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home
about us
Investment Approach
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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
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Event Schedule
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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
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7% interest rates hit weekly mortgage demand hard
February 28, 2024
Tags
Real estate
Housing
Foreclosures
From
CNBC.com News
Here are this year's most competitive rental markets
February 27, 2024
Tags
Housing
Foreclosures
US: News
From
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Aspiring homeowners say they face two major obstacles to buying. Here's why 20% say it'll 'never' happen
February 26, 2024
Tags
Real Estate
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Housing
From
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February 23, 2024
Tags
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From
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Existing home sales rose 3% to start the year, but higher mortgage rates are already hurting
February 22, 2024
Tags
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With mortgage rates remaining high, renting Is less expensive than buying
February 21, 2024
Tags
Personal Finance
Real estate
Loans
From
CNBC.com News
52% of Black Americans say homeownership is a mark of success, report finds. But it can conflict with other goals
February 21, 2024
Tags
Personal Finance
Real estate
Retirement planning
From
CNBC.com News
Mortgage Rates Climb Above 7% As Hot Inflation Dampens Expectations For Fed Cuts
February 21, 2024
Tickers
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Tags
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From
Benzinga
China policymakers will struggle to give markets what they want, chief strategist says
February 21, 2024
Tags
Asia Economy
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From
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Mortgage demand takes a massive hit as interest rates cross back over 7%
February 21, 2024
Tags
Mortgages
US: News
Foreclosures
From
CNBC.com News
More Black women are becoming homeowners — it doesn’t mean it's easier, economist says
February 20, 2024
Tags
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From
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Mortgage rates shoot to 2-month high after new report shows inflation is still hot
February 16, 2024
Tags
Real estate
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From
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Sticky Inflation, Surging Treasury Yields Push Mortgage Rates To 2-Month Peak: Real Estate Stocks Tumble
February 14, 2024
Tickers
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From
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Black Americans still face 'disproportionately steep hurdles' to homeownership, expert says
February 14, 2024
Tags
Loans
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Personal Finance
From
CNBC.com News
Mortgage rates surge higher again, causing homebuyers to pull back
February 14, 2024
Tags
Real Estate
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US: News
From
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Yellen Warns Non-Bank Lenders Could Fail As Household Finances Become Stretched
February 08, 2024
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Tags
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Top Stories
Janet Yellen
From
Benzinga
Weekly mortgage demand from homebuyers is flattening as interest rates rise
February 07, 2024
Tags
Business News
Real estate
Economic events
From
CNBC.com News
Mortgage, Credit Card Surge Pushes US Household Debt To Record $17.5 Trillion, Delinquencies Up
February 06, 2024
Tickers
ECON
Tags
Analyst Ratings
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From
Benzinga
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