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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
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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
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
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Total Asset Value (TAV)
TAV Program
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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)
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Back Dated Performance Reports
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Investing During Uncertain Times
Read FULL Seminar Here
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Alleged Boston rape victim says her 'life stopped' as suspect advanced law career
June 14, 2023
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June 14, 2023
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June 13, 2023
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June 13, 2023
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June 12, 2023
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Boston officer discharged from hospital after being shot by robbery suspect
June 12, 2023
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June 12, 2023
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Congressman urges DOJ to probe suspected Iran ‘kill list' targeting US law enforcement and American Jews
June 11, 2023
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Boston lawyer once named a People magazine 'top 50 bachelor' found not guilty at rape trial
June 10, 2023
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MA man, 18, charged with sending over $1K in gift cards to fed posing as ISIS operative
June 08, 2023
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Massachusetts sober home operator pleads not guilty in COVID relief fraud scheme
June 07, 2023
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Massachusetts rape trial begins against attorney once listed as one of People's top 50 American bachelors
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June 05, 2023
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Gun safety instructor sues blue state for denying business COVID relief 'because I'm a straight White male'
June 04, 2023
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Worcester, MA police sued for assault, wrongful arrest during Floyd protest
June 02, 2023
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Historic Massachusetts church built in 1743 ravaged by intense fire
June 02, 2023
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Pride month: Local governments host Drag Queen Story Hour events across country
June 02, 2023
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NJ lawyer waives extradition in 2008 Boston serial rape case
June 01, 2023
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New Jersey attorney linked to string of Boston rapes apparently proposed to fiancée weeks before arrest
June 01, 2023
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Massachusetts woman pleads guilty to manslaughter in 2019 death of 2-year-old daughter
June 01, 2023
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Man dies after falling under Boston subway train
May 30, 2023
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Massachusetts man charged with bludgeoning neighbor, 58, to death held without bail
May 27, 2023
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MA diocese settles with ex-altar boy who accused long-deceased bishop of rape
May 26, 2023
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