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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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TAF sm Program
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EVENTS
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Investing During Uncertain Times
Read FULL Seminar Here
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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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If You Invested $1,000 In Rithm Capital (RITM) Stock At Its COVID-19 Pandemic Low, Here's How Much You'd Have Now
January 06, 2023
Tickers
FMCC
FNMA
REIT
RITM
Tags
Market News
RITM
Small Cap
From
Benzinga
Mortgage rates inch up. ‘Homebuyers are waiting for rates to decrease more significantly,’ Freddie Mac says.
January 05, 2023
Tickers
FMCC
Tags
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From
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After a tough year for home shoppers, here are some reasons to be hopeful in 2023
December 28, 2022
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Z
Tags
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FMCC
From
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Should Investors Worry About Annaly Capital's Dividend?
December 18, 2022
Tickers
AGNC
FMCC
FNMA
NLY
Tags
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FMCC
From
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‘Good news for the housing market’: Mortgage rates edge downwards, providing relief to potential buyers
December 15, 2022
Tickers
FMCC
Tags
FMCC
BX:TMUBMUSD10Y
From
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Why Is MFA Financials' Dividend Yield So High?
December 14, 2022
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Inflation retreat puts key bond ETFs on pace for best day in a week
December 13, 2022
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AGG
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DJIA
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FMCC
From
MarketWatch
‘Zoning laws are critical’: Are you allowed you to build an extension — or list your home as a short-term rental? This new website should help you find out.
December 05, 2022
Tickers
FMCC
RDFN
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FMCC
RDFN
From
MarketWatch
How people bought homes in the 1980s when mortgage rates were 18%
December 05, 2022
Tickers
FMCC
Tags
FMCC
From
MarketWatch
U.S. government to backstop mortgages above $1 million for the first time
November 29, 2022
Tickers
FMCC
FNMA
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FMCC
FNMA
From
MarketWatch
‘There is still a long road ahead for the housing market’: Mortgage rates see biggest weekly decline since 1981, Freddie Mac says
November 17, 2022
Tickers
FMCC
Tags
FMCC
BX:TMUBMUSD10Y
From
MarketWatch
‘Many prospective buyers are waiting for the volatility in mortgage rates to subside’: Mortgage rates hit 7.08%, Freddie Mac says
November 10, 2022
Tickers
FMCC
Tags
BX:TMUBMUSD10Y
FMCC
From
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BofA cuts home price growth to 0% for next 2-3 years, but still sees no major distress unfolding
November 07, 2022
Tickers
FMCC
FNMA
SPX
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SPX
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From
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A home buying tactic from the ’70s and ’80s is seeing a revival—here’s how it works and what buyers and sellers get out of it
November 07, 2022
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From
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‘Incentives come in many forms’: Here are ways to lower your mortgage rate, according to this mortgage company CEO
November 03, 2022
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From
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The midterm elections are coming. Here’s what that means for the U.S. housing market.
October 29, 2022
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Property appraisers valued an interracial couple’s home at $310,000 when they met the Black homeowner — but gave their white partner a $350,000 valuation
October 28, 2022
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From
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Mortgage rates surpass 7%, Freddie Mac says — ‘leading to greater stagnation in the housing market’
October 27, 2022
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2 High-Yield Dividend Stocks That Billionaires Are Buying
October 24, 2022
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Mortgage rates surge to 6.94%, a 20-year high, Freddie Mac says, leading to steep decline in home sales.
October 20, 2022
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FMCC
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TWTR
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Why Redfin Stock Was Slipping Today
October 14, 2022
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When will house prices go down? Some economists see a ‘prolonged slowdown’ — and a decline of up to 20% in house prices.
October 10, 2022
Tickers
FMCC
FNMA
TWTR
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From
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When will mortgage rates go down? Economists warn house buyers that rates of 7% may be the ‘new normal.’
October 10, 2022
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Here's Why AGNC Investment Corp Fell Nearly 30% in September
October 06, 2022
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Mortgage rates march towards 7%, reaching highest level since 2007
September 29, 2022
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Ready to Buy the Dip? This Real Estate Stock Is a Smart Buy
September 14, 2022
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FMCC
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FNMA
Recent Press Releases
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A Quick Look At The OTC Markets' Most-Active Securities In August - Here's What You Need to Know
September 12, 2022
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ABML
ADDYY
BASFY
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FNMA
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From
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Housing Activity 'Took A Nosedive' As Mortgage Rates Hit 15-Year Highs - A Chart That Says It All
September 09, 2022
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FGBI
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RDFN
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Small Cap
Market News
FMCC
From
Benzinga
OTC Markets' Most Active Securities Sees A Shake-up In July
August 16, 2022
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AYRWF
BASFY
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Tags
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TCNNF
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I Bought This Market-Beating Stock Before Warren Buffett; Here's Why I Might Double Down
August 14, 2022
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Recent Press Releases
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