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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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Market Value Securities (MVS)
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Back Dated Performance Reports
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Total Asset Value (TAV)
TAV Program
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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A recession could upend plans for people approaching retirement. Taking these steps can help, experts say
September 01, 2024
Tags
Social issues
U/S/ Economy
Annuities
From
CNBC.com News
Young workers worry Social Security will run out of funding in their lifetime—but they have time to prepare, says retirement expert
August 22, 2024
Tags
Make It
Personal finance
Make It / Money
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Walz's family relied on Social Security when his father died. Many don't know kids are eligible for benefits
August 22, 2024
Tags
Personal income
Politics
Family finances
From
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August 21, 2024
Tickers
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Tags
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General
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Benzinga
2.9 billion people may have had Social Security numbers, other financial data compromised. What it means for you
August 15, 2024
Tags
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Consumer fraud
From
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August 14, 2024
Tags
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August 14, 2024
Tags
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August 14, 2024
Tags
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Breaking News: Politics
Politics
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'Record-breaking backlog' leads to $1.1 billion of improper Social Security payments, report finds
August 12, 2024
Tags
Government pensions and social security
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August 10, 2024
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Breaking News: Investing
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Trump wants to cut taxes on Social Security — but it could threaten benefits, experts say
August 09, 2024
Tags
National taxes
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Tax Planning
From
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Does Donald Trump's Proposed Tax Cut Threaten Social Security And Medicare? Here's What Think Tanks Warn
August 03, 2024
Tickers
NEWS
Tags
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Social Security
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From
Benzinga
72% of Americans worry Social Security will run out in their lifetimes. Here's what experts say
August 02, 2024
Tags
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Personal finance
Personal saving
From
CNBC.com News
What the presidential election could mean for Social Security and Medicare
August 01, 2024
Tags
Politics
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Retirement planning
From
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Trump's Social Security Tax Proposal Panned By Economist Justin Wolfers: Increasing Benefits, And Not Eliminating Taxes, Would 'Help All Seniors,' Not Just Wealthy Ones
August 01, 2024
Tickers
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Tags
Social Security
Donald Trump
News
From
Benzinga
Most people don't know how much their Social Security retirement benefits may be. Here's how to tell
July 25, 2024
Tags
Personal spending
Personal finance
Retiree finances
From
CNBC.com News
Older voters face new decision in November with Kamala Harris poised to lead Democratic ticket
July 23, 2024
Tags
Social Security
Personal saving
United States Presidential Election
From
CNBC.com News
Here's where 2024 vice presidential picks stand on Social Security as program faces insolvency
July 17, 2024
Tags
United States Presidential Election
Retirement
Retirement planning
From
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