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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Bond Fund Seminar
RSVP-Signup Form
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Featured Quarterly Newsletter
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12 Consumer Discretionary Stocks Moving In Thursday's Pre-Market Session
December 05, 2024
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AEO
CAL
CANG
CRMT
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SVMH
SRM
CAL
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Signet Jewelers Stock Tanks After Dismal Q3 Print, Guidance Cut
December 05, 2024
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SIG
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Earnings Scheduled For December 5, 2024
December 05, 2024
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From
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Earnings Preview: Signet Jewelers
December 04, 2024
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SIG
Tags
Benzinga
BZI/EP
SIG
From
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Analyst Scoreboard: 8 Ratings For Signet Jewelers
November 27, 2024
Tickers
SIG
Tags
SIG
Benzinga
BZI/AAR
From
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D
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October 23, 2024
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SIG
Benzinga
BZI/AAR
From
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10 Consumer Discretionary Stocks Whale Activity In Today's Session
October 15, 2024
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ANF
BABA
JD
Tags
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BZI/AUOA
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Key Takeaways From Signet Jewelers Analyst Ratings
October 02, 2024
Tickers
SIG
Tags
Analyst Ratings
Market News
BZI/AAR
From
Benzinga
This Retail Stock Is Up 400% in the Last 5 Years. Is It a Buy Now?
September 16, 2024
Tickers
SIG
Tags
Market News
SIG
Recent Press Releases
From
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What Analysts Are Saying About Signet Jewelers Stock
September 13, 2024
Tickers
SIG
Tags
SIG
Benzinga
BZI/AAR
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Benzinga
S&P 500 Gains For 4th Straight Session Amid Rise In Nvidia, Alphabet, And Other Tech Stocks: Greed Index Remains In 'Fear' Zone
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Dow Surges Over 100 Points; ModivCare Shares Plummet
September 12, 2024
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MODV
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Signet Jewelers (SIG) Q2 2025 Earnings Call Transcript
September 12, 2024
Tickers
SIG
Tags
Market News
Recent Press Releases
SIG
From
Motley Fool
Why Signet Jewelers Stock Was Soaring Today
September 12, 2024
Tickers
SIG
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Market News
Recent Press Releases
SIG
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Motley Fool
Signet Jewelers Posts Better-Than-Expected Earnings, Joins NETGEAR, Lovesac And Other Big Stocks Moving Higher On Thursday
September 12, 2024
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Signet Jewelers Q2 Earnings: EPS Beat, Net Debt Positive, Strong Q3 Outlook
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Nasdaq, S&P 500 Set For Modest Gains As Investors Eye August Inflation Data And ECB Rate Decision
September 12, 2024
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Nasdaq Jumps Over 2% Amid Nvidia Surge: Investor Sentiment Improves, But Fear & Greed Index Remains In 'Fear' Zone
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Tags
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Signet Jewelers Stock: A Deep Dive Into Analyst Perspectives (6 Ratings)
August 27, 2024
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SIG
Tags
Benzinga
SIG
Market News
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Starbucks, Nike And 2 Other Stocks Insiders Are Selling
August 16, 2024
Tickers
NEWS
NKE
SBUX
SIG
Tags
NKE
Insider Selling
Insider Trades
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
August 14, 2024
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BABA
CMG
F
GME
Tags
Market News
GME
SIG
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
July 30, 2024
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AMZN
BROS
CROX
DUOL
Tags
MCD
Benzinga
JMIA
From
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A Closer Look at 5 Analyst Recommendations For Signet Jewelers
July 24, 2024
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SIG
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Benzinga
SIG
Market News
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The 3 Best Diamond Stocks With the Potential to Dazzle Investors
July 10, 2024
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RIO
SIG
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Market News
OTCMKTS:LVMH, NYSE:RIO, NYSE:SIG
RIO
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InvestorPlace
Qualcomm, Robinhood And 2 Other Stocks Insiders Are Selling
July 09, 2024
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Short Ideas
HOOD
Benzinga
From
Benzinga
This Value Stock Just Plunged. Should You Buy the Dip?
June 16, 2024
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SIG
Tags
SIG
Recent Press Releases
Market News
From
Motley Fool
S&P 500 Notches Record High For 4th Day, Market Sentiment Dips To 'Fear' Zone Following PPI Report
June 14, 2024
Tickers
AVGO
NEWS
SIG
Tags
Market News
News
Benzinga
From
Benzinga
Signet Jewelers (SIG) Q1 2025 Earnings Call Transcript
June 13, 2024
Tickers
SIG
Tags
Recent Press Releases
SIG
Market News
From
Motley Fool
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