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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
Services, Fees and Compensation
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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
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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
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Why Is WeTrade (WETG) Stock Up 53% Today?
May 17, 2023
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XELA
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The Nasdaq is on the verge of exhaustion, says famed technical strategist Tom DeMark
May 17, 2023
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Exela Technologies Skyrockets As Demand Outweighs Supply: What To Watch
May 16, 2023
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May 16, 2023
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XELA
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Buy the Dip: 3 Stocks to Snap Up After a 10% Drop
May 16, 2023
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Why Is Exela Technologies (XELA) Stock Down 40% Today?
May 15, 2023
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What In The World Is Going On With Exela Technologies (XELA) Stock?
May 15, 2023
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May 15, 2023
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NRG Stock Alert: Elliott Wants to Shake Up NRG Energy
May 15, 2023
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INTU Stock Alert: Why Intuit Is Down Today
May 15, 2023
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May 15, 2023
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XELA Stock Alert: Exela Falls on 1-for-20 Reverse Split
May 15, 2023
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US Stocks Mixed; NY Manufacturing Activity Shrinks In May
May 15, 2023
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May 15, 2023
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Earnings Scheduled For May 11, 2023
May 11, 2023
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7 F-Rated Stocks to Sell in May
May 08, 2023
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May 05, 2023
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May 04, 2023
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Warning! 3 Stocks With Flags Too Red to Ignore
April 29, 2023
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TCJH Stock Alert: Why Is Top KingWin Up 31% Today?
April 28, 2023
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Why Are Cloud Stocks AMZN, CRWD, SNOW, TWLO Down Today?
April 28, 2023
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Lazard Layoffs 2023: What to Know About the Latest LZD Job Cuts
April 28, 2023
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Short Volatility Alert: Exela Technologies
April 28, 2023
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XELA
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Benzinga
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XELA Stock Alert: Exela Technologies Wins $48 Million Contract
April 28, 2023
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STZ
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7 Tech Stocks to Avoid Like the Plague in April
April 14, 2023
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META
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XELA
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Warning! Don’t Touch XELA Stock With a 10-Foot Pole!
April 13, 2023
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Market News
From
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WISH Stock: What a 1-for-30 Reverse Split Means for ContextLogic
April 12, 2023
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Exela Technologies Earnings Perspective: Return On Capital Employed
April 04, 2023
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XELA
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Market News
XELA
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From
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
March 29, 2023
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SEER
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Stocks That Hit 52-Week Lows On Tuesday
March 28, 2023
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