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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
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Information
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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Delay In Large Orders, Lower Inpatient Census To Ail Masimo's Q2 Results, Analyst Lowers Estimates
July 18, 2023
Tickers
MASI
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July 18, 2023
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July 18, 2023
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CMG Stock Alert: Chipotle Announces International Expansion Plan
July 18, 2023
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12 Health Care Stocks Moving In Tuesday's Pre-Market Session
July 18, 2023
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Why Is CEL-SCI (CVM) Stock Down 23% Today?
July 18, 2023
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NYSEMKT:CVM,NASDAQ:MASI,NASDAQ:KPTI,NASDAQ:BPTS
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Why Is Masimo (MASI) Stock Down 30% Today?
July 18, 2023
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Why Biophytis Shares Are Trading Higher By 54%; Here Are 20 Stocks Moving Premarket
July 18, 2023
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Masimo Analysts Cut Their Forecasts Following Preliminary Q2 Results
July 18, 2023
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Extreme weather may douse sizzling stock market, warns Schwab strategist
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Masimo, Acumen Pharmaceuticals And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session
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Pinterest stock advances, Masimo shares slump on outlook and other stocks on the move
July 18, 2023
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Bank of America, Morgan Stanley And 3 Stocks To Watch Heading Into Tuesday
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July 17, 2023
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Analyst Is Bullish On Masimo Despite Proxy Overhang Concerns - Here's Why
July 10, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For July 10, 2023
July 10, 2023
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$273M Bet On Occidental Petroleum? Check Out These 3 Stocks Insiders Are Buying
May 31, 2023
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Benzinga
Masimo's Skyrocketing Growth: Analyst Boosts Price Target Amid Exciting New Ventures
May 10, 2023
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MASI
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Health Care Equipment
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Benzinga
Masimo: Q1 Earnings Insights
May 09, 2023
Tickers
MASI
Tags
Benzinga
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MASI
From
Benzinga
A Preview Of Masimo's Earnings
May 08, 2023
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Tags
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MASI
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10 Health Care Stocks Whale Activity In Today's Session
May 04, 2023
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Benzinga
$300B California Teachers Pension Fund Joins Politan Capital In Legal Action Against Masimo CEO's Employment Agreement
March 03, 2023
Tickers
MASI
Tags
Large Cap
Briefs
MASI
From
Benzinga
Analyst Says This MedTech Giant Stock Offers 'Too Much Optionality,' Upgrades Rating
February 22, 2023
Tickers
AAPL
MASI
Tags
Market News
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Analyst Ratings
From
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