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Preferred Custodian Settlement
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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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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Peering Into Symbotic's Recent Short Interest
August 14, 2024
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SYM
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Market News
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From
Benzinga
5 Tech Stocks to Buy on the Rebound
August 12, 2024
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From
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MicroStrategy, Intel And Moderna Are Among Top 12 Large Cap Losers Last Week (July 28-August 3): Are The Others In Your Portfolio?
August 04, 2024
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Should Investors Buy Symbotic Stock on the Dip?
August 02, 2024
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SYM
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Recent Press Releases
Market News
SYM
From
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Top 3 Industrials Stocks That Could Blast Off This Month
August 02, 2024
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LYFT
NEWS
RSI
SBLK
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Benzinga
LYFT
From
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3 Hyper-Growth Stocks to Catapult Your Net Worth
July 31, 2024
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PDD
SYM
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From
InvestorPlace
Symbotic Stock Plunges 23.5% due to the AI-Powered Robot Maker's Guidance for Revenue Growth to Slow
July 30, 2024
Tickers
SYM
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Recent Press Releases
Market News
SYM
From
Motley Fool
Symbotic (SYM) Stock Is Down 25% on Weak Guidance. What’s Going on with the AI Darling?
July 30, 2024
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SYM
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From
InvestorPlace
Why Merck Shares Are Trading Lower By 10%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
July 30, 2024
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AMKR
ATPC
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PYPL
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From
Benzinga
Why Symbotic Stock Is Trading Lower Tuesday
July 30, 2024
Tickers
NEWS
SYM
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Market News
SYM
From
Benzinga
Symbiotic Analysts Slash Their Forecasts After Weak Earnings
July 30, 2024
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NEWS
SYM
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SYM
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From
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Why Symbotic Stock Is Plummeting Today
July 30, 2024
Tickers
SYM
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SYM
Recent Press Releases
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From
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Lattice Semiconductor Posts Weak Q2 Results, Joins Symbotic, Woodward And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session
July 30, 2024
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Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Tuesday
July 30, 2024
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Why F5 Shares Are Trading Higher By Over 14%; Here Are 20 Stocks Moving Premarket
July 30, 2024
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From
Benzinga
SYM Stock Earnings: Symbotic Misses EPS, Beats Revenue for Q3 2024
July 29, 2024
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SYM
Tags
SYM
Market News
NASDAQ:SYM
From
InvestorPlace
Symbotic Stock Falls On Q3 Earnings: What Investors Need To Know
July 29, 2024
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SYM
TECH
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SYM
News
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Could Serve Robotics Become the Next Symbotic?
July 28, 2024
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July 26, 2024
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July 18, 2024
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Peering Into Symbotic's Recent Short Interest
July 17, 2024
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SYM
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Benzinga
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3 AI Stocks Ready to Come Out of the Shadows and Shine
July 15, 2024
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C
NVDA
SYM
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TSM
C
From
InvestorPlace
3 Breakout Stocks to Buy Before They Make Headlines
July 09, 2024
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3 Hypergrowth Stocks to Buy in 2024 and Beyond
July 03, 2024
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S
SYM
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3 Growth Stocks Under $50 With Jaw-Dropping Potential
July 02, 2024
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NASDAQ:BRZE,NASDAQ:SYM,NASDAQ:INDI,NASDAQ:ETSY,NASDAQ:TALK
From
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Should You Buy Symbotic Stock Down 45% From Its 52-Week High?
July 02, 2024
Tickers
SYM
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SYM
Recent Press Releases
Market News
From
Motley Fool
The 3 Best Robotics Stocks to Buy in July 2024
July 01, 2024
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AMZN
FDX
IRBT
ISRG
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AMZN
IRBT
From
InvestorPlace
3 Robotics Stocks That Could Make Your Grandchildren Rich
June 28, 2024
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AMZN
BMWYY
BYDDF
NVDA
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From
InvestorPlace
Rag to Riches: 3 AR Stocks That Could Make Early Investors Rich
June 19, 2024
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AAPL
GOOG
GOOGL
META
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MSFT
GOOGL
From
InvestorPlace
What's Going on With Symbotic Stock?
June 19, 2024
Tickers
SYM
Tags
SYM
Recent Press Releases
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