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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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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Quarterly Performance Reports
Market Value Securities (MVS)
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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
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Event Schedule
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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
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Why Renewable Energy Stocks Were Rocked by the CPI Report Today
February 13, 2024
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NEE
PLUG
SPWR
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February 13, 2024
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GTHX
NEE
NVDA
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February 12, 2024
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CAT
EPD
JNJ
MCD
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PG
NEE
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2 Dividend Stocks to Double Up On Right Now
February 10, 2024
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BIP
BIPC
NEE
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3 Strong Buy Renewable Energy Stocks to Add to Your February Must-Watch List
February 09, 2024
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CWEN
NEE
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NYSE:NEE;NASDAQ:CWEN;NASDAQ:NXT
CWEN
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Here's How Much $1000 Invested In NextEra Energy 20 Years Ago Would Be Worth Today
February 08, 2024
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NEE
NEWS
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Benzinga
Trading Ideas
BZI/POD
From
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3 No-Brainer Stocks to Buy With $200 Right Now
February 07, 2024
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BMRN
NEE
PM
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NEE
PM
Recent Press Releases
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Goodbye Bears! 7 Winning Stocks to Buy for a Booming Economy.
February 06, 2024
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CCJ
CVX
DKNG
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3 Dividend Stocks to Buy on the Dip: February 2024
February 06, 2024
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MMM
NEE
O
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O
From
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7 Dividend Stocks Worth Holding for the Long Haul
February 06, 2024
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IBM
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These 3 Utilities Stocks Delivering High-Dividend Yields Are Recommended By Wall Street's Most Accurate Analysts
February 06, 2024
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NEE
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SO
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SO
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3 Strong Buy Green Energy Stocks to Add to Your February Must-Watch List
February 05, 2024
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FSLR
NEE
SEDG
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7 Sustainable Stocks for Eco-Conscious Investors in 2024
February 05, 2024
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BYND
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3 Top Energy Stocks to Buy in February
February 04, 2024
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ET
NEE
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ET
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(NEE) - Analyzing NextEra Energy's Short Interest
February 02, 2024
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February 01, 2024
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These 7 Clean Energy Stocks Are Poised for a Breakout in 2024
February 01, 2024
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February 01, 2024
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FSLR
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The 3 Best Renewable Energy Stocks to Invest In for Big Gains in 2024
January 29, 2024
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CCJ
ENPH
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NYSE:CCJ,NYSE:NEE,NASDAQ:ENPH
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This Supercharged Growth Stock Runs Circles Around its Rivals
January 29, 2024
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DUK
NEE
XEL
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NEE
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Where Will NextEra Energy Be in 3 Years?
January 29, 2024
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NEE
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NEE
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5 Great Investments to Buy in February
January 29, 2024
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BITB
BLK
BTC
DHI
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TM
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This 10%-Plus Yielding Dividend Stock Continues to Push its Payout Higher
January 28, 2024
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KMI
NEE
NEP
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NEP
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NextEra Energy Partners Stock: Buy, Sell, or Hold?
January 27, 2024
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NEE
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Stocks Ease Despite Benign Inflation Data, Bitcoin Stages Comeback: What's Driving Markets Friday?
January 26, 2024
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AXP
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V
XLK
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Down Over 30%, This Magnificent Growth Stock Looks Like a Screaming Buy
January 26, 2024
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NEE
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2 No-Brainer Utility Stocks to Buy With $1,000 Right Now
January 26, 2024
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BKH
NEE
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Beyond the Horizon: 3 Best Stocks to Buy for a Green Energy Revolution
January 26, 2024
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LIN
NEE
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NEE
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NextEra Energy (NEE) Q4 2023 Earnings Call Transcript
January 25, 2024
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NEE
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Market News
Recent Press Releases
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