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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
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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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
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)
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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What's Going On With NIO Shares Today?
August 27, 2025
Tickers
EVS
NEWS
NIO
Tags
NIO
News
electric vehicles
From
Benzinga
Chinese Stocks Sink As Bubble Fears Revive Memories Of 2015 Crash
August 27, 2025
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BIDU
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Tags
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News
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Nio's Firefly Stuns With 30 Hour Sellout Of Special Edition EV
August 27, 2025
Tickers
ASIA
EVS
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NIO
Tags
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PGJ
From
Benzinga
Tesla To Deliver 53,000 Cars In China This August, Deutsche Bank Forecasts, Sees Growth For Rival Nio But Decline In Sales For BYD
August 27, 2025
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From
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Wall Street Static As Fed Feud Freezes Markets
August 26, 2025
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NIO
QQQ
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Market News
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Why Nio Stock Skyrocketed Again Today
August 26, 2025
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From
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Semtech Posts Upbeat Earnings, Joins Nio, Heico, Bank of Nova Scotia And Other Big Stocks Moving Higher On Tuesday
August 26, 2025
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What's Going On With Nio Stock On Tuesday?
August 26, 2025
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Nio Stock Continues To Climb: What's Driving The Action?
August 25, 2025
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Verint Systems, Vital Energy And Other Big Stocks Moving Higher In Monday's Pre-Market Session
August 25, 2025
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August 24, 2025
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Consumer Tech News (August 18–August 22): Powell Turns Dovish As Walmart, Target Earnings Steer Sentiment, While AI Hangover Hits Palantir
August 24, 2025
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August 23, 2025
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Nio Investors Just Got a Little Good News
August 23, 2025
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August 22, 2025
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August 22, 2025
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Here's Why Chinese Electric Vehicle Maker Nio Shot Up Today
August 22, 2025
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Tags
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August 22, 2025
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Nio CEO Says Survival Matters Most As Company Bets On Aggressive Pricing For New ES8
August 22, 2025
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August 22, 2025
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August 21, 2025
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August 21, 2025
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August 21, 2025
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August 21, 2025
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August 21, 2025
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Nio Stock Is Moving Higher Thursday: What's Driving The Action?
August 21, 2025
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Tags
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From
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Nio's Flagship ES8 SUV Enters Showrooms, Major Launch Event Hours Away
August 21, 2025
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ASIA
LI
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Tags
LI
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From
Benzinga
As Nio Cuts Prices And Expands Globally, Investor Optimism Over Strategic Push Boosts Stock Momentum
August 20, 2025
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NEWS
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Tags
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From Tesla To Nio: ETFs Poised To Ride The Software-First Automaker Boom
August 19, 2025
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DRIV
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Tags
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