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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
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
Back Dated Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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
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MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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WAL Stock Alert: Western Alliance Climbs Back From the Brink
May 17, 2023
Tickers
BAC
JPM
KRE
PANW
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NYSE:WAL,NYSE:WFC,NYSE:JPM,NYSE:BAC,NASDAQ:PANW,NASDAQ:ZION,NYSEARCA:KRE
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SVB bank run could have been a ‘coordinated’ effort by short sellers, says Republican congressman
May 16, 2023
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Failed US Bank CEOs Claim To US Senate Committee That Banks Were Highly Liquid, Risk Management Was In Place
May 16, 2023
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KRE
PACW
WAL
Tags
regional banks
ETFs
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Fed’s Barr warns of rising risk around commercial real estate at regional banks
May 16, 2023
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PACW
WAL
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From
MarketWatch
A U.S. default would destabilize the financial ecosystem that investors swim in, strategist warns
May 15, 2023
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COMP
DJIA
KRE
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SEC not considering short-sale ban for banks, Gensler says
May 15, 2023
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JPM
KRE
MCB
PACW
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MarketWatch
The ‘end of the runway’ is nearing for lofty tech and soggy banks. Get ready, says this strategist
May 15, 2023
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AMC
AMZN
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Why the stock market will struggle to rally until debt ceiling, bank woes are in rearview mirror
May 14, 2023
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COMP
DJIA
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From
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Regional bank crisis is ‘not over,’ warns former Fed Vice Chairman Quarles
May 12, 2023
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MCB
PACW
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KRE
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From
MarketWatch
FDIC set to levy big banks to pay for $15.8 billion bailout of Silicon Valley, Signature Banks
May 11, 2023
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Regional Banks Remain On Life Support
May 11, 2023
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You Can't Control the Banking Meltdown, but You Can Control What You Do About It
May 11, 2023
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PacWest, Western Alliance, East West Bancorp, Comerica fall as clouds hang over regional-bank stocks
May 09, 2023
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VettaFi’s Rosenbluth on Shorting Stocks With ETFs
May 09, 2023
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May 09, 2023
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May 08, 2023
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PacWest shares jump after lender says it’s ‘fundamentally sound’ but it’ll reduce its dividend
May 08, 2023
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May 08, 2023
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A brief ‘tactical’ rally is opening up for these bank stocks and an ETF, says Fundstrat’s Thomas Lee
May 08, 2023
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Zions, Western Alliance stocks soar after J.P. Morgan says buy, because they are ‘substantially mispriced’
May 05, 2023
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FRBK
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U.S. regional banks poised for a ‘short-term bottom’ Friday, says Fundstrat’s Mark Newton
May 05, 2023
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Regional bank crisis: Here’s how DC might act to stop the bleeding
May 05, 2023
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Why Shares of PacWest Bancorp, Comerica, and KeyCorp Are Rebounding Today
May 05, 2023
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‘Frankly, the machine is shut down,’ says investor in key area of commercial real estate finance
May 05, 2023
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KRE
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MarketWatch
Banking group asks SEC for probe after alleging abusive short-selling practices
May 05, 2023
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MarketWatch
The story of falling regional banks, as told in this Monty Python meme video
May 05, 2023
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ETF flows point to ‘skittish’ investors as it’s ‘a little unwieldy out there’ after Fed rate hikes
May 04, 2023
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MarketWatch
Bank stocks may need to drop at least 30% before its time to worry about the economy, says study
May 04, 2023
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DJIA
JPM
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Tags
WAL
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Friday's Jobs Number Could All But Guarantee The Federal Reserve Takes Its Foot Off The Gas On Inflation
May 04, 2023
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KRE
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Why Shares of Western Alliance Bancorp, U.S. Bancorp, and KeyCorp Are Falling Today
May 04, 2023
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