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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
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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
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)
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Quarterly Performance Reports
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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
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Event Schedule
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Event Schedule
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TAF
Event Schedule
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MVS
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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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What the Options Market Tells Us About Marathon Petroleum
December 18, 2023
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Analyst Ratings for Marathon Petroleum
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Here's How Much You Would Have Made Owning Marathon Petroleum Stock In The Last 5 Years
December 05, 2023
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Marathon Petroleum Options Trading: A Deep Dive into Market Sentiment
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November 30, 2023
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Can Billionaire Paul Singer Save Phillips 66 (PSX) Stock?
November 29, 2023
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PSX
VLO
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Phillips 66 Stock Soars As Elliott Investment's $1B Bet Signals Major Turnaround
November 29, 2023
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Game Changers: 7 Undervalued Stocks With Unbelievable Potential
November 26, 2023
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InvestorPlace
A Look Into Energy Sector Value Stocks
November 23, 2023
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These ten stocks, not just from tech, are the key to next year’s S&P 500 earnings growth
November 21, 2023
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3 Stock Giants With the Momentum to Dominate Beyond 2025
November 20, 2023
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Here's How Much You Would Have Made Owning Marathon Petroleum Stock In The Last 5 Years
November 17, 2023
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Marathon Petroleum, Snowflake And 2 Other Stocks Insiders Are Selling
November 16, 2023
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Got $1,000? Here's How to Turn It Into $97 of Annual Income (With Even More in the Future)
November 15, 2023
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Should I Buy Oil Stocks Now? Three Top Picks to Consider
November 13, 2023
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Down 34% to 57%, These Dividend Stocks Are Screaming Buys
November 10, 2023
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Marathon Petroleum's Options Frenzy: What You Need to Know
November 09, 2023
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WTI Crude Enters Bear Market: Is It Time For Value-Contrarian Investors To Jump Into Cheap US Oil Stocks?
November 08, 2023
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Five potential takeover targets in the oil industry, following deals by Exxon Mobil and Chevron
November 06, 2023
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CEIX
CIVI
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$1000 Invested In This Stock 10 Years Ago Would Be Worth $4,200 Today
November 06, 2023
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Benzinga
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Benzinga
Looking At Marathon Petroleum's Recent Unusual Options Activity
November 01, 2023
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BZI/UOA
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Marathon Petroleum To Rally Around 16%? Here Are 10 Top Analyst Forecasts For Wednesday
November 01, 2023
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AMD
MPC
PAYC
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Marathon Petroleum (MPC) Q3 2023 Earnings Call Transcript
October 31, 2023
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MPC
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Marathon Petroleum Q3: Earnings Beat, Strong Cash Generation & More
October 31, 2023
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Large Cap
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A Preview Of Marathon Petroleum's Earnings
October 30, 2023
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No More Holiday Hess Truck? Mega Oil Merger Could Induce Gift-Giving Chaos
October 23, 2023
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If You Invested $100 In This Stock 5 Years Ago, You Would Have $200 Today
October 20, 2023
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