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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
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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
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This Top Stock Is in the Best Position to Capitalize on the Unprecedented Growth It Sees Ahead
October 26, 2024
Tickers
NEE
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Market News
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NEE
From
Motley Fool
NextEra Energy Poised For Strong EPS Growth With Renewable Expansion, Says Goldman Sachs Analyst
October 25, 2024
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NEWS
UTES
XLU
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This Magnificent Dividend Stock Continues to Generate High-Powered Growth
October 24, 2024
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A Closer Look at NextEra Energy's Options Market Dynamics
October 23, 2024
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NEE
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Wall Street Slumps For Third Straight Day As Investor Sentiment Fades, Dollar Strength Resumes, Boeing Disappoints: What's Driving Markets Wednesday?
October 23, 2024
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BA
BKR
BSX
CME
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IWM
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From
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NextEra Energy (NEE) Q3 2024 Earnings Call Transcript
October 23, 2024
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Insights into NextEra Energy's Upcoming Earnings
October 22, 2024
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NEE
BZI/EP
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First Solar, NextEra, Enphase: What Post-Election Scenarios Could Mean For Renewable Powerhouses
October 18, 2024
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Billionaire Philippe Laffont Sold Coatue's Entire Stake in Palantir and Is Piling Into an Electrifying Growth Stock Instead
October 17, 2024
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PLTR
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PLTR
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If You Invested $100 In This Stock 15 Years Ago, You Would Have $600 Today
October 14, 2024
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NEWS
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NEE
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Don't Give Up on Dividends: 3 Dividend Stocks That Reward You Through Thick and Thin
October 12, 2024
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Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
October 11, 2024
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Market Whales and Their Recent Bets on NEE Options
October 10, 2024
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Tech, Consumer Discretionary Stocks Fall, Utilities Sector Outperforms On Surprisingly High Inflation, Jobless Claims Data
October 10, 2024
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Hurricane Milton Knocks Out Power For Over 2M In Florida, NextEra Energy, Duke Energy, And Tampa Electric Report Major Outages
October 10, 2024
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Kaustubh Bagalkote
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Hurricane Milton Descends On Florida: Analysts Warn Of Impact On Disney, NextEra's Florida Power & Light, Regional Banks
October 09, 2024
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3 Top Utility Stocks to Buy in October
October 05, 2024
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Here Are My Top-3 Dividend Stocks to Buy in October
October 05, 2024
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Peering Into NextEra Energy's Recent Short Interest
October 03, 2024
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Prediction: 3 Unstoppable Stocks That Can Rocket Higher if Kamala Harris Wins in November
October 03, 2024
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NextEra Energy's Options Frenzy: What You Need to Know
October 01, 2024
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Utilities Outpace S&P 500, Fueled By AI: These 2 Stocks Lead The Charge
September 30, 2024
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Interest Rates (and Leaves) Are Falling, but Here Are 3 Dividends That Should Continue Rising No Matter What
September 29, 2024
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D
ENB
KMI
NEE
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KMI
NEE
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If You Invested $100 In This Stock 15 Years Ago, You Would Have $600 Today
September 27, 2024
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Hyperscalers Will Give a Massive Boost to These Energy Stocks
September 25, 2024
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BEP
BEPC
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D
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CEG
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This Magnificent Dividend Stock Is Capitalizing on a Power Resurgence That Could Keep Its Payout Well Fueled for Decades to Come
September 25, 2024
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NEE
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MSFT
NEE
CEG
From
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NextEra Energy Unusual Options Activity For September 24
September 24, 2024
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NEE
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3 No-Brainer Interest-Rate-Sensitive Dividend Stocks to Buy Right Now for Less Than $1,000
September 23, 2024
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D
NEE
XLU
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3 Dividend Stocks to Buy Now That Have Raised Their Payouts for at Least 20 Consecutive Years
September 19, 2024
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CLX
EMR
NEE
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3 Dividend Stocks to Buy Now That Have Raised Their Payouts for at Least 20 Consecutive Years
September 19, 2024
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