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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
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Back Dated Performance Reports
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TAV Program
Services, Fees and Compensation
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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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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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CNBC's Final Trades: JPMorgan Chase, United States Steel And Stocks To Own During An Economic Slowdown
June 17, 2022
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JPM
STZ
X
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Sarat Sethi
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CNBC's Final Trades: Rockwell Automation, Generac Holdings, Unum And This Payments Stock
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May 24, 2022
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MS
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Tags
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Sarat Sethi
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4 Investors Make The Case For Microsoft Stock After Analyst Slashes Price Target
May 23, 2022
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Sarat Sethi
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CNBC's Final Trades: Uber Technologies, Charter Communications, iShares 1-3 Year Treasury Bond ETF And This Travel Stock
May 06, 2022
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CHTR
SHY
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Sarat Sethi
SHY
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Are Disney And General Electric Too Cheap To Ignore? Why This Investor Is So Bullish
April 08, 2022
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CNBC's Final Trades: AXA, Prologis, US Dollar Index And This Telecom Major
April 07, 2022
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Jenny Harrington
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CNBC's Final Trades: Archer-Daniels-Midland, Uber, Transocean And This Energy Stock
March 27, 2022
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Disney's Stock Continues To Underperform, But These Tailwinds Will Guide Shares Higher
March 25, 2022
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High-Quality Tech Investors Will Be Rewarded Come Earnings Season: Some Stocks To Consider
March 25, 2022
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Sarat Sethi
QCOM
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CNBC's Final Trades: Sherwin-Williams, American Express, Merck, Energy And This Logistics Stock
March 10, 2022
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MRK
SHW
UNP
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Sarat Sethi
XLE
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March 09, 2022
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CNBC's Final Trades: Advanced Micro Devices, Walt Disney, Boeing And More
February 16, 2022
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BA
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Analyst Sees Downside Ahead For United: Should Traders Buy This Rival Airline Stock Instead?
February 15, 2022
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Sarat Sethi
Travel
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Uber Shares Turn Lower Following Investor Day Presentation: Why This Investor Liked What He Heard
February 10, 2022
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Sarat Sethi
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CNBC's Final Trades: FactSet Research Systems, Uber Technologies, American Express, Schlumberger And This Banking Major
January 27, 2022
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CNBC's Final Trades: Match Group, PayPal, Edwards Lifesciences And This Hospitality Major
December 23, 2021
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August 23, 2021
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'Fast Money Halftime Report' Picks For August 23
August 23, 2021
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Why This Investor Says Uber Is One Of The Best Tech Stocks Outside Of FAANG
August 23, 2021
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August 02, 2021
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Sarat Sethi
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Why Investors Should Consider Buying More Disney Stock
July 08, 2021
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