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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
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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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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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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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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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Retail Store Bankruptcies Benefit Ollie's Bargain Outlet, Stock Soars On Q4 Performance
March 19, 2025
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March 19, 2025
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March 18, 2025
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February 04, 2025
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February 04, 2025
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December 26, 2024
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December 24, 2024
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Expert Outlook: Ollie's Bargain Outlet Through The Eyes Of 15 Analysts
December 23, 2024
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December 21, 2024
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December 20, 2024
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This Dow Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday
December 18, 2024
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Dollar Stores Go 3 for 3 This Earnings Season. Here's What It Means for Investors Next Year.
December 14, 2024
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Ollie's Set For Strategic Expansion: Analysts Bullish As Store Growth And Market Dynamics Drive Earnings Upside
December 11, 2024
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December 10, 2024
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Gold Gains Over 1%; Ollie's Bargain Outlet Shares Jump After Q3 Earnings
December 10, 2024
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Ollie's Bargain Outlet Beats On Q3 Earnings, But Comps Dip As Growth Strategy Shifts Gear
December 10, 2024
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United Natural Foods Posts Upbeat Results, Joins Alphabet, Ollie's Bargain, MoneyLion And Other Big Stocks Moving Higher On Tuesday
December 10, 2024
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Earnings Scheduled For December 10, 2024
December 10, 2024
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Insights Ahead: Ollie's Bargain Outlet's Quarterly Earnings
December 09, 2024
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This FedEx Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Tuesday
December 03, 2024
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The Latest Analyst Ratings For Ollie's Bargain Outlet
December 03, 2024
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Beyond The Numbers: 10 Analysts Discuss Ollie's Bargain Outlet Stock
September 20, 2024
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Big Lots Chapter 11 Could Mean Growth Opportunity For Ollie's Bargain Outlet, Analyst Says
September 09, 2024
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US Stocks Rally, Dow Jones Achieves Record Highs As GDP Outperforms, Nvidia Falls: What's Driving Markets Thursday?
August 29, 2024
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What's Going On With Ollie's Bargain Outlet Stock Today?
August 29, 2024
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Wall Street On Track For Relief Rally With Nvidia Earnings In Rearview Mirror: Strategist Says Near-Term Market Trajectory May Not Hinge On Presidential Election But This
August 29, 2024
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OKTA
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Peering Into Ollie's Bargain Outlet's Recent Short Interest
August 27, 2024
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This BJ's Wholesale Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Monday
August 26, 2024
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Micron To $140? Here Are 10 Top Analyst Forecasts For Monday
August 26, 2024
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MU
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