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home
about us
Investment Approach
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Team Biographies
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
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
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Advisors Mortgage Group Celebrates 25 Years of Building Dreams and Strengthening Communities
October 30, 2024
Tags
United States
Mortgage
Financial
From
PRLog
Mortgage Applications Fall For Fourth Straight Week As High Rates Squeeze Homebuyers
October 23, 2024
Tickers
ECON
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REIT
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Tags
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Benzinga
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Mortgage Demand Sees Sharpest Weekly Drop Since April 2020 As Rates Climb Above 6.5%
October 16, 2024
Tickers
ECON
Tags
Real Estate
Macro Economic Events
Benzinga
From
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Mortgage Rates Make Dramatic U-Turn, Freezing Homebuyers: Applications Fall 5% As Markets Rethink Fed Policy
October 09, 2024
Tickers
ECON
MORT
REZ
Tags
ETFs
Interest Rates
Stories That Matter
From
Benzinga
Mortgage Demand Soars As Fed Interest Rate Cut Fuels Housing Market Revival: 'Next Spring Could See A Real Rebound'
September 25, 2024
Tickers
ECON
MORT
REIT
REZ
Tags
Macro Economic Events
Real Estate
Expert Ideas
From
Benzinga
1st Call 4 Advisers: A New Chapter in Mortgage and Protection Adviser Recruitment
September 04, 2024
Tags
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From
PRLog
Mortgage Rates Hit 17-Month Lows, But 'Homebuyers Are Staying Patient' As Applications Stall
August 28, 2024
Tickers
ECON
REIT
REZ
Tags
Top Stories
REIT
REZ
From
Benzinga
Mortgage Rates Fall To Lowest Level In Over A Year, Ease Pressure On Homebuyers: 'Good News For Home Price Appreciation'
August 08, 2024
Tickers
ECON
MORT
REIT
REM
Tags
MORT
Equities
REIT
From
Benzinga
A Ton Of Landlords Are About To Raise Rents This Year
August 07, 2024
Tickers
NEWS
RENT
Tags
News
ResiClub
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From
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August 01, 2024
Tags
United States
Real Estate
Kansas
From
PRLog
Mortgage Rates Hit Lowest Point Since February As Investors Anticipate Fed Rate Cuts
July 24, 2024
Tickers
COMP
ECON
LAND
MORT
Tags
Stories That Matter
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Markets Tremble Over Planned China Chip Restrictions, Trump's Election Odds Rise, CrowdStrike Triggers Global Tech Outage: This Week In The Market
July 19, 2024
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MSFT
Tags
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Boulder Real Estate Agent Jill Grano Unveils New Homepage
July 08, 2024
Tags
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Secured Signing Scales Up with Strategic Leadership and Global Expansion
June 18, 2024
Tickers
AP
Tags
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From
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Dovenmuehle’s Above Average Residential Mortgage Loan Primary Servicer Ranking Affirmed by S&P Global Rankings
June 18, 2024
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Tags
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MCT and Lender Price Join Forces to Improve Mortgage Pricing with Loan-Level MSR Values
June 13, 2024
Tickers
AP
Tags
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From
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Mortgage Interest Rate Sensitivity Triggers 25% Spike in May Rate-and-Term Refinance Activity
June 13, 2024
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Tags
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From
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MCT Reports A 7% Mortgage Lock Volume Increase In Latest Indices Report
June 10, 2024
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Tags
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June 10, 2024
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Tags
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From
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CapitalW Collective: Educating, Elevating, and Empowering Women in Mortgage Capital Markets
June 06, 2024
Tickers
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Tags
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Argyle CEO Shmulik Fishman honored as a 2024 Tech All-Star by Mortgage Bankers Association
June 06, 2024
Tags
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From
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Click n’ Close to Receive Top Lender Award at USDA’s Single Family Housing Guaranteed Loan Program Ceremony
June 04, 2024
Tickers
AP
Tags
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Click n' Close Inc/
From
Send2Press Newswire
American Pacific Mortgage Picks Fee Chaser by LenderLogix to Collect Upfront Borrower Fees
June 04, 2024
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Tags
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Finance
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Send2Press Newswire
iEmergent’s 2024-2026 U.S. Mortgage Origination Forecast is now available in Mortgage MarketSmart
June 04, 2024
Tickers
AP
Tags
AP
DES MOINES, Iowa
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From
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Floify’s head of marketing Courtney Dodd named to HousingWire’s 2024 Marketing Leaders list
June 03, 2024
Tickers
PRCH
Tags
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BOULDER, Colo/
From
Send2Press Newswire
Dark Matter Technologies VP of Marketing Wes Horbatuck honored as HousingWire Marketing Leader
June 03, 2024
Tags
Mortgage
Business
Dark Matter Technologies
From
Send2Press Newswire
Dovenmuehle announces strategic business development promotions to support demand for its mortgage subservicing offerings
June 03, 2024
Tickers
AP
Tags
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Business
LAKE ZURICH, Ill/
From
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ACES Quality Management Partners with Digilytics, Provider of AI-Powered Document Indexing, Categorization for QC Reviews
May 30, 2024
Tickers
AP
Tags
Technology
DepthPR
Mortgage QC
From
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Dark Matter Technologies enhances the Empower LOS with native support for mortgage assumptions
May 30, 2024
Tickers
AP
Tags
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DepthPR
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From
Send2Press Newswire
Desert Outdoor Lighting Announces 5% Discount on Outdoor Trim Light Installations
May 26, 2024
Tickers
HOME
Tags
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From
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