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home
about us
Investment Approach
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Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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TAF
Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Redfin
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Redfin Report: Listings Surge, Luring Some Buyers Off the Fence, But Near-Record Housing Costs Price Others Out
March 14, 2024
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Redfin Expands ‘Sign & Save’ Program Nationwide
March 12, 2024
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Redfin Reports Asking Rents Climb 2% in February, Biggest Gain in Over a Year
March 11, 2024
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Redfin Survey: Majority of U.S. Homeowners and Renters Say Housing Affordability Affects Their Pick for President
March 11, 2024
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Introducing Ask Redfin, an AI-Powered Tool to Quickly Answer Questions About For-Sale Homes
March 07, 2024
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Redfin Reports Supply Ticked Up in February for First Time in 8 Months
March 07, 2024
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Redfin Analysis: Black Millennials Are Half As Likely to Own a Home As White Millennials
March 05, 2024
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Redfin Report: New Listings Post Biggest Uptick In Nearly 3 Years, But Buyers Show Restraint as Rates Rise
February 29, 2024
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Redfin Reports the U.S. Housing Market Gained $2 Trillion in Value Over the Last Year
February 28, 2024
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Redfin Reports Florida’s Condo Prices Are Falling As Cost of Insurance and HOA Fees Skyrocket
February 26, 2024
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Redfin Report: More Homes Hit the Market as Spring Approaches, But 7% Mortgage Rates Keep Buyers on the Sidelines
February 22, 2024
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Redfin Home Price Index: Price Growth Holds Steady at Start of the Year
February 20, 2024
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Housing Market Activity Lost Steam in January as Mortgage Rates Stopped Falling and Prices Kept Rising
February 16, 2024
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Redfin Reports Home Prices and Mortgage Rates Rise, Pushing Would-Be Buyers to the Sidelines
February 15, 2024
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Homeowners Today Stay in Their Homes Twice As Long As They Did in 2005, Driven Largely By Older Americans Aging in Place
February 14, 2024
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Investors Bought 26% of the Country’s Most Affordable Homes in the Fourth Quarter—the Highest Share on Record
February 14, 2024
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Redfin Reports People Are Moving Out of Areas With Poor Air Quality, Often Because They’re Too Expensive
February 12, 2024
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Redfin Publishes Air Factor Data From First Street to Show Risk of Poor Air Quality
February 12, 2024
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Redfin Reports U.S. Asking Rents Flatten After Pandemic Rollercoaster Ride
February 09, 2024
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Redfin Reports Pending Sales Post Biggest Decline in 4 Months, Dampened By Rising Mortgage Rates
February 08, 2024
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One-Third of Real Estate Agents Have Clients Who Relocated Due to Local Laws or Politics in 2023: Redfin Survey
February 06, 2024
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Redfin Announces ‘Sign & Save’ Program, Helping Homebuyers Save Thousands
February 01, 2024
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32% of Homes for Sale in the Fourth Quarter Were Newly Built—Just Shy of the Record High
February 01, 2024
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Redfin Reports More People Are Touring Homes, But That Hasn’t Yet Translated to More Sales
February 01, 2024
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Redfin Reports Luxury Home Prices Hit All-Time High As Record Share of High-End Buyers Pay Cash
January 31, 2024
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Homebuyers are Leaving the Bay Area at Half the Pandemic-Era Rate
January 30, 2024
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Homebuyers on a $3,000 Monthly Budget Have Gained $40,000 in Purchasing Power Since Mortgage Rates Peaked Last Fall
January 29, 2024
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Redfin Reports Price Growth Starts the Year Strong But Harsh Weather Freezes Out Some Would-Be Homebuyers
January 25, 2024
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Redfin Home Price Index: Prices Rose 0.4% in December—the Smallest Increase in Six Months
January 23, 2024
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Redfin Reports Pending Home Sales Rose 4% in December—Biggest Jump in Over Two Years
January 19, 2024
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RDFN
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