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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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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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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
Bond Fund Seminar
RSVP-Signup Form
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Tesla, Apple And 8 Other Tech Stocks On Cramer's Buy List Once Fed Pivots
November 23, 2022
Tickers
AAPL
ADBE
AMD
AMZN
Tags
CRM
News
NFLX
From
Benzinga
These five technology stocks give investors more reward for their risk as Big Tech flames out
November 22, 2022
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CRM
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From
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November 21, 2022
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NOW
WRB
Tags
Trading Ideas
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Short Hills Capital Partners
From
Benzinga
$1000 Invested In ServiceNow 5 Years Ago Would Be Worth This Much Today
November 16, 2022
Tickers
NOW
Tags
NOW
Earnings
Dividends
From
Benzinga
Jim Cramer Says Get Out Of Cloud Sector On This Rally, But These 3 Stocks Are Worth Keeping
November 12, 2022
Tickers
CRM
CRWD
DDOG
NOW
Tags
Benzinga
Jim Cramer
Trading Ideas
From
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7 Tech Stocks to Buy at a Multi-Year Discount
November 09, 2022
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DDOG
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Tags
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From
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Why Okta, Twilio and Salesforce are bucking the trend of cloud-software stocks’ slide
November 07, 2022
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CLOU
COMP
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Tags
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MDB
NET
From
MarketWatch
10 Information Technology Stocks With Whale Alerts In Today's Session
November 07, 2022
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CRWD
MDB
MSFT
Tags
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NOW
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Benzinga
A switch to ‘premium’ can keep you invested amid the tech wreck in stocks
November 05, 2022
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AMD
AMZN
GOOGL
Tags
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IBM
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From
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ServiceNow Unusual Options Activity For November 04
November 04, 2022
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NOW
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From
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The cloudburst is upon us: Cloud-software stocks suffering worst declines on record
November 04, 2022
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Regrow And Viridi Farms, A Partnership Seeking To Solve Compliance Challenges With Metrc Integration
November 02, 2022
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10 Best Stocks to Buy Now in November
November 01, 2022
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AMZN
ATVI
BAC
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NOW
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From
Motley Fool
5 Reasons to Buy ServiceNow Stock, and 1 Reason to Sell
October 31, 2022
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CRM
NOW
Tags
Market News
CRM
NOW
From
Motley Fool
Ranking 7 Top Tech Stocks to Buy From Biggest to Smallest
October 28, 2022
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AZN
BNGO
ENPH
ESLT
Tags
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From
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Why Meta Platforms Shares Dipped Around 25%; Here Are 77 Biggest Movers From Yesterday
October 28, 2022
Tickers
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ACOR
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Tags
FNHC
AGFS
AMED
From
Benzinga
Caterpillar, Greenbrier, ServiceNow And Other Big Gainers From Thursday
October 28, 2022
Tickers
AEG
AIMC
ANET
ARCH
Tags
RE
ANET
BUD
From
Benzinga
Amazon Plunges 20% on Earnings Miss -- Is Amazon Stock a Buy Now?
October 27, 2022
Tickers
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DDOG
NOW
Tags
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From
Motley Fool
12 Information Technology Stocks Moving In Thursday's Intraday Session
October 27, 2022
Tickers
ASNS
BBAI
CORZ
DTSS
Tags
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HTCR
From
Benzinga
Why ServiceNow Stock Popped Today
October 27, 2022
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NOW
Tags
Recent Press Releases
NOW
Market News
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Motley Fool
Why Is Nio (NIO) Stock Down 5% Today?
October 27, 2022
Tickers
F
NIO
NOW
WISH
Tags
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F
Market News
From
InvestorPlace
While Meta Got Crushed, This “New Tech” Stock Is Soaring!
October 27, 2022
Tickers
GE
HPQ
META
NOW
Tags
Nasdaq:META,NYSE:NOW,NYSE:SNAP,NYSE:HPQ,NYSE:GE
Market Analysis
Market News
From
InvestorPlace
Ford Stock Moves as Bet on Argo AI Fails
October 27, 2022
Tickers
AIMC
F
NOW
TSLA
Tags
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From
InvestorPlace
Why UserTesting Shares Are Trading Higher By Around 93%? Here Are 53 Stocks Moving In Thursday's Mid-Day Session
October 27, 2022
Tickers
AAN
ACOR
AEG
AGFS
Tags
UAVS
FORM
WRLD
From
Benzinga
Why Is ServiceNow (NOW) Stock Up 12% Today?
October 27, 2022
Tickers
AIMC
CS
NOW
TSLA
Tags
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CS
From
InvestorPlace
Atlassian Shares Are Trading Higher Today: What's Going On?
October 27, 2022
Tickers
NOW
TEAM
Tags
TEAM
Trading Ideas
NOW
From
Benzinga
ServiceNow Earnings Perspective: Return On Invested Capital
October 27, 2022
Tickers
NOW
Tags
Earnings
Market News
BZI/ROCE
From
Benzinga
ServiceNow Stock Is Soaring: What's Going On?
October 27, 2022
Tickers
NOW
Tags
why it's moving
News
Analyst Ratings
From
Benzinga
General Electric To Rally Around 14%? Here Are 5 Other Price Target Changes For Thursday
October 27, 2022
Tickers
GE
IQV
NOW
STX
Tags
IQV
Benzinga
GE
From
Benzinga
ServiceNow, Teladoc Health And Some Other Big Stocks Moving Higher In Today's Pre-Market Session
October 27, 2022
Tickers
AEG
BUD
ETNB
LEV
Tags
Benzinga
Top Gainers
Small Cap
From
Benzinga
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