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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Op-ed: Think you know gray divorce? You have no idea
September 19, 2023
Tags
Retirement planning
Marriages and Divorces
Employee Benefits
From
CNBC.com News
Average Social Security retirement benefit may grow by some $57 per month 2024, new estimate finds
September 13, 2023
Tags
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From
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This social safety net limits how much beneficiaries can save. Lawmakers are looking at an 'easy fix'
September 13, 2023
Tags
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From
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Social Security's trust funds are running dry. Here are 4 things to know
September 11, 2023
Tags
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75% of people ages 50 and up worry Social Security will run out of money in their lifetimes, survey finds
August 24, 2023
Tags
Personal investing
Personal finance
Personal saving
From
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Claiming Social Security retirement benefits is a high-stakes decision. Don't let these 5 myths get in your way
August 19, 2023
Tags
Labor economy
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August 18, 2023
Tags
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As Social Security marks a milestone, here are 3 things to know about your retirement benefits
August 14, 2023
Tags
Personal spending
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Disability benefits
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August 11, 2023
Tags
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Just 10% plan to wait until age 70 to claim Social Security, survey finds. Why experts say it's often best to delay
August 08, 2023
Tags
401(k) plans
Personal Finance
Retirement planning
From
CNBC.com News
Are U.S. seniors among the developed world's poorest? It depends on your point of view
August 05, 2023
Tags
Social issues
Poverty
Retirement
From
CNBC.com News
As Social Security official warns of A.I. fraud risks, one expert says criminal activity is 'here right now'
August 02, 2023
Tags
Personal finance
Retiree finances
Identity theft
From
CNBC.com News
37% of baby boomers have more stock exposure than they should, Fidelity says. These 4 tips can help
July 29, 2023
Tags
Retirement
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Wealth
From
CNBC.com News
Medicare Part B premiums may increase in 2024, prompted by a new Alzheimer's treatment
July 20, 2023
Tags
Alzheimer's disease
Retirement
Elder care
From
CNBC.com News
As the Social Security reform debate heats up on Capitol Hill, leaders weigh if raising taxes is the answer
July 14, 2023
Tags
Retiree finances
Personal finance
Personal saving
From
CNBC.com News
Social Security won't run out, but your check might not be what you're expecting. Here's why
July 13, 2023
Tags
Retirement
Labor economy
Lifestyle
From
CNBC.com News
As inflation cools, Social Security beneficiaries may see a much lower cost-of-living adjustment in 2024
July 12, 2023
Tags
Personal Finance
Family finances
Inflation
From
CNBC.com News
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