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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
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly 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
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Client Contact with Portfolio Manager(s)
Additional Information
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Total Asset Market (TAM 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
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Asia And Europe Markets Dip, Crude Oil And Gold Gain - Global Markets Today While US Slept
↗
November 26, 2024
US markets ended higher on Monday, boosted by drop in bond yields and rate cuts. Asian markets mixed with Japan and Australia down, China and HK up.
Via
Benzinga
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Asia Mixed, Europe Markets Gain While Gold And Dollar Dip - Global Markets Today While US Slept
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November 25, 2024
On Friday, U.S. markets closed higher on positive economic data and hopes for interest rate cuts, while tech faced pressure. Asian markets also rose, except for China and Hong Kong. Oil and gold prices...
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Benzinga
Asia Mixed, Europe Mostly In Red; Dollar Hits 13-Month High - Global Markets Today While US Slept
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November 22, 2024
US markets closed higher on Thursday, with gains in Dow (+461), S&P 500 (+32), and Nasdaq (+6). Economic data showed positive home sales but weak manufacturing and jobless claims. Most S&P sectors rose...
Via
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Asia And Europe Markets Mixed; Dollar Hovers Near 52-Week High - Global Markets Today While US Slept
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November 21, 2024
U.S. markets close mixed, mortgage apps up 1.7%. Healthcare, energy, materials lead S&P gains. Nikkei, ASX, Nifty slide. Oil prices rise.
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Asia Mixed, Europe Markets Gain; Gold Slips And Dollar Gains Against Yen - Global Markets Today While US Slept
↗
November 20, 2024
U.S. markets ended mixed, with Nasdaq up 1%, S&P 500 higher due to tech gains and Walmart's raised forecast. Dow down. Asia markets mostly lower.
Via
Benzinga
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Asia And Europe Markets Mostly Lower, Dollar's Uptrend Continues - Global Markets Today While US Slept
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November 18, 2024
On Fri, Nov 15, US markets closed lower due to delayed interest rate cuts, economic data, & Trump's cabinet picks. Asian markets mixed on Mon.
Via
Benzinga
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Asia Up, Europe Markets Slip; Oil Prices Pressured While Gold Strengthens - Global Markets Today While US Slept
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November 19, 2024
On Nov 18, US markets were mixed as investors awaited Nvidia's Q3 earnings and potential policy shifts under Trump. NAHB/Wells Fargo Housing Market Index rose to 46. S&P 500 sectors rose, led by...
Via
Benzinga
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Asia And Europe Markets Mixed; Fed's Hawkish Comments Boost Dollar - Global Markets Today While US Slept
↗
November 15, 2024
U.S. markets lower on Powell's hawkish remarks, data shows rise in producer prices. Asia markets mixed, Europe stocks down. Oil prices decline.
Via
Benzinga
Topics
Economy
Asia Markets Down, Europe Up, Dollar Makes 5-Month High - Global Markets Today While US Slept
↗
November 13, 2024
US markets fell as investors took profits after a post-election rally and concerns over inflation, while Asian markets declined and oil prices rose.
Via
Benzinga
Topics
Economy
Asia And Europe Markets Cool Off, Dollar Strengthens To 4-month High - Global Markets Today While US Slept
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November 12, 2024
US markets closed higher on hopeful fiscal policies. Tesla soared, crypto stocks rallied, while traders watch inflation data and Fed rate cuts.
Via
Benzinga
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Asia Mixed And Europe Up, Dollar Gains To 3-Month High - Global Markets Today While US Slept
↗
November 11, 2024
On Nov 8, US markets rallied on Trump's win, Fed rate cut, & Republican sweep hopes. Consumer sentiment reached 7-month high. Asia markets mixed.
Via
Benzinga
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Economy
Government
Asia Markets Mixed, Europe, Crude Oil, Gold And Dollar Cool Off - Global Markets Today While US Slept
↗
November 08, 2024
US markets mixed after Fed rate cut, optimism over Trump's return. Japan's Nikkei up 0.19%, Australia's S&P/ASX 200 up 0.84%, India's Nifty 50 down 0.21%.
Via
Benzinga
Topics
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Donald Trump's Victory Could Disrupt Commodities, Put Australia In Precarious Position
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November 06, 2024
Trump's policies could affect global commodity prices, particularly in the fossil fuel and industrial metals sectors, with potential tariffs and trade stances.
Via
Benzinga
Topics
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World Trade
On US Election Day, Asia Mostly In Green, Europe Mixed, Dollar Softens - Global Markets Today While US Slept
↗
November 05, 2024
US markets closed lower due to election uncertainty. Economic data showed a drop in factory orders. Asian markets mixed, oil prices steady.
Via
Benzinga
Donald Trump Wins 47th Presidency -US Futures Up, Europe Up, Asia Mixed, Crude Falls And Dollar Strengthens
↗
November 06, 2024
Trump beats Harris in 2024 election, promises to fix country & praises running mate JD Vance & Elon Musk. Markets close higher but volatile due to tight race impact. Economic data positive, Dow up...
