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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Quarterly Performance Reports
Market Value Securities (MVS)
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Sample Portfolio
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
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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
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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12 Consumer Discretionary Stocks Moving In Thursday's Pre-Market Session
December 16, 2021
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ATER
BQ
GOEV
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LEN
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Time for the Santa rally? U.S. stock market futures extend post-Fed swing higher
December 16, 2021
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LEN
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VIX
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LEN
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From
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5 Stocks To Watch For December 16, 2021
December 16, 2021
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Why Lennar Shares Are Falling During Wednesday's After-Hours Session
December 15, 2021
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LEN
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why it's moving
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Rick Beckwitt
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Where Lennar Stands With Analysts
December 15, 2021
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LEN
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LEN
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Wednesday Is the Day of the Week
December 15, 2021
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A Peek Into The Markets: US Stock Futures Mixed; All Eyes On Fed Rate Decision
December 15, 2021
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ABM
BKNG
GRWG
LEN
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RRD
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5 Stocks To Watch For December 15, 2021
December 15, 2021
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ABM
LEN
RRD
TSLA
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TTC
LEN
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Earnings Scheduled For December 15, 2021
December 15, 2021
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BLBD
ENZ
HEI
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UXIN
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Earnings Preview For Lennar
December 14, 2021
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Monday's Market Minute: A Slow Start to a Busy Week
December 13, 2021
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Welcome to the First Inning of the 10-Year Housing Boom
December 13, 2021
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The Silver Lining to Bad Days
December 06, 2021
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Benzinga's Top Ratings Upgrades, Downgrades For December 1, 2021
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ASO
HVT
LEN
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Home builders are growing more confident as Americans demand more housing
November 16, 2021
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Hey, Growth Investors: Real Estate Is for You, Too
November 11, 2021
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ABNB
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3 Homebuilding Stocks That Are Breaking Out
November 10, 2021
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7 Stocks to Set Your Sights on as the ‘Hyperinflation’ Debate Stirs Up
November 02, 2021
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MO
NYSE:MO,NYSE:KO,NYSE:JNJ,NYSE:LEN,NYSE:NEM,NYSEARCA:BITO,NASDAQ:MSFT,NYSE:PG,CCC:BTC/USD,NASDAQ:AAPL
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New home sales soared in September, but is the housing market’s rebound coming to an end?
October 26, 2021
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LEN
PHM
SPX
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PHM
SPX
DJIA
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MarketWatch
7 Housing Stocks to Buy to Keep You Ahead of Inflation
October 20, 2021
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ACC
AVB
ESS
HD
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HD
LEN
NYSE:HD,NYSE:LEN,NYSE:NVR,NYSE:AVB,NYSE:ESS,NYSE:ACC,NASDAQ:OPEN
From
InvestorPlace
Home builders grow more confident in spite of continued supply-chain headaches
October 18, 2021
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LEN
PHM
SPX
TOL
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SPX
DJIA
PHM
From
MarketWatch
New-home sales turn higher, despite record prices
September 24, 2021
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DHI
LEN
PHM
SPX
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LEN
DJIA
SPX
From
MarketWatch
10 Biggest Price Target Changes For Thursday
September 23, 2021
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FDX
INCY
KBH
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From
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