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home
about us
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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
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
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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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Articles published by CareDx, Inc.
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CareDx Reports Second Quarter 2023 Results
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CareDx Reports First Quarter 2023 Results
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CareDx to Report First Quarter 2023 Financial Results
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CareDx Showcases Leadership with Over 55 Oral Presentations and Posters at the 43rd Annual Meeting & Scientific Sessions of the International Society for Heart and Lung Transplantation
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National Kidney Foundation Honors CareDx with Corporate Citizenship Award for its Commitment to the Transplant Community
April 06, 2023
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CareDx and Miromatrix Announce Exclusive Partnership to Advance Research Using Bioengineered Organs for Human Transplantation
April 05, 2023
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CareDx Presents Latest Advancements at 12th Congress of the International Pediatric Transplant Association
March 23, 2023
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The American Society of Transplant Surgeons Position Statement Supports Use of CareDx’s AlloSure Kidney for Organ Transplant Surveillance
March 07, 2023
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CareDx Update Regarding Raymond James & Associates’ Conference
March 06, 2023
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CareDx To Participate in the Raymond James & Associates’ 44th Annual Institutional Investors Conference
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CareDx Comments on MolDX Publication of New Billing and Coding Article
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CareDx Key Supporter of the National Kidney Foundation’s Annual Kidney Patient Summit
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CareDx Reports Fourth Quarter and Full Year 2022 Results
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CareDx Showcases Clinical Value of Multimodality and AI Innovation at the American Society of Transplantation Cutting Edge of Transplantation Meeting
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CareDx to Report Fourth Quarter and Full Year 2022 Financial Results
February 21, 2023
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CareDx Showcases Latest Advancements in Cellular Transplant and Therapy Including Specialized Digital Health Solutions at the 2023 Tandem Meetings
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JACC Publication Guides Use of CareDx’s HeartCare Transplant Rejection Surveillance in Clinical Practice
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CareDx Fosters Transplant Innovation as Distinguished Founder’s Circle Sponsor for the 23rd Annual American Society of Transplant Surgeons State of the Art Winter Symposium
January 11, 2023
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CareDx Reports Preliminary Revenue Results for Fourth Quarter and Full Year 2022
January 09, 2023
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New ISHLT Guidelines Support Use of CareDx’s HeartCare Solutions, AlloMap and AlloSure, in Routine Monitoring of Heart Transplant Patients
December 21, 2022
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