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home
about us
Investment Approach
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Form CRS
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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
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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
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12 Consumer Discretionary Stocks Moving In Wednesday's After-Market Session
November 23, 2022
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Macro Challenges Risk Jack In The Box's Unit Growth, Says Analyst
November 23, 2022
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Burlington Stores To Surge Over 21%? Plus Wedbush Slashes PT On Jack In The Box
November 23, 2022
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Jack In The Box Plunges After Gloomy Outlook, Q4 Bottom-Line Miss
November 22, 2022
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Why Dollar Tree Shares Are Trading Lower By 10%? Here Are 53 Stocks Moving In Tuesday's Mid-Day Session
November 22, 2022
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November 22, 2022
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Why Jack in the Box Stock Was Diving Today
November 22, 2022
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JACK
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November 22, 2022
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Earnings Scheduled For November 22, 2022
November 22, 2022
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Jack In The Box's Earnings Outlook
November 21, 2022
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The PC boom has gone bust, and we are about to see the results ahead of Black Friday
November 20, 2022
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Cowen Thinks Jack In The Box's Q4 Adj EBITDA To Be Affected By Economic Challenges
November 18, 2022
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Benzinga
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Intuit To $490? Here Are 5 Other Price Target Changes For Friday
November 18, 2022
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Benzinga's Top Ratings Upgrades, Downgrades For November 8, 2022
November 08, 2022
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Jack In The Box's New Prototype Store May Be A Sign Of Things To Come In Fast Food
October 18, 2022
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El Pollo Loco Appoints Maria Hollandsworth As Operations Head
October 18, 2022
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Morgan Stanley Thinks Europe Exposure & FX Headwinds Weigh On Q3 Earnings For Restaurants
October 11, 2022
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Is This Fast-Food Stock About to See a Return to Growth?
October 07, 2022
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Benzinga's Top Ratings Upgrades, Downgrades For September 21, 2022
September 21, 2022
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What 13 Analyst Ratings Have To Say About Jack In The Box
September 12, 2022
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Where Jack In The Box Stands With Analysts
September 12, 2022
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This Analyst Slashes PT On Meta Platforms, Plus Mizuho Predicts $440 For Adobe
September 12, 2022
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Where Jack In The Box Stands With Analysts
August 11, 2022
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SVB Leerink Cuts Price Target On This Stock By 50%, Also Check Out Some Other Major PT Changes
August 11, 2022
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Disney To $154? Here Are 5 Other Price Target Changes For Thursday
August 11, 2022
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