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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
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
Services, Fees and Compensation
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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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Event Schedule
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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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Looking Into PNC Finl Servs Gr's Recent Short Interest
December 11, 2023
Tickers
PNC
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From
Benzinga
Retail Therapy For Year-End Rally? 3 Top Analyst Stock Picks In E-Commerce, Banking
December 07, 2023
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DG
ETSY
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SQ
Benzinga
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9 Financials Stocks With Whale Alerts In Today's Session
December 07, 2023
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C
COF
FIS
JPM
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Benzinga
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December 07, 2023
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1 High-Yield ETF That Could Soar in 2024
December 03, 2023
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TFC
USB
Tags
IAT
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Recent Press Releases
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The Latest Analyst Ratings for PNC Finl Servs Gr
December 01, 2023
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PNC
Tags
BZI/AAR
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From
Benzinga
10 Financials Stocks Whale Activity In Today's Session
November 24, 2023
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C
COIN
GS
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How Is The Market Feeling About PNC Finl Servs Gr?
November 21, 2023
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Tags
BZI/SHORTHIST
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Benzinga
From
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The 3 Best Bank Stocks to Survive Higher Yields
November 16, 2023
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PNC
SBNY
SIVBQ
Tags
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SBNY
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From
InvestorPlace
Price Over Earnings Overview: PNC Finl Servs Gr
November 09, 2023
Tickers
PNC
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Markets
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BZI/PE
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Benzinga
JPMorgan’s and PNC’s mixed outlook on net interest income draws attention from analyst after industry gathering
November 06, 2023
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FHN
FITB
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Looking Into PNC Finl Servs Gr's Recent Short Interest
November 03, 2023
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Bill Gross Sees 'Extraordinary Long-Term Value' in Regional Banks: 3 ETFs To Watch
October 31, 2023
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Truist raising $1.75B in bond offering, making it the latest bank to raise capital
October 25, 2023
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The Latest Analyst Ratings for PNC Finl Servs Gr
October 24, 2023
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BZI/AAR
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Benzinga
10 Financials Stocks Whale Activity In Today's Session
October 23, 2023
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Goldman Sachs, Bank Of America Q3 Earnings Preview: Will Big Banks Maintain Their Momentum?
October 16, 2023
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GS
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earnings preview
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SOFI Stock Prediction: Can the Fintech Favorite Hit $16? And When?
October 15, 2023
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WFC
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Why PNC Financial Services Shares Are Falling Today
October 13, 2023
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Benzinga
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Q3 Earnings Season Starts Strong For Banks As High Interest Rates Fuel Profits Bonanza
October 13, 2023
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Momo Buys On Iran Hinting At Second Front And Israel Issuing An Impossible Evacuation Order
October 13, 2023
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AMZN
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US Stock Futures Mixed As Traders Digest Earnings, Oil Rally; JPMorgan, UnitedHealth Top Expectations
October 13, 2023
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DG
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Benzinga
A Preview Of PNC Finl Servs Gr's Earnings
October 12, 2023
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Market News
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Earnings
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Benzinga
Q3 Financials Sector Earnings Outlook: Tough Times Continue For Bank Stocks But Some Signs Of Life
October 11, 2023
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BAC
C
GS
JPM
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WFC
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As JPMorgan, Citi Kickstart Big Bank Earnings This Week, Analyst Sees Silver Lining In Cloud: 'May Not Take Much For Banks To Produce An Upside Surprise'
October 11, 2023
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BLK
C
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Earnings
KBWB
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Benzinga
US Banks Q3 Earnings Preview: Why Bank Of America Analysts Are Bullish On Financial Stocks
October 10, 2023
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C
JPM
PNC
Tags
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Benzinga
Monday's Market Minute: Inflation & Earnings In Focus This Week
October 09, 2023
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BLK
C
DAL
DPZ
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BLK
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Shutdown Averted, Treasury Yields Flirt With 5%, Strong Payrolls Add to Fed Tightening Risk: The Week In The Markets
October 06, 2023
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BLK
C
DAL
DPZ
Tags
C
Markets
GOOGL
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Here’s what to expect when banks report earnings, and how cheap their stocks are now
October 06, 2023
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ALLY
AXP
BAC
C
Tags
SCHW
MTB
JPM
From
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If your partner died, would you know where the money is?
October 06, 2023
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PNC
UBS
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PNC
From
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