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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
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
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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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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No Recession? BofA Foresees Steep Drop In Inflation
July 03, 2023
Tags
Economics
Recession
Bank of America
From
Benzinga
Bear Market Warnings, Recession Rebukes And 'Bidenomics' Failing To Impress: This Week In Economics
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June 28, 2023
Tags
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From
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CNBC Daily Open: Consumers might just prevent a U.S. recession
June 28, 2023
Tags
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June 27, 2023
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CNBC Daily Open: Consumers might just fend off a U.S. recession
June 27, 2023
Tags
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June 27, 2023
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Tags
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Chamath Palihapitiya Thinks Soft Landing For US Economy More Likely: 'Hard-Landing Crowd Has Begun To Capitulate'
June 27, 2023
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Tags
Top Stories
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Taking Powell At His Word: Wall Street Analysts Foresee Further Rate Hikes, US GDP Growth
June 26, 2023
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Tags
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Recession Always Six Months Away? Analyst Rebukes Forecasters' Perpetual Economic Pessimism
June 26, 2023
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'Prepare For Crash,' Warns 'Rich Dad, Poor Dad' Author Robert Kiyosaki After Eye-Opening Restaurant Encounter
June 25, 2023
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SPY
Tags
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From
Benzinga
Reich Slams Tax Cuts, Palihapitiya Sounds Debt Alarm: This Week's Top Economic Stories
June 24, 2023
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The Bull Case for High Dividend ETFs in SDOG
June 23, 2023
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June 23, 2023
Tickers
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Tags
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ETF Trends
US Supply Chain, Manufacturing Data Hints At Impending Slowdown: Stocks Plummet, Safe Havens Rally As Uncertainties Rise
June 23, 2023
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Op-ed: Here's a midyear stock-picking guide for both bears and bulls amid recession debate
June 23, 2023
Tags
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June 23, 2023
Tags
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Benzinga
Investors Growing Weary Of 'No-Show' Recession: Why This Analyst Says Economy-Wide Downturn Is Less Likely
June 23, 2023
Tags
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Janet Yellen Sees Lower Odds Of US Recession, Says Inflation Has Declined Significantly
June 22, 2023
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Benzinga
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From
Benzinga
Robert Kiyosaki Explains How To Figure Out If The Economy Is In A Recession: 'My Rich Dad Said...'
June 22, 2023
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QQQ
SPY
Tags
Benzinga
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Robert Kiyosaki
From
Benzinga
UN Head Honcho to Investors: "Do as I Say, Not as I Do"
June 18, 2023
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OIL
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Tags
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From
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Fed's Rate Hike Pause Fails To Dissuade Traders From Betting On A Recession — Here's Why
June 14, 2023
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Tags
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Benzinga
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From
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Ken Griffin Sees Opportunity In This Segment As He Anticipates Recession — 'We're Much More Cautious About 2024'
June 14, 2023
Tickers
QQQ
SPY
Tags
News
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Benzinga
From
Benzinga
Here’s the inflation breakdown for May 2023, in one chart
June 13, 2023
Tags
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From
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Overheated Market? Fidelity's Jurrien Timmer Believes It's 'Almost' In A New Bull Run
June 12, 2023
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MSFT
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Tags
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NVDA
From
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The 'Most Popular Prediction' About Stocks Going Into 2023 Has Been Very Wrong
June 12, 2023
Tags
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Expert Ideas
S&P 500
From
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More Rate Hikes Ahead? Hedge Funds Keep Shorting T-Bills Relentlessly
June 12, 2023
Tickers
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VGSH
Tags
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Expert Ideas
Economics
From
Benzinga
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