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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
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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 Improve in January As More Buyers Return
January 26, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Report: The Housing Market Has Started to Recover
January 25, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
A Record 25% of Home Searchers Looked to Move to a New Metro at the End of 2022 as High Housing Costs Drove Relocation
January 23, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Home Prices Post Small Increase as Mortgage-Rate Drop Attracts Buyers
January 19, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Sales Are Slow to Kick Off New Year, But More Buyers Start Searching
January 13, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Rent Growth Slowed for Seventh Straight Month in December
January 12, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Becomes First Real Estate Site to Add Energy Cost Estimates for U.S. Homes
January 12, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Pending Sales Drop to Lowest Level Since at Least 2015
January 05, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports a Record Share of Home Sellers Are Giving Concessions to Buyers
January 05, 2023
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Homes Linger on the Market as Buyers Take Their Time
December 29, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Luxury-Home Sales Sink 38%, the Biggest Decline on Record
December 28, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Typical Monthly Payment Is Nearly $300 Less Than October Peak, Bringing Some Homebuyers Back
December 22, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Home Sales Slumped 35% in November, the Biggest Decline on Record
December 22, 2022
From
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Via
Business Wire
Tickers
RDFN
Redfin Reports Share of Homes Bought With All Cash Hits Highest Level Since 2014
December 21, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Homebuyers Are Flocking to the Sun Belt, Attracted to Relatively Affordable Home Prices
December 19, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Early-Stage Demand Up Notably From October Trough
December 15, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Just 3 in 100 Pandemic Homebuyers Would Fall Underwater With Next Year’s Projected 4% Home-Price Decline
December 14, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports November Asking Rents Post Smallest Annual Increase in 15 Months
December 13, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Supply Posts Record Increase As Homes Linger on the Market
December 08, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin’s 2023 Housing Outlook: A Post-Pandemic Sales Slump Will Push Home Prices Down For the First Time in a Decade
December 06, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Adds Zoning Data for More Than 70 Million Homes
December 05, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Home Delistings Hit Record High in November as Buyers and Sellers Retreated
December 02, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Homebuying Demand Ticks Up as Rates Continue to Decline
December 01, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Homebuyers Are Looking to Relocate to Affordable Areas–Especially in Florida–Amid High Rates, Prices
November 29, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Home-Price Growth Is Cooling Fastest in Pandemic Boomtowns Like Austin and Boise
November 28, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Homebuying Demand Ticks Up Slightly After Last Week’s Record-Fast Rate Drop
November 23, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Investor Home Purchases Fell 30% in Third Quarter, Largest Drop Since Great Recession Aside From Pandemic Start
November 22, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Pending Home Sales Post Record Drop in October as Deal Cancellations, Price Cuts Hit Record High
November 21, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports The Fastest Mortgage-Rate Drop in 40 Years Saves Homebuyers $100 Per Month
November 17, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Rents Rose 7.8% in October—Slowest Growth in 14 Months
November 16, 2022
From
Redfin
Via
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Tickers
RDFN
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