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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
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
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EVENTS
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
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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South Jersey sports trading card startup CollX targets dealers with acquisition of Denver firm
June 20, 2022
Tickers
INNO
Tags
Ted Mann
Sports Business
Inno
From
Business Journals
TOCA Football acquires Blue Sky Sports Centers, becomes North America's largest indoor soccer operator
June 20, 2022
Tags
Sporting Venues
Sporting Events
Eddie Lewis
From
Business Journals
The World Cup is coming to North Texas. Here's what happens next.
June 19, 2022
Tags
Professional Sports
Monica Paul
Sports Business
From
Business Journals
Former coach keeps spotlight on Russian detention of Brittney Griner
June 18, 2022
Tags
Sports Business
Professional Sports
From
Business Journals
Nashville Predators confirm former Gov. Bill Haslam to become majority owner
June 17, 2022
Tags
Sports Business
Professional Sports
From
Business Journals
After a two-year delay, the Phillies unveil plans to honor 1980 World Series champions
June 17, 2022
Tags
Mike Schmidt
Sports Business
Ron Reed
From
Business Journals
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June 17, 2022
Tags
Government & Regulations
Sports Business
Legal Services
From
Business Journals
Five things you need to know, and my view from the U.S. Open
June 17, 2022
Tags
Boston 5 Things Editorial 2015
Sporting Venues
Sporting Events
From
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Philadelphia wins bid for 2026 FIFA World Cup matches
June 16, 2022
Tags
Meg Kane
Travel & Tourism
Sporting Events
From
Business Journals
Mayor, Council seek analysis of Titans' $1.8 billion price tag for stadium renovation and upkeep
June 16, 2022
Tags
Professional Sports
Burke Nihill
Burkley Allen
From
Business Journals
How the St. Louis Blues are turning to startups to bring new technologies to fans
June 16, 2022
Tickers
INNO
Tags
Software
Startups
Matt Gardner
From
Business Journals
Kevin Acklin named Penguins president of business operations
June 15, 2022
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Professional Sports
Executive Profiles
Sports Business
From
Business Journals
18 more days: Russian court extends Brittney Griner detainment
June 14, 2022
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Sports Business
Professional Sports
From
Business Journals
Former Duke football player's tech company raises $50M
June 14, 2022
Tickers
INNO
Tags
Zach Maurides
Duke University
Technology
From
Business Journals
Tequila maker's new Eagles sponsorship includes limited edition Kelly Green bottles
June 14, 2022
Tags
Professional Sports
Retailing & Restaurants
Sports Business
From
Business Journals
Comcast Spectacor brings back former exec to work on 'wide range of priorities'
June 13, 2022
Tags
Sports Business
Comcast Corp/
Dave Scott
From
Business Journals
Dayton to play host to major sporting events this summer — with large economic impact
June 13, 2022
Tags
Darrell Davis
Jake Pavorsky
Sporting Events
From
Business Journals
Cornhole pros and weekend warriors meet in Mesa for national tournament
June 12, 2022
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Sports Business
Professional Sports
From
Business Journals
Middle seats, canceled flights, Covid: Mercury's Taurasi, WNBA players sound off on commercial travel
June 11, 2022
Tags
Travel & Tourism
Travel
Professional Sports
From
Business Journals
Now you can attend a Power & Light watch party to see the FIFA World Cup announcement
June 09, 2022
Tags
Travel
Travel & Tourism
Katherine Holland
From
Business Journals
Stephen Starr bringing new restaurant to Wells Fargo Center
June 07, 2022
Tags
Stephen Starr
Restaurants
Retailing & Restaurants
From
Business Journals
Philadelphia 76ers executive Chris Heck is stepping down as president of business operations
June 07, 2022
Tags
Professional Sports
Josh Harris
Chris Heck
From
Business Journals
76ers parent Harris Blitzer Sports & Entertainment valued at over $3B after landing investment
June 06, 2022
Tags
Professional Sports
Banking & Financial Services
David Blitzer
From
Business Journals
Philadelphia Phillies fire manager Joe Girardi after two-plus seasons
June 03, 2022
Tags
Sports Business
David Dombrowski
Professional Sports
From
Business Journals
Are race, gender slowing Brittney Griner’s return? Mercury coach Vanessa Nygaard raises question
June 02, 2022
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Professional Sports
Diversity, Equity and Inclusion
Bizwomen
From
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NASCAR Cup Series race at World Wide Technology Raceway sells out
June 02, 2022
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Sporting Venues
Professional Sports
Sporting Events
From
Business Journals
Green Bay Packers' VC firm TitletownTech leads $2M investment in construction startup
June 01, 2022
Tickers
INNO
Tags
Jeff Leuderalbert
KLH Engineers
Karl Gouverneur
From
Business Journals
Comcast Spectacor’s Fusion Arena in South Philadelphia pivots from esports venue to multi-use facility
June 01, 2022
Tags
Professional Sports
Commercial Real Estate
Crane Watch All Markets
From
Business Journals
World Wide Technology Raceway preps for first NASCAR Cup Series race
May 31, 2022
Tags
Sporting Venues
Sporting Events
Professional Sports
From
Business Journals
Steelers hire new general manager
May 25, 2022
Tags
Omar Khan
Professional Sports
Sports Business
From
Business Journals
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