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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
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Quarterly Performance Reports
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Mortgage rates drop again, housing forecast looking more favorable: Freddie Mac
November 10, 2023
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article
Fox Business
fox/business/personal/finance
From
FOX Business
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November 09, 2023
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November 09, 2023
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US housing inventory remains painfully low as shortage persists
November 09, 2023
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From
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Today's mortgage rates remain unchanged for 15- and 30-year terms
November 08, 2023
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November 08, 2023
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Today's mortgage rates rise for 15- and 30-year terms
November 07, 2023
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Today's mortgage rates fall for 15- and 30-year terms
November 06, 2023
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Today’s mortgage rates hold steady for 15- and 30-year terms
November 03, 2023
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From
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Mortgage rates retreat, but Fed indecision could reverse course: Freddie Mac
November 03, 2023
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Today’s mortgage rates fall for 15- and 30-year terms
November 02, 2023
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Today’s mortgage rates hold steady for 30-year terms as 15-year terms rise
November 01, 2023
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Home prices could spike nearly 5% in 2024: Zillow
November 01, 2023
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Home prices continued to gain momentum in August: Case-Shiller
October 31, 2023
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Today’s mortgage rates hold steady for 30-year terms as 15-year terms fall
October 31, 2023
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Home prices jump for seventh straight month in August
October 31, 2023
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Today’s mortgage rates hold steady for 15- and 30-year terms
October 30, 2023
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Rising mortgage rates stall housing market: Freddie Mac
October 27, 2023
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Today's mortgage rates surge for 15-year terms, while 30-year terms fall
October 27, 2023
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Mortgage rates continue to climb toward 8%, home purchases now at 'virtual standstill': Freddie Mac
October 26, 2023
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FHFA broadens ‘rep and warrant’ relief after COVID-19 forbearances
October 26, 2023
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With mortgage rates soaring, taking over existing mortgages is gaining steam
October 26, 2023
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Today’s mortgage rates rise for 15- and 30-year terms
October 26, 2023
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fox/business/personal/finance
From
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Today’s mortgage rates hold steady for 30-year terms while 15-year terms edge down
October 25, 2023
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Today’s mortgage rates edge down for 30-year terms while 15-year terms slightly increase
October 24, 2023
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October 23, 2023
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October 20, 2023
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October 20, 2023
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2023 housing market projected to have fewest sales since 2008 as mortgage rates rise
October 19, 2023
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fox/business/real/estate
fbn
fox/business/home/mortgage
From
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Affordability keeping you from owning a home? Here's how you can get ready
October 19, 2023
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From
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