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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Additional Information
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Investing During Uncertain Times
Read FULL Seminar Here
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Mortgage refinance demand surges, as homeowners take advantage of lower interest rates
January 11, 2023
Tags
Mortgages
Real estate
Housing
From
CNBC.com News
Consumer confidence in housing finally rises, thanks to falling home prices
January 09, 2023
Tags
Economic events
Foreclosures
US: News
From
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Mortgage interest rates expected to drop in 2023—here's by how much
January 05, 2023
Tags
Mortgage rates
World economy
Home sales
From
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Mortgage demand plunges 13% to end 2022, as interest rates head higher again
January 04, 2023
Tags
Foreclosures
US: News
Housing
From
CNBC.com News
Home price increases weakened sharply in November, posting the smallest annual gain in 2 years
January 03, 2023
Tags
Housing
Real Estate
Real estate
From
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How the Federal Reserve affected 2022's stock market
December 22, 2022
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Financial crisis
Economy
Economic Reports
From
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Home sales tumbled more than 7% in November, the 10th straight month of declines
December 21, 2022
Tags
Mortgages
Real Estate
US Economy
From
CNBC.com News
Mortgage refinance demand surged 6%, as rates dropped to the lowest level since September
December 21, 2022
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US: News
Foreclosures
Real estate
From
CNBC.com News
Rents are still high, even after cooling at the fastest pace in 19 months
December 20, 2022
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Real estate
U/S/ Economy
Housing
From
CNBC.com News
Homebuilder sentiment drops for the 12th straight month, but a bottom may be near
December 19, 2022
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US: News
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U/S/ Economy
From
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Home flipping profits drop at the fastest pace in over a decade
December 15, 2022
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US: News
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From
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Here’s what the Federal Reserve’s half-point rate hike means for you
December 14, 2022
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Economy
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From
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Mortgage demand inches higher as interest rates move lower
December 14, 2022
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US: News
Foreclosures
U/S/ Economy
From
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Mortgage rates drop after CPI report, but the housing market is far from out of the woods
December 13, 2022
Tags
Foreclosures
US: News
Housing
From
CNBC.com News
The Federal Reserve is about to hike interest rates one last time this year. Here's how it may affect you
December 12, 2022
Tags
Mortgages
Personal loans
Debt
From
CNBC.com News
These are the best 10 metro areas for first-time home buyers — and how to make it more affordable no matter where you’re buying
December 09, 2022
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Personal saving
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From
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