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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Quarterly Performance Reports
Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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TAF
Event Schedule
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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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Overview Of Value Stocks In The Basic Materials Sector
February 02, 2024
Tickers
ASIX
MT
NEWS
SQM
Tags
BZI/VS
VALE
MT
From
Benzinga
Turnaround Treasures: 3 Stocks to Snag After a Recent 20% Drop
January 29, 2024
Tickers
ACDVF
CGC
DOOO
MNSO
Tags
MNSO
Market News
SQM
From
InvestorPlace
Tesla To Open First Store In Chile's Capital, Marking Debut In South America's Thriving Electric Vehicle Market: Report
January 23, 2024
Tickers
BYDDF
NEWS
SQM
TSLA
Tags
TSLA
Equities
Media
From
Benzinga
7 Top-Rated Lithium Stocks Wall Street Analysts Are Loving Now: January 2024
January 21, 2024
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ALB
ALTM
BATT
LIT
Tags
NYSE:ALB,NYSE:ALTM,NYSE:SQM,NASDAQ:PLL,NYSEAMERICAN:SLI,NYSEARCA:LIT,NYSEARCA:BATT
Stocks to Buy
BATT
From
InvestorPlace
Albemarle Liquidates Stake In Liontown Following Failed Takeover Bid
January 17, 2024
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FMST
GS
SQM
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Benzinga
GS
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3 Ultra High-Yield Stocks With Sustainable Dividends to Buy Now
January 03, 2024
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CWEN
SQM
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BTI
NYSE:BTI,NYSE:SQM,NYSE:CWEN,NYSE:CWEN/A
Stocks to Buy
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Breaking Down Sociedad Quimica Y Minera: 7 Analysts Share Their Views
January 02, 2024
Tickers
SQM
Tags
Analyst Ratings
SQM
Market News
From
Benzinga
Why These 3 Lithium Stocks Should Be On Your Radar in 2024
January 02, 2024
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ALB
LITP
SQM
Tags
SQM
Market News
ALB
From
InvestorPlace
Why Lithium Producer Sociedad Quimica Shares Are Rising Today
December 28, 2023
Tickers
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SQM
Tags
Markets
Chile
Global
From
Benzinga
Best Lithium Stocks 2024: 7 to Add to Your Must-Buy List
December 25, 2023
Tickers
ALB
AMLI
BATT
LIT
Tags
Stocks to Buy
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7 Top Growth Stocks to Buy BEFORE They Take Off in 2024
December 24, 2023
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LSRCF
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Analyst Expectations for Sociedad Quimica Y Minera's Future
December 12, 2023
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Analyst Ratings
From
Benzinga
JP Morgan Maintains Overweight Rating for Sociedad Quimica Y Minera: Here's What You Need To Know
December 12, 2023
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Is This Under-the-Radar Electric Vehicle Stock Really As Cheap As It Looks?
December 11, 2023
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Global Giants: 3 Stocks to Buy in Emerging Economies
December 07, 2023
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December 05, 2023
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December 01, 2023
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FF
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Benzinga
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3 Top Rated Lithium Stocks That Analysts Are Loving Now
December 01, 2023
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7 Lithium Stocks That Could be the Multibaggers in the Making
November 28, 2023
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This group of 2022 losers surged 26% in January. Here are the flops one Wall Street veteran likes for the new year.
November 27, 2023
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China's Lithium Prices Plunge To 26-Month Low: How Have Mining Stocks Fared?
November 24, 2023
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GNENF
LAC
LTHM
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These 3 Dividend Stocks Yield Over 10% AND Have Triple-Digit Upside
November 20, 2023
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GSL
SQM
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Analyst Expectations for Sociedad Quimica Y Minera's Future
November 17, 2023
Tickers
SQM
Tags
Benzinga
BZI/AAR
Market News
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Benzinga
SQM's Earnings Drop 56% as Lithium Revenue Plunges 45%
November 16, 2023
Tickers
SQM
Tags
Recent Press Releases
SQM
Market News
From
Motley Fool
Earnings Scheduled For November 15, 2023
November 15, 2023
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SONO
SQM
SYPR
SYTA
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SYPR
SYTA
Earnings Scheduled
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A Preview Of Sociedad Quimica Y Minera's Earnings
November 14, 2023
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SQM
Tags
Benzinga
BZI/EP
Market News
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Benzinga
The Lithium Market Is Expected to Boom in 2024: 3 Picks to Profit
November 05, 2023
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AZRMF
LAAC
SQM
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LAAC
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A Look Into Basic Materials Sector Value Stocks
November 03, 2023
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CE
CMC
KOP
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KOP
CMC
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The 7 Best Growth Stocks to Buy Now: November Edition
November 03, 2023
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META
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LI
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Treasury Announcement More Important Than Fed's, Japan Abandons Yield Control, Tesla Under $200
October 31, 2023
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From
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