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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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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
Total Asset Fund (TAF)
TAF® Program
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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TAF
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Latest News about Suze Orman
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Suze Orman Says The Personal Finance Of Americans Is 'Really, Really Bad' Even Though The Stock Market Is Doing Great
October 01, 2024
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Suze Orman
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46-Year-Old Making $3,583 A Month Asks Suze Orman If She Can Afford A Year Off To Travel – Orman Warns It'll Cost Her $500,000 In Retirement
September 30, 2024
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Suze Orman Says Keep Your Car For '15 Years Or Longer' Instead Of Leasing A New One Every 3 Years Just To Impress Strangers
September 20, 2024
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From
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Suze Orman Says Missing This One Crucial Monthly Payment Could Cost You Big – Here's The First Bill You Should Never Ignore
September 19, 2024
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Are HELOCs A Dangerous Game? Suze Orman Warns, 'Your Home Is Collateral For A HELOC'
September 18, 2024
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Why Suze Orman Believes 'Everyone Should Absolutely' Own Bitcoin
September 13, 2024
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Suze Orman Isn't Wasting Money On Insurance For Her Condo – 'I'm Not Paying $28,000 A Year When The Insurer Will Probably Contest Any Claim'
September 12, 2024
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Suze Orman Says Gen Z's Fashion Obsession Hinders Wealth Building – 'They Would Rather Dress Cool, Go On Their TikToks'
September 09, 2024
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Suze Orman's Master Class On Navigating Inherited Pretax Retirement Accounts – What You Must Know
September 07, 2024
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68-Year-Old Is Told To Take Out A Bigger Mortgage For Bills Rather Than Tap Into 401(k): Suze Orman Says 'Absolutely Not – Over My Dead Body!'
September 06, 2024
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54-Year-Old Woman With No 401(k) And Only $12,000 In Savings Seeks Suze Orman's Advice, Orman Says 'Put $8,000 Into A Roth IRA'
September 02, 2024
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12% Returns? Think Again: Expert Debunks Suze Orman And Dave Ramsey's Investment Claims And Reveals More Realistic Return Rates
September 01, 2024
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72-Year-Old Unexpectedly Lost His Wife And Realized He's Not The Heir To Her $1.5 Million — Suze Orman Says Only Rely On Yourself
August 30, 2024
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Benzinga
Suze Orman
From
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Suze Orman Praises CDs As 'Smartest Money Move' But Dave Ramsey Says They're Just 'Glorified Savings Accounts' – Who Wins the Debate?
August 28, 2024
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Suze Orman: Why Roth IRAs Are Your Best Defense Against The 'Social Security Tax Torpedo'
August 26, 2024
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67-Year-Old Retiree Asks 'How Should I Prioritize My Spending Buckets?' – Suze Orman Tells Her Tap Into Traditional IRA First
August 13, 2024
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Suze Orman Says Ignoring This Will Ruin Your Investment Future – Here's What You Must Do Now To Secure Financial Success
August 11, 2024
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From
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Suze Orman Says 'If You're Struggling Financially, It's Your Fault' – Try These 3 Tips To Hit Your Money Goals
August 10, 2024
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Suze Orman Ditches Homeowners Insurance After Getting An Absurdly High Quote: '$28,000 For A 2,100 Square Foot Condo? Are You Kidding Me?'
August 08, 2024
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Benzinga
From
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'It Would Make Your Beneficiary's Life Far Easier If They Inherited A Roth Versus A Traditional' IRA, Says Suze Orman
August 07, 2024
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From
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Suze Orman Tells Listener 'This Will Backfire On Both Of You Big Time' If She Takes Out A Reverse Mortgage For Her Daughter's Wedding
August 06, 2024
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From
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Are You Risking Your Family's Future? Suze Orman Says Creating These 4 Documents Can Give You Enormous Peace Of Mind
August 02, 2024
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From
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Suze Orman Says 'You're Retired. Your Portfolio Isn't.' – Here's Her Advice For Growing Your Nest Egg In Retirement
July 31, 2024
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From
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Is Watching The Stock Markets Losing You Money? Suze Orman's Advice On Selling Too Soon
July 31, 2024
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'You Have Got To Start Converting Now To A Roth 401(k)' – Suze Orman Tells 45-Year-Old Couple Looking To Retire In 10 Years
July 30, 2024
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Suze Orman's $100,000 Wake-Up Call: Why Your 'Responsible' Financial Plan Is a Ticking Time Bomb
July 29, 2024
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From
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'Do I Have To Support My Financially Irresponsible 75-Year-Old Mother?' – Suze Orman's Take On Prioritizing Retirement Vs. Parental Aid
July 28, 2024
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Suze Orman Advises Against Opening Brokerage Accounts for Kids or Grandkids. Here's What She Suggests Instead
July 27, 2024
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Suze Orman Reveals The One Expense You Must Cut In Retirement – 'The Very Last Thing I Would Think About Doing Is ...'
July 26, 2024
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Suze Orman Explains Why Savvy Families Are Secretly Crafting 'Living Trusts' to Shield Wealth from Greedy Probate Courts
July 25, 2024
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