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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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MARKET RESEARCH
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Oakland family home ravaged by fire listed for $800,000
August 23, 2021
Tags
Residential Real Estate
Housing Market
East Bay Business News
From
Business Journals
U.S. mortgage rates hover under 3% threshold
August 23, 2021
Tags
Residential Real Estate
Housing Market
Sam Khater
From
Business Journals
Patti Payne's Cool Pads: NBA legend Bill Russell puts Mercer Island home on the market
August 20, 2021
Tags
Residential Real Estate
Housing Market
Sports Business
From
Business Journals
Nashville has third highest bidding-war rate in the nation, according to Redfin
August 18, 2021
Tags
Scott Mercer
Housing Market
Residential Real Estate
From
Business Journals
Redfin report shows bidding wars are easing up in Seattle area
August 17, 2021
Tags
Housing Market
Scott Mercer
Residential Real Estate
From
Business Journals
U.S. mortgage rates climb after recent declines
August 15, 2021
Tags
Residential Real Estate
Housing Market
Mortgages
From
Business Journals
U.S. mortgage rates reverse course
August 09, 2021
Tags
Residential Real Estate
Mortgages
Housing Market
From
Business Journals
U.S. mortgage rates reverse course back down
August 08, 2021
Tags
Mortgages
Housing Market
Residential Real Estate
From
Business Journals
In the Puget Sound region housing affordability 'has left the building'
August 05, 2021
Tags
Residential Real Estate
Northwest Multiple Listing Service Inc
Gary O’Leyar
From
Business Journals
Racial, ethnic and income inequity entrenched in Dallas’ aging housing stock
August 05, 2021
Tags
Housing Market
Sarah Cotton Nelson
Residential Real Estate
From
Business Journals
Q&A with Bonneau Ansley, one of Atlanta's 2021 Most Admired CEOs
August 04, 2021
Tags
Bonneau Ansley
Ansley Atlanta Real Estate
Most Admired CEO Awards 2021
From
Business Journals
U.S. mortgage rates nudge up
August 02, 2021
Tags
Federal Home Loan Mortgage Corp/ / Freddie Mac
Dayton Realtors
Sam Khater
From
Business Journals
U.S. mortgage rates nudge up
August 01, 2021
Tags
Housing Market
Mortgages
Residential Real Estate
From
Business Journals
Few rental assistance dollars reach Arizona renters, as eviction moratorium ends
July 31, 2021
Tags
Government & Regulations
Cronkite News
Arizona Multihousing Association
From
Business Journals
Redfin-owned company RentPath names new CEO
July 30, 2021
Tickers
TPG
Tags
Payscape
TPG
Ernst & Young LLP
From
Business Journals
Why Charlotte's home market is looking like a million bucks
July 30, 2021
Tags
Matthew Paul Brown
Canopy Realtor® Association
Carl Van Horn
From
Business Journals
What trends Charlotte architects, builders are seeing as homeowners rethink their spaces
July 30, 2021
Tags
Homebuilders
Geoff Haskell
Architecture & Engineering
From
Business Journals
Luxury builders in Charlotte region are finding growing demand for a suburban lifestyle
July 30, 2021
Tags
Residential Real Estate
Troy Ludemann
Mackenzie Moser
From
Business Journals
Top of the Market: Nashville’s most expensive homes sold July 18-24
July 29, 2021
Tags
Housing Market
Residential Real Estate
From
Business Journals
Redfin launches services in Mississippi, expands markets in Florida
July 29, 2021
Tags
Technology
Residential Real Estate
Housing Market
From
Business Journals
Minimum wage earners can’t afford a two-bedroom rental anywhere, report says
July 27, 2021
Tags
Human Resources
Housing Market
Career & Workplace
From
Business Journals
U.S. mortgage rates plunge for fourth straight week
July 25, 2021
Tags
Residential Real Estate
Mortgages
Housing Market
From
Business Journals
Dayton’s sizzling home market continues
July 22, 2021
Tags
Dayton Realtors
Residential Real Estate
Housing Market
From
Business Journals
Top of the Market: Nashville’s most expensive homes sold July 11-17
July 22, 2021
Tags
Residential Real Estate
Housing Market
From
Business Journals
Affordable Housing Trust taps new CEO
July 21, 2021
Tags
Philanthropy & Nonprofits
Housing Market
From
Business Journals
TBJ Plus: ABC11 gets new anchor; People leaving Raleigh not going far; Triangle running out of booze?
July 19, 2021
Tags
Commercial Real Estate
North Carolina Center for Nonprofits
Housing Market
From
Business Journals
U.S. mortgage rates drop for third straight week
July 18, 2021
Tags
Sam Khater
Dayton Realtors
Federal Home Loan Mortgage Corp/ / Freddie Mac
From
Business Journals
Dayton-area realtor talks 'unprecedented' housing market
July 18, 2021
Tags
Jeanne Glennon
Coldwell Banker Heritage
Housing Market
From
Business Journals
Report: Almost a quarter of Seattle-area homes purchased with cash in 2021
July 15, 2021
Tags
Shauna Pendleton
Residential Real Estate
Redfin Corp/
From
Business Journals
Empty-nesters may find housing options in Yellow Springs
July 13, 2021
Tags
Oberer Companies
Housing Market
Josue Salmeron
From
Business Journals
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