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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
FIP
Event Schedule
TAM
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
RSVP-Signup Form
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Latest News about pool
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Home Depot Shares Are Trading Lower Tuesday: What You Need To Know
June 25, 2024
Tickers
HD
NEWS
POOL
Tags
Movers
why it's moving
Benzinga
From
Benzinga
Why Pool Corp., Home Depot, and Lowe's Took a Dive Today
June 25, 2024
Tickers
HD
LOW
POOL
Tags
POOL
HD
LOW
From
Motley Fool
Why Swimming Pool Supplies Provider Pool Corp Shares Are Diving Today
June 25, 2024
Tickers
NEWS
POOL
Tags
why it's moving
Briefs
Guidance
From
Benzinga
Pool Lowers FY24 EPS Forecast, Joins SolarEdge Technologies, Spirit AeroSystems And Other Big Stocks Moving Lower In Tuesday'S Pre-Market Session
June 25, 2024
Tickers
ALGM
BA
BILI
BIRK
Tags
BILI
SPR
big losers
From
Benzinga
$100 Invested In Pool 20 Years Ago Would Be Worth This Much Today
June 20, 2024
Tickers
NEWS
POOL
Tags
POOL
Trading Ideas
Market News
From
Benzinga
Critical Insights From Pool Analyst Ratings: What You Need To Know
June 18, 2024
Tickers
POOL
Tags
POOL
BZI/AAR
Analyst Ratings
From
Benzinga
Merger Mania: 3 Stocks to Buy as Industries Consolidate
June 12, 2024
Tickers
ABNB
BRK-A
BRK-B
BUD
Tags
CNSWF
DEO
QXO
From
InvestorPlace
If You Invested $1000 In This Stock 20 Years Ago, You Would Have $12,000 Today
June 06, 2024
Tickers
NEWS
POOL
Tags
POOL
Trading Ideas
Market News
From
Benzinga
Here's How Much $100 Invested In Pool 15 Years Ago Would Be Worth Today
May 21, 2024
Tickers
NEWS
POOL
Tags
BZI/POD
POOL
Trading Ideas
From
Benzinga
Why Pool Stock Dropped 10% Last Month
May 06, 2024
Tickers
OPY
POOL
Tags
Recent Press Releases
POOL
Market News
From
Motley Fool
POOL Stock Earnings: Pool Beats EPS, Misses Revenue for Q1 2024
April 25, 2024
Tickers
POOL
Tags
NASDAQ:POOL
POOL
Earnings Reports
From
InvestorPlace
3 Stocks to Avoid as Long as Inflation Is Running Hot
April 01, 2024
Tickers
COIN
EL
POOL
Tags
Market News
Stocks to Sell
NYSE:EL,NASDAQ:COIN,NASDAQ:POOL,CCC:BTC/USD
From
InvestorPlace
3 Stocks Ready for Dividend Hikes in 2024
March 17, 2024
Tickers
DG
POOL
SBUX
Tags
Recent Press Releases
Market News
SBUX
From
Motley Fool
Peering Into Pool's Recent Short Interest
March 14, 2024
Tickers
POOL
Tags
POOL
Trading Ideas
Market News
From
Benzinga
Why Hayward Holdings Stock Surged Today
February 29, 2024
Tickers
HAYW
PNR
POOL
Tags
HAYW
Recent Press Releases
PNR
From
Motley Fool
Here's How Much You Would Have Made Owning Pool Stock In The Last 5 Years
February 28, 2024
Tickers
NEWS
POOL
Tags
News
Market News
Trading Ideas
From
Benzinga
Earnings Scheduled For February 22, 2024
February 22, 2024
Tickers
KYMR
L
LASR
LAUR
Tags
UVE
TEF
XPEL
From
Benzinga
Pool's Earnings: A Preview
February 21, 2024
Tickers
POOL
Tags
POOL
Market News
Earnings
From
Benzinga
Here's How Much $1000 Invested In Pool 10 Years Ago Would Be Worth Today
February 08, 2024
Tickers
NEWS
POOL
Tags
BZI/POD
Market News
Trading Ideas
From
Benzinga
Looking Into Pool's Recent Short Interest
February 02, 2024
Tickers
POOL
Tags
Short Sellers
Trading Ideas
Short Ideas
From
Benzinga
Jabil Posts Upbeat Earnings, Joins Moderna, Rivian Automotive And Other Big Stocks Moving Higher On Thursday
December 14, 2023
Tickers
AA
ALEC
ALGN
CFG
Tags
RH
Benzinga
CG
From
Benzinga
3 Mid-Cap Stocks to Buy for Their Big-Time Dividends
December 12, 2023
Tickers
AJG
BR
POOL
Tags
MUTF:FAMEX,NYSE:AJG,NYSE:BR,NASDAQ:POOL
Market News
AJG
From
InvestorPlace
1 Magnificent S&P 500 Dividend Stock Down 40% That Is Trading at a Once-in-a-Decade Valuation
December 04, 2023
Tickers
POOL
Tags
POOL
Market News
Recent Press Releases
From
Motley Fool
10 stocks of consumer companies expected to grow sales the fastest through 2025
November 15, 2023
Tickers
ABNB
AMZN
BKNG
BWA
Tags
DHI
PHM
WYNN
From
MarketWatch
5 Stocks You Can Confidently Invest $500 in Right Now
October 31, 2023
Tickers
CPNG
NDAQ
POOL
SE
Tags
SNA
Recent Press Releases
CPNG
From
Motley Fool
Why Pool Corp Shares Are Sliding Today
October 19, 2023
Tickers
POOL
Tags
Equities
News
Earnings
From
Benzinga
A Preview Of Pool's Earnings
October 18, 2023
Tickers
POOL
Tags
POOL
BZI/EP
Earnings
From
Benzinga
Binance Eliminates Some Liquidity Pools, Launchpool Onboards Neutron Staking Opportunity
October 10, 2023
Tickers
POOL
Tags
Markets
$BUSD
Binance
From
Benzinga
El Salvador Takes The Next Big Crypto Leap, Starts Bitcoin Mining Pool
October 04, 2023
Tickers
BITCOMP
POOL
USD-BITSTAMP
Tags
El Salvador
Benzinga
bitcoin
From
Benzinga
Investors Take Note: 311,000 Magnificent Changes Happening at Pool Corporation
August 10, 2023
Tickers
POOL
Tags
Market News
POOL
Recent Press Releases
From
Motley Fool
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