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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
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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
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Back Dated Performance Reports
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Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Occidental Petroleum, ExxonMobil, Chevron Fall In Pre-Market As Oil Prices Plunge Amid Trump's US-Iran Nuclear Deal Comments
May 15, 2025
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NEWS
OXY
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COPX
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May 12, 2025
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Is a Big Oil Megamerger Brewing? Exxon, Chevron, and Others Are Eyeing This Oil Stock.
May 11, 2025
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May 08, 2025
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Smart Money Is Betting Big In XOM Options
May 08, 2025
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Exxon Mobil Says Deal With Japan's Marubeni To Boost Global Energy Supply
May 08, 2025
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FENY
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XOM
Tags
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XOM
From
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SPDR ETF Report For Wednesday, May 7
May 08, 2025
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ExxonMobil Built Its Business to Thrive in Volatile Oil Markets
May 08, 2025
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Why ExxonMobil Stock Fell 11.2% in April, But Remains a Buy
May 07, 2025
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May 06, 2025
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Exxon Mobil (XOM) Stock Falls On Mixed Q1 Earnings, OPEC+ Supply Hike
May 05, 2025
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Tags
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XOM
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Goldman Sachs Issues Bearish $40 Oil Forecast As OPEC+ Pumps More: Energy Stocks Sink
May 05, 2025
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BKR
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May 05, 2025
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FRO
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May 03, 2025
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May 03, 2025
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May 02, 2025
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May 02, 2025
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Exxon Mobil Q1: Steady Production, Focus On Cost Cuts And Stock Buyback
May 02, 2025
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May 02, 2025
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US Futures Rise As Apple, Amazon, Airbnb Earnings Boost Market Sentiment: S&P 500 Hits Milestone That's Preceded A 100% Win Rate Since 1956, Says Expert
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May 02, 2025
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Apple, Amazon And 3 Stocks To Watch Heading Into Friday
May 02, 2025
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XOM
From
Benzinga
Earnings Scheduled For May 2, 2025
May 02, 2025
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AES
AIRS
AMRX
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BBU
From
Benzinga
Chevron Vs. Exxon: Oil Giants Limp Into Q1 Earnings With Engines Stalling
May 01, 2025
Tickers
CVX
OIL
XOM
Tags
Top Stories
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CVX
From
Benzinga
Exxon Mobil (XOM) Stock Drops 11% In April Amid Crude Oil Price Collapse
May 01, 2025
Tickers
NEWS
XOM
Tags
Benzinga
Market News
XOM
From
Benzinga
Insights into Exxon Mobil's Upcoming Earnings
May 01, 2025
Tickers
XOM
Tags
BZI/EP
Benzinga
XOM
From
Benzinga
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