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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
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)
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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 Luxury Home Prices Are Outperforming as Affluent Buyers Dodge High Mortgage Rates
November 03, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports a Record Share of Home Sellers Drop Prices as High Rates Cut Into Buyers’ Budgets
November 03, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Almost a Third of Homes for Sale Are New Construction—the Highest Share of Any Third Quarter on Record
October 31, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Homes in Upstate New York Sell in Roughly a Week While in Austin It Takes Nearly Two Months
October 26, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Buyers Get Some Relief As New Listings Finally Increase, More Sellers Drop Prices
October 26, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Austin, Once a Migration Hotspot, Is Losing Homebuyers to Other Cities For First Time on Record
October 25, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Announces Redfin Max, a Game-Changing Pay Plan for Agents
October 25, 2023
From
Redfin
Via
Business Wire
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RDFN
Redfin Reports New Listings and Pending Sales Ticked Up in September, But Deals Were Canceled at Highest Rate in Almost a Year
October 23, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports 2023 on Pace For Fewest Home Sales Since 2008 As Mortgage Rates Hit 8%
October 19, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports That Homebuyers Must Earn $115,000 to Afford the Typical U.S. Home—About $40,000 More Than the Typical American Household Earns
October 17, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Listings Tick Up, But Buyers Back Off
October 12, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Asking Rents Flattened in September Amid Growing Apartment Supply
October 05, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports New Listings Hold Up As Mortgage Rates Soar Toward 8%
October 05, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Survey: 59% of Recent Homebuyers Say Purchasing a House Is More Stressful Than Dating
October 04, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Survey: LGBTQ+ Renters More Likely to Cite Lack of Family Support, Student Loans as Financial Barriers to Homeownership
October 03, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Survey: Roughly One-Third of Black, Hispanic Respondents Faced Discrimination During Recent House Hunt
September 28, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports More Home Sellers Drop Their Asking Price As Mortgage Rates Hit Two-Decade High
September 28, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
A Record Share of Homebuyers Are Relocating, Many to Places Endangered By Climate Change
September 26, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Pending Home Sales Drop 13% Year Over Year As Mortgage Rates Stay Stubbornly High
September 22, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Survey: Most Respondents Support More Homebuilding, But Many Don’t Want a Complex in Their Neighborhood
September 20, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Home Purchases Fell Through at the Highest Rate in Nearly a Year in August
September 15, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Demand for Vacation Homes Sits Near 7-Year Low Due to High Housing Costs, Return-to-Office Mandates
September 14, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Report: Monthly Housing Costs Hit All-Time High, Deterring Would-Be Buyers
September 14, 2023
From
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Via
Business Wire
Tickers
RDFN
Redfin Survey Finds 1 in 10 Home Sellers Are Moving Because They’re Being Called Back to the Office
September 13, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Landlords Are Charging Near-Record Rents—But Offering Concessions
September 12, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Survey: 1 in 5 Millennial Respondents Believe They’ll Never Own a Home
September 07, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Report: Prices Go Up While Demand Goes Down
September 07, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports 1 in 8 San Francisco Home Sellers Is Losing Money—the Highest Share in the Nation
September 06, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Miami Home Prices Are Up 17% From a Year Ago
August 31, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Real Estate Investors Pull Back, Buying 45% Fewer Homes Than A Year Ago
August 30, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
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