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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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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 Krispy Kreme
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KRISPY KREME® Celebrates World Chocolate Day by Returning Popular Chocolate Glazed Doughnut for Only Time in 2023
July 05, 2023
From
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Let Sweetness Ring! KRISPY KREME® Introduces New Fourth of July ‘Stars and Stripes Dozen,’ Beginning June 21
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KRISPY KREME® Expands ‘C-Sweet’ via Search for Fan to Serve as Brand’s First-Ever ‘Chief Doughnut Dreamer’
June 07, 2023
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KRISPY KREME® Sweetens National Doughnut Day This Friday with Any Doughnut FREE and $2 Original Glazed® Dozen BOGO
May 30, 2023
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KRISPY KREME® to Celebrate Class of 2023 with FREE Original Glazed® Dozen and ‘Dough-ploma’ May 24
May 22, 2023
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KRISPY KREME® Returns ‘Fan Favs’ to Menu for Limited Time
May 16, 2023
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KRISPY KREME’S® ‘Minis for Mom’ the Sweetest Way to Celebrate Moms on Mother’s Day and All Week Long
May 08, 2023
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KRISPY KREME's® New Cookie Blast Collection is an Explosion of CHIPS AHOY!® and OREO® Cookie Flavors
April 17, 2023
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KRISPY KREME® Giving Taxpayers ‘Sweet Tax Break’ on Tax Day, April 18
April 13, 2023
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No Foolin’! KRISPY KREME’S® Pumpkin Spice Original Glazed® Doughnut Returns for Two Days Only, Saturday and Sunday, April 1-2
March 30, 2023
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KRISPY KREME’S® Adorable New Spring Mini Doughnuts are Perfect for Sharing a Lil’ Sweetness this Spring
March 27, 2023
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KRISPY KREME’s® New St. Patrick’s Day Doughnut Collection is ‘Good as Gold’ for Celebrating and Sharing
March 09, 2023
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Insomnia Cookies Announces Plans for Global Expansion and New U.S. Stores in 2023
February 22, 2023
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KRISPY KREME® Drops Epic REESE’S Remix: Brand’s First-Ever Spin on Salty Sweet Doughnuts
February 20, 2023
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KRISPY KREME® New Valentine’s Heart-Shaped Doughnuts are ‘Choc-Full-of-Love' … and HERSHEY’S!
January 30, 2023
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KRISPY KREME® Begins Construction of New Shop at Historic Ponce de Leon Location that will Open this Summer
January 24, 2023
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KRISPY KREME® Biscoff® Doughnuts are ‘Now Arriving’ in the U.S. for the First Time Ever
January 09, 2023
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KRISPY KREME® Returns Annual ‘Day of the Dozens’ with $1 Original Glazed® Dozen on 12/12
December 08, 2022
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KRISPY KREME® Brings Magic and Joy of Christmas to Life with ‘Santa’s Bake Shop’ Collection
November 21, 2022
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Say Thanks in ‘so mini ways’ with KRISPY KREME®’s New Thanksgiving mini pie doughnuts
November 07, 2022
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KRISPY KREME® Celebrates Voters on Election Day, Nov. 8 with FREE Original Glazed® Doughnuts for All Guests
November 04, 2022
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KRISPY KREME® Honors First Responders with Free Doughnut and Coffee on National First Responders Day, Friday Oct. 28
October 26, 2022
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Knock! Knock! Boo’s There? KRISPY ‘SKREME’S’ New Haunted House Collection!
October 10, 2022
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KRISPY KREME® Offers Free Coffee for All Fans on National Coffee Day this Thursday, plus Free Doughnut for Rewards Members
September 26, 2022
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Fall Lovers: Prepare to Fall for KRISPY KREME’s® Autumn’s Orchard Collection, including New Apple Fritter
September 19, 2022
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We Churr Did! Introducing KRISPY KREME’S® ChurrDough Collection
September 06, 2022
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KRISPY KREME® Launches ‘Artemis Moon Doughnut’ for One Day Only to Celebrate NASA’s Artemis I Mission
August 26, 2022
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Show Your Pup Some Love This National Dog Day with KRISPY KREME® Doggie Doughnuts
August 22, 2022
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KRISPY KREME® Brings Back Pumpkin Spice Earlier than Ever
August 04, 2022
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KRISPY KREME® Partners with Popsicle® and Good Humor® for its First-Ever Ice Cream Truck Doughnuts
July 18, 2022
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