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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
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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
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)
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Total Asset Value (TAV)
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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)
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Client Contact with Portfolio Manager(s)
Additional Information
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Investing During Uncertain Times
Read FULL Seminar Here
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Here are some strategies to pay off credit card debt before interest rates rise again
May 13, 2022
Tags
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From
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House passes bill aimed at curbing the $2.9 billion seniors lose each year to financial scams
May 12, 2022
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May 12, 2022
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May 12, 2022
Tags
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May 11, 2022
Tags
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May 11, 2022
Tags
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May 11, 2022
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May 11, 2022
Tags
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Here's one way Social Security could better address life expectancy for couples
May 10, 2022
Tags
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May 10, 2022
Tags
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May 09, 2022
Tags
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May 08, 2022
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Tags
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The Fed just hiked interest rates and signaled more increases are coming. Here are money moves to make now
May 06, 2022
Tags
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Democrats are pushing to renew the expanded child tax credit. Here's why that hasn't happened yet
May 05, 2022
Tags
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Here's what Americans plan to spend more money on as inflation pushes prices higher
May 05, 2022
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Rising interest rates mean higher loan costs when you go to buy a car. Monthly payments already average $650
May 05, 2022
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Secure 2.0 legislation would make retirement catch-up limits more generous for some. Here's who would really benefit
May 04, 2022
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This fund will give money to Asian, elderly and LGBTQ people who need safe rides
May 04, 2022
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Bill to improve federal benefits for the elderly, blind and disabled may herald broader reform, Sen. Sherrod Brown says
May 03, 2022
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How to teach your kids to have a healthy relationship with money – even if you didn't
May 03, 2022
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Bipartisan bill aims to update rules for federal benefits for elderly, disabled
May 02, 2022
Tags
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Wages up to $147,000 are currently taxed for Social Security. How that could change
April 30, 2022
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College graduates are overestimating the salaries they'll start out at by $50,000, report finds
April 29, 2022
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Georgia just became the latest state to require personal finance education
April 28, 2022
Tags
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April 27, 2022
Tags
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