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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
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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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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
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TAF sm Program
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Quarterly Performance Reports
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Back Dated Performance Reports
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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
Sample Portfolio
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Event Schedule
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Event Schedule
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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Invesco CurrencyShares Canadian Dollar Trust
(NY:
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70.20
-0.34 (-0.48%)
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Updated: 8:00 PM EST, Jan 9, 2026
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Asia Markets Mixed, Europe Hits Highs On Earnings; Oil Dips On Russia-Ukraine Peace Talks - Global Markets Today While US Slept
↗
February 13, 2025
US markets close mixed as inflation data raises concerns about delayed Fed rate cuts. Japanese and European markets gain, while oil prices edge lower.
Via
Benzinga
Topics
Economy
USD/CAD Price Forecast: Trades Near 1.4250 After Breaking Below Rectangular Pattern
↗
February 13, 2025
The USD/CAD pair continues its losing streak for the third successive session, trading around 1.4260 during the Asian hours on Thursday.
Via
Talk Markets
Topics
Currencies/Forex
USD/CAD Forecast: Holds Key Support
↗
February 12, 2025
The USD initially rallied against the CAD, but Powell is speaking in front of the Senate, and it's pretty rare that he doesn't put his foot in his mouth, so I'm assuming that this might be partially...
Via
Talk Markets
Topics
Currencies/Forex
USD/CAD Forecast: USD Falls Against Loonie
↗
February 05, 2025
Another day, another plunge from the absolute scorching highs that we saw right at the open on Monday of this week, as Tuesday has been more of the same.
Via
Talk Markets
Topics
Currencies/Forex
Asia Ex-India And Europe Markets Advance, Gold Retreats From All Time High - Global Markets Today While US Slept
↗
February 12, 2025
US markets closed mixed, with gains in Coca-Cola and Apple offsetting Tesla's decline. Fed Chair Powell not in rush for rate cuts. Volatility likely.
Via
Benzinga
Topics
Economy
Today, Traders’ Attention Is Focused On The US Inflation Data
↗
February 12, 2025
Today, markets will focus on the US inflation report for January, which is expected to be unchanged from December at 2.9% y/y, while core CPI is expected to fall to 3.1% y/y from 3.2% in December.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Economy
USD/CAD Gathers Strength Near 1.4300, Traders Await US CPI Release
↗
February 12, 2025
The USD/CAD pair gathers strength to around 1.4295 on Wednesday during the early European session, bolstered by a firmer US Dollar (USD).
Via
Talk Markets
Topics
Currencies/Forex
Eerie Calm in FX Market
↗
February 11, 2025
The US announced that the 25% steel and aluminum tariffs will not be effective for a month (March 12), and this gives the impression that they are a negotiating tactic, which may help explain why there...
Via
Talk Markets
Topics
Currencies/Forex
World Trade
Asia Markets And Europe Mixed, Gold Near All Time High - Global Markets Today While US Slept
↗
February 11, 2025
US markets close higher on Monday, driven by gains in AI-related stocks. Steelmakers rally after Trump announces new tariffs. Global growth concerns.
Via
Benzinga
Topics
Government
World Trade
USD/CAD Price Forecast: Holds above 1.4300 ahead of Fed Powell’s testimony
↗
February 11, 2025
USD/CAD stays above 1.4300, with investors awaiting the Fed’s Chair Powell’s testimony. The Fed left its key interest rates steady in January.
Via
Talk Markets
Topics
Currencies/Forex
Economy
USD/CAD Gives Up Majority Of Intraday Gains, Outlook Remains Firm On Trump’s Tariff Threats
↗
February 10, 2025
USD/CAD is still 0.35% higher after falling from the intraday high amid fears of Trump’s tariff threats.
Via
Talk Markets
Topics
Currencies/Forex
Government
World Trade
USD Surrenders Most Gains Seen after Trump Threatens Steel and Aluminum Tariffs
↗
February 10, 2025
The US is continuing to brandish the tariff threat. On top of the
Via
Talk Markets
Topics
Currencies/Forex
Government
World Trade
Asia Markets Mixed, Europe Advances, Gold Hits Record High On Safe-Haven Demand - Global Markets Today While US Slept
↗
February 10, 2025
On Friday, U.S. markets closed lower after Trump announced reciprocal tariffs and weak economic data. S&P 500 sectors all fell, while European markets opened optimistically. Gold hit record highs amid...
Via
Benzinga
Topics
Government
Stocks
World Trade
USD/CAD Price Forecast: Tests 1.4350 Resistance Near Nine-Day EMA
↗
February 10, 2025
USD/CAD tests the primary barrier at the nine-day EMA of 1.4362. The market sentiment remains neutral as the pair consolidates within a rectangular pattern. The psychological level of 1.4300 appears as...
