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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
member log-in
contact us
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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
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Sample Portfolio
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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
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Corporate Cash Management
Fees & Compensation
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Financial Planning
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Implementation
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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
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Investing During Uncertain Times
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Stem, Inc. Class A Common Stock
(NY:
STEM
)
17.04
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Jan 8, 2026
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↗
October 06, 2023
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Piper Sandler Maintains Neutral Rating for Stem: Here's What You Need To Know
↗
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NYSE:STEM Shareholder Alert: Investigation over Possible Wrongdoing at Stem, Inc. Announced
↗
September 20, 2023
San Diego, CA -- (SBWIRE) -- 09/20/2023 -- Certain directors of Stem, Inc are under investigation over potential breaches of fiduciary duties.
Via
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Stem and SB Energy Announce Technology and Commercial Alliance to Advance AI-Enabled Energy Management of Utility Scale Renewables
November 02, 2023
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Stem Announces Third Quarter 2023 Results
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Stem Announces Appointment of New Independent Director
October 31, 2023
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NineDot Energy Selects Stem’s Athena AI Platform for New York City Site
October 24, 2023
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Earnings Scheduled For November 2, 2023
↗
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This $1.1 Trillion Industry Could Be Worth $3.8 Trillion by 2030: 3 Stocks Set to Skyrocket
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October 22, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For October 20, 2023
↗
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Stem Announces Third Quarter 2023 Earnings Results Conference Call
October 05, 2023
From
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Business Wire
STEM INVESTIGATION INITIATED by Former Louisiana Attorney General: Kahn Swick & Foti, LLC Investigates the Officers and Directors of Stem, Inc. - STEM
September 29, 2023
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September 19, 2023
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STEM INVESTIGATION INITIATED by Former Louisiana Attorney General: Kahn Swick & Foti, LLC Investigates the Officers and Directors of Stem, Inc. - STEM
September 18, 2023
From
Kahn Swick & Foti, LLC
Via
Business Wire
Stem Expands its India Center of Excellence
September 17, 2023
From
Stem, Inc.
Via
Business Wire
STEM ALERT: Bragar Eagel & Squire, P.C. is Investigating Stem, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
September 13, 2023
From
Bragar Eagel & Squire, P.C.
Via
Business Wire
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