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about us
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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
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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)
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Back Dated Performance Reports
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Brief drop in mortgage rates causes sudden surge in refinancing
December 08, 2021
Tags
Real estate
Real Estate
Housing
From
CNBC.com News
Apartment rent and occupancy hit record highs, even as market enters its traditionally slow season
December 06, 2021
Tags
US Economy
Real Estate
Mortgages
From
CNBC.com News
Thousands could soon lose – or sell – their homes as Covid mortgage bailouts expire
December 02, 2021
Tags
Real Estate
US Economy
Foreclosures
From
CNBC.com News
Mortgage refinance demand plunged 15% last week, but could now reverse
December 01, 2021
Tags
Real estate
Mortgages
Foreclosures
From
CNBC.com News
Office stocks take a hit as omicron variant concerns add to growing slowdown in demand
November 30, 2021
Tags
Real Estate
Foreclosures
US: News
From
CNBC.com News
Home price gains slow down for the first time since May 2020
November 30, 2021
Tags
Real estate
Real Estate
Mortgages
From
CNBC.com News
Pending home sales rebounded sharply in October, despite rising mortgage rates
November 29, 2021
Tags
Real Estate
Foreclosures
US: News
From
CNBC.com News
Unusual holiday home-buying surge pushes mortgage demand higher
November 24, 2021
Tags
Real Estate
Housing
US: News
From
CNBC.com News
Home sales rose in October as investors rushed into the market
November 22, 2021
Tags
Real Estate
US: News
Foreclosures
From
CNBC.com News
Mortgage refinance demand continues its freefall, as interest rates rise again
November 17, 2021
Tags
Real estate
Housing
Mortgages
From
CNBC.com News
Homebuilder confidence surges past expectations, as buyer demand remains high
November 16, 2021
Tags
Real estate
D R Horton Inc
Housing
From
CNBC.com News
Rent for single-family homes surged 10% in September, boosted by pricey for-sale market and job growth
November 16, 2021
Tags
Real Estate
Housing
US: News
From
CNBC.com News
Borrowers rush to refinance, as mortgage rates drop for a second week
November 10, 2021
Tags
Real estate
Housing
Mortgages
From
CNBC.com News
Mortgage rates fell slightly, but weekly refinance demand couldn't recover
November 03, 2021
Tags
Real estate
Foreclosures
US: News
From
CNBC.com News
Pending home sales fell unexpectedly in September, likely due to higher mortgage rates
October 28, 2021
Tags
US Economy
Real Estate
Mortgages
From
CNBC.com News
Mortgage rates rise to an 8-month high, tanking refinance demand
October 27, 2021
Tags
Real estate
US: News
Foreclosures
From
CNBC.com News
Home prices in August hinted at possible cooling in the market, S&P Case-Shiller says
October 26, 2021
Tags
Real estate
U/S/ Economy
Mortgages
From
CNBC.com News
Sales of existing homes rose in September, likely due to a brief decline in mortgage rates
October 21, 2021
Tags
U/S/ Economy
Real estate
US Economy
From
CNBC.com News
Weekly mortgage demand drops over 6% after interest rates move even higher
October 20, 2021
Tags
Real Estate
Mortgages
US: News
From
CNBC.com News
Homebuilder sentiment bounces back despite ongoing supply chain problems
October 18, 2021
Tags
Foreclosures
US: News
Mortgages
From
CNBC.com News
Mortgage originations will drop 33% in 2022 as interest rates rise, according to industry forecast
October 18, 2021
Tags
Real estate
US: News
Foreclosures
From
CNBC.com News
Foreclosures are surging now that Covid mortgage bailouts are ending, but they're still at low levels
October 14, 2021
Tags
COVID/19
U/S/ Economy
Housing
From
CNBC.com News
Weekly mortgage demand stalls, as rates jump to highest level since June
October 13, 2021
Tags
Real estate
Real Estate
Housing
From
CNBC.com News
Today's tight housing market is already overbuilt, one analyst says
October 12, 2021
Tags
Real Estate
Housing
Foreclosures
From
CNBC.com News
As mortgage rates shoot even higher, refinance demand plummets 10%
October 06, 2021
Tags
Real estate
Housing
Mortgages
From
CNBC.com News
Mortgage demand falls as rates rise to highest level since July
September 29, 2021
Tags
Economic events
Real Estate
Housing
From
CNBC.com News
Home flipping profits are shrinking, but here's where you can net the most
September 27, 2021
Tags
Real Estate
US: News
Foreclosures
From
CNBC.com News
Mortgage rates rose sharply this week – and there could be more increases on the way
September 24, 2021
Tags
Housing
Foreclosures
US: News
From
CNBC.com News
Mortgage market is unprepared for climate risk, says industry report
September 23, 2021
Tags
Adaptation
Real estate
Environment
From
CNBC.com News
Existing home sales fall 2% as first-time buyers are priced out
September 22, 2021
Tags
Real Estate
Mortgages
US: News
From
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