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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
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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
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Back Dated Performance Reports
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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There's a Reason Warren Buffett Owns Nu Holdings
February 20, 2023
Tickers
NU
Tags
NU
Market News
Recent Press Releases
From
Motley Fool
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Are Secretly Monitoring, But Not Yet Talking About
February 16, 2023
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February 16, 2023
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February 15, 2023
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Why Nu Holdings Stock Is Trading Higher Today
February 15, 2023
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Benzinga
From
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12 Financials Stocks Moving In Wednesday's Pre-Market Session
February 15, 2023
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DBRG
FUTU
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February 14, 2023
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Nu Holdings Q4 Earnings Highlights: Warren Buffett-Backed Digital Bank Sees Record Results, Growth In Latin America — Is Crypto Helping?
February 14, 2023
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Earnings Scheduled For February 14, 2023
February 14, 2023
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ADC
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MAR
BL
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Nu Holdings's Earnings Outlook
February 13, 2023
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NU
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BZI/EP
Benzinga
From
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Why Nu Holdings Gained 14% in January
February 06, 2023
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NU
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Recent Press Releases
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These 2 Warren Buffett and Cathie Wood Stocks Are Lapping the Market so Far in 2023
January 29, 2023
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10 Top Stocks to Buy in 2023
January 27, 2023
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January 24, 2023
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3 Warren Buffett Stocks That Could Soar 33% to 80% in 2023, According to Wall Street
January 19, 2023
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2022's Worst Performing Hedge Fund Saw Negative 56% Returns, Has These Stocks To Blame
January 11, 2023
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Keybanc Maintains Overweight Rating for Nu Holdings: Here's What You Need To Know
January 09, 2023
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January 03, 2023
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Could This Buffett Stock Be One of the Best Stocks of 2023?
January 03, 2023
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3 Warren Buffett-Backed Foreign Startups Lost $63B In Market Cap This Year
January 01, 2023
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December 23, 2022
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December 20, 2022
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3 Warren Buffett Stocks That Could Soar 39% to 83% in 2023, According to Wall Street
December 19, 2022
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BRK-A
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Will Warren Buffett Add to His Visa Position in 2023?
December 15, 2022
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3 No-Brainer Buffett Stocks to Buy if 2023 Brings a Bear Market
December 14, 2022
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BRK-A
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SoFi Is Down 72% This Year And Jim Cramer Says 'I Don't Know What To Say'
December 07, 2022
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Warren Buffett Owns 7 International Stocks: Here's the Best of the Bunch
December 07, 2022
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DEO
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NU
From
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