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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Ameriprise Financial
(NY:
AMP
)
452.31
+1.74 (+0.39%)
Official Closing Price
Updated: 7:00 PM EDT, May 22, 2026
Add to My Watchlist
Quote
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Press Releases about Ameriprise Financial
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Columbia Threadneedle Investments Announces Retirement of Global Chief Investment Officer
May 20, 2026
From
Columbia Threadneedle Investments
Via
Business Wire
Ameriprise Financial Recognized by Fortune as one of “America’s Most Innovative Companies” in 2026
May 20, 2026
From
Ameriprise Financial, Inc.
Via
Business Wire
Ameriprise Financial Receives 2026 Halo Award for Best Direct Service Initiative By Engage for Good
May 18, 2026
From
Ameriprise Financial, Inc.
Via
Business Wire
Coastline Wealth Management Accelerates Expansion, Adds 18 Advisory Teams Across 8 New States
May 11, 2026
LONG ISLAND, US - Media OutReach Newswire - 11 May 2026 – Coastline Wealth Management announced the completion of a record-setting year marked by...
Via
MediaOutReach
Advisor Practice With $140 Million in Assets Joins Ameriprise Financial for Enhanced Client Experience and Long-Term Continuity
May 07, 2026
From
Ameriprise Financial, Inc.
Via
Business Wire
Ameriprise Research Shows Single, Divorced and Widowed Americans Feel Financially Confident – Yet Have Concerns About Aging Alone
May 06, 2026
From
Ameriprise Financial
Via
Business Wire
Barron’s Names 84 Ameriprise Financial Advisors to Its “Top 1,500 Financial Advisors” Ranking
April 29, 2026
From
Ameriprise Financial, Inc.
Via
Business Wire
Ameriprise Financial Named a Top Performer™ in Hearts & Wallets Customer Satisfaction Survey for the Eighth Time
April 28, 2026
From
Ameriprise Financial, Inc.
Via
Business Wire
Ameriprise Financial Increases Regular Quarterly Dividend 6 Percent
April 23, 2026
From
Ameriprise Financial, Inc.
Via
Business Wire
Ameriprise Financial Reports First Quarter 2026 Results
April 23, 2026
From
Ameriprise Financial, Inc.
Via
Business Wire
Ameriprise Financial Recognized by Newsweek as One of “America’s Most Charitable Companies”
April 20, 2026
From
Ameriprise Financial, Inc.
Via
Business Wire
Advisory Team With Over $140 Million in Assets Joins Ameriprise Financial for Deeper Planning Capabilities and a More Personalized Client Experience
April 20, 2026
From
Ameriprise Financial, Inc.
Via
Business Wire
Ameriprise Financial Earns High Investor Satisfaction Scores in the JD Power 2026 U.S. Investor Satisfaction Study℠
April 14, 2026
From
Ameriprise Financial, Inc.
Via
Business Wire
Experienced Advisory Team With More Than $110 Million in Assets Joins Ameriprise Financial for Enhanced Digital Client Experience and Practice Growth
April 13, 2026
From
Ameriprise Financial
Via
Business Wire
Advisor Team With $140 Million in Assets Joins Ameriprise Financial for Greater Client Experience, Independence and Planning Capabilities
April 08, 2026
From
Ameriprise Financial, Inc.
Via
Business Wire
Ameriprise Financial Announces Schedule for First Quarter 2026 Investor Conference Call
March 24, 2026
From
Ameriprise Financial, Inc.
Via
Business Wire
208 Ameriprise Financial Advisors Named to the Forbes “Top Women Wealth Advisors Best-in-State” List
March 18, 2026
From
Ameriprise Financial, Inc.
Via
Business Wire
Ameriprise Financial Recognized by Newsweek as One of “America’s Greatest Workplaces for Women” for the Fourth Consecutive Year
March 13, 2026
From
Ameriprise Financial, Inc.
Via
Business Wire
Columbia Threadneedle Investments Fixed Income Team Recognized with 2026 LSEG Lipper Fund Awards
March 12, 2026
From
Columbia Threadneedle Investments
Via
Business Wire
Express Trust Setup For Wealth Preservation, Consulting Service Announced
March 10, 2026
Via
Press Release Distribution Service
Columbia Funds Ranks in Top 10 Across All Time Periods in Barron’s Best Fund Families
March 03, 2026
From
Columbia Threadneedle Investments
Via
Business Wire
478 Ameriprise Financial Advisor Teams Named to the Forbes “Best-in-State Wealth Management Teams” List
February 24, 2026
From
Ameriprise Financial, Inc.
Via
Business Wire
Financial Design Group Opens Ninth Office in Independence, OH, Welcoming Veteran advisor Jim Jack and Team from Ameriprise Financial
February 22, 2026
February 22, 2026 -- Financial Design Group (FDG), announced the opening of its ninth branch office in Independence, OH, with the addition of the Jim Jack team from Ameriprise Financial.
Via
24-7 Press Release
Topics
Retirement
Seligman Investments Launches $500M Venture Capital Arm
February 12, 2026
From
Seligman Investments
Via
Business Wire
Ameriprise Financial Chief Financial Officer to Present at the 2026 Bank of America Securities Financial Services Conference
February 04, 2026
From
Ameriprise Financial, Inc.
Via
Business Wire
Huntington Bank Selects Ameriprise Financial as its New Retail Investment Program Provider
February 04, 2026
From
Ameriprise Financial, Inc. and Huntington Bancshares, Inc.
Via
Business Wire
Ameriprise Financial Declares Regular Quarterly Dividend
January 29, 2026
From
Ameriprise Financial, Inc.
Via
Business Wire
Ameriprise Financial Reports Fourth Quarter and Full Year 2025 Results
January 29, 2026
From
Ameriprise Financial, Inc.
Via
Business Wire
Nelson R. Beck’s Guide to Income Security in Retirement
January 22, 2026
Via
AB Newswire
Topics
Retirement
Ameriprise Financial Announces Schedule for Fourth Quarter 2025 Investor Conference Call
January 15, 2026
From
Ameriprise Financial, Inc.
Via
Business Wire
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