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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
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
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Market Value Securities (MVS)
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Back Dated Performance Reports
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Total Asset Value (TAV)
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)
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Investing During Uncertain Times
Read FULL Seminar Here
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These are the 10 cities seeing the most price cuts for homes
July 14, 2022
Tags
Mortgages
US: News
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Demand for big mortgages is shrinking as home prices moderate and expensive houses linger on the market
July 13, 2022
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July 11, 2022
Tags
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July 06, 2022
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June 30, 2022
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Mortgages
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June 28, 2022
Tags
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June 27, 2022
Tags
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Tags
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June 20, 2022
Tags
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June 15, 2022
Tags
U/S/ Economy
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June 15, 2022
Tags
COVID/19
Financial crisis
U/S/ Economy
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June 15, 2022
Tags
Foreclosures
US: News
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June 14, 2022
Tags
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June 14, 2022
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U/S/ Economy
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June 10, 2022
Tags
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Mortgage demand falls to the lowest level in 22 years, amid rising rates and slowing home sales
June 08, 2022
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June 06, 2022
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Mortgage rates rise sharply after three weeks of easing
June 01, 2022
Tags
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Mortgage demand falls to the lowest level since the end of 2018, even as interest rates ease a bit
June 01, 2022
Tags
Breaking News: Economy
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Mortgages
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Home prices surged over 20% in March as interest rates also rose, according to S&P Case-Shiller
May 31, 2022
Tags
U/S/ Economy
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Home listings suddenly jump as sellers worry they may miss out on the red hot housing market
May 26, 2022
Tags
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Sales of newly built homes tumbled over 16% in April while prices soared
May 24, 2022
Tags
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Existing home sales fell in April to the lowest level since the start of the pandemic
May 19, 2022
Tags
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May 18, 2022
Tags
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May 17, 2022
Tags
U/S/ Economy
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May 11, 2022
Tags
US: News
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May 10, 2022
Tags
Real estate
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More Americans than ever say it's not a good time to buy a home
May 04, 2022
Tags
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