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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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 Reports Rising Prices Amid Falling Demand and Supply Reflect a “New Weird”
September 22, 2022
From
Redfin
Via
Business Wire
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RDFN
Redfin Reports Luxury-Home Purchases Plummet 28%, the Biggest Drop on Record
September 22, 2022
From
Redfin
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Business Wire
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RDFN
Redfin Expands Brokerage to Hilton Head, South Carolina
September 22, 2022
From
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Redfin Reports Asking Rents Climb 11% in August, the Smallest Gain in a Year
September 21, 2022
From
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Via
Business Wire
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RDFN
Redfin Reports Seattle’s Housing Market Is Cooling Faster Than Any Other in the U.S.
September 21, 2022
From
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Business Wire
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RDFN
Redfin Reports A Record Share of Homebuyers Relocate, Driven By Moves Away From Expensive Coastal Areas
September 20, 2022
From
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85% of Homeowners with Mortgages Have a Rate Far Below Today’s Level, a Factor Prompting Many to Stay Put
September 20, 2022
From
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RDFN
Prospective Home Sellers and Buyers Retreated in August as Mortgage Rates Approached 6%
September 16, 2022
From
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RDFN
Redfin Reports Nearly One-Third of U.S. Homes Are Bought With Cash, Well Above Pre-Pandemic Levels
September 16, 2022
From
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RDFN
Redfin Reports Sellers Lose the Upper Hand as Mortgage Rates Top 6%
September 15, 2022
From
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RDFN
Homebuyers With Access to Flood-Risk Data Bid on Lower-Risk Homes
September 12, 2022
From
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Via
Business Wire
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RDFN
America Is Increasingly Building Homes in Disaster-Prone Areas
September 09, 2022
From
Redfin
Via
Business Wire
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RDFN
Redfin Reports Mortgage Rate Spike Further Cools Homebuying and Selling
September 08, 2022
From
Redfin
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Business Wire
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RDFN
CORRECTING and REPLACING Typical Home Now Sells For Less Than Asking Price
September 02, 2022
From
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Millennial and Gen Z Renters Have Inflation Rates Above 11%, Compared with 8.5% For the Typical American
September 01, 2022
From
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Via
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RDFN
Redfin Reports More People Are Moving in Than Out Places Experiencing Intense Drought
August 31, 2022
From
Redfin
Via
Business Wire
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RDFN
Redfin Reports More Sellers Retreat Amid Falling Prices, Volatile Mortgage Rates
August 25, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports 70% of Boise Home Sellers Dropped Their Asking Price in July
August 22, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
July Home Sales Dropped 19% Year Over Year to Lowest Level Since Mid-2020
August 22, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Growth in U.S. Asking Rents Slows for Second-Straight Month
August 19, 2022
From
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RDFN
Redfin Reports Slowdown Starts to Ease as Drop in New Listings Hampers Supply
August 18, 2022
From
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RDFN
Redfin Reports Investor Home Purchases Plateau But Remain Well Above Pre-Pandemic Levels
August 18, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Homebuyers Are Increasingly Backing Out of Deals as Slowing Market Boosts Negotiating Power
August 16, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Homebuyer Competition Falls to Lowest Level Since Early Months of Pandemic
August 12, 2022
From
Redfin
Via
Business Wire
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RDFN
Redfin Reports Newly-Listed Homes Fall Most Since 2020 as Sellers Pull Back
August 11, 2022
From
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RDFN
Redfin Reports the Share of Homebuyers Looking to Relocate Jumped to New Record in July
August 11, 2022
From
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Via
Business Wire
Tickers
RDFN
RedfinNow Expands to Florida
August 11, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports A Growing Share of Home Listings Are Stale As Market Cools
August 09, 2022
From
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Via
Business Wire
Tickers
RDFN
Redfin Reports Early Stage Demand Picks Up as Mortgage Rates Fall to a Four-Month Low
August 05, 2022
From
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Via
Business Wire
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RDFN
The Typical Income of a Boise Homebuyer Rose 24% During the Pandemic
August 04, 2022
From
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