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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
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
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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
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
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Benzinga's Top Ratings Upgrades, Downgrades For December 7, 2021
December 07, 2021
Tickers
APD
APPS
ARVN
AZN
Tags
XPO
CVI
VRM
From
Benzinga
GXO Expands Relationship with MYXfitness, Opening Atlanta, DC
December 02, 2021
Tickers
ANF
GXO
TECH
XPO
Tags
Freightwaves
Market News
Benzinga
From
Benzinga
Deutsche Bank Slows Approach to Transportation Stocks in 2022
November 29, 2021
Tickers
CP
CSX
DB
FDX
Tags
Earnings
FDX
UNP
From
Benzinga
Low Teamsters Election Turnout May Not Be What it Seems
November 23, 2021
Tickers
AMZN
UPS
XPO
Tags
Freightwaves
Market News
XPO
From
Benzinga
What 4 Analyst Ratings Have To Say About XPO Logistics
November 17, 2021
Tickers
XPO
Tags
XPO
BZI/AAR
Benzinga
From
Benzinga
Teamsters Wins Close Election at XPO Facility in Albany, NY
November 12, 2021
Tickers
XPO
Tags
General
Freight
Benzinga
From
Benzinga
Orderful Raises $19M to Simplify EDI Integrations for Logistics Community
November 12, 2021
Tickers
DG
JBHT
WMT
XPO
Tags
Freight
Benzinga
Partner Content
From
Benzinga
The GXO Story Begins to Take Shape
November 11, 2021
Tickers
AAPL
GXO
XPO
Tags
Markets
Commodities
GXO
From
Benzinga
XPO Logistics (Formerly Segmentz) Founder and Grove Inc (GRVI) CEO Brings Deep Experience in Growing Companies
November 10, 2021
Tickers
CARA
GRVI
SNDL
XPO
Tags
XPO
Grove
Markets
From
Benzinga
LTL Carriers Off to Hot Q4 Start
November 09, 2021
Tickers
ARCB
FWRD
MS
ODFL
Tags
XPO
FWRD
ARCB
From
Benzinga
XPO Logistics Stuck in the Slow Lane After Trucking Mishap
November 06, 2021
Tickers
GXO
ODFL
XPO
YELL
Tags
XPO
YELL
GXO
From
Motley Fool
XPO Logistics Inc (XPO) Q3 2021 Earnings Call Transcript
November 04, 2021
Tickers
XPO
Tags
XPO
Market News
Recent Press Releases
From
Motley Fool
Why GXO Logistics Stock Soared Higher This Week
November 04, 2021
Tickers
GXO
XPO
Tags
XPO
GXO
Market News
From
Motley Fool
GXO Logistics Is Ready for the Holidays
November 04, 2021
Tickers
GXO
XPO
Tags
XPO
Market News
GXO
From
Motley Fool
Why XPO Logistics Stock Fell Today
November 03, 2021
Tickers
GXO
ODFL
XPO
Tags
XPO
Market News
GXO
From
Motley Fool
12 Industrials Stocks Moving In Wednesday's Pre-Market Session
November 03, 2021
Tickers
B
CAR
CCNC
DNOW
Tags
SINO
RRD
BZI/TFM
From
Benzinga
Earnings Scheduled For November 2, 2021
November 02, 2021
Tickers
LDOS
LEA
LGIH
LILA
Tags
OKE
PRU
TRTX
From
Benzinga
XPO Logistics Opens State-Of-The-Art LTL Hub In Chicago Area
October 18, 2021
Tickers
XPO
Tags
Benzinga
Briefs
XPO
From
Benzinga
Teamsters Update: Yes on New California Law, A Few New Units, One Decertification Looming
October 18, 2021
Tickers
GXO
XPO
YELL
Tags
Freightwaves
Government
YELL
From
Benzinga
How to play the ‘no empty shelves trade’ amid supply-chain worries, according to Citi
October 14, 2021
Tickers
CHRW
CSX
JBHT
NSC
Tags
CSX
CHRW
XPO
From
MarketWatch
Expert Ratings For XPO Logistics
October 14, 2021
Tickers
XPO
Tags
Market News
Analyst Ratings
BZI/AAR
From
Benzinga
New Management of GXO Stops Into an Online Forum to Tell Its Story
October 13, 2021
Tickers
GXO
XPO
Tags
General
Commodities
GXO
From
Benzinga
EXCLUSIVE: How XPO Logistics Is Navigating Labor Shortages, Acting As The Solution For Supply Chain Issues
October 12, 2021
Tickers
XPO
Tags
Top Stories
Benzinga
XPO
From
Benzinga
Goldman Sachs Downgrades U.S. Economic Growth
October 11, 2021
Tickers
BLK
CCRN
COST
CVX
Tags
Economics
KFRC
Earnings
From
Benzinga
Q&A: XPO's Chief Diversity Officer Offers Inclusion Strategy Tips
October 11, 2021
Tickers
XPO
Tags
Freightwaves
Market News
Partner Content
From
Benzinga
XPO Names CIO Harik to Run LTL Business
October 08, 2021
Tickers
AMZN
GXO
ODFL
SAIA
Tags
ODFL
GXO
XPO
From
Benzinga
Echo Had Another Serious Suitor Before Accepting Jordan's Bid, Filing Says
October 06, 2021
Tickers
AMZN
CHRW
ECHO
GXO
Tags
LSTR
JBHT
Market News
From
Benzinga
GXO to Open, Operate Arizona DC for Abercrombie & Fitch
October 06, 2021
Tickers
ANF
GXO
TECH
XPO
Tags
XPO
ANF
GXO
From
Benzinga
Expert Ratings For XPO Logistics
September 29, 2021
Tickers
XPO
Tags
XPO
Benzinga
BZI/AAR
From
Benzinga
Raymond James Cuts XPO Logistics Price Target By 35% - Read Why
September 29, 2021
Tickers
GXO
XPO
Tags
Price Target
GXO
Briefs
From
Benzinga
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