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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
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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
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TAF sm Program
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Quarterly Performance Reports
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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
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Event Schedule
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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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Last Call For SNDL's Liquor President: Stock On The Rocks Amid Leadership Changes
September 10, 2024
Tickers
ACB
CGC
HITI
NEWS
Tags
Zachary George
Management
cannabis stocks
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Benzinga
Cannabis Stocks React To Trump's Marijuana Comments: See Which Ones Posted Solid Gains
September 09, 2024
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ACB
CANN
CGC
CRBP
Tags
MJ
CRON
HEXO
From
Benzinga
Marijuana Stock Movers For September 9, 2024
September 09, 2024
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ACB
ACNNF
BBRRF
BMMJ
Tags
GTBIF
CWWBF
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Benzinga
Trump's Marijuana Support Could Ignite Stock Surge – Are You Positioned To Benefit?
September 05, 2024
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ACB
CANN
CGC
CRLBF
Tags
MJNA
Donald Trump
News
From
Benzinga
3 Reasons Why SNDL Might Be the Best Cannabis Stock of 2024 and 2025
September 04, 2024
Tickers
SNDL
Tags
SNDL
Market News
Recent Press Releases
From
Motley Fool
SNDL Wins Bid For Indiva, Secures Major Deal To Boost Cannabis Edibles Market Share In Canada
August 29, 2024
Tickers
CCC
NDVA
NDVAF
NEWS
Tags
Benzinga
CCC
NDVAF
From
Benzinga
Marijuana Stock Movers For August 27, 2024
August 27, 2024
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ACB
CBDY
CBWTF
CGC
Tags
MRMD
Markets
ELLXF
From
Benzinga
SNDL Will Soon Pass a Big Milestone, But Is the Stock a Buy?
August 22, 2024
Tickers
SNDL
Tags
SNDL
Market News
Recent Press Releases
From
Motley Fool
CEO Shake-Ups At Canopy, Curaleaf And Recent Top Exec And Board Changes In Cannabis And Psychedelics
August 21, 2024
Tickers
ACB
ACB
AGFY
AYRWF
Tags
SNDL
David Klein
WEED
From
Benzinga
Marijuana Stock Movers For August 20, 2024
August 20, 2024
Tickers
ACB
BBRRF
BMMJ
CARA
Tags
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CRLBF
From
Benzinga
Cannabis Stock Movers For August 13, 2024
August 13, 2024
Tickers
ACNNF
BBRRF
CBDY
CBWTF
Tags
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CGC
From
Benzinga
SNDL Will Buy Remaining Nova Cannabis Shares For $29M, Here's What's Happening And When
August 13, 2024
Tickers
CCC
NEWS
NOVC
SNDL
Tags
SNDL
Ron Hozjan
Zach George
From
Benzinga
Prediction: Marijuana Stocks Will Shed Their (Bad) Reputation... Eventually
August 10, 2024
Tickers
SNDL
TLRY
Tags
TLRY
SNDL
Market News
From
Motley Fool
Cannabis Stock Movers For August 8, 2024
August 08, 2024
Tickers
ACB
BBRRF
BLOZF
CARA
Tags
Market News
CGC
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From
Benzinga
3 Cannabis Stocks to Sell in August Before They Crash & Burn
August 06, 2024
Tickers
ACB
CRON
SNDL
Tags
CRON
Stocks to Sell
SNDL
From
InvestorPlace
7 Struggling Cannabis Stocks to Sell by 2025
August 04, 2024
Tickers
ACB
CGC
CURLF
SMG
Tags
ACB
TLRY
VRNOF
From
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SNDL (SNDL) Q2 2024 Earnings Call Transcript
August 02, 2024
Tickers
SNDL
Tags
Market News
SNDL
Recent Press Releases
From
Motley Fool
SNDL Q2 Revenue Drops 1.6% YoY Due To Liquor Segment, Cannabis Operations Still Strong, Gross Margin Hits All-Time Record
August 02, 2024
Tickers
NEWS
SNDL
Tags
Zach George
Market News
SNDL
From
Benzinga
Bullish Friday For Marijuana Stocks - GreenGro Technologies, Leafbuyer Techs Among Top Gainers
July 26, 2024
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BBRRF
BLOZF
BMMJ
CARA
Tags
BBRRF
Benzinga
CRBP
From
Benzinga
Marijuana Stock Movers For July 25, 2024
July 25, 2024
Tickers
BBRRF
BMMJ
CARA
CLSH
Tags
UGRO
SNDL
KAYS
From
Benzinga
Get Your Money Out of These 3 Cannabis Stocks by 2025
July 23, 2024
Tickers
CGC
SNDL
TLRY
Tags
TLRY
SNDL
Market News
From
InvestorPlace
Cannabis Stocks React To Biden Announcement: Monday's Closing Market Moves
July 22, 2024
Tickers
ACB
CGC
CRLBF
CRON
Tags
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Benzinga
MSOS
From
Benzinga
Marijuana Stock Movers For July 22, 2024
July 22, 2024
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ACB
ACNNF
BLOZF
BMMJ
Tags
Markets
BLOZF
CBDY
From
Benzinga
Cannabis Stocks Surge Then Plummet On News That Biden Is Bowing Out Of 2024 Presidential Race
July 22, 2024
Tickers
ACB
CGC
CRLBF
CRON
Tags
IIPR
SHWZ
Regulations
From
Benzinga
SNDL's 'Aggressive' Loan-To-Own Strategy Forces Delta 9 Cannabis Co. To Seek CCAA Protection
July 16, 2024
Tickers
DLTNF
NEWS
SNDL
Tags
SNDL
Top Stories
News
From
Benzinga
SNDL Announces Restructuring, Consolidation Of Cannabis Segments: Here's What It Means
July 16, 2024
Tickers
NEWS
SNDL
Tags
Market News
SNDL
marijuana restructuring
From
Benzinga
Inside One Cannabis Company's Aggressive Loan-To-Own Strategy To Control Distressed Industry Players
July 15, 2024
Tickers
NEWS
SNDL
Tags
News
Delta 9 Cannabis
Cannabis
From
Benzinga
Marijuana Stock Movers For July 11, 2024
July 11, 2024
Tickers
ACB
AUSAF
BLOZF
BMMJ
Tags
RMHB
MRMD
EAST
From
Benzinga
3 Ticking Time Bombs to Dump from Your Portfolio Now
July 11, 2024
Tickers
NKLA
PTON
SNDL
Tags
NASDAQ:PTON,NASDAQ:SNDL,NASDAQ:NKLA
Stocks to Sell
PTON
From
InvestorPlace
Bearish Sentiment Across The Cannabis Space - Check Full Movers For July 10, 2024
July 10, 2024
Tickers
ACB
AUSAF
BBRRF
BMMJ
Tags
BZI/CANNA
ZDPY
AUSAF
From
Benzinga
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