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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
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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
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
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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Recent news which mentions Social Security
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You may face a 'stealth tax' on Social Security benefits, expert warns. These steps can help
April 05, 2023
Tags
Taxes
Retirement planning
Inflation
From
CNBC.com News
Social Security trust funds depletion date moves one year earlier to 2034, Treasury says
March 31, 2023
Tags
Personal finance
Retiree finances
Medicare
From
CNBC.com News
Raise retirement age, or hike payroll taxes? New tool lets you decide how to fix Social Security
March 29, 2023
Tags
Personal taxes
Personal Income
Social Security
From
CNBC.com News
After an 8.7% Social Security cost-of-living adjustment for 2023, next year's increase may not be as large
March 20, 2023
Tags
Retirement
Personal saving
Social Security
From
CNBC.com News
Biden budget calls for 'protecting and strengthening' Social Security
March 09, 2023
Tags
Personal Finance
Retirement planning
Politics
From
CNBC.com News
Senators call for two changes to help encourage Social Security beneficiaries to claim retirement benefits later
March 06, 2023
Tags
Personal debt
Personal spending
Legislation
From
CNBC.com News
DeSantis A 'Wheelchair Over The Cliff Kind Of Guy': Here's What Trump's Latest Insult Means
March 04, 2023
Tags
Social Security
Market News
2016 Election
From
Benzinga
As Social Security reform talks heat up, changes to the retirement age, payroll tax may be on the table
March 04, 2023
Tags
Retirement planning
Politics
Personal income
From
CNBC.com News
Pence says Republicans will have 'better choices' than Trump in the 2024 presidential election
February 22, 2023
Tags
US: News
Political Leaders
Elections
From
CNBC.com News
1 in 6 retirees are mulling a return to work. What to consider before 'unretiring'
February 22, 2023
Tags
Retirement
Medicare
Investment strategy
From
CNBC.com News
As Social Security's full retirement age moves to 67, some experts say it should not go higher
February 12, 2023
Tags
Personal income
Retirement planning
Personal Finance
From
CNBC.com News
State of the Union brings brief unanimity on Social Security, Medicare. Why experts say there's still reason to worry
February 08, 2023
Tags
Personal Finance
Personal income
Politics
From
CNBC.com News
Seniors urge Congress to protect Social Security, Medicare ahead of State of the Union
February 07, 2023
Tags
White House
Retiree finances
Personal finance
From
CNBC.com News
Wait until 70 to claim Social Security: 'The return on being patient is huge,' says economist
February 01, 2023
Tags
Financial planning for marriage
Personal debt
Personal spending
From
CNBC.com News
As some retirees worry about surprises this tax season, these resources may help
February 01, 2023
Tags
Personal spending
Retirement
Financial planning
From
CNBC.com News
This Social Security change would be ‘easiest and quickest,’ Manchin says. What debt ceiling negotiations may mean for benefits
January 23, 2023
Tags
Personal income
Personal Finance
Family finances
From
CNBC.com News
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