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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
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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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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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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
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PSEG Ranked No. 1 Utility in 100 Best Corporate Citizens of 2022
May 18, 2022
Tickers
PEG
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3bl Media
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NYSE: PEG
From
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Mylar Balloons Should Spark Celebrations - Not Power Outages
May 17, 2022
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PEG
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From
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At PSE&G, We're Working Toward Becoming the Utility of the Future Through Cleaner, Safe and More Reliable Energy
May 12, 2022
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Kim Hanemann
Sustainable Development Goals
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From
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1,000 Care Packages on the Way to Our Troops Overseas
May 10, 2022
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PSEG Vets
NYSE: PEG
From
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Helping Customers; Helping the Environment Score Industry Honors for PSE&G
May 09, 2022
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CS Week
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Heroes Work Here: PSE&G Meter Reader Helps Elderly Woman Get Home
May 06, 2022
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community service
Heroes Work Here
NYSE: PEG
From
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NJIT Receives $800,000 PSEG Grant to Expand STEM Career Pathways
May 04, 2022
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STEM
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NYSE: PEG
PSEG Foundation
From
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PSE&G Volunteers Helped Distribute Food to 165 Residents
April 28, 2022
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Springpoint Foundation
NYSE: PEG
PSE&G
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Protecting the Planet's Tiniest Creatures
April 22, 2022
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Heroes Work Here: Palisades Troubleshooter's Quick Action Saves a Life
April 21, 2022
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NYSE: PEG
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PSEG's Chairman, President and CEO Ralph Izzo Announces Plans to Retire at End of 2022
April 19, 2022
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Ralph Izzo
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Improving Your Property? PSE&G Urges You to Call 811 Before You Dig
April 12, 2022
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Energy
NYSE: PEG
From
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PSEG Foundation Supports More Than 200 Nonprofit Organizations Tackling Environmental Sustainability, Social Justice, Equity and Economic Empowerment
April 07, 2022
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Montclair State University Foundation
STEVENS INSTITUTE OF TECHNOLOGY
Responsible Business & Employee Engagement
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PSE&G Trains Workers for Clean Energy Jobs
April 06, 2022
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PSE&G’s jobs training program
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Let’s Talk About the Birds and the Bees
April 06, 2022
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U/S/ Fish and Wildlife Service
Green Infrastructure
Rutgers University
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Sustainable Jersey and PSE&G Partnering to Support Energy Efficiency in Our Communities
March 31, 2022
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Energy
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PSEG Employee Turns a Hairy Situation Into a Silver Lining for Children in Need
March 28, 2022
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Wigs for Kids
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PSEG Employee Shares His Story on U.S. National Cerebral Palsy Awareness Day
March 25, 2022
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One Year Later - PSEG Remembers the Victims of Atlanta, Georgia, Spa Shooting
March 24, 2022
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ASCEND
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Joule Leadership Program Graduates Next Cohort of High-Potential Latino and Hispanic Employees
March 21, 2022
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Ralph Izzo
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From
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Building New Jersey's Smart Electric Infrastructure
March 18, 2022
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Mid/Atlantic ReliabilityOne® award
NYSE: PEG
Energy
From
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Powering Progress to Meet the Challenges of a Changing World
March 11, 2022
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Green Infrastructure
NYSE: PEG
Powering Progress
From
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It's Consumer Protection Week: Learn the Telltale Signs of a Scam
March 10, 2022
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Customers and PSE&G Team Up to Tackle Overdue Bills
March 09, 2022
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NYSE: PEG
Energy
expanded utility payment assistance programs
From
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Calling on Women to Continue Pursuing Their Aspirations
March 08, 2022
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Diversity & Inclusion
Kim Hanemann
NYSE: PEG
From
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PSE&G Celebrates World Wildlife Day
March 03, 2022
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World Wildlife Day
PSEG Energize!
Green Infrastructure
From
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PSEG Announces Vision and Mission, Continues Strong Course for a Sustainable, Equitable, Clean Energy Future
February 28, 2022
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Ralph Izzo
Environment
PSEGStrategic Alternatives process
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Engineers Power Innovation With Diversity
February 22, 2022
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NYSE: PEG
National Engineers Week
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Board Director Willie Deese Shares Perspective in Honor of Black History Month
February 18, 2022
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Responsible Business & Employee Engagement
William Deese
black history month
From
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PSEG Named One of America's Best Large Employers by Forbes
February 17, 2022
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Awards, Ratings & Rankings
Forbes Magazine
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