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Yield Difference
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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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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
Featured Articles
Contrarian Notes Blog
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Latest News about FMCC
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Bad news for homebuyers: Mortgage rates climb amid U.S. debt-ceiling concerns
May 25, 2023
Tickers
FMCC
Tags
FMCC
From
MarketWatch
Home buyers will now be able to put down as little as 1% on their home, Rocket Mortgage says
May 22, 2023
Tickers
BAC
FMCC
FNMA
RKT
Tags
FNMA
UK:0IKZ
RKT
From
MarketWatch
14 million mortgages were refinanced during ‘pandemic boom.’ That makes life very difficult for home buyers.
May 15, 2023
Tickers
FMCC
NWSA
Tags
FMCC
NWSA
From
MarketWatch
So you think 6% mortgage rates are too high? Here’s how bad it could get if the U.S. defaults on its debt.
May 11, 2023
Tickers
DJIA
FMCC
MCO
SPX
Tags
DJIA
BX:TMUBMUSD10Y
MCO
From
MarketWatch
Mortgage rates fall in latest week. Economists say this could mark the start of a decline in rates in 2023
May 11, 2023
Tickers
FMCC
Tags
FMCC
BX:TMUBMUSD10Y
From
MarketWatch
Fed raised interest rates for 10th consecutive time, but signaled a pause in hikes. Will mortgage rates stay above 6% much longer?
May 04, 2023
Tickers
FMCC
FNMA
Tags
FMCC
FNMA
From
MarketWatch
Mortgage rates fall after Fed signals pause in interest-rate hikes. Realtors hope for busy spring housing season.
May 04, 2023
Tickers
FMCC
Tags
BX:TMUBMUSD10Y
FMCC
From
MarketWatch
Mortgage rates increase for the first time in over a month. Here’s why.
April 20, 2023
Tickers
FMCC
Tags
FMCC
BX:TMUBMUSD10Y
From
MarketWatch
Locked in — or trapped? Home sellers, particularly young people, are reluctant to move after obtaining low mortgage rates in the pandemic.
April 17, 2023
Tickers
FMCC
Tags
FMCC
From
MarketWatch
The sharp rise in mortgage rates didn’t just hurt homebuyers — banks are now losing money on loans
April 14, 2023
Tickers
C
FMCC
JPM
WFC
Tags
JPM
WFC
FMCC
From
MarketWatch
Mortgage rates fall ‘creating increased optimism among prospective homebuyers’ —Freddie Mac
April 13, 2023
Tickers
FMCC
Tags
BX:TMUBMUSD10Y
FMCC
UK:0IKZ
From
MarketWatch
Why does my credit score keep changing? And 5 other questions to ask right now about your credit score.
April 12, 2023
Tickers
EFX
EXPGF
FMCC
TRU
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FMCC
EXPGF
EFX
From
MarketWatch
How do I build a credit score? It’s not that difficult, if you follow these rules.
April 10, 2023
Tickers
FMCC
TRU
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TRU
FMCC
From
MarketWatch
Better Buy: AGNC Investment or Annaly Capital Management?
April 08, 2023
Tickers
AGNC
FMCC
FNMA
NLY
Tags
Market News
AGNC
Recent Press Releases
From
Motley Fool
Most Americans say ‘it’s a bad time to buy a home,’ according to Fannie Mae. Here’s why.
April 07, 2023
Tickers
FMCC
FNMA
RDFN
Tags
RDFN
FMCC
FNMA
From
MarketWatch
Mortgage rates fall to lowest level in 8 weeks, but there’s another big drawback for home buyers
April 06, 2023
Tickers
FMCC
RDFN
Tags
RDFN
FMCC
BX:TMUBMUSD10Y
From
MarketWatch
Worried about your credit score? TransUnion’s head of consumer education reveals people’s No. 1 mistake.
April 06, 2023
Tickers
FMCC
META
Tags
META
FMCC
From
MarketWatch
New York Fed housing survey: Americans expect mortgage rates to rise above 8% a year from now
March 28, 2023
Tickers
FMCC
Tags
FMCC
From
MarketWatch
Mortgage rates fall in latest week. Freddie Mac cites worries over bank closures, and turmoil in financial markets
March 16, 2023
Tickers
FMCC
Tags
BX:TMUBMUSD10Y
FMCC
From
MarketWatch
Want a Big Monthly Dividend? Buy AGNC Investment
March 11, 2023
Tickers
AGNC
FMCC
FNMA
Tags
FMCC
AGNC
FNMA
From
Motley Fool
‘Affordability is hindered’: Mortgage rates rise for fourth week in a row, inching towards 7%
March 02, 2023
Tickers
FMCC
Tags
FMCC
From
MarketWatch
AGNC Investment Is a Buy for 2023 and Beyond
March 02, 2023
Tickers
AGNC
FMCC
FNMA
Tags
Market News
FNMA
Recent Press Releases
From
Motley Fool
Mortgage rates rise for 2nd consecutive week, pushing more potential home buyers onto the sidelines
February 16, 2023
Tickers
FMCC
Tags
BX:TMUBMUSD10Y
FMCC
From
MarketWatch
Mortgage lenders try to lure home buyers with ‘buy now, refinance later’ and ‘get the seller’s mortgage rate.’ Will these tactics work?
February 16, 2023
Tickers
FMCC
FNMA
Tags
FMCC
FNMA
From
MarketWatch
Home prices are rising in 90% of metro areas, but prices dropped in some of the most expensive housing markets in the U.S.
February 09, 2023
Tickers
FMCC
Tags
FMCC
From
MarketWatch
Mortgage rates tick up in latest week, on the back of the Fed’s rate hike
February 09, 2023
Tickers
FMCC
Tags
BX:TMUBMUSD10Y
FMCC
From
MarketWatch
Why is it so difficult for builders to meet America’s insatiable demand for houses? Here are 4 reasons slowing down construction.
February 09, 2023
Tickers
FMCC
NWSA
Tags
FMCC
NWSA
From
MarketWatch
Davos 2023: Former Obama Appointee Discusses How Circle Defragments The Global Economy
January 27, 2023
Tickers
BA
FMCC
LMT
MA
Tags
World Economic Forum
Small Cap
Market News
From
Benzinga
Mortgage rates fall to lowest level since September 2022 — giving ‘much-needed boost’ to housing market
January 19, 2023
Tickers
FMCC
Tags
FMCC
BX:TMUBMUSD10Y
From
MarketWatch
Why Fannie Mae and Freddie Mac Soared Today
January 18, 2023
Tickers
FMCC
FNMA
Tags
Recent Press Releases
FNMA
Market News
From
Motley Fool
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