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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
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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)
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Redfin
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Redfin Reports Falling Mortgage Rates Have Yet to Improve Home Sales, With Buyers Uncertain About NAR Settlement, Election
August 29, 2024
From
Redfin
Via
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Tickers
RDFN
Redfin Reports The Typical Homebuyer’s Down Payment is a Record $67,500, Up 15% From a Year Ago
August 28, 2024
From
Redfin
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RDFN
Redfin Reports 6 of Every 7 People With Mortgages Have an Interest Rate Below 6%
August 27, 2024
From
Redfin
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RDFN
Redfin Reports Starter Homes Emerge as Bright Spot as Mortgage Rates Settle Near 15-Month Low
August 26, 2024
From
Redfin
Via
Business Wire
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RDFN
Redfin Reports Condo HOA Fees Surge in Florida Amid Insurance Crisis
August 22, 2024
From
Redfin
Via
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Redfin Reports House Hunters Are Back As Monthly Mortgage Payments Post First Annual Decline Since 2020
August 22, 2024
From
Redfin
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RDFN
Redfin Reports U.S. Home Prices Tick Up 0.2% for the Second Month in a Row
August 20, 2024
From
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RDFN
Redfin Reports Existing Home Sales Rose 0.6% Last Month, But Were At the Lowest July Level on Record
August 19, 2024
From
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Via
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Tickers
RDFN
Arizona and Nevada Have Lost Tens of Thousands of Registered Democrats Since the Last Presidential Election
August 16, 2024
From
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Via
Business Wire
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RDFN
Redfin Reports a Record 8.5% of U.S. Homes Are Worth $1 Million or More
August 16, 2024
From
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RDFN
Redfin Reports Investor Home Purchases Post Biggest Increase in Two Years
August 15, 2024
From
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RDFN
The Typical U.S. Housing Payment Has Fallen to Lowest Level in 6 Months. That Has Led to More Buyer Interest, But Not More Sales.
August 15, 2024
From
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Redfin Reports The Typical Teacher Can Afford 48% of Apartments Near Their School–Up from 41% Last Year. But They Can Afford Just 14% of Homes for Sale
August 14, 2024
From
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Tickers
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Redfin Reports Asking Rents Fall Across All Bedroom Counts for First Time in 4 Years
August 13, 2024
From
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RDFN
U.S. Housing Market Nears $50 Trillion in Value as Number of Trillion-Dollar Metros Doubles
August 08, 2024
From
Redfin
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RDFN
Redfin Reports Mortgage Rates Drop to Lowest Level in Over a Year, Prompting Some House Hunters to Ramp Up Touring
August 08, 2024
From
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RDFN
Redfin Reports Nearly 25% of Gen Z House Hunters Are Willing to Sacrifice Safety to Afford a Home
August 05, 2024
From
Redfin
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RDFN
Thousands More People Are Moving In Than Out of Fire- and Flood-Prone America, Fueled by Migration to Texas and Florida
August 05, 2024
From
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Via
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RDFN
Typical Buyer’s Agent Earns 2.55% in Commission, a Rate That Has Declined Since the NAR Settlement Was Announced in March, Redfin Reports
August 02, 2024
From
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Tickers
RDFN
Redfin Report: America’s Renter Population Is Growing Three Times Faster Than Its Homeowner Population Amid Rise in Homebuying Costs
August 02, 2024
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Homebuyers Aren’t Yet Reacting to Lower Mortgage Rates, With Pending Sales Posting Biggest Year-Over-Year Decline in 9 Months
August 01, 2024
From
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Via
Business Wire
Tickers
RDFN
Luxury Home Prices Spike 9% to All-Time High
July 25, 2024
From
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Via
Business Wire
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RDFN
Redfin Reports Typical Homebuyer’s Monthly Payment Drops to Lowest Level in 4 Months
July 25, 2024
From
Redfin
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Business Wire
Tickers
RDFN
Redfin Reports 65% of Home Listings Have Been Sitting on the Market Longer Than a Month, Up From 60% a Year Ago
July 24, 2024
From
Redfin
Via
Business Wire
Tickers
RDFN
Cold Feet: Homebuyers Backed Out of Deals at a Record Rate in June
July 23, 2024
From
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Via
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Tickers
RDFN
Redfin Reports Home Prices Keep Climbing, But at Slowest Pace Since Early 2023
July 23, 2024
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Typical Monthly Housing Payment Drops to $115 Below Record As Mortgage Rates Decline, But House Hunters Are Still Waiting on the Sidelines
July 18, 2024
From
Redfin
Via
Business Wire
Tickers
RDFN
In Swing States, Typical Homebuyer’s Monthly Payment Has Nearly Doubled Since The Last Presidential Election
July 16, 2024
From
Redfin
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RDFN
Falling Mortgage Rates, Rising Supply Create Opportunity for Homebuyers This Summer, Even Amid Record-High Prices
July 12, 2024
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Home-Sale Prices Hit a Record High For the 9th Straight Week
July 11, 2024
From
Redfin
Via
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Tickers
RDFN
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