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Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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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
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
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TAV Program
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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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Additional Information
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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SPDR S&P 500 ETF Trust
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Sharp Rebound Boosts Market Breadth, but Mixed Signals Remain
↗
November 25, 2025
After last week’s sharp selloff, breadth metrics rebounded significantly across the board on Monday, Nov 24. While the short-term trend flipped positive and major indexes bounced off key support zones,...
Via
Chartmill
Trump’s DOGE Says Reports Of Its Premature Death Are Greatly Exaggerated: 'We'll Be Back In A Few Days'
↗
November 24, 2025
Via
Stocktwits
Topics
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Trump Says He Had A ‘Very Good’ Call With Xi On Trade – State Visits Scheduled For 2026
↗
November 24, 2025
Via
Stocktwits
Topics
Government
BEA Cancels Q3 2025 GDP Advance Estimate Due To 43-Day Federal Shutdown
↗
November 24, 2025
In an update on its website, the BEA said that the advance estimate of gross domestic product for the third quarter of 2025 was initially scheduled for release on October 30.
Via
Stocktwits
El-Erian Says Whiplash In December Fed Rate Cut Swings Is Stunning – Cites Four Key Factors, Including ‘Lame Duck Chair’
↗
November 24, 2025
In a post on X, he described the volatility as atypical for the central bank, which traditionally aims for “predictability and stability.”
Via
Stocktwits
Topics
ETFs
Economy
Stocks
Dow Futures Rise As Wall Street Looks At End Of A Rollercoaster Week: INTU, WBD, GAP, MSTR Among Stocks To Watch
↗
November 21, 2025
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Stocktwits
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Who's The Retail King Now? Amazon Stands Tall As It Prepares To Surpass Walmart In Annual Revenue For First Time Ever
↗
November 21, 2025
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Dow, S&P 500 Futures Tick Higher, But Fear Rules Amid Worst November Since 2008 — Strategists Split On Buying The Dip
↗
November 20, 2025
Via
Stocktwits
Topics
Stocks
Lutnick Reportedly Says Nvidia CEO Has ‘Good Reasons’ To Sell AI Chips To China – Trump To Make Final Decision
↗
November 24, 2025
In addition to Huang, Howard Lutnick said that there are an “enormous number of other people” who agree that the U.S. selling AI chips to China should be considered.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Government
Trump Says ‘Full Benefit’ Of Tariffs Still Coming – Payments Will ‘Skyrocket’ Once Foreign Stockpiles Run Out
↗
November 24, 2025
In a post on Truth Social, the President said some foreign buyers have so far avoided paying tariffs because they were stocking up on goods.
Via
Stocktwits
Topics
ETFs
Government
Stocks
Morgan Stanley’s Wilson Signals US Market Selloff Is Near A Bottom: Report
↗
November 24, 2025
According to a Bloomberg News report, Wilson reiterated his bullish outlook for next year.
Via
Stocktwits
Topics
Artificial Intelligence
Market Breadth Snaps Back but Is It Enough?
↗
November 24, 2025
After a week of persistent weakness, Friday, November 21 brought a sharp and broad-based rebound in market breadth. However, while the bounce was notable, key structural issues remain unresolved...
Via
Chartmill
Robinhood Stock Heads Toward Worst Weekly Decline Since April: Cathie Wood's Ark Investment Loads Up Amid Dip
↗
November 20, 2025
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Existing Home Sales Rise In October As Buyers Take Advantage Of Lower Mortgage Rates
↗
November 20, 2025
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Stocktwits
Nasdaq, Dow Futures Climb After Tough Week — Strategist Says S&P 500 Could Have Found Support At October Lows
↗
November 24, 2025
After last week’s tech rout, traders could fish for bargain buys among durable-growth names with immense market opportunity.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Here's How Big a $50-Per-Week Investment in the S&P 500 Could Grow Over the Long Haul
↗
November 23, 2025
This weekly habit could generate hundreds of thousands of dollars for you in the future.
