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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
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Sample Portfolio
Back Dated Performance Reports
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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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Bankrupt Yellow Corp's Freight Flowing In For Saia, Analyst Sees Market Share Gains
September 27, 2023
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August 21, 2023
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August 16, 2023
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Short Squeeze Stocks: APRN, LUNR and 3 Other Names Ready to Surge
August 14, 2023
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Here's Why What Happened to Yellow (Probably) Won't Happen to UPS
August 11, 2023
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YELL
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Yellow Pushes Bankruptcy Loan Talks, Will Select Favorable Deal By Next Week: Report
August 11, 2023
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YELL
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August 11, 2023
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August 11, 2023
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August 11, 2023
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Yellow bankruptcy: Treasury’s $700 million pandemic loan is ‘undercollateralized,’ congressman warns
August 10, 2023
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August 10, 2023
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Deep Knowledge Investing - Weekly Points – August 4th, 2023 5 Things To Know In Investing This Week
August 10, 2023
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Why Is Tango Therapeutics (TNGX) Stock Up 117% Today?
August 09, 2023
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YELL Stock Alert: Yellow Receives Nasdaq Delisting Notice
August 09, 2023
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YELL
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Yellow Stock Warning: Flee YELL Now or Risk Everything
August 08, 2023
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YELL
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YELL
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A $1.8 trillion wall of corporate debt coming due could cost jobs, Goldman warns
August 07, 2023
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From
MarketWatch
As Yellow files for Chapter 11, $700 million pandemic bailout in the spotlight
August 07, 2023
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Dow Gains 1%; Tabula Rasa HealthCare Shares Spike Higher
August 07, 2023
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Why Krystal Biotech Shares Are Trading Lower By 12%? Here Are Other Stocks Moving In Monday's Mid-Day Session
August 07, 2023
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Crude Oil Down Over 1%; Henry Schein Earnings Top Views
August 07, 2023
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HSIC
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Benzinga
YELL Stock Alert: Yellow Officially Files for Ch. 11 Bankruptcy
August 07, 2023
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XPO
YELL
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YELL
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Largest Ever Chinese Russian Warship Group Approached Alaska, Earnings Drop, Meme Stocks Resurgent
August 07, 2023
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PayPal Unveils USD-Backed Stablecoin, Trucking Firm Yellow Corp Files For Bankruptcy, FDA Approves First Oral Treatment For Postpartum Depression: Today's Top Stories
August 07, 2023
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