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home
about us
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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
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
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
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Here's How Much $100 Invested In Saia 10 Years Ago Would Be Worth Today
May 29, 2024
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Saia Upgraded To Buy: Analyst Sees Long-Term Opportunity Amid Industry Tailwinds
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May 24, 2024
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$100 Invested In This Stock 15 Years Ago Would Be Worth $4,700 Today
May 14, 2024
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May 07, 2024
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$100 Invested In This Stock 10 Years Ago Would Be Worth $1,000 Today
May 02, 2024
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May 01, 2024
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April 26, 2024
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Dow Surges Over 200 Points; Microsoft Shares Gain Following Upbeat Earnings
April 26, 2024
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April 26, 2024
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April 26, 2024
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S&P 500 Gains 1%; Exxon Mobil Posts Downbeat Earnings
April 26, 2024
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SAIA Stock Earnings: Saia Misses EPS, Misses Revenue for Q1 2024
April 26, 2024
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12 Industrials Stocks Moving In Friday's Pre-Market Session
April 26, 2024
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Here's How Much $100 Invested In Saia 5 Years Ago Would Be Worth Today
April 15, 2024
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(SAIA) - Analyzing Saia's Short Interest
April 09, 2024
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$1000 Invested In Saia 15 Years Ago Would Be Worth This Much Today
April 08, 2024
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(SAIA) - Analyzing Saia's Short Interest
March 22, 2024
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Uber To Rally Around 15%? Here Are 10 Top Analyst Forecasts For Tuesday
February 06, 2024
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Saia Analysts Increase Their Forecasts After Strong Earnings
February 05, 2024
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February 05, 2024
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February 02, 2024
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Earnings Scheduled For February 2, 2024
February 02, 2024
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February 01, 2024
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2 Average Stocks Crushing the Market
January 14, 2024
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SAIA
From
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Logistics Leaders: 3 Stocks Streamlining Supply Chains
December 27, 2023
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GSL
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Uncategorized
NASDAQ:SAIA,NYSE:FDX,NYSE:GSL
Market News
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11 Analysts Have This to Say About Saia
December 14, 2023
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Tags
Benzinga
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Analyst Ratings
From
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10 Industrials Stocks Whale Activity In Today's Session
November 29, 2023
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BA
GNRC
LYFT
Tags
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BZI/AUOA
WM
From
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