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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
Client Information
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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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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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2 Warren Buffett Stocks to Buy Hand Over Fist and 1 to Avoid
April 16, 2023
Tickers
AAPL
ALLY
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Paramount Global Is Too Small To Win Streaming Wars Against Amazon, Disney, And Netflix, Analyst says
April 14, 2023
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NFLX
PARA
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Analyst Expectations for Paramount Global's Future
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April 13, 2023
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AMZN
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Stock rally making it too hot for shorts as AMC, GameStop, Coinbase are the ‘most squeezable’
April 12, 2023
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CNK
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From
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NFL Sunday Ticket On YouTube Has Arrived, But It Comes With A Price Increase: Here Are The Details And How You Can Save
April 11, 2023
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YouTube TV
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From
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Where Will Paramount Global Stock Be in 1 Year?
April 11, 2023
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PARA
Recent Press Releases
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Better Buy: Warner Bros. Discovery vs. Paramount Global Stock
April 11, 2023
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NFLX
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3 Great Dividend Stocks You Can Buy for Less Than $50
April 11, 2023
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Here's How Much A $100 Bet On Jon Rahm To Win The 2023 Masters Pays Out
April 10, 2023
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Better Buy: Warner Bros. Discovery vs. Paramount Global
April 10, 2023
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4 Time-Tested Stocks That Can Safely Double Your Money by 2028
April 09, 2023
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The 3 Best Streaming Media Stocks to Buy in April 2023
April 08, 2023
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3 Top Dividend Stocks Down 21% to 78% That You'll Regret Not Buying on the Dip
April 08, 2023
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10 Communication Services Stocks With Whale Alerts In Today's Session
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'Super Mario Bros. Movie' Powers Up Box Office With $26M Debut And 2 'Extra Life' Post-Credit Surprises
April 06, 2023
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Check Out 3 Tech And Telecom Stocks With Over 3% Dividend Yields From Wall Street's Most Accurate Analysts
April 04, 2023
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PARA
SBGI
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Benzinga
Better Buy: Roku vs. Netflix
April 03, 2023
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AMZN
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GOOG
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GOOGL
AMZN
GOOG
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3 Warren Buffett Stocks That Are No-Brainer Buys in April
April 03, 2023
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BRK-B
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This Hiding-in-Plain-Sight Stock Just Became a Buy
March 31, 2023
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3 High-Growth Stocks to Buy and Forget for the Next Decade
March 30, 2023
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ATVI
MSFT
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What’s worth streaming in April 2023? There’s almost too much to watch, but here’s where to start.
March 30, 2023
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AAPL
AMZN
CMCSA
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CMCSA
AMZN
PARA
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Warren Buffett's 4 Foundational Criteria for Major Investments, Revealed
March 30, 2023
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AXP
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CVX
KO
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This Is Warren Buffett's No. 1 Stock to Buy During a Bear Market
March 29, 2023
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BRK-A
BRK-B
OXY
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OXY
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AAPL
From
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Why Paramount Stock Is Rallying Despite the Marketwide Headwind Today
March 28, 2023
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BAC
PARA
Tags
Recent Press Releases
PARA
BAC
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Paramount's Shopping List Of Attractive Assets Prompt Upgrade & 33% Price Target Boost By This Analyst
March 28, 2023
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SI Stock Alert: Short Squeeze Hopes Drive Silvergate Higher
March 28, 2023
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BRK-A
BRK-B
OSCR
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From
InvestorPlace
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