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home
about us
Investment Approach
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Firm ADV PDFs
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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
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EVENTS
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Event Schedule
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Why U.S. renters are taking corporate landlords to court
February 03, 2024
Tickers
LAW
LAWS
Tags
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From
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Rental markets are softening, but half of U.S. tenants spend more than they can afford, Harvard report finds
February 02, 2024
Tickers
LIFE
Tags
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February 01, 2024
Tags
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From
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January 31, 2024
Tags
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January 30, 2024
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Home prices began to cool in November after nine straight months of gains, S&P Case-Shiller says
January 30, 2024
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From
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Sen. Elizabeth Warren pushes Fed Chair Powell to cut 'astronomical' rates, ease housing pressure
January 29, 2024
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MEDIA ADVISORY: Leaders Across Georgia Gather in Atlanta for Georgia Municipal Association's Cities United Summit
January 27, 2024
Tags
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From
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Severe winter weather dampens home sales, keeping prices high, Redfin says
January 25, 2024
Tags
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From
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Hamptons mansion once listed for $150 million sells at auction for less than $90 million
January 25, 2024
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Homebuilder Shares Hang In Balance As Credit-Stretched Consumers Await Rate Cuts
January 24, 2024
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DHI
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NEWS
PHM
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Analyst Ratings
Jay McCanless
Interest Rates
From
Benzinga
Homebuyer demand pushes mortgage applications higher, even as interest rates inch up again
January 24, 2024
Tags
Mortgages
US: News
Business News
From
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Here are the top 10 hottest housing markets in 2024 — and why you may consider other options
January 23, 2024
Tags
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'Housing affordability is reshaping migration trends,' economist says. Here's where people are moving
January 23, 2024
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Gen Z Navigates Housing Hustle: Escaping Soaring Mortgage Rates, Nearly One-Third Live With Family Members
January 19, 2024
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Benzinga
From
Benzinga
Mortgage Applications For New Homes Soar Year Over Year Despite Seasonal Dip
January 19, 2024
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Real Estate
Real Estate Access
From
Benzinga
December home sales slump to close out worst year since 1995
January 19, 2024
Tags
Real estate
Breaking News: Business
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Homeowners In San Francisco And San Jose Rate Their Cities Last In Housing Satisfaction Survey
January 17, 2024
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Benzinga
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