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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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)
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Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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'Make or break week': Stifel sees 40% chance of President Biden dropping out of the race
July 08, 2024
Tags
Recessions and depressions
Personal debt
U/S/ Economy
From
CNBC.com News
Treasury yield little changed ahead of key economic data, Fed meeting minutes
July 03, 2024
Tags
US Economy
Treasurys
Monetary policy
From
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China's Central Bank Could Embrace Federal Reserve Model In A Major Reform Under Governor Pan Gongsheng
July 01, 2024
Tickers
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NEWS
PBOC
Tags
Asia
Kaustubh Bagalkote
Market News
From
Benzinga
El-Erian Warns Of Economic Risks Without Prompt Fed Rate Cuts: 'What Really Matters Is Where They Finish'
June 18, 2024
Tickers
NEWS
Tags
interest rate
Federal Reserve
Economics
From
Benzinga
Jerome Powell To Testify Before Senate Banking Committee On Monetary Policy Amid Growing Calls For Rate Cuts
June 18, 2024
Tickers
NEWS
Tags
Global
Economics
Federal Reserve
From
Benzinga
Fed's Harker Advocates For Single Rate Cut In 2024, Cites 'Very Welcome' May CPI Report
June 18, 2024
Tickers
NEWS
Tags
Economics
Global
Rate Cut
From
Benzinga
Mohamed El-Erian Says Softer Than Expected May Inflation Makes A 'Solid Case' For Rate Cute, Peter Schiff Holds The View Latest Numbers Mean 'Nothing'
June 13, 2024
Tickers
NEWS
Tags
Global
Economics
Peter Schiff
From
Benzinga
How elections test the Federal Reserve's independence
June 12, 2024
Tags
Government and politics
Monetary policy
Fiscal policy
From
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Affluent consumers are creating a ‘bubble’ at Walmart, warns retailer’s former U.S. CEO Bill Simon
May 16, 2024
Tickers
JOBS
Tags
Economy
Finance
Inflation
From
CNBC.com News
Treasury yields fall ahead of fresh consumer inflation figures
May 15, 2024
Tags
Inflation
Treasury notes
Treasury bills
From
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Treasury yields dip as investors await key inflation data
May 14, 2024
Tags
Bonds
Treasurys
US Economy
From
CNBC.com News
Australia's budget is expected to target housing crisis as prices keep climbing
May 12, 2024
Tags
Migrants
Mortgage rates
Home prices
From
CNBC.com News
This inflation-focused ETF may be in a sweet spot
May 11, 2024
Tags
Stock markets
Consumer prices
Asset management
From
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Markets reprice Bank of England rate-cut bets as UK records fastest growth in nearly 3 years
May 10, 2024
Tags
Interest Rates
Monetary policy
Markets
From
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'A lot of money on the sidelines': Calamos Investments thinks ETFs should target CD, money market customers
May 04, 2024
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Breaking News: Investing
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Certificates of deposit
From
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Peter Schiff Slams US Monetary Policies As Starbucks Shares Tumble 13% In Pre-Market: 'Rising Prices...Forcing Their Customers To Cut Back'
May 01, 2024
Tickers
NEWS
SBUX
Tags
General
Pooja Rajkumari
Monetary Policy
From
Benzinga
Are we in for a 1970's style inflation revival?
April 20, 2024
Tags
inflation
Monetary policy
Fiscal policy
From
Humble Student of the Markets
'Big change' in global growth is bullish for commodities including copper, says VanEck CEO
April 20, 2024
Tags
Business
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Consumer prices
From
CNBC.com News
Regional bank earnings may expose critical weaknesses, former FDIC Chair Sheila Bair warns
April 16, 2024
Tags
Interest Rates
Earnings
Real estate
From
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Treasury yields climb as investors weigh state of economy ahead of key data
April 08, 2024
Tags
Economic events
U/S/ Economy
Interest Rates
From
CNBC.com News
Fed must get 'more aggressive' with rate cuts due to weakening jobs market, Canaccord's chief market strategist says
March 31, 2024
Tickers
JOBS
Tags
Monetary policy
Amazon/com Inc
Apple Inc
From
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2-year Treasury yield rises as investors mull interest rate outlook
March 28, 2024
Tags
Treasurys
Monetary policy
Treasury notes
From
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Treasury yields fall as investors weigh monetary policy outlook
March 22, 2024
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Prices
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Treasury notes
From
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Treasury yields fall as investors digest Fed policy guidance
March 21, 2024
Tags
Economic events
Interest Rates
U/S/ Economy
From
CNBC.com News
Treasury yields dip ahead of Fed rate decision, monetary policy guidance
March 20, 2024
Tags
Treasurys
Bonds
Economic outlook
From
CNBC.com News
Treasury yields dip as Fed meeting is due to kick off
March 19, 2024
Tags
US Economy
Treasurys
Monetary policy
From
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Time is running out for interest rate cuts, market forecaster Jim Bianco warns before Fed meeting
March 18, 2024
Tickers
JOBS
Tags
Finance
Economy
Inflation
From
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Treasury yields little changed as investors look to Fed meeting
March 18, 2024
Tags
US Economy
Treasurys
Monetary policy
From
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10-year Treasury yield dips as investors consider state of the economy
March 11, 2024
Tags
Economic events
Bonds
U/S/ Economy
From
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European Central Bank Lowers Inflation Outlook But Holds Interest Rates: 2 Stocks, 2 ETFs To Watch
March 07, 2024
Tickers
ASML
ECON
EZU
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Tags
Analyst Color
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