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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
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
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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
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Peloton Stock: Buy, Sell, or Hold in 2023?
November 16, 2022
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DKS
HLT
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Peloton CEO Says Ship Is Turning the Right Way as Revenue and Profits Drop
November 16, 2022
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Down 89%, Could This Tech Stock Be the Ultimate Bear Market Buy?
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Wayfair added to ‘zombie’ stocks list by equity research firm New Constructs
November 15, 2022
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These 3 Growth Stocks Are at Historic Lows, But Could Be About to Rally
November 15, 2022
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10 Consumer Discretionary Stocks Whale Activity In Today's Session
November 14, 2022
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Amazon reportedly plans to lay off about 10,000 workers
November 14, 2022
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Apple CEO Tim Cook says company is still hiring but being ‘very deliberate’
November 14, 2022
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Investor Updates on Roku, Peloton, and Fastly
November 12, 2022
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DIS
F
FSLY
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2 Surprising Reasons to Sell Your Big Losers
November 11, 2022
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Here Is Peloton's Biggest Problem Right Now
November 10, 2022
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PTON
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Is Peloton Stock a Buy Right Now?
November 10, 2022
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Robinhood, MicroStrategy And Other Big Losers From Wednesday
November 10, 2022
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Why Affirm Stock Tumbled Today
November 09, 2022
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3 Stocks Smart Investors Shouldn’t Touch With a 10-Foot Pole
November 09, 2022
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7 Meme Stocks Smart Investors Shouldn’t Touch With a 10-Foot Pole
November 09, 2022
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Down 83%, This Software Stock Could Be Ready to Soar
November 09, 2022
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Affirm stock plunges toward record low after Peloton’s struggles weigh on forecast
November 08, 2022
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10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
November 08, 2022
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The 10 most influential investors in the market today
November 08, 2022
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7 Growth Stocks Smart Investors Shouldn’t Touch With a 10-Foot Pole
November 08, 2022
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1 Beaten-Down Stock I Won't Buy This November
November 07, 2022
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Peloton Interactive Cycles Lower Once Again
November 05, 2022
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DKS
HLT
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5 Peloton Analysts Break Down Q1 Sales Miss From Pandemic Stock Favorite
November 04, 2022
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Dana Telsey
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Traders are loading up on bets against the stock market — and this time, it’s not a contrarian signal, says Citi
November 04, 2022
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Apple reportedly pauses hiring for many roles, joining Amazon in belt-tightening
November 03, 2022
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AMZN
PTON
SHOP
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People Are Dumping $1,000 Down Jackets, Picking Up Plastic Shoes With Holes, Leaving The $2,000 Exercise Bike Behind: What's Going On?
November 03, 2022
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CROX
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Fed Rate Hike Decision-Powell Pivot and Where the S&P 500 Is Headed Next
November 03, 2022
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NET
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Peloton Interactive (PTON) Q1 2023 Earnings Call Transcript
November 03, 2022
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PTON
From
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Why Peloton Stock Was Down by More Than 10% Earlier Today
November 03, 2022
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PTON
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Market News
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PTON
From
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