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Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
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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
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Corporate Cash Management
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Financial Planning
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Implementation
Legal Services
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Professional Alliance Network
Client Service Approach
Client's Responsibilities
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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
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Read FULL Seminar Here
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'Secure 2.0' clears Congress as part of omnibus appropriations bill, will bring more changes to U.S. retirement system
December 23, 2022
Tags
Annuities
Personal Finance
401(k)
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Tax-free rollovers from 529 plans to Roth individual retirement accounts may be allowed in 2024
December 23, 2022
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December 23, 2022
Tags
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December 23, 2022
Tags
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'Secure 2.0' would provide a limited federal 'match' on contributions for retirement savers with lower income
December 22, 2022
Tags
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December 22, 2022
Tags
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December 22, 2022
Tags
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December 21, 2022
Tags
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December 21, 2022
Tags
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'Secure 2.0' is part of the $1.7 trillion spending bill, putting it on track to usher in retirement system improvements
December 20, 2022
Tags
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This 'wild card' strategy can help retirees with unpaid quarterly taxes before year-end
December 20, 2022
Tags
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Average Social Security retirement benefit fell short by 46% in 2022. Here are the costs the went up the most
December 20, 2022
Tags
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There’s still time to reduce your 2022 tax bill with these last-minute moves
December 20, 2022
Tags
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December 19, 2022
Tags
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Op-ed: Here are 5 questions to ask your financial advisor before the end of the year
December 19, 2022
Tags
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The 10 states where $1 million in retirement savings will run out the fastest—Hawaii is No. 1
December 17, 2022
Tags
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88% of employers offer a Roth 401(k) — almost twice as many as a decade ago. Here’s who stands to benefit
December 16, 2022
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Share of Americans living paycheck to paycheck rises to 63% — here's how to get your finances back on track
December 15, 2022
Tags
Personal Income
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As a record 8.7% Social Security cost-of-living increase starts in 2023, here's what beneficiaries should look for in annual statements
December 11, 2022
Tags
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You may get a 1099-K for Venmo and PayPal payments. Here's how to prepare — and shrink your tax bill
December 10, 2022
Tags
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Here are some things to think about before deciding to retire in another state
December 09, 2022
Tags
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401(k) 'hardship' withdrawals hit record high, Vanguard says — another sign households feel the pinch of inflation
December 08, 2022
Tags
Consumer spending
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Amid inflation and market volatility, just 12% of adults — and 29% of millionaires — feel 'wealthy'
December 08, 2022
Tags
Retirement
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Taking required minimum distributions? How to reduce the sting of selling in a down market
December 07, 2022
Tags
Financial planning
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50% of women say they are behind on retirement savings. Here's why they face challenges
December 07, 2022
Tags
Financial planning for marriage
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It's never to soon to save for retirement. Here are 3 ways Gen Z workers can start now
December 07, 2022
Tags
Personal Finance
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'It's possible the market can rally': Financial advisors say a recession isn't inevitable
December 06, 2022
Tags
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Despite economic uncertainty, it’s a ‘great moment’ for dollar-cost averaging, says Betterment CEO
December 06, 2022
Tags
Financial planners
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From
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Robinhood to pay a 1% 'match' on customer contributions to retail individual retirement accounts
December 06, 2022
Tags
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Retirement planning
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'You can control your tax-reporting destiny'. 4 key year-end tax moves
December 05, 2022
Tags
401(k)
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