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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
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
Quarterly Performance Reports
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Event Schedule
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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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Moody’s serves downgrade warnings to six regional banks, including First Republic
March 14, 2023
Tickers
CMA
FRC
KBWR
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UMBF
FRC
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From
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Moody's Places 6 US Banks Under Review For Downgrade — Is Your Lender In This List?
March 14, 2023
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March 14, 2023
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March 13, 2023
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5 Investors Betting Big on Western Alliance (WAL) Stock
March 13, 2023
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ROKU
SIVB
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SoFi Stock Alert: Buy the Dip on This Fintech Darling
March 13, 2023
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Raymond James Downgrades First Republic Bank, Outlines Risks In 'Uncertain Environment'
March 13, 2023
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Ackman On Regional Banks: 'I'd Be Surprised If Warren Isn't Putting Capital To Work'
March 13, 2023
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March 13, 2023
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Silicon Valley VCs vow to work with SVB if a new owner is found
March 13, 2023
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Why Bank Shares Are Trading Lower? Here Are Other Stocks Moving In Monday's Mid-Day Session
March 13, 2023
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Dow Jumps 300 Points; Crude Oil Down 1%
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Biden Saves Depositors, Leaves Hedge Funds Out To Dry: Which Funds Lost The Most On SVB And Others?
March 13, 2023
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Regional banks are seeing flight of deposits to too-big-to-fail megabanks
March 13, 2023
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Why Are So Many Regional Banks Getting Crushed Today?
March 13, 2023
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Why Western Alliance Stock (WAL) Is Down 80% Today
March 13, 2023
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Regional banks pace decliners, as biotech deals lift Seagen and Provention Bio
March 13, 2023
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US Stocks Mostly Higher; Dow Rises 75 Points
March 13, 2023
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March 13, 2023
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8 Financials Stocks Moving In Monday's Pre-Market Session
March 13, 2023
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Why Provention Bio Shares Are Trading Higher By Over 260%; Here Are 20 Stocks Moving Premarket
March 13, 2023
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March 13, 2023
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First Republic Bank, Bank of America And Other Big Stocks Moving Lower In Monday's Pre-Market Session
March 13, 2023
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KBW recommends buying these 11 financial stocks, including First Republic, following federal backstop for banks
March 13, 2023
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AGNC
AIG
APO
AXP
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WAL
ONB
From
MarketWatch
FDIC transfers all deposits of Silicon Valley Bank to newly created ‘bridge bank,’ names Tim Mayopoulos CEO
March 13, 2023
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BLND
FRC
JPM
PACW
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WAL
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SIVB
From
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EXCLUSIVE: Regional Banking Expert Tim Melvin On Silicon Valley Bank's Collapse — And 5 Bank Stocks Investors Can Buy Right Now
March 10, 2023
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HBNC
HMST
LCNB
NYCB
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Mid Cap
WAL
HBNC
From
Benzinga
Halted Stocks Alert: Bank Stocks SIVB, FRC, PACW, WAL, SBNY, Face Trading Halts
March 10, 2023
Tickers
FRC
PACW
SBNY
SIVB
Tags
NASDAQ:SIVB,NASDAQ:PACW,NASDAQ:SBNY,NYSE:FRC,NYSE:WAL
FRC
Market News
From
InvestorPlace
Why Regional Bank Stocks Are Getting Crushed Friday
March 10, 2023
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FRC
PACW
SI
SIVB
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^IXIC
SI
FRC
From
Motley Fool
Why Western Alliance Stock (WAL) Is Down 40% Today
March 10, 2023
Tickers
SIVB
WAL
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News
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SIVB
From
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