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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
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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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
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Additional Information
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Back Dated Performance Reports
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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 Rent Prices Are Dropping Across Florida’s Most Populous Metros
July 10, 2024
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Redfin Reports Permits to Build U.S. Apartments Have Dropped Nearly 30% Since the Pandemic
July 09, 2024
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Redfin Reports U.S. Home Prices Hit New All-Time High, Pushing Pending Sales Down 5%
July 03, 2024
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Redfin Reports Newly Built Apartments Are Filling Up at the Slowest Pace Since 2020
July 01, 2024
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Starter Homes Are Affordable to the Typical Black Family in Just 10 Major U.S. Metros
June 27, 2024
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Redfin Reports the Typical Home Is Selling for Less Than List Price, the First Time That Has Happened in Late Spring Since Start of Pandemic
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Homeowners Can Now Use Redfin to Redesign Their Home Photos
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Redfin Reports Only 39% of Renters Make Enough Money to Afford the Median-Priced Apartment
June 24, 2024
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Redfin Reports Home Prices Hit New High, But Buyers Gain Power as Stale Listings Pile Up and Price Drops Become More Common
June 20, 2024
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What Luxury Homebuyers Want: Double Vanities, Kitchen Islands Are the Most Sought-After Amenities, According to a Redfin Agent Survey
June 18, 2024
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U.S. Home Prices Are Rising at the Slowest Pace in Nearly a Year and a Half
June 18, 2024
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Redfin Reports Homes Sales Fell to One of the Lowest Levels on Record in May
June 14, 2024
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Redfin Reports U.S. Home Prices Hit Another Record High, But Mortgage Rates Are Starting to Decline—Which Could Give Buyers Relief
June 13, 2024
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More Than 3 in 5 Home Listings Are Now ‘Stale’ As Record-High Costs Dampen Demand
June 12, 2024
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Damon Joshua Joins Rent. as President
June 11, 2024
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Redfin Reports U.S. Asking Rents Ticked Up for Second Straight Month in May, Hitting Highest Level Since 2022
June 11, 2024
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Housing Markets on Florida’s West Coast Are Cooling Faster Than Anywhere Else in the U.S., With Supply Rising and Demand Falling
June 11, 2024
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Home Prices Are Falling in 3 Texas Metros and Portland, Oregon as High Rates Cool Demand for the Former Hotspots
June 06, 2024
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Housing Affordability Is Gen Z’s Top Voting Issue, Outweighing Abortion Rights and the Economy: Redfin Survey
June 03, 2024
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Redfin Reports Renters Are Staying Put Longer, With 1 in 6 Now Living in The Same Home For 10 Years or More
May 31, 2024
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Redfin Reports Price Drops Hit Highest Level in 18 Months As High Rates Dampen Buyer Demand
May 30, 2024
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Pride Premium: People in LGBTQ+ Friendly Areas Need to Earn $150,000 to Afford the Typical Home—A Premium of Nearly 50%
May 29, 2024
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Redfin Reports Home Prices Hit Another Record High, Pushing Pending Sales Down 4%
May 23, 2024
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U.S. Home Prices Continue Their Ascent, Even as High Costs Deter Homebuyers
May 21, 2024
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One-Third of Houses For Sale Are Newly Built, Just Shy of the Record High
May 20, 2024
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Redfin Reports Gen Zers and Young Millennials Took Out 40% of U.S. Mortgages in 2023
May 20, 2024
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Redfin Reports the Median U.S. Home Price Hit an All-Time High of $434,000 in April
May 17, 2024
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Redfin Expands Redfin Next Agent Pay Plan to 25 Additional Markets
May 17, 2024
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Redfin Report: The Sun Belt Is Seeing Some of the Biggest Rent Declines in America
May 17, 2024
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Redfin Reports Mortgage Rates Dip Below 7% For First Time in 5 Weeks, Giving Buyers Some Much-Needed Relief
May 16, 2024
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