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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
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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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Dow Surges 250 Points; Smucker Earnings Top Estimates
August 29, 2023
Tickers
AEHL
AXLA
BIG
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Market News
Earnings
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Food Products Maker J M Smucker's Q1: EPS Beat, Volume Growth, Revised Outlook & More
August 29, 2023
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After calling the S&P 500’s climb this year, this strategist says hang on, the gains aren’t over.
August 29, 2023
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AMZN
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August 29, 2023
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August 29, 2023
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HPQ
MMM
SJM
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Benzinga
From
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Earnings Preview: JM Smucker
August 28, 2023
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SJM
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Earnings
Market News
SJM
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3 Stocks I Own and Will Buy More Of If the Market Crashes
August 23, 2023
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SJM
UNP
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UNP
SJM
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Analyst Ratings for JM Smucker
August 21, 2023
Tickers
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Benzinga
SJM
From
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J.M. Smucker Boosts Dividend By 4%
July 14, 2023
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Why Campbell, Smucker, and Kraft Heinz Are No-Brainer Buys Right Now
June 29, 2023
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Amazon, Marriott And 2 Other Stocks Insiders Are Selling
June 26, 2023
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Is J.M. Smucker's Stock a Sweet Buy for Income Investors?
June 20, 2023
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The Latest Analyst Ratings for JM Smucker
June 07, 2023
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Benzinga
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These Analysts Revise Their Forecasts On J M Smucker After Q4 Results
June 07, 2023
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Netflix To Rally Over 25%? Here Are 10 Other Analyst Forecasts For Wednesday
June 07, 2023
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Nasdaq Edges Higher; Joann Shares Plummet
June 06, 2023
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Dow Drops 50 Points; J.M. Smucker Earnings Top Views
June 06, 2023
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Binance Is In The Hot Seat
June 06, 2023
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J M Smucker Q4 Earnings Top Estimates; Incurs Operation Loss
June 06, 2023
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Earnings Scheduled For June 6, 2023
June 06, 2023
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US Stock Futures On Edge As Rate, Recession Fears Weigh: Why This Analyst Thinks Next Fed Meet Is Make-Or-Break Event
June 06, 2023
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Smucker, Sprinklr And 3 Stocks To Watch Heading Into Tuesday
June 06, 2023
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Dow Drops 200 Points But Investor Sentiment Improves
June 06, 2023
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CNN Business Fear & Greed Index
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Earnings Outlook For JM Smucker
June 05, 2023
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Benzinga
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The S&P 500 is ridiculous. Here’s why.
June 04, 2023
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Big Tech is driving corporate earnings, and buoying expectations for coming months
June 04, 2023
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CPB
DOCU
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NFLX
WMT
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Expert Ratings for JM Smucker
May 18, 2023
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Benzinga
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3 Stocks I'm Not Selling in May
May 14, 2023
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From
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