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home
about us
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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
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
FIP
Event Schedule
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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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Optimize Your S&P 500® Index Exposures for Income With NSPI
May 31, 2023
Tickers
NSPI
Tags
S&P 500
retirement income channel
NSPI
From
ETF Trends
3 Retirement Income Strategies for Variable Client Needs
May 15, 2023
Tickers
NDJI
NSPI
NTKI
NUSI
Tags
retirement planning
retirement income channel
NSPI
From
ETF Trends
Advisors: Don’t Miss These 3 Retirement Income Strategies
May 11, 2023
Tickers
NDJI
NSPI
NTKI
NUSI
Tags
retirement planning
retirement income channel
NSPI
From
ETF Trends
Move Over Dividends; Advisors Looking to Low Volatility in 2023
May 10, 2023
Tickers
NDJI
NSPI
NTKI
NUSI
Tags
retirement income channel
NSPI
Nationwide
From
ETF Trends
Nationwide Annual Survey: Financial Crisis Fears Loom Large
April 28, 2023
Tickers
NDJI
NSPI
NTKI
NUSI
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NSPI
retirement income channel
NDJI
From
ETF Trends
Income and Interchangeable Equity Exposures With Nationwide’s ETFs
April 24, 2023
Tickers
NDJI
NSPI
NTKI
NUSI
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NUSI
NTKI
Income ETFs
From
ETF Trends
A Guide to Nationwide’s ETF Performance in Down Markets
April 20, 2023
Tickers
NDJI
NSPI
NTKI
NUSI
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NSPI
retirement income channel
NDJI
From
ETF Trends
Under the Hood of the Nationwide S&P 500® Risk-Managed Income ETF
April 17, 2023
Tickers
NSPI
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Yield
Returns
Nationwide
From
ETF Trends
An Advisor’s Guide to Collar Strategies
March 23, 2023
Tickers
NDJI
NSPI
NTKI
NUSI
Tags
collar strategy
NTKI
NUSI
From
ETF Trends
Seeking Income Within Equities: Nationwide’s Interchangeable ETFs
March 22, 2023
Tickers
NDJI
NSPI
NTKI
NUSI
Tags
NTKI
NUSI
Income ETFs
From
ETF Trends
NSPI Offered Volatility Reduction in January
March 08, 2023
Tickers
NSPI
Tags
S&P 500
Harvest Volatility Management
Nationwide
From
ETF Trends
Don’t Sleep on the Yields of Nationwide’s Risk-Managed ETFs
February 08, 2023
Tickers
NDJI
NSPI
NTKI
NUSI
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NDJI
Nationwide
retirement income channel
From
ETF Trends
As Recession Signals Grow, Turn to Risk-Managed ETFs With Nationwide
January 27, 2023
Tickers
NDJI
NSPI
NTKI
NUSI
Tags
risk managed etf investing
NSPI
retirement income channel
From
ETF Trends
NSPI Offers Risk-Managed Exposure to S&P 500® Index’s Dividend Growth
January 23, 2023
Tickers
NSPI
Tags
dividends
monthly income
Nationwide
From
ETF Trends
Top-Read Retirement Income Stories in 2022
January 11, 2023
Tickers
NDJI
NSPI
NTKI
NUSI
Tags
NTKI
NUSI
retirement investing
From
ETF Trends
In Times of Economic Perplexity, Look to Risk-Managed ETFs
January 04, 2023
Tickers
NDJI
NSPI
NTKI
NUSI
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NSPI
retirement income channel
NDJI
From
ETF Trends
Top 3 Trends That Impacted Retirement Portfolios in 2022
January 03, 2023
Tickers
NDJI
NSPI
NTKI
NUSI
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Inflation
NSPI
retirement income channel
From
ETF Trends
NSPI Offered Better Total Returns, Less Volatility in 2022
December 28, 2022
Tickers
NSPI
Tags
Volatility
retirement income channel
NSPI
From
ETF Trends
4 Equity ETFs to Consider for Retirement Income
December 26, 2022
Tickers
NDJI
NSPI
NTKI
NUSI
Tags
Yield
NTKI
NUSI
From
ETF Trends
As Markets Bounce on Fed Hopes, Volatility Likely to Continue
November 30, 2022
Tickers
NSPI
Tags
Jerome Powell
Nationwide
Federal Reserve
From
ETF Trends
As Inflation Pressures Ease, Invest in Equities with NSPI
November 16, 2022
Tickers
NSPI
Tags
equities
Nationwide
NSPI
From
ETF Trends
Why Now Is the Time for Low Beta Investing
November 09, 2022
Tickers
NDJI
NSPI
NTKI
NUSI
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Nationwide
NDJI
NSPI
From
ETF Trends
Netflx Nails Q3 Earnings; NSPI Offers Risk-Managed Exposure
November 07, 2022
Tickers
NSPI
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Netflix earnings
retirement income channel
NSPI
From
ETF Trends
How Nationwide’s Risk-Managed ETFs Perform in Down Markets
November 03, 2022
Tickers
NDJI
NSPI
NTKI
NUSI
Tags
risk managed etf investing
NUSI
NTKI
From
ETF Trends
Worried About Volatility in Retirement Portfolios? Consider Nationwide
November 01, 2022
Tickers
NDJI
NSPI
NTKI
NUSI
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VIX
NUSI
NTKI
From
ETF Trends
Nationwide Survey: Recession and Volatility Top of Mind for Advisors
October 20, 2022
Tickers
NDJI
NSPI
NTKI
NUSI
Tags
Nationwide
NDJI
retirement income channel
From
ETF Trends
How the Twin Specters of Inflation and Recession Can Erode Monthly Income
October 18, 2022
Tickers
NDJI
NSPI
NTKI
NUSI
Tags
recession
NUSI
NTKI
From
ETF Trends
Your Tax Loss Harvest S&P 500® Play for 2022
October 17, 2022
Tickers
NSPI
Tags
tax loss harvesting
retirement income channel
NSPI
From
ETF Trends
As Stocks Decline for the Third Consecutive Quarter, Consider This Risk-Managed ETF
October 14, 2022
Tickers
NSPI
Tags
S&P 500
Nationwide
retirement income channel
From
ETF Trends
This Net Credit Collar Strategy Offers Income Opportunities in Major Indexes
October 13, 2022
Tickers
NDJI
NSPI
NTKI
NUSI
Tags
NDJI
Nationwide
NSPI
From
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