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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)
MVS Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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What to watch today: Nasdaq futures sink as Facebook plunges over 20% after weak earnings
February 03, 2022
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Amazon/com Inc
Meta Platforms Inc
Snap Inc
From
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What to watch today: Nasdaq futures jump as Google parent Alphabet surges
February 02, 2022
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Gilead Sciences Inc
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What to watch today: Wall Street looks to start new month steady after terrible January
February 01, 2022
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morning brief
Exxon Mobil Corp
AT&T Inc
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What to watch today: Wall Street looks lower on final day of dismal January trading
January 31, 2022
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Walgreens Boots Alliance Inc
Netflix Inc
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What to watch today: Wall Street's worst market sell-off since March 2020 continues
January 28, 2022
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Robinhood Markets Inc
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What to watch today: Stock futures turn positive, reversing big overnight losses
January 27, 2022
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Moderna Inc
Lam Research Corp
Netflix Inc
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What to watch today: Stocks set to jump at open as Wall Street's wild swings continue
January 26, 2022
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Intel Corp
Microsoft Corp
Boeing Co
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What to watch today: Wall Street looks lower with Nasdaq pacing for 2% decline
January 25, 2022
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Johnson & Johnson
Apple Inc
Intel Corp
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What to watch today: Wall Street to open lower after Nasdaq's worst week since March 2020
January 24, 2022
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morning brief
Halliburton Co
Peloton Interactive Inc
From
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What to watch today: Wall Street looks like it's going to extend its losing streak
January 21, 2022
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Schlumberger NV
Under Armour Inc
Intuitive Surgical Inc
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What to watch today: Stocks set to open higher after Nasdaq entered correction territory
January 20, 2022
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Ford Motor Co
Microsoft Corp
Netflix Inc
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What to watch today: Wall Street looks higher in premarket after the Nasdaq's slide
January 19, 2022
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Capital One Financial Corp
ASML Holding NV
Verizon Communications Inc
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What to watch today: Nasdaq set to drop as short and long bond yield rise
January 18, 2022
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Goldman Sachs Group Inc
Activision Blizzard Inc
JD/Com Inc
From
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What to watch today: Stocks set to drop as Dow stock JPMorgan falls after quarterly results
January 14, 2022
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Sherwin/Williams Co
Virgin Orbit
Las Vegas Sands Corp
From
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What to watch today: Wall Street looks a bit higher after Nasdaq's 3-day winning streak
January 13, 2022
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Sunrun Inc
Taiwan Semiconductor Manufacturing Co Ltd
TPG Partners LLC
From
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What to watch today: Wall Street edged higher after two-session tech rebound
January 12, 2022
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morning brief
Delta Air Lines Inc
Koninklijke Philips NV
From
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What to watch today: Wall Street looks higher after Monday's major tech-stock rebound
January 11, 2022
Tags
Rivian Automotive Inc
Micron Technology Inc
Abercrombie & Fitch Co
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What to watch today: Nasdaq, S&P 500 both set to drop for 5th straight sessions
January 10, 2022
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Tilray Inc
Dell Technologies Inc
Solaredge Technologies Inc
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What to watch today: Futures steady after weaker-than-expected jobs growth
January 07, 2022
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DraftKings Inc
T/Mobile US Inc
Moderna Inc
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What to watch today: Wall Street looks steady after Wednesday's major Fed-driven sell-off
January 06, 2022
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Helen of Troy Ltd
Datadog Inc
Amazon/com Inc
From
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What to watch today: Stocks are set to dip at open after Dow's record close, Nasdaq's slide
January 05, 2022
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MillerKnoll Inc
Alibaba Group Holding Ltd
morning brief
From
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What to watch today: Dow, S&P 500 set to rise, one day after closing at records
January 04, 2022
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BioNTech SE
BlackBerry
Hewlett Packard Enterprise Co
From
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What to watch today: First trading day of 2022 looks to pick up where last year left off
January 03, 2022
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Marvell Technology Inc
McDonald's Corp
Xpeng Inc
From
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What to watch today: Stock futures point to third straight day of gains
December 23, 2021
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Stitch Fix Inc
MGM Resorts International
Tesla Inc
From
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What to watch today: Wall Street looks steady after breaking three-day losing streak
December 22, 2021
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Darden Restaurants Inc
Coinbase Global Inc
CalAmp Corp
From
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What to watch today: Wall Street looks to break major three-day losing streak
December 21, 2021
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NVIDIA Corp
Rite Aid Corp
FactSet Research Systems Inc
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What to watch today: Dow futures sink on omicron concerns after rough week
December 20, 2021
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Canopy Growth Corp
AT&T Inc
morning brief
From
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What to watch today: Stock futures under pressure as selling in tech stocks continues
December 17, 2021
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United States Steel Corp
Peloton Interactive Inc
Oracle Corp
From
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What to watch today: S&P 500 set for record at open in a relief rally after Fed's decision
December 16, 2021
Tags
Delta Air Lines Inc
morning brief
AT&T Inc
From
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What to watch today: Wall Street looks steady ahead of expected Fed pivot
December 15, 2021
Tags
R/R/ Donnelley & Sons Co
Lowe's Companies Inc
Hostess Brands Inc
From
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