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home
about us
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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
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Back Dated Performance Reports
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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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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Total Asset Market (TAM sm) Presentation
TAF
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
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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KLA-Tencor Corp
(NQ:
KLAC
)
1,768.78
+31.50 (+1.81%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Apr 13, 2026
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Twilio (TWLO): Buy, Sell, or Hold Post Q3 Earnings?
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January 06, 2025
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Two Reasons Why WIX is Risky and One Stock to Buy Instead
January 06, 2025
The past six months have been a windfall for Wix’s shareholders. The company’s stock price has jumped 43.9%, hitting $223.74 per share. This was partly due to its solid quarterly results, and the...
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Two Reasons to Avoid DKNG and One Stock to Buy Instead
January 02, 2025
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Three Reasons Why GTES is Risky and One Stock to Buy Instead
January 01, 2025
Over the past six months, Gates Industrial Corporation has been a great trade, beating the S&P 500 by 25.5%. Its stock price has climbed to $20.57, representing a healthy 33% increase. This was partly...
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Peering Into KLA's Recent Short Interest
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Three Reasons Why RELL is Risky and One Stock to Buy Instead
December 30, 2024
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Three Reasons Why HUBG is Risky and One Stock to Buy Instead
December 26, 2024
Hub Group currently trades at $43.96 per share and has shown little upside over the past six months, posting a middling return of 1.7%. The stock also fell short of the S&P 500’s 10% gain during that...
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3 Reasons to Sell WMT and 1 Stock to Buy Instead
December 26, 2024
Over the past six months, Walmart has been a great trade, beating the S&P 500 by 25.8%. Its stock price has climbed to $92.72, representing a healthy 35.8% increase. This was partly due to its solid...
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3 Reasons to Sell UPS and 1 Stock to Buy Instead
December 25, 2024
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Live Nation (LYV): Buy, Sell, or Hold Post Q3 Earnings?
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What a time it’s been for Live Nation. In the past six months alone, the company’s stock price has increased by a massive 48.4%, reaching $133.32 per share. This was partly thanks to its solid...
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John Wiley & Sons (WLY): Buy, Sell, or Hold Post Q3 Earnings?
December 23, 2024
John Wiley & Sons trades at $44.34 per share and has stayed right on track with the overall market, gaining 9.1% over the last six months. At the same time, the S&P 500 has returned 9.3%.
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Three Reasons to Avoid HII and One Stock to Buy Instead
December 20, 2024
Shareholders of Huntington Ingalls would probably like to forget the past six months even happened. The stock dropped 24.1% and now trades at $187.80. This was partly due to its softer quarterly...
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Three Reasons to Avoid JJSF and One Stock to Buy Instead
December 20, 2024
J&J Snack Foods currently trades at $159.01 per share and has shown little upside over the past six months, posting a small loss of 3.8%. The stock also fell short of the S&P 500’s 6.1% gain during...
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Three Reasons Why OPEN is Risky and One Stock to Buy Instead
December 18, 2024
Opendoor has been treading water for the past six months, recording a small loss of 3% while holding steady at $1.91. The stock also fell short of the S&P 500’s 10.3% gain during that period.
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Semiconductor Manufacturing Stocks Q3 Highlights: Amkor (NASDAQ:AMKR)
December 17, 2024
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Amkor (NASDAQ:AMKR) and the...
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Three Reasons to Avoid MTRX and One Stock to Buy Instead
December 17, 2024
Matrix Service’s 26.2% return over the past six months has outpaced the S&P 500 by 15.6%, and its stock price has climbed to $13.11 per share. This run-up might have investors contemplating their next...
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2 Semiconductor Stocks That Could Break Out in 2025
December 16, 2024
These two semiconductor manufacturing equipment stocks could have a big 2025. One is a massive industry leader, while the other is an up-and-coming player.
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Three Reasons to Avoid TGNA and One Stock to Buy Instead
December 16, 2024
What a fantastic six months it’s been for TEGNA. Shares of the company have skyrocketed 45.4%, hitting $18.50. This run-up might have investors contemplating their next move.
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Three Reasons Why ON is Risky and One Stock to Buy Instead
December 11, 2024
Over the last six months, ON Semiconductor’s shares have sunk to $66.97, producing a disappointing 9.5% loss - a stark contrast to the S&P 500’s 12.4% gain. This may have investors wondering how to...
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Three Reasons to Avoid CLAR and One Stock to Buy Instead
December 11, 2024
Clarus has gotten torched over the last six months - since June 2024, its stock price has dropped 26.5% to $4.98 per share. This was partly driven by its softer quarterly results and may have investors...
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