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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 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
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Client Contact with Portfolio Manager(s)
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 Investor Home Purchases Rise for the First Time in Nearly Two Years
May 15, 2024
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Redfin Reports Demand For Vacation-Home Mortgages Fell 40% in 2023 As Housing Costs Rose to Record High
May 13, 2024
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Redfin Reports Record-High Monthly Payments Chill Spring Selling Season—But Declining Rates Could Boost Activity
May 09, 2024
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Redfin Reports Low-Income Americans Have Lost the Homebuying Progress They Made During the Pandemic
May 06, 2024
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Redfin Report: The Pool of People Taking Out Mortgages In America Is Becoming Less White
May 03, 2024
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Redfin Report: For the First Time in Nearly 2 Years, There’s No Major American Metro Where Home Prices Are Falling
May 02, 2024
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Redfin Reports Nearly 1 in 5 People Who Plan To Vote for Trump Want to Live in a Place Where Abortion Is Legal
April 29, 2024
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Redfin Reports Home Prices Stagnate in Florida and Texas as Supply Soars
April 25, 2024
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Redfin Reports Buying a Home Costs More Than Ever, With Prices Hitting All-Time High and Mortgage Rates Rising
April 25, 2024
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Nearly 40% of Homeowners Couldn’t Afford Their Home If They Were to Buy It Today
April 23, 2024
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Redfin Home Price Index: Price Growth Stabilizes in March, With Prices Up 0.6% From a Month Earlier
April 23, 2024
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Redfin Reports the Typical U.S. Luxury Home Costs More Than Ever Before
April 19, 2024
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Redfin Reports the Cost of Buying a Home Hits New Record As Mortgage Rates Jump, Prices Rise 5%
April 18, 2024
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Redfin Report: Nearly Half of Biden Voters Want to Live in Place Where Weed Is Legal, Compared to Only 12% of Trump Voters
April 18, 2024
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Redfin Survey: 70% of Florida Homeowners Have Seen Rise in Insurance Costs or Changes in Coverage
April 17, 2024
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Redfin Reports Nearly 40% of Renters Think They’ll Never Own a Home, Up From 27% Last Year
April 12, 2024
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Redfin Report: Monthly Payments Set New Record–And Buyers’ Costs Will Likely Stay High on Inflation News
April 11, 2024
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Redfin Survey: Over One-Quarter of Recent Homebuyers Have No Idea How Much Their Agent Was Paid
April 11, 2024
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Redfin Reports Nearly 20% of San Francisco Home Sellers Take a Loss on Their Sale, More Than Four Times the National Share
April 10, 2024
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Redfin Reports Asking Rents Rose for the Third-Straight Month in March, Driven By the Midwest
April 10, 2024
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Redfin Survey: Half of U.S. Homeowners and Renters Struggle to Afford Their Housing Payments
April 05, 2024
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Redfin Reports Listings and Sales Stumble as Sellers and Buyers Take Easter Break
April 04, 2024
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Redfin Survey: More Than Three-Quarters of Baby Boomers Plan to Stay In Their Home As They Grow Older
April 02, 2024
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The Typical Homebuyer’s Down Payment Is $56,000, Up 24% From a Year Ago
March 29, 2024
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Rising Supply Draws in Some Buyers, Even as Housing Payments Soar 10% to All-Time High
March 28, 2024
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First-Time Buyers Must Make $76,000 to Afford the Typical U.S. Starter Home–Up 8% From a Year Ago
March 28, 2024
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Nepo-Homebuyers: More Than One-Third of Gen Z and Millennial Homebuyers Plan to Use Family Money For Down Payment
March 27, 2024
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Redfin Reports The Typical Household Earns Roughly $30,000 Less Than Needed to Afford the Median-Priced Home
March 26, 2024
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Redfin Reports Supply Climbs 5%, Biggest Increase in Nearly a Year
March 21, 2024
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Redfin Expands Redfin Next Agent Pay Plan to Additional Markets, Offering Big Splits with Zero Expenses
March 21, 2024
From
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