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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
PRODUCTS
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
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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Back Dated Performance Reports
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TAV Program
Services, Fees and Compensation
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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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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 S&P 500 Equal Weight ETF
(NY:
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193.09
+0.55 (+0.29%)
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Updated: 8:00 PM EDT, Apr 2, 2026
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S&P Equal Weight To S&P Ratio Breaks Below 2009 Lows
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May 29, 2024
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Talk Markets
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Bearish Signal Spotted At Key Resistance Level!
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Is Nvidia Worth 35x Times Sales, History Says No
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Are Cracks Starting To Appear As Stocks Fly Into The Holiday Weekend?
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These 3 Powerhouse Stocks Drive 17.2% of the S&P 500's Gains
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Post-CPI: False Move Or Sustained Breakout?
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The stock market pushed higher this week following the latest major report on inflation. Will buyers regret their decision?
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Don’t Let the Magnificent 7 Control Your Portfolio. Consider Equal Weighting Strategies Instead.
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Forget the Dow Jones: Buy This Magnificent ETF Instead
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Short-Term Uptrend Began In A Choppy Market
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Markets Scorecard: Four Months Into The Year, Here's Where Things Stand
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1 Unique S&P 500 ETF That Could Be a Great Buy Now
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If you're worried about how concentrated the S&P 500 has become, this index fund could be for you.
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Expect Equity Market Corrections
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Watching For The Next Short-Term Uptrend
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Bears Get Whipsawed: What Does It Mean For Stocks?
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Are The Bears Back In Business?
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Nvidia Gets Wrecked And Leads Technology Stocks Sharply Lower
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Return Of The Bear, The Magnificent 7 Are Next, TLT $115
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Bulls will argue that the S&P is only 5% off its all-time highs and this is just a standard correction so far.
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5 Hot ETFs Of A Tumultuous Week
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Overall, ETFs pulled in $24.5 million in capital last week, taking year-to-date inflows to $196.4 billion.
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How Does The Stock Market Perform Ahead Of Tax Day? 'Rough' At First, Data Shows
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April 15, 2024
Tax Day usually coincides with a jittery stock market as the S&P 500 Index typically declines during the first half of April.
Via
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Topics
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