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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
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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Back Dated Performance Reports
Quarterly Performance Reports
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
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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)
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Additional Information
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Back Dated Performance Reports
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Numerator
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NUMERATOR PARTNER ECOSYSTEM NOW INCLUDES SNOWFLAKE, AWS, AZURE, AND GOOGLE CLOUD
March 14, 2024
From
Numerator
Via
GlobeNewswire
NUMERATOR REPORTS 87 OF THE TOP 100 GROWING CPG MAJOR CATEGORIES GREW FASTER IN CHANNELS OUTSIDE OF FOOD, DRUG AND MASS IN 2023
March 07, 2024
From
Numerator
Via
GlobeNewswire
NUMERATOR EXPANDS SINGLE-SOURCED VERIFIED DATA TO AMAZON PRIME AND WALMART+ MEMBERSHIP DATA
March 05, 2024
From
Numerator
Via
GlobeNewswire
UNILEVER RENEWS MULTI-YEAR NUMERATOR PARTNERSHIP TO DRIVE GROWTH
March 01, 2024
From
Numerator
Via
GlobeNewswire
66% OF GEN Z CONSUMERS PLAN TO CELEBRATE VALENTINE’S DAY – MORE THAN ANY OTHER GENERATION, NUMERATOR REPORTS
February 12, 2024
From
Numerator
Via
GlobeNewswire
61% OF CONSUMERS PLAN TO WATCH SUPER BOWL LVIII, NUMERATOR REPORTS
January 31, 2024
From
Numerator
Via
GlobeNewswire
FASTEST GROWING BRANDS TO WATCH IN 2024 – RANKINGS RELEASED BY NUMERATOR
January 16, 2024
From
Numerator
Via
GlobeNewswire
48% OF CONSUMERS PLAN TO MAKE NEW YEAR’S RESOLUTIONS, NUMERATOR REPORTS
December 28, 2023
From
Numerator
Via
GlobeNewswire
NUMERATOR ANNOUNCES 1 MILLION CUSTOM PEOPLE GROUPS CREATED ON NUMERATOR INSIGHTS PLATFORM
December 07, 2023
From
Numerator
Via
GlobeNewswire
UPDATE: GLP-1 USERS FOCUSED ON WEIGHT LOSS ARE DECREASING FOOD PURCHASING, NUMERATOR REPORTS
December 05, 2023
From
Numerator
Via
GlobeNewswire
GLP-1 USERS FOCUSED ON WEIGHT LOSS ARE DECREASING FOOD PURCHASING, NUMERATOR REPORTS
December 05, 2023
From
Numerator
Via
GlobeNewswire
CONSUMERS USING GLP-1 MEDICATIONS FOR WEIGHT LOSS SKEW YOUNGER AND HIGHER INCOME, NUMERATOR REPORTS
November 30, 2023
From
Numerator
Via
GlobeNewswire
89% OF CYBER WEEKEND BUYERS SHOPPED ON BLACK FRIDAY, 45% ON CYBER MONDAY, NUMERATOR REPORTS
November 28, 2023
From
Numerator
Via
GlobeNewswire
91% OF CONSUMERS PLAN TO CELEBRATE THANKSGIVING; 33% PLAN TO PURCHASE ALCOHOLIC BEVERAGES, NUMERATOR REPORTS
November 16, 2023
From
Numerator
Via
GlobeNewswire
NUMERATOR LAUNCHES OMNICHANNEL GLP-1 DATASET TO UNDERSTAND CONSUMER BEHAVIOR
November 09, 2023
From
Numerator
Via
GlobeNewswire
61% OF CONSUMERS PLAN TO CELEBRATE HALLOWEEN; 80% PLAN TO PURCHASE CANDY, NUMERATOR REPORTS
October 23, 2023
From
Numerator
Via
GlobeNewswire
AMAZON PRIME BIG DEAL DAYS EARLY RESULTS ARE IN, NUMERATOR REPORTS
October 11, 2023
From
Numerator
Via
GlobeNewswire
AMAZON PRIME BIG DEAL DAYS 2023 LIVE COVERAGE: CONSUMER INSIGHTS COMING FROM NUMERATOR
October 09, 2023
From
Numerator
Via
GlobeNewswire
AMAZON’S PRIME BIG DEAL DAYS MAY SURPASS CYBER MONDAY – BUT NOT PRIME DAY, NUMERATOR REPORTS
October 02, 2023
From
Numerator
Via
GlobeNewswire
NUMERATOR RECOGNIZED AS A LEADER IN SNOWFLAKE’S MODERN MARKETING DATA STACK REPORT
September 21, 2023
From
Numerator
Via
GlobeNewswire
60% OF CONSUMERS PLAN TO CELEBRATE LABOR DAY; 55% INTEND TO PURCHASE ALCOHOLIC BEVERAGES, NUMERATOR REPORTS
August 22, 2023
From
Numerator
Via
GlobeNewswire
80% OF BACK-TO-SCHOOL SHOPPERS PLAN TO PURCHASE AT MASS RETAILERS, 69% PLAN TO SHOP IN-STORE, NUMERATOR REPORTS
August 14, 2023
From
Numerator
Via
GlobeNewswire
AMAZON PRIME DAY 2023 EARLY RESULTS ARE IN, NUMERATOR REPORTS
July 12, 2023
From
Numerator
Via
GlobeNewswire
AMAZON PRIME DAY 2023 LIVE COVERAGE: CONSUMER INSIGHTS COMING FROM NUMERATOR
July 10, 2023
From
Numerator
Via
GlobeNewswire
63% OF CONSUMERS SAY DIVERSE REPRESENTATION IN ADVERTISING IS IMPORTANT; 47% LIKELY TO BUY FROM BRANDS THAT FEATURE DIVERSITY, NUMERATOR REPORTS
June 28, 2023
From
Numerator
Via
GlobeNewswire
87% OF CONSUMERS PLAN TO CELEBRATE INDEPENDENCE DAY, 47% PLAN TO PURCHASE ALCOHOLIC BEVERAGES, NUMERATOR REPORTS
June 22, 2023
From
Numerator
Via
GlobeNewswire
NUMERATOR EXPANDS SURVEY OFFERINGS WITH $40M+ MULTI-YEAR INVESTMENT
June 12, 2023
From
Numerator
Via
GlobeNewswire
NUMERATOR ANNOUNCES SNAP TRIP TRACKER TO ANALYZE CHANNEL AND CATEGORY IMPACT
May 24, 2023
From
Numerator
Via
GlobeNewswire
75% OF CONSUMERS PLAN TO CELEBRATE MEMORIAL DAY; 46% PLAN TO PURCHASE ALCOHOLIC BEVERAGES, NUMERATOR REPORTS
May 22, 2023
From
Numerator
Via
GlobeNewswire
NUMERATOR LAUNCHES RESTAURANT DATA AND PLATFORM WITH MENU-LEVEL DETAIL BY DAYPART
May 18, 2023
From
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GlobeNewswire
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