Via
The Motley Fool
Topics
ETFs
Stocks
If You'd Invested $1,000 in the SPDR S&P 500 ETF Trust (SPY) 10 Years Ago, Here's How Much You'd Have Today
↗
November 23, 2025
Investors would have seen their investment more than triple in value.
Via
The Motley Fool
Topics
ETFs
Economy
Stocks
3 Top ETFs I Can't Wait to Buy More of in My Retirement Account This November
↗
November 22, 2025
It's satisfying to know that you're playing the long game financially.
Via
The Motley Fool
Topics
ETFs
Economy
Retirement
Three Mag 7 Stocks Turn Negative Year-To-Date Following Recent Market Sell-Off – Apple’s Not One Among Them
↗
November 21, 2025
Alphabet’s Class A shares were leading the year-to-date gains among Mag 7 stocks at the time of writing, followed by Nvidia.
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Stocks
Fed Rate Cut Odds For December Nearly Double After NY Fed’s Williams Signals ‘Room For Further Adjustment’
↗
November 21, 2025
According to data from the CME FedWatch tool, there is now a 70.9% probability of a 25 basis point rate cut in December, up from 39.1% a day ago.
Via
Stocktwits
Topics
Economy
NY Fed's Williams Says Trump Tariffs May Have Added Up To 75 Bps To Inflation, But Sees Room For A Further Cut
↗
November 21, 2025
Williams added that he does not see any second-round or spillover effects on inflation from President Trump’s tariffs.
Via
Stocktwits
Topics
Economy
Government
Breadth Crumbles Further as Market Breakdown Accelerates
↗
November 21, 2025
On Thursday, November 20, market breadth took another decisive step lower. Selling pressure intensified across the board with weak internals confirming the technical breakdowns seen in major indices...
Via
Chartmill
Goldman Sachs Just Delivered Bad News for U.S. Investors ... Sort Of. Here's What You Need to Know.
↗
November 21, 2025
The investment bank's analysts simply recognize how much has changed in just the past few years, and what that means for the near future.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Bessent Disagrees With Musk’s ‘Optional Work’ Future – Says Jobs Will Evolve, Not Vanish
↗
November 21, 2025
Musk said earlier this week that if there are continued improvements in AI and robotics, money would become “irrelevant” at some point in the future.
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Government
Is Saylor’s Bitcoin Play Hitting A Wall? JPMorgan Warns Of Over $8B Stock Selloff Risk As MSTR Bleeds For 7 Straight Weeks
↗
November 20, 2025
Via
Stocktwits
Vanguard S&P 500 ETF Offers Lower Costs Than SPDR SPY -- But Should You Care?
↗
November 20, 2025
Vanguard's VOO and SPDR's SPY are two of the largest index funds on the market. Here's what you need to know about their differences and common traits -- and which one you should pick.
Via
The Motley Fool
Topics
ETFs
Stocks
Trump's Approval Rating Rises As Stock Market Falls After Government Reopens
↗
November 20, 2025
President Donald Trump has higher approval ratings in a new poll, rebounding from record lows during the government shutdown. The stock market isn't showing the same boost.
Via
Benzinga
Topics
Government
Nvidia Blackwell Sales Off The Chart, Walmart Earnings Powered By Value-Seeking Consumers
↗
November 20, 2025
Jobs Report
Via
Benzinga
Nvidia's Big Earnings Beat Rescues Tech: These Major ETFs Move Higher On AI Euphoria
↗
November 20, 2025
After Nvidia crushed earnings, ETFs across semiconductor, AI, and megacap tech, jumped as AI demand, global chip optimism fueled a broad rally.
Via
Benzinga
Topics
Artificial Intelligence
ETFs
Earnings
How To Trade SPY, Top Tech Stocks Using Technical Analysis
↗
November 20, 2025
Via
Benzinga
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