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home
about us
Investment Approach
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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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Latest News about PCAR
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Jefferies Downgrades PACCAR, Cuts Price Target By 15%
April 05, 2022
Tickers
PCAR
Tags
Analyst Color
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Movers
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 5, 2022
April 05, 2022
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AGO
AWI
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Buffett’s Berkshire Hathaway flagged by climate-watching investor advocate for no transparency on emissions
March 30, 2022
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BG
BRK-B
CVX
F
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PTR
GM
XEL
From
MarketWatch
Where PACCAR Stands With Analysts
March 28, 2022
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PCAR
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Benzinga
Market News
Analyst Ratings
From
Benzinga
Intel, Micron CEOs To Testify To US Senate On March 23
March 17, 2022
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INTC
MU
PCAR
TECH
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Briefs
PCAR
MU
From
Benzinga
Intel, Micron CEOs to testify before Senate panel next week
March 16, 2022
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INTC
LRCX
MU
PCAR
Tags
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MU
INTC
From
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ABB, PACCAR Collaborate To Provide Advanced Charging Solutions For Trucks
February 09, 2022
Tickers
ABB
PCAR
Tags
Benzinga
News
Contracts
From
Benzinga
Analysts Bump Up PACCAR Price Target After Better-Than-Expected Q4 Results
January 26, 2022
Tickers
PCAR
Tags
Price Target
Benzinga
Reiteration
From
Benzinga
Where PACCAR Stands With Analysts
January 26, 2022
Tickers
PCAR
Tags
PCAR
BZI/AAR
Analyst Ratings
From
Benzinga
PACCAR: Q4 Earnings Insights
January 25, 2022
Tickers
PCAR
Tags
Market News
Earnings
News
From
Benzinga
Earnings Scheduled For January 25, 2022
January 25, 2022
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ADM
AGYS
AUB
AXP
Tags
Benzinga
AUB
FFIV
From
Benzinga
Earnings Outlook For PACCAR
January 24, 2022
Tickers
PCAR
Tags
Earnings
Market News
PCAR
From
Benzinga
Aurora Applying Robot Truck Lessons to Robotaxis That Once Led Driverless Parade
January 19, 2022
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AUR
FDX
PCAR
TM
Tags
Benzinga
AUR
Market News
From
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3 Battery Stocks to Buy and Hold for Gangbuster Returns
January 13, 2022
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AMAT
BRK-A
BRK-B
BWA
Tags
RMO
TSLA
NXPI
From
InvestorPlace
4 Surprise Nasdaq Stock Winners on a Tough Tuesday
January 04, 2022
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AUR
KHC
MAR
MDLZ
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MAR
^IXIC
Market News
From
Motley Fool
Will Investors Notice Exciting Sign On PACCAR's Chart?
January 03, 2022
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PCAR
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Trading Ideas
Benzinga
BZI/CROSS
From
Benzinga
The EV Market’s Most-Shorted Stocks to Buy
December 31, 2021
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FSR
MSFT
PCAR
QS
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Market News
QS
FSR
From
InvestorPlace
Bernstein Upgrades Caterpillar, PACCAR To Outperform; Downgrades AGCO
December 22, 2021
Tickers
AGCO
CAT
PCAR
Tags
CAT
Benzinga
Price Target
From
Benzinga
Bernstein Upgrades PACCAR To Outperform, Sees 16% Upside
December 22, 2021
Tickers
PCAR
Tags
Briefs
PCAR
Upgrades
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For December 22, 2021
December 22, 2021
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ACST
ADGI
AGCO
ALLK
Tags
SALM
GPN
ADGI
From
Benzinga
10 Biggest Price Target Changes For Wednesday
December 22, 2021
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ADGI
AGCO
ALXO
BIIB
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NKE
PCAR
CMRX
From
Benzinga
Aurora Has Powerful, Positive Catalysts Driving It Forward
December 17, 2021
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AMZN
AUR
EMBK
FDX
Tags
FDX
PCAR
EMBK
From
InvestorPlace
Expert Ratings For PACCAR
December 09, 2021
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PCAR
Tags
PCAR
BZI/AAR
Market News
From
Benzinga
Truck Tech: California Electric Dreams Edition
December 03, 2021
Tickers
CMI
NKLA
PCAR
TECH
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CMI
Tech
Freight
From
Benzinga
Labor Department Sues Paccar Over Firing Worker Who Publicly Questioned COVID Safety
November 22, 2021
Tickers
PCAR
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Government
Partner Content
From
Benzinga
Here’s how to decide whether the S&P 500 is now heading toward a correction
November 13, 2021
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ADP
CMS
DKNG
EVH
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SPX
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From
MarketWatch
How trucking became the weak link in America’s supply chain
November 09, 2021
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CHRW
FDX
PCAR
TSLA
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CHRW
TSLA
FDX
From
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November SPAC Merger Calendar: Upcoming Votes, Earnings, Stocks To Watch
November 01, 2021
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ASTR
BKSY
BODY
CLOV
Tags
RTPY
MP
News
From
Benzinga
What 6 Analyst Ratings Have To Say About PACCAR
October 28, 2021
Tickers
PCAR
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For October 28, 2021
October 28, 2021
Tickers
AGNC
AUPH
BCOV
BJ
Tags
CAR
AGNC
SHW
From
Benzinga
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