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Preferred Custodian Settlement
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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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Market Analysis Summary
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Soaring meat prices are leaving a bad taste in shoppers’ mouths, but McCormick says its spices are providing a solution
March 29, 2022
Tickers
CPB
GIS
MKC
PBJ
Tags
SPX
MKC
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From
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Mid-Afternoon Market Update: Dow Surges 250 Points; NeoGenomics Shares Slide
March 29, 2022
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March 29, 2022
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DOYU
IGMS
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Tags
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These 3 Stocks Are Timely Buys Amid the Market Sell-off
March 29, 2022
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DIS
GRMN
MKC
Tags
DIS
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MKC
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Mid-Morning Market Update: Markets Open Higher; McCormick Profit Beats Estimates
March 29, 2022
Tickers
AVAH
GDYN
IGMS
KXIN
Tags
NEGG
Mid/Morning Market Update
Benzinga
From
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McCormick's Q1 Earnings Top Estimates
March 29, 2022
Tickers
MKC
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Briefs
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McCormick & Co: Q1 Earnings Insights
March 29, 2022
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Benzinga
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A Peek Into The Markets: US Stock Futures Higher Ahead Of Earnings, Fed Speakers
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Tags
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Tags
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March 29, 2022
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Tags
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March 28, 2022
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Preview: McCormick & Co's Earnings
March 28, 2022
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3 Things to Watch in the Stock Market This Week
March 27, 2022
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DJI
LULU
MKC
Tags
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McCormick Has Some Questions to Answer on Tuesday
March 24, 2022
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Tags
Market News
MKC
Recent Press Releases
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McCormick Suspends Operations In Russia
March 11, 2022
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Benzinga
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Why the Drop in Accenture's Shares Is a Gift for Investors
March 09, 2022
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March 08, 2022
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Buying These 2 Stocks Is a Good Way to Hedge Against a Market Crash
March 04, 2022
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Benzinga's Top Ratings Upgrades, Downgrades For February 17, 2022
February 17, 2022
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Tags
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AgriFORCE Reflects On Achievements In 2021 As It Looks Forward To More In 2022
February 08, 2022
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CTVA
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Tags
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Why McCormick Is Expecting Strong Profit Growth in 2022
February 05, 2022
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Tags
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Recent Press Releases
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Want to Retire With $1 Million? 2 Unstoppable Growth Stocks to Buy and Hold
February 05, 2022
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FB
MELI
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AMZN
SHOP
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Worried About the Market Crash? Buy This Dividend Stock in 2022
February 02, 2022
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Tags
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MKC
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McCormick & Co Earnings Perspective: Return On Capital Employed
January 28, 2022
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MKC
From
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McCormick (MKC) Q4 2021 Earnings Call Transcript
January 27, 2022
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Tags
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MKC
Market News
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Mid-Day Market Update: Dow Jumps Over 500 Points; Seagate Shares Surge On Upbeat Results
January 27, 2022
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FLWS
GLPG
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NSEC
Mid/Day Market Update
From
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Recap: McCormick & Co Q4 Earnings
January 27, 2022
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MKC
Tags
BZI/Recaps
Benzinga
Earnings
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Benzinga
Earnings Scheduled For January 27, 2022
January 27, 2022
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ABCB
ADS
AIT
Tags
BC
HTH
News
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Earnings Preview: McCormick & Co
January 26, 2022
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MKC
Tags
BZI/EP
Benzinga
Earnings
From
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