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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
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Sample Portfolio
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Quarterly Performance Reports
Market Value Securities (MVS)
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Back Dated Performance Reports
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Florida Atlantic University College of Business
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Study: Affordability Crisis Lingers Despite Normalizing Rent Growth
April 17, 2024
From
Florida Atlantic University College of Business
Via
GlobeNewswire
Study: These Metropolitan Areas are Most at Risk for Pricing Corrections
April 09, 2024
From
Florida Atlantic University College of Business
Via
GlobeNewswire
Study: Here are the Riskiest Housing Markets to Own in Based on Price-to-Rent Premiums
March 20, 2024
From
Florida Atlantic University College of Business
Via
GlobeNewswire
Study: Housing Premiums Shrink, Signaling Good News for Homebuyers
March 13, 2024
From
Florida Atlantic University College of Business
Via
GlobeNewswire
Study: Here are the Best and Worst Markets for Renters
March 07, 2024
From
Florida Atlantic University College of Business
Via
GlobeNewswire
Study: Here is the Best Housing Market to Buy in Based on Historic Pricing Trends
February 08, 2024
From
Florida Atlantic University College of Business
Via
GlobeNewswire
Study: Rents Are Falling Across the Country. Is the Rental Crisis Coming to an End?
January 25, 2024
From
Florida Atlantic University College of Business
Via
GlobeNewswire
Florida Cities Climb Up Overvalued Housing List as Buyers Squeezed Out of Market
September 28, 2023
From
Florida Atlantic University College of Business
Via
GlobeNewswire
Rent Growth Normalizes as Florida Faces Prolonged Affordability Crisis
September 25, 2023
From
Florida Atlantic University College of Business
Via
GlobeNewswire
Study: Home Prices are Re-Accelerating, But for How Long?
September 07, 2023
From
Florida Atlantic University College of Business
Via
GlobeNewswire
STUDY: These Rental Markets Are Most Favorable for Renters Based on Pricing Trends
August 29, 2023
From
Florida Atlantic University College of Business
Via
GlobeNewswire
Study: South Florida Housing Market Grows More Overvalued as National Market Stabilizes
August 01, 2023
From
Florida Atlantic University College of Business
Via
GlobeNewswire
Study: Rent Increases in Eight out of Nine Florida Cities at or Below National Average
July 24, 2023
From
Florida Atlantic University College of Business
Via
GlobeNewswire
Study: Homebuyers Facing Overvalued Markets Despite Prices Moderating
July 05, 2023
From
Florida Atlantic University College of Business
Via
GlobeNewswire
Study: Rent Increases Stabilizing, Still Largely Unaffordable for Renters Across the U.S.
June 23, 2023
From
Florida Atlantic University College of Business
Via
GlobeNewswire
Report: Average Renter in Much of U.S. Needs $100,000 Salary
June 06, 2023
From
Florida Atlantic University College of Business
Via
GlobeNewswire
Study: Falling Florida Home Prices Still Significantly Overvalued
May 31, 2023
From
Florida Atlantic University College of Business
Via
GlobeNewswire
FAU Executive Education Ranked No. 2 in U.S. in Latest ‘Financial Times’ Rankings
May 25, 2023
From
Florida Atlantic University College of Business
Via
GlobeNewswire
Researchers: Firms Would be Wise to Reconsider Value of Government Contracts
May 18, 2023
From
Florida Atlantic University College of Business
Via
GlobeNewswire
Study: Rent Crisis Slowing, but Landlords Still in Control
May 09, 2023
From
Florida Atlantic University College of Business
Via
GlobeNewswire
AACSB Extends FAU College of Business’ Accreditation
April 12, 2023
From
Florida Atlantic University College of Business
Via
GlobeNewswire
FAU Expert: Landmark NIL Deal Could be Game-changer for Amateur Athletes in Smaller Sports
April 06, 2023
From
Florida Atlantic University College of Business
Via
GlobeNewswire
Study: U.S. Home Prices Moderate, but Buyers are Still Paying Hefty Premiums
April 05, 2023
From
Florida Atlantic University College of Business
Via
GlobeNewswire
Study: Renting Beats Buying in Vast Majority of U.S.
March 07, 2023
From
Florida Atlantic University College of Business
Via
GlobeNewswire
Renters Get Sticker Shock in Three New England Markets
February 24, 2023
From
Florida Atlantic University College of Business
Via
GlobeNewswire
Study: U.S. Rents Moderating, but Affordability Issues Linger
February 07, 2023
From
Florida Atlantic University College of Business
Via
GlobeNewswire
Study: Florida Dominates List of Nation’s Most Overvalued Housing Markets
January 26, 2023
From
Florida Atlantic University College of Business
Via
GlobeNewswire
Study: Even as Housing Market Slows, Prices Still Rising
December 15, 2022
From
Florida Atlantic University College of Business
Via
GlobeNewswire
Study: Rent Increases Slowing as More Supply Hits the Market
December 01, 2022
From
Florida Atlantic University College of Business
Via
GlobeNewswire
Study: Markets in Texas, Washington are Best for Renters
November 14, 2022
From
Florida Atlantic University College of Business
Via
GlobeNewswire
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