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home
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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
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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
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A Preview Of Progressive's Earnings
October 12, 2023
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Shutdown Averted, Treasury Yields Flirt With 5%, Strong Payrolls Add to Fed Tightening Risk: The Week In The Markets
October 06, 2023
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Here's How Much $1000 Invested In Progressive 15 Years Ago Would Be Worth Today
October 04, 2023
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Looking Into Progressive's Recent Short Interest
October 03, 2023
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Where Progressive Stands With Analysts
October 02, 2023
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FedEx To Rally Around 19%? Here Are 10 Other Analyst Forecasts For Monday
October 02, 2023
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This Inflation Measure Just Hit a 14-Month High. These 3 Stocks Are Smart Picks if Inflation Persists.
September 30, 2023
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Progressive: Dividend Insights
September 29, 2023
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Wall Street analysts expect the S&P 500 to rise 19% over the next 12 months. Here are their 10 favorite stocks.
September 26, 2023
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Is Lemonade Stock a Buy?
September 24, 2023
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This husband-and-wife fund management team reveal how they beat the stock market
September 18, 2023
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As auto insurance rates rise, this driver cut her bill by 37%—here’s how
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Will the United Auto Workers Strike Hurt Auto Insurers? Here's How Investors Can Prepare.
September 15, 2023
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$1000 Invested In Progressive 15 Years Ago Would Be Worth This Much Today
September 13, 2023
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How Is The Market Feeling About Progressive?
September 12, 2023
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September 01, 2023
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Insurance companies in the spotlight as Hurricane Idalia makes landfall in Florida as a Category 3 storm
August 30, 2023
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Here's How Much $1000 Invested In Progressive 20 Years Ago Would Be Worth Today
August 29, 2023
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August 25, 2023
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(PGR) - Analyzing Progressive's Short Interest
August 25, 2023
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Climate Calamities: Why These 3 Insurance Stocks Are Risky Bets Now
August 23, 2023
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August 23, 2023
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Progressive's Strategic Ad Spend Cuts: Analyst Predicts Boost in FY24 EPS
August 17, 2023
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Here's How Much $100 Invested In Progressive 5 Years Ago Would Be Worth Today
August 17, 2023
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August 17, 2023
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Why Tower Semiconductor Are Trading Lower By Around 8%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
August 16, 2023
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Why Progressive Shares Are Seeing Blue Skies Today
August 16, 2023
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Performance Food Group, Stride, Progressive, H&R Block And Other Big Stocks Moving Higher On Wednesday
August 16, 2023
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