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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Back Dated Performance Reports
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Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Iconic New York bakery coming to Back Bay
October 21, 2021
Tags
Retailing & Restaurants
Food & Lifestyle
Retail Chains
From
Business Journals
Target is adding Apple mini-shops to 3 more Minnesota stores
October 21, 2021
Tags
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October 20, 2021
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October 19, 2021
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October 19, 2021
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October 19, 2021
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October 19, 2021
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October 19, 2021
Tags
Retailing & Restaurants
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Food & Lifestyle
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October 18, 2021
Tickers
INNO
Tags
Inno
Retail Chains
Neil Mehta
From
Business Journals
The Container Store raises company minimum wage to $15
October 18, 2021
Tags
The Container Store Inc
Retail Chains
Recruiting & Hiring
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October 18, 2021
Tags
Bill Dickinson
John Asadoorian
Retailing
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Business Journals
U.S. sets date to reopen international borders for travelers — a boon for Orlando
October 15, 2021
Tags
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Central Florida Hotel & Lodging Association
From
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October 15, 2021
Tags
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October 14, 2021
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Kimberly Ziegler
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Saks Off 5th raising minimum wage
October 14, 2021
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Retailing
Saks Fifth Avenue Off 5th
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October 14, 2021
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Jana Partners LLC
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Macy's
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October 14, 2021
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Retailing & Restaurants
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Best Buy starting Black Friday deals in October
October 14, 2021
Tags
Retailing
Best Buy Co/ Inc/
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Business Journals
Patina moves from Northeast Minneapolis to Roseville
October 14, 2021
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Retailing
Retail Chains
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Business Journals
Kenwood Towne Centre changes its Thanksgiving hours
October 14, 2021
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Retail Chains
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Walgreens says its Q4 and fiscal year results 'exceeded expectations'
October 14, 2021
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Health Care
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Profiles of the Empowered Worker: Doors opened for Taylor Conley to think deeply about her career path
October 14, 2021
Tickers
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Nordstrom kicks off holiday hiring with incentives up to $2,500
October 14, 2021
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Target pledges $100 million to Black-led groups, will help launch HBCU in Detroit
October 13, 2021
Tags
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October 12, 2021
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Kroger entering two new regions with newest Ocado centers
October 12, 2021
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Best Buy acquiring care-at-home tech platform Current Health
October 12, 2021
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Business Journals
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October 12, 2021
Tickers
INNO
Tags
Health Care
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Insurance
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Caribou Coffee expands U.S. franchise plan
October 12, 2021
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John Butcher
Caribou Coffee Co/ Inc/
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