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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
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
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Back Dated Performance Reports
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Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Philadelphia-area home prices up 11.3% in last year as inventory hits new low in February
March 14, 2022
Tags
Residential Real Estate
Housing Market
From
Business Journals
U.S. mortgage rates reverse course and rise
March 13, 2022
Tags
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Business Journals
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March 09, 2022
Tickers
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Tags
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From
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March 09, 2022
Tickers
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Tags
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From
Send2Press Newswire
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March 07, 2022
Tags
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March 03, 2022
Tags
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March 03, 2022
Tags
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March 03, 2022
Tags
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Study: San Antonio lags behind other large metros for percentage of female homebuyers
March 01, 2022
Tags
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ISN Software Corp/
Housing Market
From
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Building housing seems to anger Louisvillians — Access Louisville podcast
March 01, 2022
Tags
Housing Market
Residential Real Estate
From
Business Journals
Philadelphia transplants have 28% higher homebuying budgets than locals, Redfin says
February 28, 2022
Tags
Redfin
Housing Market
Residential Real Estate
From
Business Journals
U.S. mortgage rates dip after large jumps
February 28, 2022
Tags
Housing Market
Residential Real Estate
From
Business Journals
Top of the Market: Shelby County's most expensive home sales, week of Feb. 21
February 25, 2022
Tags
Residential Real Estate
Homebuilders
Magnolia Homes Inc/
From
Business Journals
Turning Points: Take a deep data dive into Overland Park's incredible growth the past 40 years
February 25, 2022
Tags
Turning Points 2022
Commercial Real Estate
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From
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Dreaming of a beach home? Durham entrepreneur has a plan for that.
February 24, 2022
Tickers
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Scot Wingo
Travel & Tourism
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St. Paul mayor proposes exemptions for rent control rule
February 23, 2022
Tags
Housing Market
Commercial Real Estate
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Business Journals
U.S. mortgage rates jump again nearing 4%
February 21, 2022
Tags
Housing Market
Residential Real Estate
Sam Khater
From
Business Journals
Redfin CEO: We're going to run our iBuying business 'on our terms'
February 18, 2022
Tickers
INNO
Tags
Technology
Redfin
Glenn Kelman
From
Business Journals
Top of the Market: Nashville’s most expensive homes sold Feb. 6-12
February 18, 2022
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Residential Real Estate
Housing Market
Banking & Financial Services
From
Business Journals
Top of the Market: Shelby County's most expensive home sales, week of Feb. 14
February 17, 2022
Tags
Residential Real Estate
Housing Market
From
Business Journals
Milwaukee-area builder first to roll out tool that lets buyers design and buy homes online
February 16, 2022
Tickers
INNO
Tags
Brad Blaney
Software
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From
Business Journals
Top of the Market: Shelby County's most expensive homes sold recently
February 15, 2022
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Business Journals
#HousingDC22 Announces New Sponsors and Political Commentator Amy Walter
February 15, 2022
Tickers
AP
Tags
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Regional Events
AP
From
Send2Press Newswire
Agencies fear legislators could cut affordable housing funds
February 11, 2022
Tags
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Anna Grace Lewis
From
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Realtors, builders nominated for Residential Real Estate Awards
February 11, 2022
Tags
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February 11, 2022
Tickers
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Tags
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Allen Parker
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Colorado housing inventory hit 'shocking' low in January
February 10, 2022
Tags
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Kelly Moye
Residential Real Estate
From
Business Journals
Real estate groups aim to kill transfer fees to fund affordable housing
February 10, 2022
Tags
Housing Market
Government & Regulations
Politics
From
Business Journals
Is This A Good Time To Buy Or Sell A Home? Pessimism Is Rising In The Housing Market
February 08, 2022
Tickers
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RDFN
Tags
Benzinga
FNMA
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From
Benzinga
Philadelphia tech-driven real estate startup Houwzer raises $118M Series B
February 08, 2022
Tickers
INNO
Tags
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Mike Maher
Housing Market
From
Business Journals
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