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about us
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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
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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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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
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
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Investing During Uncertain Times
Read FULL Seminar Here
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WisdomTree Schedules Earnings Conference Call for Q2 on July 28, 2023 at 11:00 a.m. ET
July 14, 2023
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WisdomTree Reports Monthly Metrics for June 2023
July 13, 2023
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WisdomTree Prime™ Goes Live, Now Available in App Stores
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Siegel-WisdomTree Longevity and Siegel-WisdomTree Global Equity Models Now Available on LPL’s Model Wealth Portfolios Platform
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WisdomTree Launches CORBU x WT PolyMacro Model Portfolios
June 27, 2023
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WisdomTree Announces ETF Share Splits
June 26, 2023
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WisdomTree Announces Preliminary Voting Results of its 2023 Annual Meeting of Stockholders
June 16, 2023
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WisdomTree Critically Needs the Appropriate Board to Oversee Strategy and Continue Its Growth Trajectory
June 12, 2023
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WisdomTree Reports Monthly Metrics for May 2023
June 09, 2023
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WT
Leading Independent Proxy Advisory Firms ISS and Glass Lewis Support WisdomTree’s New Director Nominee Shamla Naidoo and Recommend Against ETFS Capital Chairman Graham Tuckwell
June 07, 2023
From
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Via
Business Wire
Tickers
WT
WisdomTree Reminds Stockholders That Its Director Nominees Each Contribute Skills and Experience That Are Essential to Our Board and Our Future Success
May 25, 2023
From
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Business Wire
Tickers
WT
WisdomTree Publishes Comprehensive Presentation Regarding 2023 Annual Meeting of Stockholders
May 22, 2023
From
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Via
Business Wire
Tickers
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WisdomTree Says Graham Tuckwell and His Nominees are Wrong for WisdomTree – Just Look at the Facts
May 12, 2023
From
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Via
Business Wire
Tickers
WT
WisdomTree Announces 15% Earnings Accretive Settlement of Contractual Gold Payments
May 10, 2023
From
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Via
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Tickers
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WisdomTree Reports Monthly Metrics for April 2023
May 10, 2023
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WisdomTree Sends Letter to Stockholders
May 02, 2023
From
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Via
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Tickers
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WisdomTree Announces First Quarter 2023 Results – Record Quarter-End AUM of $90.7 Billion; $6.3 Billion Net Inflows (3rd Best Quarter in Company History)
April 28, 2023
From
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WisdomTree Announces Say Platform for First Quarter 2023 Earnings is Live
April 20, 2023
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WisdomTree Files Preliminary Proxy Statement
April 19, 2023
From
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WisdomTree Confirms Receipt of Director Nominations from ETFS Capital
April 12, 2023
From
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Via
Business Wire
Tickers
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WisdomTree Schedules Earnings Conference Call for Q1 on April 28, 2023 at 11:00 a.m. ET
April 12, 2023
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Via
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WisdomTree Reports Monthly Metrics for March 2023
April 11, 2023
From
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WisdomTree Adopts Limited Duration Stockholder Rights Plan
March 17, 2023
From
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WisdomTree Reports Monthly Metrics for February 2023
March 09, 2023
From
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WisdomTree Announces Pricing of Offering of $130.0 Million of Convertible Senior Notes
February 10, 2023
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WisdomTree Announces Private Offering of $130.0 Million of Convertible Senior Notes
February 09, 2023
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WisdomTree Reports Monthly Metrics for January 2023
February 09, 2023
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WisdomTree and Voya Investment Management Co. LLC Launch the WisdomTree Voya Yield Enhanced USD Universal Bond Fund (UNIY)
February 07, 2023
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VOYA
WT
WisdomTree Announces Fourth Quarter 2022 Results – Record Quarter-End AUM of $82.0 Billion; Full Year Inflow Rate of 16% Across All Products
February 03, 2023
From
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Via
Business Wire
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WisdomTree Announces Say Platform for Fourth Quarter 2022 Earnings is Live
January 26, 2023
From
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Tickers
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