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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
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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
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Why J.M. Smucker Plunged Today
August 27, 2025
Tickers
SJM
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From
Motley Fool
S&P 500 Tests Records Ahead Nvidia Results, MongoDB Rockets: What's Moving Markets Wednesday?
August 27, 2025
Tickers
A
COO
CRWD
DIA
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IWM
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From
Benzinga
JM Smucker Sees Profit Pressure But Raises Annual Sales Outlook
August 27, 2025
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NEWS
SJM
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SJM
Earnings
From
Benzinga
Dow Surges Over 100 Points; JM Smucker Earnings Miss Views
August 27, 2025
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AGMH
AZTR
NAKA
NBY
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Markets
From
Benzinga
Smucker (SJM) Q1 2026 Earnings Call Transcript
August 27, 2025
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SJM
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From
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J M Smucker Lifts Cash Flow Outlook
August 27, 2025
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From
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JM Smucker, Baidu And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
August 27, 2025
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BIDU
BMNR
DB
DNUT
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News
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From
Benzinga
Smucker Posts 22% EPS Drop in Fiscal Q1
August 27, 2025
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Dow Gains More Than 100 Points Ahead Of Nvidia Earnings; Investor Sentiment Improves, Fear & Greed Index Remains In 'Greed' Zone
August 27, 2025
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HPQ
NEWS
NVDA
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From
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JM Smucker, Nvidia And 3 Stocks To Watch Heading Into Wednesday
August 27, 2025
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HPQ
MDB
NEWS
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SJM
From
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Earnings Scheduled For August 27, 2025
August 27, 2025
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A
ANF
BILL
COO
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A
PSTG
BILL
From
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Earnings Outlook For JM Smucker
August 26, 2025
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SJM
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BZI/EP
From
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Thinner Winners
August 25, 2025
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ARE
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From
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August 25, 2025
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AFRM
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BEKE
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Nvidia To Rally More Than 22%? Here Are 10 Top Analyst Forecasts For Wednesday
August 20, 2025
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This Hormel Foods Analyst Turns Bullish; Here Are Top 3 Upgrades For Wednesday
August 20, 2025
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GT
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A Glimpse Into The Expert Outlook On JM Smucker Through 14 Analysts
August 18, 2025
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Peering Into JM Smucker's Recent Short Interest
July 28, 2025
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3 High-Yield Dividend Stocks to Buy That Could Turn Things Around in the Second Half of 2025
July 16, 2025
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TGT
UPS
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UPS
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From
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Wall Street's Most Accurate Analysts Give Their Take On 3 Risk Off Stocks Delivering High-Dividend Yields
July 16, 2025
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MO
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From
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These Were the 2 Worst-Performing Stocks in the S&P 500 in June 2025
July 13, 2025
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^GSPC
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3 Ultra-Reliable Dividend-Paying Warren Buffett Stocks to Buy for the Second Half of 2025
June 17, 2025
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BRK-A
BRK-B
CVX
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PEP
SJM
From
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AppLovin, Chewy And Carvana Are Among Top 11 Large Cap Losers Last Week (June 9-13): Are The Others In Your Portfolio?
June 15, 2025
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APP
CHWY
CVNA
EIX
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Top Stories
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These 2 Beaten-Down Dividend Stocks and This ETF Yield Over 4%. Here's Why They Are Worth Doubling Up on in June.
June 15, 2025
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MLPX
PSX
SJM
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PSX
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15 Highest Yielding Food Stocks Now
June 14, 2025
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CPB
FLO
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SYY
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HSY
From
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3 Reasons Why This Dirt Cheap High-Yield Dividend Stock Is a Buy for the Second Half of 2025
June 14, 2025
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SJM
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From
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Why J.M. Smucker Stock Plummeted This Week
June 12, 2025
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SJM
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From
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This Datavault AI Analyst Turns Bullish; Here Are Top 2 Upgrades For Thursday
June 12, 2025
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CNR
COIN
DVLT
NEWS
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COIN
Market News
News
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Benzinga
This Is What Whales Are Betting On JM Smucker
June 11, 2025
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SJM
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SJM
Benzinga
BZI/UOA
From
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This UnitedHealth Group Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Wednesday
June 11, 2025
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BILL
CNR
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