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TSL’s Turnkey Operation Platform
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What We Buy Currently
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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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EVENTS
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Investing During Uncertain Times
Read FULL Seminar Here
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MARKET RESEARCH
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
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
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
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
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Mortgage rates near 8%, rising for the sixth week in a row
October 19, 2023
Tickers
FMCC
Tags
FMCC
From
MarketWatch
Homes are expensive right now, but these mortgage bonds look cheap
October 13, 2023
Tickers
FMCC
FNMA
JMBS
MBB
Tags
TLT
MBB
BX:TMUBMUSD10Y
From
MarketWatch
Mortgage rates rise for the fifth week in a row, staying near 23-year highs
October 12, 2023
Tickers
FMCC
Tags
FMCC
From
MarketWatch
Rising Treasury yields can make houses, cars and even student loans more expensive — here’s how
October 10, 2023
Tickers
FMCC
Tags
FMCC
BX:TMUBMUSD10Y
BX:TMUBMUSD05Y
From
MarketWatch
This is the ‘key question’ facing the U.S. housing market right now
October 05, 2023
Tickers
FMCC
ICE
RDFN
Tags
RDFN
ICE
FMCC
From
MarketWatch
Uncertainty over the Fed’s next move is leading to the ‘highest mortgage rates in a generation,’ Freddie Mac says
October 05, 2023
Tickers
FMCC
Tags
FMCC
From
MarketWatch
8% mortgage rates are perilously close — that’s a psychological milestone for the housing market
October 04, 2023
Tickers
FMCC
FNMA
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FMCC
FNMA
From
MarketWatch
‘We’re right at the cusp’: 8% mortgage rates are already here for some buyers
October 04, 2023
Tickers
FMCC
FNMA
Tags
BX:TMUBMUSD10Y
FMCC
FNMA
From
MarketWatch
More bad news for home buyers: Mortgage rates hit a 23-year high
September 28, 2023
Tickers
FMCC
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FMCC
From
MarketWatch
Mortgage rates ‘linger’ over 7%, Freddie Mac says, slowing the housing market further
September 21, 2023
Tickers
FMCC
Tags
FMCC
BX:TMUBMUSD10Y
From
MarketWatch
Mortgage rates ‘remain anchored north’ of 7%, Freddie Mac says
September 14, 2023
Tickers
FMCC
Tags
FMCC
From
MarketWatch
First-time buyer? Avoid this costly, 11th-hour mistake when buying a house.
September 11, 2023
Tickers
FMCC
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FMCC
From
MarketWatch
The ‘housing market appears to be stuck,’ as mortgage rates stay over 7%
September 07, 2023
Tickers
FMCC
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FMCC
From
MarketWatch
Mortgage rates retreat from multidecade highs, but still remain volatile, Freddie Mac says
August 31, 2023
Tickers
FMCC
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FMCC
From
MarketWatch
Explainer: The housing shortage and why it isn’t getting solved
August 29, 2023
Tickers
FMCC
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FMCC
From
MarketWatch
Mortgage rates reach highest level since 2001 and are likely to go higher, Freddie Mac says
August 24, 2023
Tickers
FMCC
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FMCC
From
MarketWatch
U.S. mortgage rates rise to the highest level in 21 years
August 17, 2023
Tickers
FMCC
Tags
FMCC
BX:TMUBMUSD10Y
From
MarketWatch
Why Fannie Mae Stock Was Up Big Today
August 16, 2023
Tickers
FMCC
FNMA
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FMCC
FNMA
Market News
From
Motley Fool
Mortgage rates could hit 8%, economists say, citing a worrying sign not seen since the Great Recession
August 16, 2023
Tickers
FMCC
Tags
FMCC
BX:TMUBMUSD10Y
From
MarketWatch
Mortgage rates rise for third week in a row as U.S. economy shows signs of strength
August 10, 2023
Tickers
FMCC
Tags
FMCC
From
MarketWatch
11 strategies to help you save on your mortgage
August 10, 2023
Tickers
BAC
EFX
EXPGY
FMCC
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FMCC
EXPGY
EFX
From
MarketWatch
Mortgage rates and gas prices push consumer ‘pain points’ to highest in over 20 years
August 07, 2023
Tickers
COMP
DJIA
FMCC
SPX
Tags
UK:BRN00
CL/1
CL00
From
MarketWatch
Your home mortgage is probably in a bond deal that benefits from the U.S. credit rating. What happens now that Fitch has downgraded that credit?
August 02, 2023
Tickers
FMCC
FNMA
SPX
Tags
SPX
FNMA
BX:TMUBMUSD10Y
From
MarketWatch
Home builders will help save America’s sluggish housing market, says Fannie Mae. Now for the bad news.
July 28, 2023
Tickers
DHI
FMCC
FNMA
NWSA
Tags
DHI
FMCC
NWSA
From
MarketWatch
If You Invested $5,000 in AGNC Investment 10 Years Ago, This Is How Much You Would Have Today
July 27, 2023
Tickers
AGNC
CME
FMCC
FNMA
Tags
AGNC
Recent Press Releases
FNMA
From
Motley Fool
Mortgage rates fall as U.S. inflation slows
July 20, 2023
Tickers
FMCC
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FMCC
From
MarketWatch
‘Just 1% of the nation’s homes have changed hands this year,’ Redfin says
July 18, 2023
Tickers
FMCC
RDFN
Tags
RDFN
FMCC
From
MarketWatch
Only a tenth of mortgages have an interest rate above 6% — that’s a big problem for the U.S. housing market
July 14, 2023
Tickers
FMCC
NWSA
Tags
NWSA
FMCC
From
MarketWatch
Home-builder stocks take a broad beating as 10-year yield’s breakout fuels demand concerns
July 06, 2023
Tickers
BLDR
DHI
FMCC
HD
Tags
TOL
BX:TMUBMUSD10Y
ITB
From
MarketWatch
Who do you blame for high house prices? Nearly half of young Americans point their finger at the government.
June 01, 2023
Tickers
FMCC
Tags
FMCC
From
MarketWatch
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