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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
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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)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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)
TAF® Program
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Additional Information
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Back Dated Performance Reports
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Investing During Uncertain Times
Read FULL Seminar Here
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Caleres' Naturalizer brand partners with designer Tracy Reese on shoe collection
August 20, 2021
Tags
Retail Chains
Manufacturing
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From
Business Journals
Aldi to build new discount grocery store in Orlando's College Park community
August 20, 2021
Tags
Don Mealey
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August 20, 2021
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August 18, 2021
Tags
Food & Lifestyle
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August 17, 2021
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Retail Chains
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August 17, 2021
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August 17, 2021
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August 16, 2021
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Coronavirus
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August 16, 2021
Tags
Dollar General Corp/
Government & Regulations
Retailing
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August 13, 2021
Tags
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From
Business Journals
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August 13, 2021
Tags
Walgreens Boots Alliance, Inc/
Villagemd
Insurance
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August 13, 2021
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Michael Tam
Retail Chains
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Business Journals
Minnesota's first Rush Bowls store coming to Minnetonka
August 12, 2021
Tags
Libby Hitt
John Hitt
Restaurants
From
Business Journals
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August 12, 2021
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August 11, 2021
Tickers
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August 11, 2021
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August 11, 2021
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Shari Ballard
Bill McGuire
Sports Business
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Business Journals
Trader Joe's opening store in Eagan
August 10, 2021
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Retail Chains
Trader Joe's
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Sephora shops begin opening inside Kohl's stores
August 10, 2021
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Kohl's Corp/
E/commerce
Target Corp/
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Business Journals
5 things to know: Golf instruction company opens Folsom location
August 05, 2021
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August 04, 2021
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Target will pay another $75 million on bonuses to frontline workers
July 30, 2021
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Retail Chains
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Career & Workplace
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July 29, 2021
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Kate Hudson
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July 28, 2021
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Pier 1 Imports Inc/
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Randalls closing ‘underperforming’ store in Southwest Austin
July 27, 2021
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Pittsburgh clothing retailer rue21 announces plans to expand with 15 new stores
July 26, 2021
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Bill Brand
rue21
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Business Journals
Talbots closes another Pittsburgh-area store
July 26, 2021
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Retailing
Talbots
Retail Chains
From
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July 21, 2021
Tags
Retail Chains
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From
Business Journals
Target announces rollout of Ulta Beauty mini-stores
July 21, 2021
Tags
Christina Hennington
Target Corp/
Steph Wissink
From
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