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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
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
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Additional Information
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Back Dated Performance Reports
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Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Midwest, Northeast blasted with cold air that could set record-low temperatures
March 28, 2022
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Janice Dean
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March 25, 2022
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March 25, 2022
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March 24, 2022
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March 24, 2022
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March 22, 2022
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March 18, 2022
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March 17, 2022
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March 15, 2022
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March 14, 2022
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Pacific Northwest states move to lift mask regulations; Michigan removes school reporting order
March 12, 2022
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Major winter storm to blast snow from Southwest to Northeast
March 11, 2022
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Cold, wintry weather to impact the Rockies, Plains
March 09, 2022
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Eastern US faces hail, wind, severe weather risk
March 07, 2022
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NASA study: Each state has own climatic threshold for flu outbreaks
March 05, 2022
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Storm forecast to bring severe weather across West
March 04, 2022
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Stormy weather forecast for West
March 03, 2022
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March 02, 2022
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Janice Dean
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Heavy rain, snowy weather forecast across Northwest
March 01, 2022
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Janice Dean
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Winter storm to hit Northeast with heavy snow, rain
February 25, 2022
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Portland man charged with murder in shooting at Amir Locke protest
February 23, 2022
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Seattle police union appeals to new mayor over budget plans: 'Put public safety before politics'
February 22, 2022
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Presidents Day forecast: Another round of wintry weather is here
February 21, 2022
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Adam Klotz
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California family that died in mountains unsuccessfully tried to send text for help: 'Can you help us?'
February 18, 2022
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LA sheriff rips push to fire 4,000 unvaccinated deputies amid crime wave: 'Immoral position'
February 18, 2022
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Danielle Wallace
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Seattle mayor calls for more police with violent crime highest in 14 years: 'Status quo is unacceptable'
February 16, 2022
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Majority of Californians say Newsom doing 'poor' or 'very poor' job on crime: poll
February 15, 2022
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Stormy weather forecast across West
February 15, 2022
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Valentine’s Day forecast: Storms moving in after record-breaking heat in West
February 14, 2022
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Janice Dean
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