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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Why Toast Matters (the Company, Not the Food)
November 11, 2023
Tickers
ABNB
PYPL
TOST
Tags
Market News
ABNB
Recent Press Releases
From
Motley Fool
Toast’s stock got burnt this week, but this bull says it could rise 30% from here
November 10, 2023
Tickers
TOST
Tags
TOST
From
MarketWatch
Why Toast Stock Tanked This Week
November 10, 2023
Tickers
TOST
Tags
Market News
Recent Press Releases
TOST
From
Motley Fool
Where Toast Stands With Analysts
November 10, 2023
Tickers
TOST
Tags
BZI/AAR
Analyst Ratings
TOST
From
Benzinga
Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
November 09, 2023
Tickers
DNA
HOOD
TOST
Tags
DNA
HOOD
TOST
From
Motley Fool
Why Toast Stock Was Getting Burned Today
November 08, 2023
Tickers
TOST
Tags
Recent Press Releases
Market News
TOST
From
Motley Fool
Why Toast Shares Are Trading Lower By Around 17%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
November 08, 2023
Tickers
ADNT
AGS
AGTI
AIP
Tags
Market News
CAUD
LUMO
From
Benzinga
Toast Shares Are Getting Burnt Wednesday: What's Going On?
November 08, 2023
Tickers
TOST
Tags
News
Market News
Movers
From
Benzinga
Why American Public Education Shares Are Trading Higher By Around 21%; Here Are 20 Stocks Moving Premarket
November 08, 2023
Tickers
ANY
APEI
DRRX
ENVX
Tags
UPWK
Trading Ideas
NRDY
From
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday
November 08, 2023
Tickers
APEI
BIOL
CREV
DRRX
Tags
INM
Market News
GAN
From
InvestorPlace
Robinhood, eBay, Upstart And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
November 08, 2023
Tickers
ARRY
BMBL
CDLX
CPNG
Tags
Markets
SPR
TOST
From
Benzinga
Toast (TOST) Q3 2023 Earnings Call Transcript
November 07, 2023
Tickers
TOST
Tags
Recent Press Releases
Market News
TOST
From
Motley Fool
Toast’s stock crumbles after earnings, with outlook change deemed ‘disappointing’
November 07, 2023
Tickers
TOST
Tags
TOST
From
MarketWatch
Recap: Toast Q3 Earnings
November 07, 2023
Tickers
TOST
Tags
BZI/Recaps
Earnings
Market News
From
Benzinga
Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
November 07, 2023
Tickers
SQ
TOST
TWLO
Tags
Recent Press Releases
Market News
TOST
From
Motley Fool
Earnings Scheduled For November 7, 2023
November 07, 2023
Tickers
OLPX
OM
ONTF
OSCR
Tags
TGNA
PLUS
RXO
From
Benzinga
A Preview Of Toast's Earnings
November 06, 2023
Tickers
TOST
Tags
Earnings
BZI/EP
TOST
From
Benzinga
3 AI Stocks to Buy Now to Turn $5,000 Into $15,000
October 24, 2023
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AAPL
ADBE
AMD
AMZN
Tags
HYMTF
CHAT
AMZN
From
InvestorPlace
Analyst Ratings for Toast
October 20, 2023
Tickers
TOST
Tags
BZI/AAR
Benzinga
Market News
From
Benzinga
Is CEO Christopher Comparato Giving Up on Toast (TOST) Stock?
October 18, 2023
Tickers
TOST
Tags
TOST
NYSE:TOST
Market News
From
InvestorPlace
3 Top Tech Stocks That Could Help Make You Rich by Retirement
October 15, 2023
Tickers
BRZE
NET
TOST
Tags
Market News
Recent Press Releases
TOST
From
Motley Fool
Mobile Payments Around the World
October 10, 2023
Tickers
AMZN
BABA
COST
GOOG
Tags
TOST
VOD
Recent Press Releases
From
Motley Fool
Q4 Stock Predictions: 3 Mid-Cap Stocks Set to Rally
October 05, 2023
Tickers
ELF
SAVE
TOST
Tags
ELF
NYSE:SAVE, NYSE:ELF, NYSE:TOST
Market News
From
InvestorPlace
Why Toast Stock Dropped 15.5% Last Month
October 05, 2023
Tickers
FOUR
TOST
Tags
Recent Press Releases
FOUR
Market News
From
Motley Fool
This Toast Analyst Sees Surge In GLP-1 Drugs & More Spoiling Long Term Growth Prospects
October 02, 2023
Tickers
TOST
Tags
Analyst Ratings
Market News
Equities
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For October 2, 2023
October 02, 2023
Tickers
ACRX
BBAI
BFH
CB
Tags
BZI/Ratings
INVH
TEAM
From
Benzinga
FedEx To Rally Around 19%? Here Are 10 Other Analyst Forecasts For Monday
October 02, 2023
Tickers
COOP
DDOG
FDX
NEP
Tags
ZS
Trading Ideas
PTEN
From
Benzinga
The Latest Analyst Ratings for Toast
October 02, 2023
Tickers
TOST
Tags
TOST
Analyst Ratings
Market News
From
Benzinga
Got $500? 2 Top Growth Stocks to Buy That Could Double Your Money
September 24, 2023
Tickers
S
TOST
Tags
S
Market News
Recent Press Releases
From
Motley Fool
This bargain-hunting fund manager is finding value in PayPal and other fintech stocks
September 21, 2023
Tickers
ADYEY
FOUR
NVEI
PYPL
Tags
FOUR
PYPL
ADYEY
From
MarketWatch
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