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Revenue Bonds
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Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
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Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
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Revenue Municipal Bonds
Types of Revenue Municipal Bonds
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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 sm Program
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Sample Portfolio
Back Dated Performance Reports
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EVENTS
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Event Schedule
Municipal Bond Presentation
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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
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MARKET RESEARCH
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Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
EVENTS
FIP
Event Schedule
TAM
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
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
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Benzinga's Top Ratings Upgrades, Downgrades For February 10, 2022
February 10, 2022
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AMBA
ARVN
AXP
Tags
BZI/Ratings
ARVN
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3 Undercover E-Commerce Stocks That Are Way Too Cheap
February 02, 2022
Tickers
AEO
AMZN
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ETSY
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WSM
From
Motley Fool
10 Biggest Price Target Changes For Friday
January 28, 2022
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AMZN
EA
KLAC
Tags
TSCO
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MA
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A Peek Into The Markets: US Stock Futures Mixed; Apple Tops Q1 Expectations
January 28, 2022
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CE
CHTR
CL
Tags
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From
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10 Consumer Discretionary Stocks Whale Activity In Today's Session
January 20, 2022
Tickers
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CCL
F
GM
Tags
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F
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From
Benzinga
Analyst Ratings For Williams-Sonoma
January 18, 2022
Tickers
WSM
Tags
WSM
BZI/AAR
Benzinga
From
Benzinga
5 Stocks Insiders Are Selling
January 10, 2022
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JAKK
QSR
RS
TSLA
Tags
RS
TSLA
QSR
From
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Wayfair shares sink after customer data declines drive downgrade
January 05, 2022
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SPX
W
WSM
Tags
WSM
W
SPX
From
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AMC Stock and AABB Stock — The ABCs of Meme Investor Buying
January 03, 2022
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AMC
BBBY
DKNG
Tags
DKNG
Market Insight, Financial Articles
ETH/USD
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InvestorPlace
If You Invested $100 In This Stock 15 Years Ago, Here's How Much You Would Have Today
December 30, 2021
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WSM
Tags
Market News
News
Benzinga
From
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What 5 Analyst Ratings Have To Say About Williams-Sonoma
December 22, 2021
Tickers
WSM
Tags
BZI/AAR
WSM
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For December 22, 2021
December 22, 2021
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ACST
ADGI
AGCO
ALLK
Tags
CGC
Market News
CMPX
From
Benzinga
Cramer Weighs In On Ralph Lauren Stock Following Analyst Downgrade
December 14, 2021
Tickers
DKS
RL
WSM
Tags
DKS
fashion
WSM
From
Benzinga
Omicron Casts a Shadow Over Salesforce's Better-Than-Expected Q3 Results
December 03, 2021
Tickers
CRM
TECH
TWTR
UAL
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Partner Content
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CNBC's Final Trades: Bath & Body Works, Lam Research, Williams-Sonoma And This Travel Stock
December 02, 2021
Tickers
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BKNG
LRCX
WSM
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LRCX
Joseph Terranova
Virtus Investment Partners
From
Benzinga
This Luxury Brand Could Provide Lavish Returns
December 01, 2021
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LVMUY
RH
W
WSM
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RH
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From
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Wedbush's Seth Basham Talks Q3 Winners, Losers With PreMarket Prep Plus
November 24, 2021
Tickers
BBY
DKS
HD
LOW
Tags
Seth Basham
DKS
WSM
From
Benzinga
Where Williams-Sonoma Stands With Analysts
November 19, 2021
Tickers
WSM
Tags
Market News
Benzinga
Analyst Ratings
From
Benzinga
Palo Alto Networks and Intuit Keeping the Nasdaq in the Black
November 19, 2021
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AAL
ALGT
AMAT
BA
Tags
BJ
Department Stores
Global
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Benzinga
10 Biggest Price Target Changes For Friday
November 19, 2021
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ADI
AMAT
GLOB
JD
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M
Benzinga
Price Target
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Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Friday
November 19, 2021
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AUR
BHTG
BIMI
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20 Stocks Moving in Friday's Pre-Market Session
November 19, 2021
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AQB
AUR
BHTG
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How Wall Street is securitizing the climate-change movement
November 19, 2021
Tickers
AMAT
BLK
WDAY
WSM
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NQ00
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WSM
From
MarketWatch
Williams-Sonoma (WSM) Q3 2021 Earnings Call Transcript
November 19, 2021
Tickers
WSM
Tags
WSM
Recent Press Releases
Market News
From
Motley Fool
12 Consumer Discretionary Stocks Moving In Thursday's After-Market Session
November 18, 2021
Tickers
ATER
AYRO
CAL
EDTK
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HAYW
CAL
Benzinga
From
Benzinga
Williams-Sonoma results, outlook top Street estimates, stock falls
November 18, 2021
Tickers
SPX
WSM
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SPX
WSM
From
MarketWatch
Williams-Sonoma: Q3 Earnings Insights
November 18, 2021
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WSM
Tags
Market News
Benzinga
BZI/Recaps
From
Benzinga
Looking Into Williams-Sonoma's Return On Capital Employed
November 18, 2021
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WSM
Tags
Benzinga
Market News
Earnings
From
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Earnings Scheduled For November 18, 2021
November 18, 2021
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AMAT
AMSWA
ATHM
ATKR
Tags
JD
GLOB
PTLO
From
Benzinga
5 Stocks Insiders Are Selling
November 17, 2021
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GM
IBKR
TTD
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Trading Ideas
WSM
Markets
From
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