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Default Rates
What We Buy Currently
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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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EVENTS
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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
RSVP-Signup Form
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Earnings Scheduled For October 27, 2021
October 27, 2021
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EBAY
EHC
ENIA
ENSG
Tags
EVTC
RJF
MORN
From
Benzinga
Investing in This ETF Right Now Could Make You a Millionaire Retiree
October 23, 2021
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AMZN
DDOG
ETSY
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SPY
TTD
ETSY
From
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BofA Bumps Price Target For Saia, ArcBest, Old Dominion
October 19, 2021
Tickers
ARCB
ODFL
SAIA
Tags
Briefs
ODFL
News
From
Benzinga
Analyst Ratings For Old Dominion Freight Line
October 19, 2021
Tickers
ODFL
Tags
BZI/AAR
Analyst Ratings
Market News
From
Benzinga
Retailers Chartering Their Own Supply Ships May Not Stop Shortages This Christmas
October 16, 2021
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COST
DLTR
HD
ODFL
Tags
PRTY
Market News
WMT
From
Motley Fool
Here's Why This Dividend Growth Stock Could Be the Best Buy in a Market Crash
October 16, 2021
Tickers
ODFL
Tags
Market News
ODFL
From
Motley Fool
Where Old Dominion Freight Line Stands With Analysts
October 14, 2021
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ODFL
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Market News
ODFL
Benzinga
From
Benzinga
XPO Names CIO Harik to Run LTL Business
October 08, 2021
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AMZN
GXO
ODFL
SAIA
Tags
AMZN
XPO
General
From
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Rate Guidance Should Drive TL Estimates Higher, Morgan Stanley Says
October 04, 2021
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ARCB
CHRW
ECHO
KNX
Tags
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Markets
TFII
From
Benzinga
What 9 Analyst Ratings Have To Say About Old Dominion Freight Line
October 04, 2021
Tickers
ODFL
Tags
Analyst Ratings
BZI/AAR
ODFL
From
Benzinga
Morgan Stanley Raises Price Target For Several Transportation Companies
October 04, 2021
Tickers
ARCB
EXPD
LSTR
ODFL
Tags
News
Briefs
ODFL
From
Benzinga
Old Dominion Price Target Raised By 12% At Raymond James - Read Why
September 29, 2021
Tickers
ODFL
Tags
Market News
ODFL
Briefs
From
Benzinga
Expert Ratings For Old Dominion Freight Line
September 29, 2021
Tickers
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Analyst Ratings
BZI/AAR
Market News
From
Benzinga
9 Industrials Stocks Moving In Thursday's Intraday Session
September 09, 2021
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AAL
AVAV
BGRY
BLDE
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WFCF
Intraday Update
HYZN
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ArcBest Sees August Tonnage Dip In Efforts To Bolster LTL Service
September 08, 2021
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ODFL
SAIA
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Benzinga
Freightwaves
From
Benzinga
Old Dominion Says Share Gains Drive Tonnage, Revenue Higher In Q3
September 07, 2021
Tickers
ODFL
SAIA
Tags
Benzinga
SAIA
Earnings
From
Benzinga
Keybanc Raises Price Target On Old Dominion Freight Line
September 02, 2021
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ODFL
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News
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Briefs
From
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Where Old Dominion Freight Line Stands With Analysts
September 02, 2021
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ODFL
Tags
ODFL
Market News
Benzinga
From
Benzinga
Stocks That Hit 52-Week Highs On Tuesday
August 24, 2021
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MDXG
MIME
MNDY
MPWR
Tags
ODFL
NOW
SPRT
From
Benzinga
Stocks That Hit 52-Week Highs On Monday
August 23, 2021
Tickers
ABBV
ACN
ADBE
ADSK
Tags
KEN
BTA
EYE
From
Benzinga
What 10 Analyst Ratings Have To Say About Old Dominion Freight Line
August 19, 2021
Tickers
ODFL
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Market News
ODFL
Benzinga
From
Benzinga
Stocks That Hit 52-Week Highs On Wednesday
August 18, 2021
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MSI
NAVI
NVO
ODFL
Tags
News
WTS
PMTS
From
Benzinga
Why You Should Take a Closer Look at the New XPO Logistics
August 17, 2021
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GXO
ODFL
SAIA
UBER
Tags
Market News
ODFL
SAIA
From
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Stocks That Hit 52-Week Highs On Friday
August 13, 2021
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NSA
NSP
NUE
ODFL
Tags
SCR
NSA
XPDI
From
Benzinga
GXO Logistics Is Off to the Races
August 13, 2021
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GXO
KHNGF
NKE
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GXO
NSRGY
SAIA
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Drilling Deep: Saia, ODFL, And KC Southern On Mehrotra's Mind
August 06, 2021
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KSU
ODFL
SAIA
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KSU
trucking
shipping
From
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Benzinga's Top Ratings Upgrades, Downgrades For August 3, 2021
August 03, 2021
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ABNB
AFRM
AIT
ATHM
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GXO
MKTW
YOU
From
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The XPO-GXO Spinoff Saga: 'See You At The Crossroads'
July 30, 2021
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CHRW
DELL
GXO
ODFL
Tags
Freightwaves
Benzinga
SAIA
From
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Old Dominion Freight Line, inc (ODFL) Q2 2021 Earnings Call Transcript
July 28, 2021
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ODFL
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ODFL
Market News
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Relay Payments Plans To Raise $60M For Lumper Remittance Platform
July 28, 2021
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Partner Content
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