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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
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
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Additional Information
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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 U.S. Home Prices Ticked Up 0.2% in August
September 23, 2025
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Redfin Reports Summer 2025 Was the Strongest Buyer’s Market in Records Dating Back Over a Decade
September 22, 2025
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Housing Supply Drops Most in 2 Years as Sluggish Demand Spooks Sellers
September 22, 2025
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Homeowners in New York, California and Other Coastal States Could Shave Thousands Off Their Annual Tax Bill with SALT Cap Increase
September 18, 2025
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With Mortgage Rates Declining, Homebuyers Must Decide: Buy Now With Little Competition, Or Bet on Rates Falling More?
September 18, 2025
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Redfin Reports New Apartments Are Increasingly Likely to Get Snapped Up Quickly as Construction Slows
September 12, 2025
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The Most Expensive College Towns in the Nation Have One Thing in Common: They’re on the Beach
September 17, 2025
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Redfin Reports Lower Mortgage Rates Trim Hundreds off Monthly Payments, yet Homebuyers Are Still Cautious
September 11, 2025
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Redfin Reports The Number of Canadians Searching For U.S. Homes Is Down 20% From Last Year
September 15, 2025
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Redfin Reports U.S. Asking Rents Rise Most Since 2022 As Apartment Construction Slows
September 09, 2025
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Black Homeownership Rate Drops to Lowest Level Since 2021
September 08, 2025
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U.S. Investor Home Purchases Fell 6% in the Second Quarter, the Biggest Decline Since 2023
September 04, 2025
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Redfin Reports Cheaper Mortgage Payments Bring a Trickle, Not a Surge, of Homebuying Demand
September 04, 2025
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Redfin Reports U.S. Homeowner Population Stops Growing for First Time in Nearly a Decade
September 03, 2025
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In Vacation Towns, Home Sales Are Falling and Prices Are Stagnating
September 02, 2025
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Redfin Reports U.S. Housing Costs to Return to ‘Normal’ by 2030 With Stable Price Growth and Moderately Lower Rates
September 02, 2025
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Las Vegas Housing Supply Rises 31% As Demand Stumbles, Pushing Sale Prices Down Slightly
August 29, 2025
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Redfin Reports Pending Home Sales Rise 2% as Mortgage Rates Sit at Lowest Level in 10 Months
August 28, 2025
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Redfin Reports Homebuyers Have Been Retreating, and Now Sellers Are Too
August 27, 2025
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Redfin Reports the Mortgage Spread Has Dropped to a 3-Year Low. That’s Good News for Homebuyers and Refinancers.
August 26, 2025
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CORRECTING and REPLACING Two in Five American Workers are Delaying or Canceling a Major Purchase Like a Home or Car Due to Feelings About Job Security
August 25, 2025
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Redfin Survey: Struggling Young Renters Forego Restaurants, Skip Meals to Afford Rent
August 25, 2025
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Redfin Reports Home Purchases Are Getting Canceled at a Record Rate
August 21, 2025
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Redfin Reports Mortgage Rates Drop to 10-Month Low, Pushing Down Monthly Housing Payments
August 21, 2025
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Home Prices Tick Down 0.1% in July, Fall in 39 of the Top 50 U.S. Metros
August 19, 2025
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Redfin Reports Homes Are Selling at the Slowest Summer Pace in a Decade
August 18, 2025
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Permits to Build U.S. Apartments Have Fallen 23% Since the Pandemic Construction Boom
August 14, 2025
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Typical Homebuyer’s Monthly Payment Down More Than $200 From May Peak, With September’s Anticipated Interest Rate Cut Already Priced Into Mortgage Rates
August 14, 2025
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Redfin Reports U.S. Apartment Asking Rents Post Biggest Increase in 2.5 Years
August 14, 2025
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July’s Most Expensive Home Sales Include Spelling Mansion, Obama’s Former Summer Retreat
August 13, 2025
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