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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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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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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Why Is MFA Financials' Dividend Yield So High?
December 14, 2022
Tickers
AGNC
FMCC
FNMA
MFA
Tags
Market News
FMCC
MFA
From
Motley Fool
Inflation retreat puts key bond ETFs on pace for best day in a week
December 13, 2022
Tickers
AGG
BND
DJIA
FMCC
Tags
BND
SPX
AGG
From
MarketWatch
More than half of renters think they’ll never be able to own a home, survey says. Here’s why.
December 08, 2022
Tickers
FNMA
Tags
FNMA
From
MarketWatch
U.S. government to backstop mortgages above $1 million for the first time
November 29, 2022
Tickers
FMCC
FNMA
Tags
FNMA
FMCC
From
MarketWatch
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
Tags
FNMA
SPX
FMCC
From
MarketWatch
Home-buying sentiment hits all-time low, as mortgage rates surpass 7%, Fannie Mae says
November 07, 2022
Tickers
FNMA
Tags
FNMA
From
MarketWatch
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
Tickers
FMCC
FNMA
Tags
FNMA
FMCC
From
MarketWatch
The midterm elections are coming. Here’s what that means for the U.S. housing market.
October 29, 2022
Tickers
FMCC
FNMA
KBE
Tags
FMCC
FNMA
KBE
From
MarketWatch
2 High-Yield Dividend Stocks That Billionaires Are Buying
October 24, 2022
Tickers
AGNC
FMCC
FNMA
MPW
Tags
Recent Press Releases
AGNC
FMCC
From
Motley Fool
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
Tags
TWTR
FNMA
FMCC
From
MarketWatch
Here's Why AGNC Investment Corp Fell Nearly 30% in September
October 06, 2022
Tickers
AGNC
FMCC
FNMA
Tags
AGNC
Recent Press Releases
FMCC
From
Motley Fool
Fannie Mae launches pilot program to include on-time rent payments in credit reports. Why this could be a game changer for renters.
September 28, 2022
Tickers
EXPE
EXPGY
FNMA
TRU
Tags
EXPGY
EXPE
FNMA
From
MarketWatch
Ready to Buy the Dip? This Real Estate Stock Is a Smart Buy
September 14, 2022
Tickers
FMCC
FNMA
WD
Tags
FNMA
Market News
FMCC
From
Motley Fool
A Quick Look At The OTC Markets' Most-Active Securities In August - Here's What You Need to Know
September 12, 2022
Tickers
ABML
ADDYY
BASFY
BFFAF
Tags
OTC Markets Group
TOMDF
HGTXU
From
Benzinga
‘We feel like it’s rent gouging’: Renters meet with Biden administration officials to decry steep increases by landlords
August 10, 2022
Tickers
FMCC
FNMA
Tags
FMCC
FNMA
From
MarketWatch
American attitudes about whether it’s a good time to buy a home just hit the lowest level in a decade, another sign of a slowdown in the housing market
August 08, 2022
Tickers
FNMA
Tags
FNMA
From
MarketWatch
These 2 Under-The-Radar Stocks Traded More Than $1B Each Last Month
August 05, 2022
Tickers
ADDYY
BASFY
BNPQY
BTC
Tags
Trading Ideas
UA
ZURVY
From
Benzinga
Mortgage Financiers & Crypto Securities Reclaim Their Spots As Most Actively Traded Securities On OTC Markets In June
July 18, 2022
Tickers
ADDYY
AERG
AXAHY
BNPQY
Tags
ADDYY
ETHE
LLKKF
From
Benzinga
7 Dividend Stocks Trading at a Huge Discount Right Now
July 17, 2022
Tickers
AMBP
EMR
FMCC
FNMA
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EMR
FMCC
KMI
From
InvestorPlace
Why Shares of Fannie Mae and Freddie Mac Exploded Higher Today
July 14, 2022
Tickers
FMCC
FNMA
Tags
Recent Press Releases
FNMA
Market News
From
Motley Fool
Housing Beat: Mortgage Rates Soar Again, Non-QM Rides On, The Best And Worst Rental Markets
July 14, 2022
Tickers
EFC
FMCC
FNMA
RDFN
Tags
Real Estate
Housing Beat
Homeownership
From
Benzinga
Housing Beat: Mortgage Rates Fall Again, Home Price Growth Cools, Roe V. Wade Influences Homebuyers
July 07, 2022
Tickers
BKI
FMCC
FNMA
RDFN
Tags
Small Cap
BKI
Benzinga
From
Benzinga
Here’s the loophole that makes the U.S. housing market more wobbly than it appears
July 06, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
NQ00
GME
NVDA
From
MarketWatch
Financials Investor? 3 Dividend Stocks That Are Dirt Cheap Right Now
June 16, 2022
Tickers
AIZ
CINF
FNMA
INVH
Tags
AIZ
Recent Press Releases
^GSPC
From
Motley Fool
Housing Beat: Mortgage Rates Up Again, Homes With High Fire Risks Sell For More
June 09, 2022
Tickers
FMCC
FNMA
RDFN
Z
Tags
FNMA
RDFN
ZG
From
Benzinga
The share of Americans who think it’s a bad time to buy a home just reached ‘an all-time high,’ says Fannie Mae
June 07, 2022
Tickers
FNMA
Tags
FNMA
From
MarketWatch
Here's 1 Housing Market Stock That's An Excellent Long-Term Value
June 02, 2022
Tickers
CBRE
COF
FNMA
JLL
Tags
Market News
JLL
WFC
From
Motley Fool
Fannie Mae chief economist says U.S. housing market has finally turned a corner: ‘A sharper downturn in residential investment is now underway’
May 24, 2022
Tickers
COMP
DJIA
FNMA
SPX
Tags
FNMA
COMP
SPX
From
MarketWatch
Remote work has fueled U.S. house prices during the pandemic — so what happens when people return to the office?
May 17, 2022
Tickers
FMCC
FNMA
RDFN
Tags
FNMA
FMCC
RDFN
From
MarketWatch
Housing Beat: Mortgage Rates Keep Climbing As Inventory Levels Slowly Expand
May 12, 2022
Tickers
ECON
FMCC
FNMA
RDFN
Tags
Mortgages
Market News
Housing
From
Benzinga
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