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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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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
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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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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
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Recap: Worthington Enterprises Q3 Earnings
March 20, 2024
Tickers
WOR
Tags
BZI/Recaps
Earnings
WOR
From
Benzinga
US Stock Futures Stall As Traders Await Fed Chair Powell's Decision; Analyst Sees S&P 500 Showing 'Signs Of Near-Term Top'
March 20, 2024
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ASM
AUID
AVGR
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LAAC
From
Benzinga
Earnings Outlook For Worthington Industries
March 19, 2024
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WOR
Tags
WOR
Earnings
BZI/EP
From
Benzinga
Top 5 Consumer Stocks That May Implode This Month
February 12, 2024
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Why CommScope Shares Are Trading Lower By Around 7%? Here Are Other Stocks Moving In Monday's Mid-Day Session
January 22, 2024
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Manufacturing Company Worthington Beats On Q2, Its Last Quarter As Worthington Industries
December 20, 2023
Tickers
WOR
WS
Tags
Markets
Earnings
Dividends
From
Benzinga
WOR Stock Earnings: Worthington Industries Beats EPS, Beats Revenue for Q2 2024
December 19, 2023
Tickers
WOR
Tags
NYSE:WOR
Market News
Today's Market
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Worthington Enterprises: Q2 Earnings Insights
December 19, 2023
Tickers
WOR
Tags
Market News
Benzinga
WOR
From
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Nasdaq, S&P 500 Futures Bounce Higher As Santa Claus Rally Awaits: Analyst Says December Typically 'Second-Half Story'
December 19, 2023
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December 19, 2023
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December 18, 2023
Tickers
WOR
Tags
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WOR
Market News
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Why CarMax Shares Are Trading Lower By Around 10%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
September 28, 2023
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ACIC
ACN
ADTX
Tags
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WOR
Market News
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Why Worthington Industries Stock Was Falling Today
September 28, 2023
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WOR
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WOR
Market News
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Motley Fool
Drop In Steel Prices Impacts Worthington Industries Q1 Revenue, CEO Anticipates Margin and Demand Improvement
September 28, 2023
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WOR
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S&P 500, Nasdaq Set To Rebound Despite Soaring Bond Yields: Analyst Warns Of Volatility Persisting Through Year-End
September 27, 2023
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Fear Among US Investors Is Increasing, Here's Why
September 27, 2023
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WOR
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September 26, 2023
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WOR
Earnings
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Why Franklin Covey Shares Are Trading Higher By 25%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
June 29, 2023
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Worthington Industries: Q4 Earnings Insights
June 28, 2023
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WOR
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Nasdaq, S&P 500 Futures Slip Ahead Of Powell Speech, Bank Stress Test Results: Why This Analyst Rates Stocks 'Overweight' And Says 'Buy Weakness'
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June 27, 2023
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Dow Up 150 Points; Gold Jumps Over 2%
March 23, 2023
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March 23, 2023
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Nasdaq Surges Over 2%; Accenture To Reduce 19,000 Jobs
March 23, 2023
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KB Home, Accenture, Netflix And Other Big Stocks Moving Higher On Thursday
March 23, 2023
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DHHC
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Earnings Scheduled For March 22, 2023
March 22, 2023
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WOR
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Market News
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