Via
Benzinga
Topics
Government
Stocks
Asia Mixed, Europe Market Gains In US Election Week; Crude Oil Up 2% - Global Markets Today While US Slept
↗
November 04, 2024
US markets closed higher on Friday boosted by Amazon's strong earnings, while Apple faced pressure. Economic data showed weaker job growth in October.
Via
Benzinga
Asia In Red, Europe Markets Gain; Crude Oil Rises 2.5% - Global Markets Today While US Slept
↗
November 01, 2024
US markets close lower due to rising AI costs for Microsoft and Meta, while economic data shows jobless claims down and price index up. Asian markets mostly fall, with Japan's Nikkei down 2.79% and...
Via
Benzinga
Topics
Artificial Intelligence
Asia Ex-China And Europe Markets Dip; Crude Extends Gains While Dollar Softens - Global Markets Today While US Slept
↗
October 31, 2024
U.S. markets closed red on Wed. due to chip stock declines. U.S. GDP at 2.8%, private payrolls surpassed expectations. Asian markets mixed.
Via
Benzinga
Asia Ex-Japan And Europe Markets Dip; Gold Clocks New High, Dollar Softens - Global Markets Today While US Slept
↗
October 30, 2024
US markets closed mixed on Oct 29, with Nasdaq at record high, S&P up & Dow down. Tech giants' earnings & economic data will impact Wall St's optimism.
Via
Benzinga
Topics
Stocks
Asia Markets Mixed, Europe Up, While Crude Oil Rebounds - Global Markets Today While US Slept
↗
October 29, 2024
US markets closed higher on Monday, driven by tech earnings and steady energy supplies. Asian markets mixed, US futures up, dollar stable.
Via
Benzinga
Oil Prices Drop Over 6% As Supply Fears Ease; Asia And Europe market Up - Global Markets Today While US Slept
↗
October 28, 2024
Summary: U.S. markets closed mixed with Nasdaq up, boosted by megacap stocks. Tesla's sales forecast and rising Treasury yields influenced trading. Asia markets were mostly up, while European stocks...
Via
Benzinga
Asia Mixed, Europe Up; Dollar Index Steady While Oil Ticks Higher - Global Markets Today While US Slept
↗
October 25, 2024
U.S. markets mixed on Tesla's surge and optimistic earnings forecast. Jobless claims fall and PMI rises. Asia markets mostly down, Europe up slightly.
Via
Benzinga
Asia Markets Mixed, Europe Slips, Oil Falls On Inventory Surge, Dollar Gains To 3-Month High - Global Markets Today While US Slept
↗
October 23, 2024
US markets closed mixed as investors focused on rising Treasury yields and upcoming earnings. Most sectors declined, while gold prices surged.
Via
Benzinga
Asia Mixed, Europe Slips, Gold Near Record High - Global Markets Today While US Slept
↗
October 22, 2024
On Monday, US markets closed mixed, Dow & S&P 500 declined after 6-week winning streak. Boeing surged & Spirit Airlines soared. Tech stocks outperformed.
Via
Benzinga
Topics
Stocks
Asia Down, Europe Gains; Crude Oil Steady As Investors Eye Middle East Developments - Global Markets Today While Us Slept
↗
October 17, 2024
Dow Jones hits record high, U.S. exports and imports decrease, most sectors on S&P 500 increase, Asia markets mixed, commodities remain steady.
Via
Benzinga
Topics
Stocks
China Rallies To 2-Year High, Europe Slips, Dollar Softens - Global Markets Today While US Slept
↗
October 08, 2024
US markets closed lower due to rising Treasury yields and Middle East concerns. Asian markets mixed, with China surging on stimulus hopes.
Via
Benzinga
Asia And Europe Markets In Red; Oil Recovers Slightly, Gold Nears $2,700 - Global Markets Today While US Slept
↗
October 16, 2024
US markets closed lower Tue, with Nasdaq dropping 1%. Earnings mixed, finance outperformed, healthcare disappointed. NY Empire State Manufacturing Index fell to -11.9. Most S&P 500 sectors down, Dow...
Via
Benzinga
Topics
Energy
Stocks
Geopolitical Concerns Mount, Crude Oil Gains, Asia And Europe Markets Mixed - Global Markets Today While US Slept
↗
October 04, 2024
US markets closed lower as investors awaited jobless claims and economic data. Asian markets were mixed, while European markets traded higher.
Via
Benzinga
Asia Markets Advance, Europe Edges Lower And Gold Clocks New High At $2,630 – Global Markets Overview
↗
September 20, 2024
US markets close higher following Fed's rate cut and positive economic data. Asian markets rise, European markets decline. Gold and oil prices up.
Via
Benzinga
Topics
Economy
Asia And Europe Up, Crude And Gold Gain Following Fed's Rate Cut - Global Markets Today While US Slept
↗
September 19, 2024
US markets closed lower as Fed cuts interest rates by 50 basis points, first cut in 4 years. Asian and European markets rise, commodities mostly up.
Via
Benzinga
Topics
Economy
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