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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
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated 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
Client Information
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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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TAF
Event Schedule
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MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Is Toast Gaining or Losing Market Support?
March 13, 2025
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Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
March 11, 2025
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I Like Toast Stock, But Not With Trump Tariffs
March 10, 2025
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Down 46%, Is This Hot Growth Stock a Once-in-a-Decade Buying Opportunity Right Now?
March 09, 2025
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3 Growth Stocks Down 18% to 43% to Buy Right Now
March 08, 2025
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This Little-Known Technology Company Just Doubled Down on a Partnership With Uber Technologies -- a Partnership That Boosted Growth for Domino's Pizza
March 08, 2025
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March 03, 2025
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March 03, 2025
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Is Block Stock a Buy Now?
February 28, 2025
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TOST
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Will Toast Stock Ever Be Worth More Than Block?
February 28, 2025
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What's Cooking at Toast?
February 24, 2025
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2 Stocks That Could Create Lasting Generational Wealth
February 23, 2025
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Cathie Wood Just Bought These 3 Magnificent Stocks. Should You?
February 22, 2025
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3 Growth Stocks That Could Go Even Higher in 2025 and Beyond
February 21, 2025
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A Glimpse Into The Expert Outlook On Toast Through 16 Analysts
February 20, 2025
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Toast Posts Q4 Revenue Beat, Analysts Expect Fintech Pricing To Drive 2025 Growth
February 20, 2025
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Toast (TOST) Q4 2024 Earnings Call Transcript
February 19, 2025
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Toast: Q4 Revenue Beats, EPS Misses
February 19, 2025
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Toast Shares Rise After Mixed Q4 Report: EPS Misses, Revenues Beat
February 19, 2025
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February 19, 2025
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February 19, 2025
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Top Wall Street Forecasters Revamp Toast Price Expectations Ahead Of Q4 Earnings
February 19, 2025
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Could SoundHound Leave Other AI Stocks in the Dust?
February 19, 2025
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February 18, 2025
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From
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3 Reasons to Buy Toast Stock Like There's No Tomorrow
February 16, 2025
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TOST
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Prediction: These 2 Stocks Will Outperform XRP Over the Next 3 Years
February 13, 2025
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PI
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Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
February 12, 2025
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TOST
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Should You Buy This Supercharged Growth Stock That's Down 39% Right Now?
February 08, 2025
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Can Toast Stock Double Again in 2025?
February 07, 2025
Tickers
TOST
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TOST
Market News
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