Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
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
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
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
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about Sam Khater
Recent news which mentions Sam Khater
Mortgage Rates Fall For Fifth Week Straight, But Remain Close To 7%
February 20, 2025
Tickers
ECON
NEWS
RDFN
Tags
Benzinga
Market News
Real Estate
From
Benzinga
Mortgage Rates Near 6%, Demand Increases For Refinancing, Purchases
September 19, 2024
Tickers
FMCC
MBB
MORT
NLY
Tags
Real Estate
REM
Benzinga
From
Benzinga
Mortgage Rates Continue To Tick Down In Mid-July: 'The Economy Remains Resilient'
July 18, 2024
Tags
Benzinga
Real Estate
Stories That Matter
From
Benzinga
Mortgage Rates Fall For Third Straight Week With Signs Of Lower Inflation, Fed Rates
June 20, 2024
Tickers
FMCC
Tags
Markets
FMCC
Federal Reserve
From
Benzinga
U.S. mortgage rates reverse course and rise
March 13, 2022
Tags
Residential Real Estate
Sam Khater
Housing Market
From
Business Journals
U.S. mortgage rates jump again nearing 4%
February 21, 2022
Tags
Housing Market
Sam Khater
Residential Real Estate
From
Business Journals
U.S. mortgage rates jump significantly again
January 23, 2022
Tags
Housing Market
Mortgages
Economic Forum 2022
From
Business Journals
U.S. mortgage rates substantially jump
January 17, 2022
Tags
Sam Khater
Housing Market
Residential Real Estate
From
Business Journals
U.S. mortgage rates again remain stagnant
December 13, 2021
Tags
Housing Market
Sam Khater
Residential Real Estate
From
Business Journals
U.S. mortgage rates hold steady around holiday
November 28, 2021
Tags
Residential Real Estate
Housing Market
Mortgages
From
Business Journals
U.S. mortgage rates seesaw back up
November 21, 2021
Tags
Residential Real Estate
Mortgages
Housing Market
From
Business Journals
U.S. mortgage rates tick back down
November 08, 2021
Tags
Dayton Realtors
Federal Home Loan Mortgage Corp/ / Freddie Mac
Residential Real Estate
From
Business Journals
U.S. mortgage rates tick back down
November 07, 2021
Tags
Federal Home Loan Mortgage Corp/ / Freddie Mac
Residential Real Estate
Mortgages
From
Business Journals
U.S. mortgage rates rise for third-straight week
November 01, 2021
Tags
Sam Khater
Housing Market
Residential Real Estate
From
Business Journals
U.S. mortgage rates rise for third-straight week
October 31, 2021
Tags
Housing Market
Sam Khater
Federal Home Loan Mortgage Corp/ / Freddie Mac
From
Business Journals
U.S. mortgage rates climb again
October 24, 2021
Tags
Mortgages
Housing Market
Sam Khater
From
Business Journals
U.S. mortgage rates seesaw back above 3%
October 18, 2021
Tags
Dayton Realtors
Residential Real Estate
Federal Home Loan Mortgage Corp/ / Freddie Mac
From
Business Journals
U.S. mortgage rates seesaw back above 3%
October 17, 2021
Tags
Residential Real Estate
Federal Home Loan Mortgage Corp/ / Freddie Mac
Sam Khater
From
Business Journals
U.S. mortgage rates dip back below 3%
October 10, 2021
Tags
Dayton Realtors
Focus on Residential Real Estate 2021
Mortgages
From
Business Journals
U.S. mortgage rates jump above 3% threshold, more increases expected
October 04, 2021
Tags
Dayton Realtors
Mortgages
Housing Market
From
Business Journals
U.S. mortgage rates jump above 3% threshold, more increases expected
October 03, 2021
Tags
Residential Real Estate
Federal Home Loan Mortgage Corp/ / Freddie Mac
Sam Khater
From
Business Journals
U.S. mortgage rates remain in holding pattern under 3% threshold
September 26, 2021
Tags
Sam Khater
Housing Market
Mortgages
From
Business Journals
U.S. mortgage rates again hold steady under 3% threshold
September 20, 2021
Tags
Residential Real Estate
Federal Home Loan Mortgage Corp/ / Freddie Mac
Sam Khater
From
Business Journals
U.S. mortgage rates hover under 3% threshold
August 23, 2021
Tags
Residential Real Estate
Federal Home Loan Mortgage Corp/ / Freddie Mac
Sam Khater
From
Business Journals
U.S. mortgage rates climb after recent declines
August 15, 2021
Tags
Dayton Realtors
Federal Home Loan Mortgage Corp/ / Freddie Mac
Residential Real Estate
From
Business Journals
U.S. mortgage rates reverse course
August 09, 2021
Tags
Mortgages
Housing Market
Sam Khater
From
Business Journals
U.S. mortgage rates reverse course back down
August 08, 2021
Tags
Housing Market
Mortgages
Sam Khater
From
Business Journals
U.S. mortgage rates nudge up
August 02, 2021
Tags
Dayton Realtors
Housing Market
Mortgages
From
Business Journals
U.S. mortgage rates nudge up
August 01, 2021
Tags
Dayton Realtors
Residential Real Estate
Federal Home Loan Mortgage Corp/ / Freddie Mac
From
Business Journals
U.S. mortgage rates plunge for fourth straight week
July 25, 2021
Tags
Federal Home Loan Mortgage Corp/ / Freddie Mac
Residential Real Estate
Housing Market
From
Business Journals
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.