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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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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 Pending Home Sales Ticked Up in July But Still Hovered Near Recent Low
August 25, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Report: A Homebuyer on a $3,000 Budget Has Lost $71,000 in Purchasing Power Since Last Year
August 24, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Myrtle Beach, SC Becomes Popular Homebuyer Migration Destination for First Time
August 23, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
New Builds Make Up One-Third of Houses on the Market, With High Rates Locking Up Existing Inventory
August 17, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
The Typical Teacher Can Afford Just 12% of Homes for Sale Near Their School, Down From 30% in 2019
August 15, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Roughly 40% of Redfin Survey Respondents Who Reside in Texas, Florida Would Prefer Living Somewhere Abortion Is Legal
August 15, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Report: Homes Cost 38% More in Neighborhoods That Offer the Best Shot at Upward Mobility
August 14, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Nearly 1 in 10 U.S. Homes Are Worth at Least $1 Million, Close to All-Time High
August 11, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
U.S. Housing Market Recovers the Nearly $3 Trillion It Lost, Hitting Record $47 Trillion in Total Value
August 11, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Asking Rents Are Inching Closer to Their Record High
August 10, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Report: Low Demand + Lower Supply = High Prices
August 10, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports The Typical U.S. Homebuyer’s Monthly Payment Is Up Nearly 20% From a Year Ago As Prices Rise
August 04, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Publishes Wind Factor Data From First Street Foundation to Show Damage Potential for Homes
July 31, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
First-Time Buyers Need to Earn 13% More Than a Year Ago to Afford the Typical U.S. Starter Home
July 28, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Las Vegas Tops List of Popular Homebuyer Destinations For First Time, With West Coast Migrants Drawn to Cheaper Homes
July 27, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Home Prices Are Up 3% Year Over Year, Biggest Increase Since November
July 27, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Luxury Home Prices Post Double-Digit Drops in the Bay Area, Seattle
July 26, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Migration Into America’s Most Flood-Prone Areas Has More Than Doubled Since the Start of the Pandemic
July 24, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Home Prices Climb 2% From a Year Ago, With Low Supply Fueling Competition
July 20, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Just 1% of U.S. Homes Have Changed Hands This Year, the Lowest Share in at Least a Decade
July 18, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Homes Are Selling for Near-Record Highs as Supply Falls to New Low, Demand Picks Up
July 17, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports U.S. Home Prices Rise For the First Time in Nearly Five Months
July 13, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports The Typical U.S. Asking Rent Is Only $24 Below Its Record High
July 12, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Home Listings, Sales Bounce Back in Florida Towns Hit by Hurricane Ian Despite Increasing Climate Risk
July 07, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports the Average U.S. Home Is Selling Above Its Asking Price for the First Time in Nearly a Year
July 06, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports The Typical U.S. Home Is Selling For Just $4,000 Less Than Last Year’s All-Time High
June 29, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Drought-Stricken Phoenix Is the Top Destination For Relocating Homebuyers
June 28, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Rainbows, Stars and Stripes—How 13 Different Flags Impact Where Homebuyers Want to Live
June 27, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Report: The Spring 2023 Homebuying Season Never Happened
June 22, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports There Were Fewer Homes for Sale in May Than Any Other Month on Record
June 21, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
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