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about us
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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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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
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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
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China's Rate Cuts Spark Flashbacks Of US 2008 Financial Meltdown
August 21, 2023
Tickers
BABA
JD
KWEB
Tags
Market News
Benzinga
General
From
Benzinga
China's Rate Change Causes Market Panic; Big Dive In Hong Kong Stocks
August 21, 2023
Tickers
ASIA
BABA
BIDU
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Tags
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Hold Tight! These 3 High-Growth Tech Stocks Still Have Potential
August 19, 2023
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BABA
BIDU
GOOG
GOOGL
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BIDU
From
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Is It Too Late to Buy JD.com Stock?
August 19, 2023
Tickers
JD
Tags
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JD
Market News
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Motley Fool
4 Superlative Growth Stocks You'll Regret Not Buying in the Wake of the Nasdaq Bear Market Dip
August 19, 2023
Tickers
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JD
MA
META
Tags
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Market News
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From
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Expert Ratings for JD.com
August 18, 2023
Tickers
JD
Tags
JD
Analyst Ratings
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From
Benzinga
Why JD.com Stock Is Falling Again Today
August 18, 2023
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Tags
JD
Recent Press Releases
Market News
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Why Are Chinese Stocks BABA, JD, PDD, NIO Down Today?
August 18, 2023
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JD
NIO
PDD
Tags
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From
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Farfetch shares slide on sales disappointment, while Applied Materials gains on upbeat results and other moving stocks
August 18, 2023
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The 7 Most Undervalued Value Stocks to Buy Now: August 2023
August 17, 2023
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Looking At JD.com's Recent Unusual Options Activity
August 17, 2023
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Tags
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August 17, 2023
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JD.com Analysts Cut Their Forecasts Following Q2 Results
August 17, 2023
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August 17, 2023
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August 16, 2023
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JD.com (JD) Q2 2023 Earnings Call Transcript
August 16, 2023
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China's Real Estate Crisis Echoes Lehman Moment; Country Garden Warns Of 'Major Uncertainties' As Bond Redemption Looms
August 16, 2023
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JD.com Surpasses Q2 Expectations, But Stock Falls With Broader China Index
August 16, 2023
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August 16, 2023
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August 16, 2023
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August 16, 2023
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Time To Buy Alibaba, Baidu, JD.com? Jim Cramer Gives The Greenlight: 'Go Ahead... For Now'
August 15, 2023
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Tags
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August 15, 2023
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China's Central Bank Takes Surprising Step As Economy Falters: Why Americans Should Care
August 15, 2023
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August 15, 2023
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The 3 Most Undervalued Chinese Stocks to Buy Now: August 2023
August 14, 2023
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BIDU
BYDDY
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TSLA
Tags
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Coatue Management Bullish On AI, Electric Vehicles In Q2 While Cautious On Chinese Equities
August 14, 2023
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AMZN
BABA
BIDU
CHPT
Tags
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Chinese Stocks Tumble As Top Wealth Manager Faces Payment Crisis Amid Property Market And Liquidity Troubles
August 14, 2023
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ASIA
BABA
BIDU
FXI
Tags
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NIO
NTES
From
Benzinga
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