Via
Talk Markets
Topics
Currencies/Forex
Weekly Forex Forecast - Sunday, Feb. 9
↗
February 09, 2025
The Japanese yen was the strongest major currency last week, while the US dollar was the weakest, putting the USD/JPY currency pair in focus. Volatility increased last week, as 52% of the major Forex...
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Futures
Pairs In Focus - Sunday, Feb. 9
↗
February 09, 2025
The British pound could continue to see a lot of headwinds. Combine that with the idea that the Federal Reserve might be on hold for the rest of the year, and you have a lot of downward pressure to...
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
ETFs
Week Ahead: Firm US CPI May Underpin Dollar, Barring New Drama From Washington
↗
February 08, 2025
Many market participants appear to have forgotten the drama of Trump's first term. It was driven home with the tariff threat on Canada and Mexico, which was postponed at the last minutes.
Via
Talk Markets
Topics
Currencies/Forex
Government
World Trade
USD/CAD Drops To Near 1.4300 After US-Canada Employment Data
↗
February 07, 2025
USD/CAD falls to near 1.4300 after the release of the employment data for both the US and Canada.
Via
Talk Markets
Topics
Currencies/Forex
USD/CAD Price Analysis: Tariff Reprieve Boosts Canadian Dollar
↗
February 07, 2025
The Canadian dollar has gained sharply since Trump paused an expected 25% tariff. Economists expect slower job growth in the US and Canada. Unemployment might increase in Canada.
Via
Talk Markets
Topics
Currencies/Forex
Government
World Trade
Downside Risks On January Jobs Data, But Benchmark Revisions May Not Be As Bad As Feared
↗
February 07, 2025
Narrow ranges in the foreign exchange market are prevailing ahead of the US jobs data, which will likely be distorted by the poor weather in parts of the country and the California fires.
Via
Talk Markets
Topics
Currencies/Forex
USD/CAD Consolidates In A Range Around 1.4300 Ahead Of US/Canadian Jobs Data
↗
February 07, 2025
USD/CAD struggles for a firm near-term direction and oscillates in a range on Friday. Fed rate cut bets keep the US bond yields and the USD depressed, capping the pair.
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Economy
The Reserve Bank Of India Cut Rates For The First Time In 5 Years
↗
February 07, 2025
The Reserve Bank of India cut its key repo rate by 25bps to 6.25%, marking the first rate cut since May 2020 during its February meeting.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Stocks / Equities
Asia And Europe Markets Mixed; Dollar Steady Ahead of Key Data - Global Markets Today While US Slept
↗
February 07, 2025
U.S. markets closed mixed with S&P 500 and Nasdaq gaining, while Dow slipped. Economic data exceeded expectations, while commodities and futures showed mixed results. Markets await key reports and...
Via
Benzinga
Topics
Stocks
Vietnam’s Inflation Rate Rose To A 6-Month High
↗
February 06, 2025
Vietnam’s annual inflation rate rose to 3.63% in January 2025, the highest since July last year, up from 2.94% in December.
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Economy
Asia Markets Mixed, Europe Advances; Crude Oil Near Three-Month Low - Global Markets Today While US Slept
↗
February 06, 2025
U.S. markets rose on Fed rate cut hopes, while economic data showed larger trade deficit and lower service PMI. Global markets also up, except India.
Via
Benzinga
Topics
Economy
USD/CAD Trades With Mild Losses Near 1.4300 As Tariff Worries Ease
↗
February 05, 2025
The USD/CAD pair posts modest losses near 1.4315 during the late American session on Wednesday.
Via
Talk Markets
Topics
Currencies/Forex
Trump’s Tariffs: What’s Next For The Forex Market?
↗
February 05, 2025
Mexico and Canada have now gone through the preliminaries and started their first round of negotiation battles with President Donald Trump.
Via
Talk Markets
Topics
Currencies/Forex
Government
Canadian Dollar Trade Ideas: USD/CAD And EUR/CAD In Focus After Tariff Delay
↗
February 05, 2025
The US dollar continues to ease back along with bond yields, a move triggered by Trump’s decision to delay tariffs on the USA's northern and southern neighbors on Monday
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Government
Yen Leads Further Unwinding Of The Dollar's Tariff-Threat Inspired Gains
↗
February 05, 2025
The US dollar is trading heavily as the pullback from tariff-threat extreme continues. It is weakest against all the G10 currencies and most emerging market currencies.
Via
Talk Markets
Topics
Currencies/Forex
Asia Markets Mixed, Europe Slips As China's Tariff Retaliation Hits Sentiment - Global Markets Today While US Slept
↗
February 05, 2025
U.S. markets close higher as optimism grows over potential U.S.-China trade breakthrough. Trump delays tariffs, Palantir surges 24%, Fed warns of inflation risks, and job openings miss expectations.
Via
Benzinga
Topics
Economy
Government
World Trade
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