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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
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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Back Dated Performance Reports
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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)
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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Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
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What's Going On With Western Alliance Stock After Hours?
April 18, 2023
Tickers
WAL
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Benzinga
From
Benzinga
Earnings Preview: Western Alliance
April 17, 2023
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Benzinga
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Hedge Funds Dismissed Speculation, Reportedly Used Banking Turmoil In March As Buying Opportunity
April 13, 2023
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JPM
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April 12, 2023
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FRC
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Weather the Banking Storm With WAL Stock
April 07, 2023
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SIVBQ
UBS
WAL
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April 06, 2023
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What's Going On With Western Alliance Stock?
April 05, 2023
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Dow Rises 80 Points; MarketAxess Holdings Shares Slide
April 05, 2023
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WAL Stock Price Prediction: Can Western Alliance Recover From Here?
April 05, 2023
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April 05, 2023
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April 05, 2023
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Why Shares of Western Alliance Bancorp Are Falling Today
April 05, 2023
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PACW
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Western Alliance Stock Is Tumbling: What's Going On?
April 05, 2023
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Western Alliance Bancorp’s update likely to fall short with investors, analyst says
April 05, 2023
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J&J firmer on hopes for talc deal, but Western Alliance Bancorp slides as regional bank fears revive
April 05, 2023
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April 03, 2023
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MCB Stock Alert: Will Metropolitan Bank Be the Next to Fail?
March 30, 2023
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MCB
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What The Banking Crisis Means For The 'Underbanked' Cannabis Industry
March 30, 2023
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Roku cost cutting boosts shares, RH’s stock hit by slowing sales and other stocks on the move
March 30, 2023
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EVGO
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First Citizens shares leap on SVB deal as Novartis stock boosted by breast-cancer drug trial
March 27, 2023
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First Republic stock drops again as bank stocks trade mixed
March 23, 2023
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CMA
FRC
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Hovde initiates coverage of Western Alliance at bargain price level
March 23, 2023
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US Stocks Poised To Rebound From Yellen-Inflicted Damage: Fed May Have Jumped The Gun By Signaling A Pause, Analyst Says
March 23, 2023
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10 bank stocks that look cheap based on this valuation method — First Republic heads the list
March 22, 2023
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March 21, 2023
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