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about us
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Form CRS
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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
Bond Fund Seminar
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SLB Unusual Options Activity For August 07
August 07, 2023
Tickers
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Market News
Options
From
Benzinga
SLB, ConocoPhillips, Northrop Grumman And This Chinese E-Commerce Giant: CNBC's 'Final Trades'
August 03, 2023
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August 01, 2023
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July 31, 2023
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July 31, 2023
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July 28, 2023
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This Is What Whales Are Betting On SLB
July 27, 2023
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July 24, 2023
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SLB Analysts Boost Their Forecasts Following Q2 Earnings
July 24, 2023
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July 24, 2023
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Everybody's Talking About These 2 Stocks Friday Morning
July 21, 2023
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Potential Delay In iPhone 15 Debut Could Impact Apple's Margins, Meta's Threads App Faces User Exodus, Microsoft CEO Satya Nadella's Earnings Exceed $1B: Today's Top Stories
July 21, 2023
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Why SLB Shares Are Sliding Today
July 21, 2023
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Nasdaq, S&P 500 Futures Grind Higher After Thursday's Sell-Off; Analyst Hints At Techs Ceding Market Leadership To These Sectors
July 21, 2023
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U.S. equity futures point higher after tech stock stumble
July 21, 2023
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July 21, 2023
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Investor Sentiment Declines After Nasdaq Falls 2%
July 21, 2023
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AN
AXP
JNJ
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SLB's Earnings Outlook
July 20, 2023
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Datadog, IQVIA, Organon And An Oilfield Services Giant Rolling Out An AI Platform: CNBC's 'Final Trades'
July 17, 2023
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July 16, 2023
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July 14, 2023
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NYSEARCA:XLE,NYSE:OXY,NYSE:BRK/A,NYSE:BRK/B,NYSE:XOM,NYSE:CVX,NYSE:SLB,NASDAQ:FSLR
From
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July 13, 2023
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July 12, 2023
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Billionaire Ken Fisher Says Today's "Doom and Gloom" Is a Bullish Sign. Here Are the Stocks He's Betting On.
July 12, 2023
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SLB Unusual Options Activity
July 11, 2023
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Benzinga
From
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This Unlikely Sector Is Leading the Market Higher Friday
July 07, 2023
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SLB
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Market News
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SLB
From
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