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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
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Marsh & McLennan Companies (MMC) Q4 2023 Earnings Call Transcript
January 25, 2024
Tickers
MMC
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Motley Fool
Earnings Scheduled For January 25, 2024
January 25, 2024
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January 24, 2024
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Tuesday Is Your Last Chance To Buy Marsh & McLennan Before The Dividend Payout
January 19, 2024
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Here's How Much $1000 Invested In Marsh & McLennan 20 Years Ago Would Be Worth Today
January 03, 2024
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$100 Invested In This Stock 5 Years Ago Would Be Worth $200 Today
December 20, 2023
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10 Financials Stocks With Whale Alerts In Today's Session
December 15, 2023
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December 15, 2023
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Insurance Stocks Moving In Thursday's Intraday Session
December 14, 2023
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Here's How Much $1000 Invested In Marsh & McLennan 5 Years Ago Would Be Worth Today
December 04, 2023
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Is Warren Buffett's Recent Stock Selling Sending a Silent Warning to This Industry?
December 03, 2023
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Warren Buffett Reduced This Long-Time Berkshire Hathaway Holding by 67%. Should Investors Follow His Lead?
December 01, 2023
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Here's How Much $1000 Invested In Marsh & McLennan 5 Years Ago Would Be Worth Today
November 21, 2023
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Market News
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Sustaining Growth Momentum: Marsh & McLennan Continues to Excel and Reports Rising Profits
November 15, 2023
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Marsh & McLennan Forms Bottoming Pattern At Same Time As Major Indices
November 07, 2023
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Warren Buffett's Insurance Empire Doesn't Pay Dividends, But These 5 Insurance Companies Do
November 06, 2023
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$1000 Invested In Marsh & McLennan 10 Years Ago Would Be Worth This Much Today
October 31, 2023
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$1000 Invested In Marsh & McLennan 5 Years Ago Would Be Worth This Much Today
October 19, 2023
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Marsh & McLennan Companies (MMC) Q3 2023 Earnings Call Transcript
October 19, 2023
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October 18, 2023
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What 6 Analyst Ratings Have To Say About Marsh & McLennan
October 05, 2023
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$1000 Invested In Marsh & McLennan 10 Years Ago Would Be Worth This Much Today
October 02, 2023
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Benzinga
BZI/POD
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If You Invested $1000 In This Stock 10 Years Ago, You Would Have $4,600 Today
September 12, 2023
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3 Defensive Stocks That Will Outperform the Market Over the Next 10 Years
September 12, 2023
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ATVI
AXP
BRK-B
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Peering Into Marsh & McLennan's Recent Short Interest
September 08, 2023
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Benzinga
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Warren Buffett Just Sold the Rest of His Stake in This Dividend Stock. Should You Follow His Lead?
September 01, 2023
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BRK-A
BRK-B
MMC
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Recent Press Releases
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BRK/B
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If You Invested $1000 In This Stock 5 Years Ago, You Would Have $2,300 Today
August 29, 2023
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August 27, 2023
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V
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