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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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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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Why Oatly Stock Tanked on Tuesday
August 02, 2022
Tickers
OTLY
Tags
Market News
Recent Press Releases
OTLY
From
Motley Fool
Why Applied DNA Sciences Is Trading Higher By 166%, Here Are 75 Stocks Moving In Tuesday's Mid-Day Session
August 02, 2022
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ALRN
AMTD
APDN
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KOPN
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From
Benzinga
Oatly Group Shares Slide On Q2 Revenue Miss, FY22 Outlook Cut
August 02, 2022
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OTLY
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Earnings
Penny Stocks
From
Benzinga
Oatly Group: Q2 Earnings Insights
August 02, 2022
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OTLY
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Earnings
BZI/Recaps
OTLY
From
Benzinga
Earnings Scheduled For August 2, 2022
August 02, 2022
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LUNG
LXRX
MAR
MCHP
Tags
MYE
RIGL
MPC
From
Benzinga
3 Stocks to Avoid in the Event of a Recession
July 30, 2022
Tickers
HOOD
OTLY
SHOP
Tags
OTLY
Recent Press Releases
HOOD
From
Motley Fool
Why Beyond Meat, Dutch Bros, and Oatly Stocks Plunged On Tuesday
July 26, 2022
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BROS
BYND
OTLY
SHOP
Tags
SHOP
BYND
Recent Press Releases
From
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7 Cheap Stocks Under $10 to Buy Now
July 25, 2022
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ARLO
CNTY
ERIC
NYCB
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ERIC
CNTY
Market News
From
InvestorPlace
Why Oatly Stock Tumbled 16.2% in June
July 06, 2022
Tickers
OTLY
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OTLY
Recent Press Releases
Market News
From
Motley Fool
Public Company Acquisition News and Rumors Worth Talking About
July 05, 2022
Tickers
CELH
CSCO
EBAY
F
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TDOC
Market News
PTON
From
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Where Oatly Group Stands With Analysts
June 15, 2022
Tickers
OTLY
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BZI/AAR
Market News
Analyst Ratings
From
Benzinga
Oatly Adds Electric Trucks To North American Fleet
June 09, 2022
Tickers
OTLY
Tags
OTLY
Benzinga
General
From
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The 7 Best Agriculture Stocks to Buy Now
June 09, 2022
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BYND
CF
CNHI
DE
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NASDAQ:KROP,NYSE:DE,NYSE:TSN,NYSE:IPI,NYSE:CF,NYSE:CNHI,NYSE:MOS,NASDAQ:OTLY,NASDAQ:BYND
DE
BYND
From
InvestorPlace
Why Oatly Stock Jumped 16% in May
June 02, 2022
Tickers
BYND
OTLY
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Recent Press Releases
OTLY
Market News
From
Motley Fool
Oatly Offers One-Hour Delivery In Los Angeles, New York City
May 25, 2022
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DASH
OTLY
UBER
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OTLY
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110 Biggest Movers From Friday
May 16, 2022
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From
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Why 3 Beyond Meat Analysts Are Barbecuing Price Targets After $100M Q1 Loss: 'Lower Likelihood Of Disruption'
May 12, 2022
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BYND
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Benzinga
Insiders Are Buying Shopify (SHOP) Stock. Here’s Why.
May 12, 2022
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MS
OTLY
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MS
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This Is Why Oatly Group Stock Fell 29% Last Month
May 06, 2022
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C
OTLY
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C
Market News
Recent Press Releases
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Oatly Group AB (OTLY) Q1 2022 Earnings Call Transcript
May 04, 2022
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OTLY
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OTLY
Recent Press Releases
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Oatly Group Reports Mixed Q1 Earnings; Reiterates FY22 Outlook
May 04, 2022
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OTLY
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Benzinga
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May 04, 2022
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OTLY
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How To Attend Oatly Group Q1 2022 Earnings Conference Call
April 25, 2022
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OTLY
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Benzinga
OTLY
News
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Expert Ratings for Oatly Group
April 22, 2022
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OTLY
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Market News
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April 21, 2022
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April 19, 2022
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April 08, 2022
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AFIB
AGFY
AGS
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Intraday Update
ALLR
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Why Oatly Stock Turned Sour in March
April 07, 2022
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Recent Press Releases
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U.S. plant-based food market value reaches a high of $7.4 billion, but industry faces rough path to further growth
March 24, 2022
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BYND
MCD
OTLY
SBUX
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BYND
MCD
OTLY
From
MarketWatch
Can Vegan Stocks Make a Comeback?
March 23, 2022
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EATV
OTLY
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EATV
Market News
From
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