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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
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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
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Sample Portfolio
Back Dated Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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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
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PACW Stock Alert: PacWest Loan Sale Gives Investors Hope
May 22, 2023
Tickers
KW
PACW
WAL
Tags
NASDAQ:PACW,NYSE:WAL,NYSE:KW
Market News
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From
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10 Financials Stocks Moving In Monday's Pre-Market Session
May 22, 2023
Tickers
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From
Benzinga
PacWest’s stock jumps 5% premarket on news bank to sell real estate loans worth $2.6 billion
May 22, 2023
Tickers
PACW
Tags
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From
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Investors rushing into stocks are wandering into a bull trap, warns Morgan Stanley Mike Wilson and others
May 22, 2023
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AMZN
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PLTR
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10 Financials Stocks Whale Activity In Today's Session
May 19, 2023
Tickers
BAC
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DFS
Tags
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From
Benzinga
Fitch downgrades PacWest debt to junk status after deposit flight exceeds peers
May 18, 2023
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NYCB
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Tags
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KRE
From
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Why Shares of Capital One, PacWest Bancorp, and KeyCorp Rallied This Week
May 18, 2023
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BRK-B
COF
KEY
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From
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2 Shocking Stock Moves Michael Burry Just Made
May 18, 2023
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BABA
COF
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Tags
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From
Motley Fool
Debt ceiling is a buy-the-rumor but sell-the-news event, cautions this strategist
May 18, 2023
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AAPL
AI
AMAT
AMC
Tags
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From
MarketWatch
Take-Two Interactive shares surge while Cisco stock slumps
May 18, 2023
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CSCO
DB
MU
Tags
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From
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10 Financials Stocks With Whale Alerts In Today's Session
May 17, 2023
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AXP
BLK
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From
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Why Shares of Western Alliance, PacWest Bancorp, and KeyCorp Are Rising Today
May 17, 2023
Tickers
KEY
PACW
WAL
Tags
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WAL
PACW
From
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Western Alliance Bancorp deposit growth sparks rally in bank stocks
May 17, 2023
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BAC
C
CMA
CS
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GS
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From
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US Stocks Poised To Open Higher, With Housing Data, More Retail Earnings In Sight
May 17, 2023
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CFG
CSCO
HD
JACK
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PACW
From
Benzinga
Jamie Dimon Says JPMorgan's Stint Of Buying Struggling Regional Banks Is Likely Over
May 16, 2023
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PACW
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Tags
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Benzinga
From
Benzinga
10 Financials Stocks With Whale Alerts In Today's Session
May 16, 2023
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C
JPM
MS
PACW
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From
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Senators grill SVB, Signature Bank CEOs for putting profits ahead of shareholders and depositors in collapse
May 16, 2023
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Failed US Bank CEOs Claim To US Senate Committee That Banks Were Highly Liquid, Risk Management Was In Place
May 16, 2023
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KRE
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From
Benzinga
Fed’s Barr warns of rising risk around commercial real estate at regional banks
May 16, 2023
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PACW
WAL
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WAL
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MarketWatch
Here’s the big thing holding up the stock market, says Bank of America
May 16, 2023
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AMD
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Michael Burry Doubles Stake in Jack Ma's Alibaba, More Than Triples Bet On Its Chinese Rival
May 16, 2023
Tickers
BABA
COF
HBAN
JD
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From
Benzinga
3 Stocks to Sell Before the Banking Crisis Gets Worse
May 15, 2023
Tickers
JPM
PACW
SCHW
WAL
Tags
JPM
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From
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Michael Burry Is Betting on Bank Stocks FRCB, WAL, PACW, NYCB
May 15, 2023
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COF
FRCB
NYCB
PACW
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7 Stocks to Dump as Warren Buffett Sounds Economic Alarm
May 15, 2023
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CVNA
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LDI
NLS
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SEC not considering short-sale ban for banks, Gensler says
May 15, 2023
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KRE
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WAL
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From
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'Big Short' Investor Isn't Shorting Bank Stocks, He's Buying Them By The Heap
May 15, 2023
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BABA
HOT
JD
JPM
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Large Cap
From
Benzinga
10 Financials Stocks Whale Activity In Today's Session
May 15, 2023
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BX
BXMT
JPM
MS
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WFC
PACW
From
Benzinga
Here's How Jamie Dimon Thinks Regulators Should Address the Banking Crisis
May 15, 2023
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JPM
PACW
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Recent Press Releases
PACW
From
Motley Fool
The ‘end of the runway’ is nearing for lofty tech and soggy banks. Get ready, says this strategist
May 15, 2023
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AAPL
AMAT
AMC
AMZN
Tags
AU:NCM
COMP
BX:TMUBMUSD02Y
From
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ONEOK, PacWest Bancorp And Other Big Stocks Moving Lower In Monday's Pre-Market Session
May 15, 2023
Tickers
EDIT
OKE
OMH
PACW
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Market News
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PACW
From
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