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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)
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Sample Portfolio
Back Dated Performance Reports
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Market Value Securities (MVS)
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Back Dated Performance Reports
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Total Asset Value (TAV)
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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
INDEX FUNDS
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Investing During Uncertain Times
Read FULL Seminar Here
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Here are some steps to rebuild your retirement savings plan after being unemployed
October 11, 2021
Tags
Invest in You: Ready Set Grow
Individual retirement accounts
Retirement
From
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Debt ceiling deal postpones questions on Social Security, other government payments
October 08, 2021
Tags
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Seniors' group calls for Congress to send $1,400 stimulus checks to Social Security recipients
October 07, 2021
Tags
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Government Agencies
Family finances
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October 02, 2021
Tags
Medicaid
Policy
Social Security
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The debt ceiling deadline has prompted questions about whether Social Security checks will go out. Here's what we know
October 01, 2021
Tags
Government Agencies
U/S/ Economy
Disability benefits
From
CNBC.com News
Here are the changes that could be coming to your Social Security benefits
September 30, 2021
Tags
Personal Income
Individual retirement accounts
Income Tax
From
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These Social Security mistakes could cost you money
September 30, 2021
Tags
Government Programs
Social Security
Personal Finance
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This group is calling for a new round of $1,400 stimulus checks to help Social Security recipients
September 24, 2021
Tags
Invest in You: Ready Set Grow
Retirement
Investment strategy
From
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Supplemental Security Income benefits haven't changed in years. Now there's a push in Congress to alter that
September 24, 2021
Tags
Government Programs
Family finances
Legislation
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Op-ed: Gen Z and millennials may not be able to count on Social Security
September 23, 2021
Tags
Personal finance
Investment strategy
Roth IRAs
From
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What debt ceiling woes could mean for Social Security benefits
September 22, 2021
Tags
Retiree finances
Personal income
National security
From
CNBC.com News
Here's how much your Social Security benefits will be if you make anywhere from $30,000 to $100,000 per year
September 21, 2021
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Government Programs
Personal finance
Investment strategy
From
CNBC.com News
This is age when Americans say they plan to retire
September 15, 2021
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Millennials
Personal spending
Retirement planning
From
CNBC.com News
These strategies can help you get the tax-free income you want in retirement
September 14, 2021
Tags
Investment strategy
National taxes
Municipal bonds
From
CNBC.com News
These key policy changes are needed to help Americans retire securely, experts say
September 14, 2021
Tags
Social Security
Baby Boomers
Social issues
From
CNBC.com News
Social Security cost-of-living adjustment could be at least 6% in 2022
September 14, 2021
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Medicare
U/S/ Economy
Personal debt
From
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