzinga
From
Benzinga
Fed Minutes Reveal Inflation Jitters, Policymakers Signal Slower Interest Rate Easing Path Ahead
January 08, 2025
Tickers
ECON
SPY
UUP
Tags
Interest Rates
Markets
Federal Reserve
From
Benzinga
Fed officials are worried about the inflation impacts from Trump's policies, minutes show
January 08, 2025
Tags
Economy
Inflation
The Fed
From
CNBC.com News
Nearly half of credit card users are carrying debt — it may take months, or years, to pay off
January 08, 2025
Tags
Personal Finance
Investment strategy
Debt
From
CNBC.com News
CNBC Daily Open: Renewed inflation worries jolt markets
January 08, 2025
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Markets
Amazon/com Inc
Samsung Electronics Co Ltd
From
CNBC.com News
CNBC Daily Open: Inflation returns to the picture
January 07, 2025
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Technology
Asia Markets
Meta Platforms Inc
From
CNBC.com News
Services index shows big jump in prices for December as companies fear tariffs
January 07, 2025
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Inflation
Economy
Breaking News: Economy
From
CNBC.com News
German inflation rises more than expected to 2.9% in December
January 06, 2025
Tags
Europe Economy
Breaking News: Europe
Economy
From
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Here are big changes retirees can expect from Social Security and Medicare in 2025
January 04, 2025
Tags
Retirement planning
Health care costs
Retiree finances
From
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Experts say high food prices are here to stay. Here's why
January 04, 2025
Tags
Taxes
Food and Beverage
Government welfare systems
From
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Investors Dump Long-Dated Treasury ETF At Record Pace Ahead Of Trump's White House Return
January 02, 2025
Tickers
ECON
TLT
Tags
ETFs
Market News
TLT
From
Benzinga
Jimmy Carter's Complex Economic Legacy: High Inflation, But Effective, Hawkish Fed Under Volcker
December 30, 2024
Tags
Economics
Ronald Reagan
Inflation
From
Benzinga
36% of Americans took on holiday debt this year — averaging $1,181 — survey finds. These tips can help
December 26, 2024
Tags
Credit card services
Personal spending
Personal saving
From
CNBC.com News
Britain’s economy saw zero growth in the third quarter
December 23, 2024
Tickers
GDP
Tags
Europe News
Economic events
Inflation
From
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CNBC Daily Open: Inflation and dot plots
December 23, 2024
Tags
Boeing Co
Daily Open
Prices
From
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CNBC Daily Open: With cooler-than-expected PCE, would the Fed’s dot plot have looked different?
December 22, 2024
Tags
Asia Markets
Inflation
Market Outlook
From
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