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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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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
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EVENTS
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Event Schedule
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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
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Economists See Recession Risk Waning, End Of Fed Rate Hikes: How Could Treasury ETFs React To Yields?
October 16, 2023
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FOMC
XFIV
XTEN
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October 16, 2023
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Amid financial stress, workers are asking for emergency savings accounts as a job benefit, survey finds
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Tags
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October 16, 2023
Tags
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October 14, 2023
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October 12, 2023
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October 09, 2023
Tags
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October 05, 2023
Tickers
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Tags
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2024 Recession Odds: America's CEOs Forecast 84% While Fed Officials Insist 0%, Data Reveals
October 05, 2023
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October 05, 2023
Tags
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October 04, 2023
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'Big Short' Investor Greg Lippmann Bets On Partially Paid CLOs Amid High Interest And Hard Landing Fears: 'Buy The Bad At The Horrible Pricing'
September 28, 2023
Tags
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Top Economist David Rosenberg Foresees Fourth Quarter As 'Litmus Test' For Impending Recession
September 28, 2023
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Rich People Aren't Spending As Much At Steakhouses: Recession Warning Sign?
September 21, 2023
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September 18, 2023
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September 16, 2023
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Tags
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Ken Griffin Cautious About Economy: 'I'm A Bit Anxious We're Sort Of In The 7th Or 8th Inning Of This Rally'
September 14, 2023
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MSFT
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Tags
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CNBC
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Paul Krugman Believes War On Inflation 'Pretty Much' Won Without Recession
September 14, 2023
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September 13, 2023
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September 11, 2023
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F
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September 07, 2023
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El-Erian Sees No Reason For Recession 'Unless There's Another Policy Mistake,' Predicts Fed Pause This Month
September 07, 2023
Tags
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Benzinga
CNBC Daily Open: Rising oil prices inflame inflation fears
September 06, 2023
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September 05, 2023
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This recession indicator may be a 'broken odometer for the economy,' expert says. Where forecasts stand now
September 05, 2023
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Tags
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Why Goldman Sachs Is Increasingly Confident In Dodging A Recession, Contrary To Wall Street Consensus
September 05, 2023
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September 05, 2023
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Why A Corporate Debt's Ticking Time Bomb Could Make A 2024 Recession Inevitable, Analyst Warns
September 01, 2023
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LQD
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Tags
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