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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
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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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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Investing During Uncertain Times
Read FULL Seminar Here
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If You Win The Lottery, Here's What Suze Orman Suggests You Do: Take The Cash Or Lifetime Annuity?
July 24, 2024
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Personal Finance
Personal Finance Access
From
Benzinga
Financial Freedom Or Bust: Why Suze Orman Says Your Wallet Matters More Than Your Flag
July 23, 2024
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Benzinga
From
Benzinga
Caller On Podcast Asks About High Yield Account That Will Be Returned At Maturity, Suze Orman Says 'Sounds Like A Ponzi Scheme'
July 22, 2024
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Personal Finance
Suze Orman
From
Benzinga
Suze Orman Reveals Why You Should Never Do A Payday Loan — 'They Are Not Dischargeable In Bankruptcy''
July 19, 2024
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Personal Finance Access
From
Benzinga
Suze Orman Praises Millennial Making $80,000 Until She Mentions $720 Car Payment: 'I Thought You Were So Smart. I Take Everything I Said Back'
July 17, 2024
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Benzinga
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From
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Dave Ramsey Says You Should Withdraw At 8% In Retirement, But Suze Orman Says Absolutely Not And Calls Even 4% 'Very Dangerous' — Who's Right?
July 11, 2024
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From
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Suze Orman Breaks Down 8 Things You Should 'Absolutely Do' With Your Inheritance, Including Retirement Savings
July 10, 2024
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Suze Orman Tells Oprah Instead Of Starbucks Everyday, A 25-year-old Putting $100 A Month Into Roth IRA Would Have $1 Million By Retirement
July 09, 2024
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Suze Orman Puts 72-Year-Old Caller's Financial Advisor On Blast — 'Do Not Do This. Do Not Do This On Any Level'
July 03, 2024
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'If You Don't Have At Least $10 Million, Don't Retire Early' — Suze Orman Warns It'll Be The 'Biggest Mistake Of Your Lifetime'
July 02, 2024
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From
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Retired Couple Making Over $9000 A Month With $1 Million Savings Can't Agree Whether To Buy Or Rent — Suze Orman Says 'Listen To Your Wife'
July 01, 2024
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Real Estate
From
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Suze Orman Says Indexed Universal Life Insurance Is a 'Horrific' Investment That Will Get You In Trouble — 'I Am Begging You Not To Do Them'
June 28, 2024
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From
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Death Of Spouse Leaves Woman With $7 Million, Suze Orman Says 'Do Nothing With That Money For At Least 6 Months'
June 24, 2024
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From
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Is Suze Orman Right? Use A Roth IRA as a Backup Emergency Fund: Can You Really Have Your Cake and Eat It Too?
June 20, 2024
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Suze Orman
From
Benzinga
56-Year-Old Lost $150,000 Life Savings When She Followed A Friend's Investment Advice — Now She Can't Forgive Herself: 'I'm So Ashamed'
June 20, 2024
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From
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Suze Orman Warns That A 'Financial Tornado' Is Coming For People With No Emergency Retirement Savings — 4% Retirement Rule Does Not Work
June 18, 2024
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From
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Suze Orman Tells Caller Investing $500 Per Month from Early Social Security Would Be "The Most Ridiculous Thing You Have Ever Done"
June 17, 2024
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From
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'I Am No Longer Your Bank Account!' — Suze Orman Tells Gen Xers And Boomers To Cut Off 'Freeloading' Adult Children And Stop Paying Their Bills
June 12, 2024
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From
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'You're Setting Up The Entire Family For Trouble' — Suze Orman Warns Against This Common Retirement 'Mistake' Parents Make
June 11, 2024
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From
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Is 74 Too Old For Managing Your Own Finances? Caller Asks Suze Orman If It's Time To Give Her Kids Control — Solely Based On Age
June 06, 2024
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From
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Suze Orman's Retirement Wake-Up Call: Variable Annuities Could Be Draining Your Savings
June 05, 2024
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Suze Orman Tells 47-Year-Old Caller: $200K Savings 'Not Enough' To Buy A House
June 04, 2024
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Suze Orman Says "Never Take Out More Than What Your First Year Out Of College Will Pay You"
May 29, 2024
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Suze Orman Says Stop 'Wasting' Your Money On Things Designed To Make Your Life Easier — Warns Conveniences 'Make It Harder' In The Long Run
May 21, 2024
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Suze Orman
From
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Suze Orman Warns, 'You Want To Be A Multi-Millionaire? Don't Insult The Beauty Of Compound Interest' — Waiting 10 Years Can Cost You $700K
May 15, 2024
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Suze Orman Says You Should Be Putting 'Every Single Cent' Into A Roth Retirement Account — If Not, You Are Making A Mistake
May 07, 2024
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From
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Suze Orman Calls The 4% Retirement Rule 'Very Dangerous' In Today's Challenging Economic Climate
May 03, 2024
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From
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Suze Orman Says You Should Ditch Your Budget This Year Or Else You May 'Explode'
May 02, 2024
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From
Benzinga
Suze Orman Boldly Declares, 'If Your Money Is A Chaotic Mess, It's Because You Are A Chaotic Mess' — Here's Why
April 29, 2024
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Benzinga
Personal Finance
From
Benzinga
Suze Orman Decided To Drop Homeowners Insurance After An Outrageous Quote: '$28,000 For A 2,100-Square-Foot Condo. Are You Kidding Me?'
April 23, 2024
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