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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
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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Back Dated Performance Reports
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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)
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Investing During Uncertain Times
Read FULL Seminar Here
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Infrastructure Bill Highlights Opportunity for Income ETF Options
December 08, 2021
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December 07, 2021
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December 06, 2021
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December 06, 2021
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Looking Beyond the Traditional Portfolio in Troubled Times
December 02, 2021
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An ETF to Help Manage Retirement Spending
November 30, 2021
Tickers
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Tags
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November 23, 2021
Tags
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November 22, 2021
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November 19, 2021
Tags
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retirement income channel
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Half of Americans Believe That Debt Won’t End at Retirement
November 18, 2021
Tags
debt
retirement planning
Nationwide
From
ETF Trends
Required Minimum Distribution Changes for 2022
November 15, 2021
Tickers
RMD
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distribution
Nationwide
retirement income channel
From
ETF Trends
Retirees May Maintain Income, Manage Risk with This ETF
November 15, 2021
Tickers
NUSI
Tags
Actively Managed ETFs
Nationwide
Retirement
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Retirees Need to Adjust Their Retirement Income Strategy
November 12, 2021
Tags
retirement income channel
Nationwide
retirement income
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Why Long-Term Care Planning Is Important for Aging LGBTQ+ Individuals
November 10, 2021
Tags
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NUSI Has Inflation-Fighting Capabilities
November 08, 2021
Tickers
NUSI
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Nationwide
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From
ETF Trends
Being Tax Savvy Doesn’t End at Retirement
November 08, 2021
Tags
Nationwide
retirement income channel
tax efficiency
From
ETF Trends
Where to Look for Higher Income Now? Nationwide’s Perspective on Markets and the Economy
November 05, 2021
Tickers
NUSI
Tags
Retirement Income Channel
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Webcasts
From
ETF Trends
Indicators of Choppy Markets Going Forward
November 04, 2021
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retirement income channel
Nationwide
Inflation
From
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Why It Pays to Account for Future Taxes in Retirement
November 03, 2021
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retirement income channel
Nationwide
taxable income
From
ETF Trends
Seeking Income? Options-Based NUSI Has Potential
November 01, 2021
Tickers
NUSI
Tags
retirement income channel
Nationwide
NUSI
From
ETF Trends
Taper Talk Is Back, But It Doesn’t Have to Be 2013 All Over Again
October 28, 2021
Tags
Mark Hackett
Nationwide
retirement income channel
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ETF Trends
Inflation Not Stymieing Stocks…Yet
October 26, 2021
Tags
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retirement income channel
Nationwide
From
ETF Trends
Retirees Might Want to Give Utilities Another Look
October 25, 2021
Tickers
SPDR
XLU
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60/40 Portfolio May Be on Borrowed Time
October 22, 2021
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Nationwide
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Riskier Muni Bonds, Funds Paying off for Investors
October 21, 2021
Tickers
HYD
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Professional Investors Love Bond ETFs
October 20, 2021
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Early Earnings Season Renews Investor Optimism
October 19, 2021
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Mark Hackett
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Nationwide
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Nationwide’s Chris Graham & Kristi Rodriguez: How to Help All Communities Achieve “Financial Resiliency”
October 19, 2021
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Classic Retirement Pitfalls and How to Avoid Them
October 18, 2021
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Transitory Inflation Argument Losing Steam
October 15, 2021
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