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
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about mortgage
Recent news which mentions mortgage
< Previous
1
2
...
7
8
9
10
11
12
13
14
Next >
Three Mid America Mortgage Loan Officers Make the Cut for NAMMBA’s Top 100 by Units
October 08, 2021
Tickers
AP
Tags
National Association of Minority Mortgage Bankers of America
Awards and Honors
DepthPR
From
Send2Press Newswire
IDS’ Mark Mackey Named MPA Housing Industry Icon
October 07, 2021
Tickers
AP
Tags
SALT LAKE CITY, Utah
DepthPR
Awards and Honors
From
Send2Press Newswire
Innovative approach to digital home loan experience propels SimpleNexus to market-leading adoption by loan originators and consumers
October 07, 2021
Tickers
AP
ELLI
ICE
Tags
Technology
DepthPR
homeownership platform
From
Send2Press Newswire
DocMagic Unveils eSign 3.0, Enhancing Remote Notary and eClosing Capabilities
October 06, 2021
Tickers
AP
Tags
Torrance
AP
FinTech
From
Send2Press Newswire
Sell Your SC Home For Top Dollar Without The Hassle of Listing It!
October 05, 2021
Tickers
HOME
Tags
Mortgage
Financial
Home
From
PRLog
ACES Quality Management CEO Trevor Gauthier Chosen as 2021 Vanguard by HousingWire
October 05, 2021
Tickers
AP
Tags
Denver Business
DENVER, Colo/
Finance
From
Send2Press Newswire
Promontory MortgagePath welcomes Guild Mortgage Correspondent to its investor network
October 05, 2021
Tickers
AP
Tags
Business
Mortgage
Guild Mortgage Correspondent
From
Send2Press Newswire
Sales Boomerang releases Q3 2021 Mortgage Market Opportunities Report
October 04, 2021
Tickers
AP
Tags
Reports and Studies
Sales Boomerang
DepthPR
From
Send2Press Newswire
HousingWire recognizes Sales Boomerang CEO Alex Kutsishin’s influence on the mortgage industry with 2021 Vanguard award
October 01, 2021
Tickers
AP
Tags
Washington D/C/ Business
HW Vanguard Awards
DepthPR
From
Send2Press Newswire
SimpleNexus CEO Cathleen Schreiner Gates honored by HousingWire for outstanding leadership in mortgage technology
October 01, 2021
Tickers
AP
Tags
Business
LEHI, Utah
SimpleNexus
From
Send2Press Newswire
Mid America Mortgage Donates $250,000 to Services of Hope
October 01, 2021
Tickers
AP
Tags
DepthPR
Corporate Social Responsibility
Texas Business
From
Send2Press Newswire
Agile Launches MBS Pool Bidding
September 30, 2021
Tickers
AP
Tags
Product Launches
Philadelphia Business
Agile Trading Technologies
From
Send2Press Newswire
LBA Ware welcomes mortgage compliance expert Lyndal McLaughlin to CompenSafe implementation team
September 30, 2021
Tickers
AP
Tags
Mortgage
Business
Technology
From
Send2Press Newswire
Emerald Coast Real Estate Agent Promotes His Homes to MORE Buyers for MORE Money
September 29, 2021
Tags
Top real estate agent
Property
Scott Gregory Team
From
PRLog
Expetitle Closes $2.3 Million Seed Plus Round
September 29, 2021
Tickers
AP
Tags
Miami Business
digital title company
title insurance
From
Send2Press Newswire
FormFree to host second annual Heroes Golf Classic on October 29, 2021 in support of the American Red Cross of Northeast Georgia
September 29, 2021
Tickers
AP
GOLF
Tags
Finance
American Red Cross of Northeast Georgia
Georgia Business
From
Send2Press Newswire
SimpleNexus rounds out its Nexus Closing eMortgage solution with DocMagic’s eVault and eNote technologies, enabling fully digital loan closings
September 23, 2021
Tickers
AP
Tags
Software
Alliances and Partnerships
Finance
From
Send2Press Newswire
Promontory MortgagePath Promotes Bryan DeShasier to Chief Administrative Officer, Adds Helen Placente as Managing Director of National Credit Operations
September 23, 2021
Tickers
AP
Tags
DANBURY, Conn/
FinTech
Promontory MortgagePath
From
Send2Press Newswire
#HousingDC21 Sets Attendance Record
September 23, 2021
Tags
housing market
Regional Events
Trade Shows
From
Send2Press Newswire
Mortgage Coach introduces integration with LoanSense to help federal student loan holders become homeowners and increase purchase power
September 21, 2021
Tickers
AP
Tags
Technology
Income Driven Repayment
DepthPR
From
Send2Press Newswire
LBA Ware’s LimeGear integrates with Experience.com to turn customer satisfaction scores into actionable business intelligence for mortgage lenders
September 21, 2021
Tickers
AP
Tags
Finance
Macon Business
Software
From
Send2Press Newswire
Housing Market Group (HMG) is Expanding to Qatar - India
September 21, 2021
Tickers
HMG
Tags
Marketing
Mortgage
Home business
From
Issuewire
LBA Ware to host Experience.com’s Kristin Messerli for webinar on the latest millennial homebuyer market research
September 17, 2021
Tickers
AP
Tags
MACON, Ga/
Georgia Business
LBA Ware
From
Send2Press Newswire
MBA Mortgage Corp. Receives Honorable Mention for the DAV'S Outstanding Small Employer of the Year
September 15, 2021
Tickers
DAV
Tags
Disabled American Veterans
Non/profit
Massachusetts
From
PRLog
ACES Mortgage QC Industry Trends Report Shows Decline in Critical Defect Rate for Second Consecutive Quarter
September 15, 2021
Tickers
AP
Tags
Reports and Studies
ACES Quality Management
AP
From
Send2Press Newswire
HomeBinder joins The Mortgage Collaborative’s Preferred Partner Network
September 14, 2021
Tickers
AP
Tags
Massachusetts Business
home management platform
Preferred Partner Network
From
Send2Press Newswire
New MBS Fintech Agile Revolutionizes Trading with the Launch of RFQ Platform
September 09, 2021
Tickers
AP
Tags
PHILADELPHIA, Pa/
Mortgage
Business
From
Send2Press Newswire
1st Class Real Estate and Expetitle Announce a Joint Venture to Provide Tech-enabled Closings Across The U.S.
September 09, 2021
Tickers
AP
Tags
Real Estate
Miami Business
title company
From
Send2Press Newswire
DFW Real Estate Agent Creates a Tailored Marketing Approach Aimed at Selling EXPIRED LISTINGS For the MOST MONEY in the SHORTEST Amount of Time
September 02, 2021
Tags
United States
Real Estate
Fort Worth
From
PRLog
MCT’s Paul Yarbrough is named to HousingWire’s 2021 Insiders Award List
September 02, 2021
Tickers
AP
Tags
Mortgage Capital Trading Inc/
AP
SAN DIEGO, Calif/
From
Send2Press Newswire
< Previous
1
2
...
7
8
9
10
11
12
13
14
Next >
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.