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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
INDEX FUNDS
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Investing During Uncertain Times
Read FULL Seminar Here
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If you’re ‘unretiring,’ review your Social Security benefits. There’s a ‘surprise that people want to avoid’
November 29, 2022
Tags
Personal Income
Retirement
Financial planning for marriage
From
CNBC.com News
50-plus voters were the deciders.' How seniors influenced key congressional districts in the midterm elections
November 22, 2022
Tags
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November 19, 2022
Tags
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November 15, 2022
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November 08, 2022
Tags
Personal finance
401(k) plans
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From
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As Election Day approaches, Democrats warn of possible repercussions for Social Security and Medicare
November 02, 2022
Tags
Personal Finance
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Personal income
From
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This Social Security quiz can help test how much you know about benefits before you claim
November 01, 2022
Tags
Social Security
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Financial planning
From
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As Supplemental Security Income turns 50, some are calling for the program's outdated rules to change
October 30, 2022
Tags
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Personal debt
From
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Americans now say they will need $1.25 million to retire comfortably, survey finds
October 25, 2022
Tags
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SSA’s Warning to 70 Million Americans
October 22, 2022
Tags
News
nokta
social security
From
Wall Street Pit
Social Security benefits are set to rise by more than $140 per month in 2023. Here's how to find out how much more money you may receive
October 21, 2022
Tags
Personal finance
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Family finances
From
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What a record 8.7% Social Security cost-of-living adjustment could mean for taxes on benefits
October 20, 2022
Tags
Personal finance
Family finances
Income Tax
From
CNBC.com News
Social Security record 8.7% cost-of-living adjustment for 2023 could put pressure on the program's funds, some experts say
October 14, 2022
Tags
Medicare
Government Agencies
Family finances
From
CNBC.com News
Social Security Confirms 2023 Raise In Line With Inflation Levels
October 13, 2022
Tags
Economics
Social Security Administration
Inflation
From
Benzinga
Social Security cost-of-living adjustment will be 8.7% in 2023, highest increase in 40 years
October 13, 2022
Tags
Consumer prices
Family finances
Financial consulting
From
CNBC.com News
A quarter of Americans are expecting to delay their retirement due to rising consumer costs, according to a new study
October 13, 2022
Tags
Recession
Retirement planning
Savings
From
CNBC.com News
Social Security's cost-of-living increase for 2023 would be largest in 40 years. Here's what that means for benefits
October 10, 2022
Tags
U/S/ Economy
Personal investing
Medicare
From
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