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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
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
Bond Fund Seminar
RSVP-Signup Form
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Latest News about OPEN
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81 Biggest Movers From Yesterday
November 05, 2021
Tickers
ALXO
AP
ARTL
ASXC
Tags
YMAB
IMMR
RDBX
From
Benzinga
‘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
Tickers
OPAD
OPEN
Z
ZG
Tags
OPEN
OPAD
ZG
From
MarketWatch
Here's Why Opendoor Technologies Is Rising Today
November 04, 2021
Tickers
OPEN
Z
ZG
Tags
Z
Recent Press Releases
Market News
From
Motley Fool
55 Stocks Moving In Thursday's Mid-Day Session
November 04, 2021
Tickers
ALXO
AP
ARTL
ASXC
Tags
NRDS
OPEN
MRNA
From
Benzinga
Could Opendoor, Offerpad See Surge With Zillow Exiting Homebuying?
November 04, 2021
Tickers
OPAD
OPEN
Z
Tags
Benzinga
SPAC
Spencer Rascoff
From
Benzinga
OPEN Stock Is Under Pressure Because Zillow Just Revealed the Challenges of iBuying
November 03, 2021
Tickers
OPEN
ZG
Tags
NASDAQ:ZG,NASDAQ:OPEN
Today's Market
Market News
From
InvestorPlace
Stock Indices Struggling to Build on Tuesday's Record Highs
November 03, 2021
Tickers
ANET
BBBY
CAR
EL
Tags
Government
Economics
Short Sellers
From
Benzinga
Here's Why Zillow Stock Is Plunging Again on Wednesday
November 03, 2021
Tickers
OPEN
Z
ZG
Tags
Z
ZG
OPEN
From
Motley Fool
‘It’s really a toy’: Zillow closes home-flipping business. What does that say about the reliability of its Zestimate home-valuation tool?
November 03, 2021
Tickers
OPEN
Z
ZG
Tags
OPEN
ZG
Z
From
MarketWatch
71 Biggest Movers From Yesterday
November 03, 2021
Tickers
ABVC
ADCT
ANET
AUTO
Tags
DZSI
SQNS
Market News
From
Benzinga
Zillow thought it could rule the housing market. It was very wrong.
November 02, 2021
Tickers
FB
OPAD
OPEN
RDFN
Tags
OPEN
OPAD
ZG
From
MarketWatch
Golden Cross Appears Before Opendoor Technologies Investors
November 02, 2021
Tickers
OPEN
Tags
Benzinga
Trading Ideas
BZI/CROSS
From
Benzinga
November SPAC Merger Calendar: Upcoming Votes, Earnings, Stocks To Watch
November 01, 2021
Tickers
ASTR
BKSY
BODY
CLOV
Tags
Small Cap
RKLB
space stocks
From
Benzinga
Opendoor Stock Could Sustain This Uptrend Into the Foreseeable Future
October 27, 2021
Tickers
CBRE
OPEN
Z
Tags
Z
Market News
Stocks to Buy
From
InvestorPlace
Big Bank Earnings Breakdown: Here's What You Need to Know
October 25, 2021
Tickers
AAPL
ABCB
AMZN
BAC
Tags
TGT
Market News
GS
From
Motley Fool
Zillow's Pause and Disney's Delay
October 25, 2021
Tickers
AMZN
BBY
COST
DIS
Tags
Market News
OPEN
WMT
From
Motley Fool
Why Did SoftBank Sell So Many Shares of Coupang?
October 22, 2021
Tickers
BABA
CPNG
DASH
DIDI
Tags
CPNG
DASH
Market News
From
Motley Fool
Zillow Group Stock May Have Rebounded, But It Won’t Go Up Forever
October 22, 2021
Tickers
ABNB
DISCA
NWS
OPAD
Tags
NASDAQ:ZG,NASDAQ:OPEN,NASDAQ:OPAD,NASDAQ:DISCA,NASDAQ:ABNB,NASDAQ:NWS
Stocks to Sell
DISCA
From
InvestorPlace
7 Housing Stocks to Buy to Keep You Ahead of Inflation
October 20, 2021
Tickers
ACC
AVB
ESS
HD
Tags
LEN
AVB
OPEN
From
InvestorPlace
Zillow's Taking a Break From Its Homebuying Business (But There's Good News)
October 20, 2021
Tickers
OPAD
OPEN
RDFN
Z
Tags
ZG
OPEN
OPAD
From
Motley Fool
Zillow pauses home buying — raising ‘red flags’ about the real-estate market
October 20, 2021
Tickers
OPAD
OPEN
RDFN
TWTR
Tags
RDFN
Z
TWTR
From
MarketWatch
OPEN Stock Is Heating Up Because Zillow Just Revealed a Big Weakness
October 19, 2021
Tickers
AMZN
OPEN
Z
ZG
Tags
NASDAQ:Z,NASDAQ:ZG,NASDAQ:OPEN,NASDAQ:AMZN
ZG
Today's Market
From
InvestorPlace
Opendoor Could Rise 44% Higher Given Its Huge Inventory of Homes
October 19, 2021
Tickers
OPEN
Tags
OPEN
Stocks to Buy
Market News
From
InvestorPlace
Lower Than Expected Housing Starts and Building Permits Could Be Problems for Homebuilders
October 19, 2021
Tickers
AMH
BLK
INVH
JNJ
Tags
Small Cap
PG
PM
From
Benzinga
Down 55% From Its High, Is Zillow Stock a Smart Buy?
October 19, 2021
Tickers
OPEN
RDFN
Z
ZG
Tags
Market News
ZG
OPEN
From
Motley Fool
Buying Opendoor Today Could Be Like Buying Amazon in 1997
October 19, 2021
Tickers
AMZN
OPEN
Tags
Market News
Hot Stocks
OPEN
From
InvestorPlace
PreMarket Prep Stock Of The Day: Zillow Group
October 18, 2021
Tickers
OPEN
RDFN
Z
Tags
Benzinga
Z
Trading Ideas
From
Benzinga
2 Stocks Making Waves as the Market Treads Water
October 18, 2021
Tickers
BIDU
DJI
OPEN
RDFN
Tags
BIDU
Market News
OPEN
From
Motley Fool
Why Zillow Homebuying Halt 'Might Be Beneficial' In The Near-Term
October 18, 2021
Tickers
OPEN
RDFN
Z
ZG
Tags
Nat Schindler
Z
Analyst Color
From
Benzinga
OpenDoor Stock Is Heading for a Serious Pullback Sooner Than You Think
October 15, 2021
Tickers
OPEN
Tags
OPEN
Market News
Stocks to Sell
From
InvestorPlace
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