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home
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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
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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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)
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Investing During Uncertain Times
Read FULL Seminar Here
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Treasury yields fall as investors weigh economic, monetary policy outlook
July 11, 2023
Tags
US Economy
Interest Rates
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Treasury yields mixed as investors look to Fed speaker comments, key economic data
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Economy
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2-year Treasury yield dips as investors await Fed meeting minutes
July 05, 2023
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U/S/ Economy
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July 03, 2023
Tags
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June 30, 2023
Tags
US Economy
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June 29, 2023
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Growing Yield Curve Inversion Raises Concerns Of Ignored Recession Warning in Stock Market
June 28, 2023
Tickers
QQQ
SPY
Tags
Inflation
Treasury notes
Yield Curve Inversion
From
Benzinga
Treasury yields dip as investors weigh interest rate outlook
June 28, 2023
Tags
Bonds
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From
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Treasury yields rise as investors assess state of the U.S. economy
June 27, 2023
Tags
Treasury bills
U/S/ Treasury bonds
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From
CNBC.com News
Treasury yields fall as investors prepare for economic reports, Fed speaker comments
June 26, 2023
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Central banking
Treasury bills
Monetary policy
From
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Treasury yields decline as investors digest Fed speaker comments
June 23, 2023
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Economic events
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From
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Treasury yields rise as investors consider interest rate outlook
June 22, 2023
Tags
Central banking
Treasury bills
Monetary policy
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Treasury yields rise as investors await comments from Fed Chair Powell
June 21, 2023
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U/S/ Treasury bonds
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Treasury yields mixed as investors await Fed speaker comments
June 20, 2023
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Central banking
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2-year Treasury yield climbs as investors assess interest rate outlook
June 16, 2023
Tags
U/S/ Treasury bonds
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Treasury yields rise as investors digest Fed rate decision, policy guidance
June 15, 2023
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'Bite of these higher rates is gaining traction almost every day,' KBW CEO Thomas Michaud warns
June 14, 2023
Tags
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Treasury yields dip ahead of Fed announcement
June 14, 2023
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U/S/ Economy
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Treasury yields dip as investors anticipate key inflation data, Fed policy meeting
June 13, 2023
Tags
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Treasury notes
US Economy
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Treasury yields rise as investors anticipate key inflation data, Fed policy meeting
June 12, 2023
Tags
Economic events
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Treasury yields climb as investors prepare for Fed policy meeting
June 09, 2023
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Treasury bills
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Treasury yields climb as investors assess interest rate outlook
June 08, 2023
Tags
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Treasury yields dip as investors weigh expectations for economy, monetary policy
June 07, 2023
Tags
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The Fed
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Treasury yields dip as investors weigh economic outlook
June 06, 2023
Tags
Economic events
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Economic outlook
From
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Treasury yields rise as investors assess interest rate outlook, key economic data
June 05, 2023
Tags
Treasury notes
Government debt
Bonds
From
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Treasury yields hold steady as Senate passes debt ceiling bill, investors await key jobs data
June 02, 2023
Tags
U/S/ Treasury bonds
Economic policy
Monetary policy
From
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Treasury yields climb after debt ceiling bill clears House, progresses to Senate
June 01, 2023
Tags
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Treasury yields fall as investors await debt ceiling deal vote
May 31, 2023
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