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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
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Back Dated Performance Reports
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Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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More Americans are struggling even as inflation cools — here’s why
July 09, 2024
Tags
Credit Cards
Investing
Debt
From
CNBC.com News
Powell Says Labor Market 'Strong, Not Overheated': Fed Chair Awaits 'Right Moment' To Cut Interest Rates
July 09, 2024
Tickers
QQQ
SPY
TECH
TLT
Tags
Markets
Pro Project
TLT
From
Benzinga
Watch Fed Chair Jerome Powell testify live before Senate banking panel
July 09, 2024
Tags
The Fed
Economy
US: News
From
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Will the Fed Cut Rates? A Midyear Outlook With Natixis
July 09, 2024
Tags
interest rates
consumer
portfolio construction channel
From
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CNBC Daily Open: Are markets too optimistic?
July 09, 2024
Tags
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Technology
Apple Inc
From
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CNBC Daily Open: Are markets overly optimistic?
July 08, 2024
Tags
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July 08, 2024
Tickers
ECON
SPY
TECH
Tags
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Broad U/S/ Equity ETFs
Econ #s
From
Benzinga
Expert Trader Suggests Interest Rates Aren't Sole Cause For Small Cap Struggles, Recommends Alternative Investment Ideas
July 08, 2024
Tickers
AAPL
IWM
MSFT
Tags
MSFT
small caps
Markets
From
Benzinga
Powell Anticipates To Be Pressed About Rate Cuts, Bank Rules Before Congress
July 08, 2024
Tags
Interest Rates
banks
Markets
From
Benzinga
CNBC Daily Open: French left-wing shock victory, Boeing guilty plea
July 08, 2024
Tickers
LAWS
Tags
JPMorgan Chase & Co
Commercial banking
Streaming media technology
From
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CNBC Daily Open: French far-right advance blocked
July 07, 2024
Tags
Economic policy
Market Outlook
Daily Open
From
CNBC.com News
Wharton's Jeremy Siegel Implores Jerome Powell To Signal September Rate Cuts: 'We Are In A Slowing Economy'
July 05, 2024
Tags
Economics
Jeremy Siegel
Claudia Sahm
From
Benzinga
Stocks Rally To Record Highs As Investors Eye Interest Rate Cuts; Labor Market Cools, Tesla Soars: This Week In The Markets
July 05, 2024
Tickers
AI
QQQ
SPY
TECH
Tags
Services PMI
magnificent 7
artificial intelligence
From
Benzinga
Fed Needs To Frontload Interest Rate Cuts, Say 4 Economists: 'Labor Market's Cooling Trend Is Quite Clear'
July 05, 2024
Tickers
ECON
IGV
RING
TECH
Tags
labor market
Treasuries
Sector ETFs
From
Benzinga
June Jobs Figures Beat Expectations But Unemployment Rate Rises With Slower Wage Growth - A Mixed Bag For Interest Rates
July 05, 2024
Tickers
ECON
QQQ
SPY
Tags
SPY
ETFs
QQQ
From
Benzinga
Fed Minutes: Policymakers Are Not In Rush To Cut Interest Rates, Decision Hinges On Economic Data
July 03, 2024
Tickers
ECON
FOMC
QQQ
SPY
Tags
Markets
Econ #s
Interest Rates
From
Benzinga
Fed says it's not ready to cut rates until 'greater confidence' inflation is moving to 2% goal
July 03, 2024
Tags
Markets
Inflation
Breaking news
From
CNBC.com News
Bank Of America Stock Is Up Over 21% For The Year: High Interest Rates Fuel Bullish Outlook
July 03, 2024
Tickers
BAC
Tags
Top Stories
Interest Rates
banks
From
Benzinga
'It's not just Taylor Swift': ECB's Lagarde says Eras Tour is not alone in keeping euro zone inflation high
July 02, 2024
Tags
Central banking
Interest Rates
Prices
From
CNBC.com News
Fed Chair Powell Warns Of 'Unsustainable' US Debt Path, Downplays Risks Of Possible Trump Attacks On Central Bank Independence
July 02, 2024
Tickers
AI
ECON
SPY
Tags
AI
Markets
Treasuries
From
Benzinga
Powell says Fed has made 'quite a bit of progress' on inflation but needs more confidence before cutting
July 02, 2024
Tags
Economy
The Fed
US Economy
From
CNBC.com News
Watch Fed Chair Powell, ECB's Lagarde speak live at central bank policy forum
July 02, 2024
Tags
Livestream
Breaking News: Markets
Breaking News: Economy
From
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CNBC Daily Open: 'Roaring Kitty' gets chewed up, Nasdaq hits record
July 02, 2024
Tags
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Morgan Stanley
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From
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US Banks To Benefit From 'Higher For Longer' Interest Rates: Goldman Sachs Sees 'Modestly Attractive Entry Point' For Investors
July 01, 2024
Tickers
BAC
BK
C
ECON
Tags
Macro Economic Events
WFC
Large Cap
From
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