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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
FIP
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
Bond Fund Seminar
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10 Biggest Price Target Changes For Wednesday
December 01, 2021
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AMAT
AMBA
CRM
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HELE
NTAP
From
Benzinga
A Peek Into The Markets: US Stock Futures Higher Ahead Of ADP, Manufacturing Data
December 01, 2021
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CRM
GIII
HPE
IMGN
Tags
PVH
CRM
PDCO
From
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5 Stocks To Watch For December 1, 2021
December 01, 2021
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CRM
GIII
HPE
NTAP
Tags
Market News
Pre/Market Outlook
Stocks To Watch
From
Benzinga
Recap: NetApp Q2 Earnings
November 30, 2021
Tickers
NTAP
Tags
Benzinga
NTAP
Market News
From
Benzinga
A Peek Into The Markets: US Stock Futures Signal Lower Start On Wall Street
November 30, 2021
Tickers
CRM
DLTR
HPE
MRNA
Tags
News
Global
NTAP
From
Benzinga
5 Stocks To Watch For November 30, 2021
November 30, 2021
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CRM
HPE
NTAP
RRD
Tags
Benzinga
Small Cap
UNH
From
Benzinga
Earnings Scheduled For November 30, 2021
November 30, 2021
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BNED
BNS
BOSC
Tags
ICLK
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UCL
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NetApp's Earnings: A Preview
November 29, 2021
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NTAP
Tags
Benzinga
Market News
BZI/EP
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Is Pure Storage Stock a Buy?
November 28, 2021
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DELL
NTAP
PSTG
Tags
DELL
Recent Press Releases
PSTG
From
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Analysts Tick Up Dell Price Target Post Q3 Beat
November 24, 2021
Tickers
DELL
NTAP
PSTG
TECH
Tags
Reiteration
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From
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3 Dividend-Paying Tech Stocks to Buy in November
November 12, 2021
Tickers
CSCO
NTAP
QCOM
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NTAP
Recent Press Releases
From
Motley Fool
Goldman Sachs Downgrades NetApp On Worsening IT Spending Outlook
October 18, 2021
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TECH
Tags
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Goldman Sachs
Trading Ideas
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October 18, 2021
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AR
DIS
FBHS
GS
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AR
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October 18, 2021
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CETX
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Citi Turns Bullish On This Software Company With Double Upgrade
October 14, 2021
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TECH
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Benzinga
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What 8 Analyst Ratings Have To Say About NetApp
October 14, 2021
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BZI/AAR
Benzinga
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NetApp To Acquire CloudCheckr For Undisclosed Terms
October 04, 2021
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M&A
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October 04, 2021
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BLIN
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BZI/TFM
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Analyst Ratings For NetApp
September 09, 2021
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NTAP
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Market News
Analyst Ratings
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Etsy And NetApp Lead The S&P 500
August 26, 2021
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ADSK
AMC
CRM
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DIA
QQQ
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Why NetApp Stock Was Trouncing the Market on Thursday
August 26, 2021
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Market News
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Motley Fool
What 12 Analyst Ratings Have To Say About NetApp
August 26, 2021
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NTAP
Market News
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Where NetApp Stands With Analysts
August 26, 2021
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12 Information Technology Stocks Moving In Wednesday's After-Market Session
August 25, 2021
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AVNW
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Recap: NetApp Q1 Earnings
August 25, 2021
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Earnings Scheduled For August 25, 2021
August 25, 2021
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ASND
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10 Information Technology Stocks With Unusual Options Alerts In Today's Session
August 24, 2021
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MARA
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A Look Into NetApp's Price Over Earnings
August 20, 2021
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BZI/PE
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Where NetApp Stands With Analysts
August 19, 2021
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BZI/AAR
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If you own an S&P 500 fund, you might want to consider replacing it with this better-performing dividend-stock fund
August 13, 2021
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From
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