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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
Services, Fees and Compensation
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
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These Analysts Increase Their Forecasts On McKesson Following Q4 Results
May 08, 2024
Tickers
MCK
NEWS
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News
Market News
MCK
From
Benzinga
Datadog To Rally Around 25%? Here Are 10 Top Analyst Forecasts For Wednesday
May 08, 2024
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CXDO
DDOG
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MCK Stock Earnings: McKesson Misses EPS, Misses Revenue for Q4 2024
May 07, 2024
Tickers
MCK
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MCK
Market News
NYSE:MCK
From
InvestorPlace
McKesson (MCK) Q4 2024 Earnings Call Transcript
May 07, 2024
Tickers
MCK
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MCK
Market News
From
Motley Fool
How To Earn $500 A Month From McKesson Stock Ahead Of Q4 Earnings Report
May 07, 2024
Tickers
MCK
NEWS
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Benzinga
MCK
Pre/Market Outlook
From
Benzinga
Investor Optimism Decreases Slightly, But Dow Records Gains For 4th Day
May 07, 2024
Tickers
DIS
EA
MCK
MU
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MCK
EA
Benzinga
From
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Disney, Electronic Arts And 3 Stocks To Watch Heading Into Tuesday
May 07, 2024
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CVGI
DIS
EA
MCK
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Earnings
Markets
Stories That Matter
From
Benzinga
Here's How Much $1000 Invested In McKesson 20 Years Ago Would Be Worth Today
May 03, 2024
Tickers
MCK
NEWS
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MCK
Market News
BZI/POD
From
Benzinga
How Is The Market Feeling About McKesson?
May 02, 2024
Tickers
MCK
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Short Sellers
Trading Ideas
MCK
From
Benzinga
Forget Individual Consumer Stocks: Buy This ETF Instead
April 28, 2024
Tickers
AMZN
COST
FDIS
HD
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VOO
Market News
HD
From
Motley Fool
McKinsey Faces Criminal Probe By DOJ For Opioid Consulting: Report
April 25, 2024
Tickers
MCK
NEWS
PUBGY
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Department of Justice
PUBGY
Health Care
From
Benzinga
The Top 3 Healthcare Stocks to Buy in April 2024
April 22, 2024
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CI
MCK
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CI
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Market News
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InvestorPlace
Jim Cramer Is 'Willing To Let This Pharma Stock Catch Fire,' Advises Not To Sell McKesson
April 19, 2024
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ASPN
COP
ENVX
LRCX
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mad money Lightning Round
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RYTM
From
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If You Invested $100 In This Stock 5 Years Ago, You Would Have $500 Today
April 10, 2024
Tickers
MCK
NEWS
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News
BZI/POD
Market News
From
Benzinga
If You Invested $1000 In This Stock 10 Years Ago, You Would Have $3,200 Today
April 03, 2024
Tickers
MCK
NEWS
Tags
Benzinga
Trading Ideas
Market News
From
Benzinga
Peering Into McKesson's Recent Short Interest
March 28, 2024
Tickers
MCK
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MCK
Market News
Benzinga
From
Benzinga
Rite Aid Forges Path To Financial Recovery With Major Settlement: Report
March 27, 2024
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MCK
NEWS
RADCQ
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AI Generated
Media
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Benzinga
$100 Invested In This Stock 5 Years Ago Would Be Worth $400 Today
March 18, 2024
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MCK
NEWS
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BZI/POD
News
MCK
From
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Which Stocks Will Dominate The Future Of Tech? UBS Shares Its Top Picks In AI, Healthtech, Greentech, And Fintech
March 18, 2024
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ASML
AVGO
BIDU
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Benzinga
From
Benzinga
How Is The Market Feeling About McKesson?
February 27, 2024
Tickers
MCK
Tags
Short Ideas
BZI/SHORTHIST
Benzinga
From
Benzinga
If You Invested $1000 In This Stock 15 Years Ago, You Would Have $13,000 Today
February 26, 2024
Tickers
MCK
NEWS
Tags
News
BZI/POD
Market News
From
Benzinga
US Federal Trade Commission Investigates Drug Shortages Amid Allegations Of Market Manipulation
February 14, 2024
Tickers
CAH
COR
MCK
NEWS
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COR
MCK
Benzinga
From
Benzinga
Medical Supplies-Focused McKesson Shares Fall On Q3 Earnings Performance, Analyst Says Street 'Wanted More'
February 08, 2024
Tickers
MCK
NEWS
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Analyst Ratings
MCK
Equities
From
Benzinga
If You Invested $1000 In This Stock 5 Years Ago, You Would Have $3,900 Today
February 08, 2024
Tickers
MCK
NEWS
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Trading Ideas
Benzinga
News
From
Benzinga
McKesson (MCK) Q3 2024 Earnings Call Transcript
February 07, 2024
Tickers
MCK
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MCK
Market News
Recent Press Releases
From
Motley Fool
S&P 500 Flirts With 5,000 As Magnificent 7 Tops $13 Trillion, NYCB Sinks: What's Driving Markets Wednesday?
February 07, 2024
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AMGN
AMZN
CMG
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Sector ETFs
Analyst Ratings
Markets
From
Benzinga
McKesson Earnings Are Imminent; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
February 07, 2024
Tickers
MCK
NEWS
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Expert Ideas
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News
From
Benzinga
Earnings Scheduled For February 7, 2024
February 07, 2024
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ACLS
ADN
ADNT
ALCO
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MC
EEFT
XPO
From
Benzinga
Fear & Greed Index Remains In 'Greed' Zone Following Earnings Reports; Dow Jumps Over 100 Points
February 07, 2024
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DIS
MCK
NEWS
PLTR
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MCK
UBER
PLTR
From
Benzinga
Earnings Preview: McKesson
February 06, 2024
Tickers
MCK
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BZI/EP
Benzinga
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From
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