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home
about us
Investment Approach
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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
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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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With Zillow Out, Will Other iBuyers Call It Quits Too?
December 06, 2021
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December 02, 2021
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Is The iBuying Model Doomed To Fail In The US Housing Market?
December 01, 2021
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What Scared Zillow's Management About iBuying?
December 01, 2021
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November 28, 2021
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Could Offerpad Win the iBuying Race?
November 28, 2021
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RDFN
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OPAD
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Should Zillow Investors Be Worried Right Now?
November 27, 2021
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OPAD
OPEN
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ZG
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Recent Press Releases
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Here's What I Think Of Zillow's iBuying Exit
November 27, 2021
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OPAD
OPEN
RDFN
Z
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ZG
Recent Press Releases
Z
From
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Why Did Zillow (Really) Pull the Plug on iBuying?
November 25, 2021
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OPEN
Z
ZG
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ZG
OPAD
From
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Is iBuying a Viable Long-Term Strategy for Opendoor, Offerpad, and Redfin?
November 25, 2021
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3 Unstoppable Stocks You Can Buy Right Now for Less Than $100
November 24, 2021
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GLBE
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RVLV
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RVLV
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Is the iBuying Model Doomed -- or Did Zillow Just Get It Wrong?
November 24, 2021
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RDFN
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OPEN
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Market News
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With iBuying Gone, How Will Zillow Grow Now?
November 23, 2021
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OPAD
OPEN
RDFN
Z
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ZG
Recent Press Releases
Z
From
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Down 35%, Is Zillow a Buy Now?
November 22, 2021
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OPAD
OPEN
RDFN
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Recent Press Releases
ZG
Z
From
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Is Zillow's Exit Good News for Opendoor and Offerpad?
November 21, 2021
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RDFN
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Top Real Estate News for Friday, Nov. 19, 2021: 2 REITs and More Fed Spending
November 19, 2021
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2 Major Red Flags With Zillow's iBuying Failure
November 19, 2021
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Can Opendoor Score After Zillow's Fumble?
November 19, 2021
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Benzinga's Top Ratings Upgrades, Downgrades For November 17, 2021
November 17, 2021
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The Biggest Reason Zillow Went Sideways in the iBuying Business
November 11, 2021
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The biggest investor worry shouldn’t be red-hot inflation but ice-cold demand, this strategist says. How to play that scenario.
November 11, 2021
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Stocks of Zillow rivals Opendoor, Offerpad rally after sales, forecasts top Street
November 10, 2021
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Your Daily Digest of Real Estate News for Tuesday, Nov. 9, 2021: Switch the Next Data Center REIT
November 09, 2021
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‘You are just force-feeding yourself potentially toxic assets’: Redfin’s CEO remains cautious about iBuying’s future
November 05, 2021
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MarketWatch
‘The easiest thing to do is buy homes’: Offerpad CEO sees a bright future for iBuying despite Zillow’s high-profile exit
November 04, 2021
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Could Opendoor, Offerpad See Surge With Zillow Exiting Homebuying?
November 04, 2021
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Z
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Small Cap
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Market News
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Benzinga
Zillow thought it could rule the housing market. It was very wrong.
November 02, 2021
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FB
OPAD
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RDFN
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3 Top Growth Stocks to Buy Right Now
October 28, 2021
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ELY
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ELY
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Zillow Group Stock May Have Rebounded, But It Won’t Go Up Forever
October 22, 2021
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Skillz Still Has to Execute on Its Business Plan, but Its Stock Valuation Is Getting Attractive
October 21, 2021
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ML
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