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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
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Uncover the latest developments among S&P500 stocks in today's session.
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December 23, 2025
Let's delve into the developments on the US markets one hour before the close of the markets on Tuesday. Below, you'll find the top gainers and losers within the S&P500 index during today's session.
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Alphabet’s Power Grab Keeps the Santa Rally Plugged In
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The market didn’t do anything dramatic on Monday, which, in late December, is basically a love letter. Stocks drifted higher, tech stayed in the driver’s seat, and the day’s big message was simple: AI...
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Monday's session: top gainers and losers in the S&P500 index
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December 22, 2025
Stay informed about the performance of the S&P500 index one hour before the close of the markets on Monday. Uncover the top gainers and losers in today's session for valuable insights.
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Unusual volume S&P500 stocks in Monday's session
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December 22, 2025
Discover the S&P500 stocks that are experiencing unusual trading volume in today's session. Find out more about these stocks below.
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December 22, 2025
Did investors overreact to the news impacting Dominion Energy today?
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December 22, 2025
Stay updated with the movements of the S&P500 index in the middle of the day on Monday. Discover which stocks are leading as top gainers and losers in today's session.
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Trump Administration Pauses Offshore Wind Projects Citing National Security Concerns – Dominion Energy Stock Takes A Hit
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December 22, 2025
The projects affected include the Coastal Virginia Offshore Wind, Vineyard Wind 1, Revolution Wind, Sunrise Wind, and Empire Wind 1.
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Dominion Energy releases statement in response to U.S. Department of Interior action on Coastal Virginia Offshore Wind
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These S&P500 stocks are gapping in today's session
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December 22, 2025
Monday's session is showcasing interesting market movements in the S&P500 index, with notable gap up and gap down stocks. Stay updated with the gapping S&P500 stocks in today's session.
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The Silicon Sentry: Why AI Dominance is Poised to Define the 2026 Market Landscape
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As 2025 draws to a close, the global financial markets are standing on the precipice of a new era. The "AI Revolution," which began as a speculative frenzy in late 2022, has matured into the...
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The Atomic Age Returns: Nuclear Energy Poised for Trillions in Investment as Global Demand Surges
December 17, 2025
Nuclear energy, long viewed with skepticism and facing decades of underinvestment, is experiencing an unprecedented resurgence, fundamentally reshaping its investment landscape. Driven by an urgent...
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Dominion Energy Charitable Foundation Awards Grants to 388 Nonprofits
December 15, 2025
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What Has Enbridge (ENB) Stock Done For Investors?
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Enbridge has steadily grown its cash flow and dividend over the past five years.
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U.S. electricity demand could reach levels not seen in decades as artificial intelligence data centers proliferate.
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US Stock Market Rides High: Fed Rate Cut Fuels Optimism as Indices Eye Record Peaks
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New York, NY – December 10, 2025 – The U.S. stock market is currently experiencing a robust rally, with major indices positioned tantalizingly close to their all-time highs. This bullish sentiment,...
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Dominion Energy makes it easier to save and get assistance as winter approaches
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The AI boom is triggering an energy supercycle.
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Utility Stocks Are Rebounding. Here Are 3 That Could Continue to Soar In 2026.
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Surging electricity demand could enable utility stocks to deliver even more powerful returns in 2026.
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5 Energy Stocks That Could Benefit From the Genesis Mission
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The Trump Administration's AI initiative has massive implications for America's energy grid.
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Utilities Sector Navigates Growth Surge: A Defensive Anchor in a Bullish Tide
November 24, 2025
As the broader S&P 500 surges forward today, November 24, 2025, fueled by a vigorous growth-led rally, the Utilities Sector finds itself in a familiar yet intriguing position. Traditionally a defensive...
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AI's Insatiable Appetite: A Looming Supercharge for Energy and Metal Prices
December 02, 2025
The relentless march of Artificial Intelligence (AI) is poised to fundamentally reshape global commodity markets, with a growing consensus among analysts that the technology's insatiable demand for...
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Dominion Energy reminds customers to stay alert for utility scams as holiday season approaches
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FOMC Signals End to Quantitative Tightening in December, Reshaping Treasury Funding Landscape
November 10, 2025
Washington D.C. - The Federal Open Market Committee (FOMC) is poised to conclude its ambitious balance sheet reduction program, commonly known as quantitative tightening (QT), on December 1, 2025. This...
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US Stocks Tumble Amid AI Valuation Fears and Mounting Job Worries
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The U.S. stock market experienced a notable downturn today, November 6, 2025, as investors grappled with growing apprehension over the lofty valuations of artificial intelligence (AI) stocks and a...
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The Unshakeable Pillars: Identifying "No-Brainer Dividend Stocks" in a Dynamic 2025 Market
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As the calendar turns to November 2025, investors are navigating a financial landscape marked by both persistent opportunities and evolving challenges. In this environment, the allure of "no-brainer...
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Could Buying Enbridge Stock Today Set You Up for Life?
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November 02, 2025
Enbridge has a lofty 5.8% yield and is built to provide shareholders with a reliable income stream.
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Nasdaq 100 Rebounds, Amazon Jumps 10% On Strong Earnings: What's Moving Markets Friday?
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October 31, 2025
Tech stocks edged higher Friday, rebounding from Thursday's 1.5% drop in the Nasdaq 100 as upbeat earnings from mega-cap giants kept the rally momentum alive.
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Dominion (D) Q3 2025 Earnings Call Transcript
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October 31, 2025
Dominion (D) Q3 2025 Earnings Call Transcript
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