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about us
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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
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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
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Redfin
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Homebuyers Need $107,000 Annually to Afford the Typical U.S. Home–Up 46% From a Year Ago
November 15, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Annual Home Price Growth Slows to 3%
November 10, 2022
From
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Redfin Reports Pandemic Boomtowns Phoenix and Miami Have Among the Highest Inflation Rates in the U.S.
November 10, 2022
From
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29% of Homes for Sale in Third Quarter Were New Construction—a Record High
November 08, 2022
From
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Business Wire
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RDFN
Redfin Reports Demand Declines Ease as Mortgage Rates Steady Around 7%
November 04, 2022
From
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Business Wire
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Redfin Reports Nevada and Arizona Lost Democrats But Gained Independents as Californians Moved In During the Pandemic
November 03, 2022
From
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Via
Business Wire
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Redfin Reports Homebuyers Are Looking to Move to Sacramento, Miami and Other Relatively Affordable Places as High Rates, Inflation Cut Into Budgets
October 31, 2022
From
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Via
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RDFN
Americans Flocked to Red and Purple Counties in Key Senate-Race States During the Pandemic
October 28, 2022
From
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RDFN
Redfin Reports Pending Home Sales Fall 35%, Largest Drop in at Least Seven Years
October 27, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Economists Share Advice for People Who Need to Move While Housing Costs Remain Near Record Highs
October 26, 2022
From
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Via
Business Wire
Tickers
RDFN
Redfin Reports 58% of Homeowners Have Spent Money to Protect Their Homes From Climate Threats: Survey
October 25, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Sellers’ Time on Market Doubles From Spring as Buyers Wait for Prices and/or Rates to Come Down
October 20, 2022
From
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Via
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Tickers
RDFN
Redfin Reports Pending Home Sales Plummet Over 50% in Three Florida Metros Hit by Hurricane Ian
October 20, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Home Sales, Listings Plunge Over 20% in September—Most on Record Aside From Pandemic Start
October 19, 2022
From
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Via
Business Wire
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RDFN
Redfin Reports Square Footage Is Now Worth More in the Suburbs Than Cities
October 18, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Expands Brokerage to Wilmington, North Carolina and Green Bay, Wisconsin
October 14, 2022
From
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Via
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RDFN
Redfin Reports Economic Woes Exacerbate Slowdown as Rates Reach 20-Year High
October 13, 2022
From
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Via
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RDFN
Redfin Reports Rents Are Growing Half as Fast as They Were Six Months Ago
October 13, 2022
From
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Via
Business Wire
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RDFN
Nearly Two-Thirds of Homebuyers and Sellers Are Hesitant to Move Somewhere With Climate Risk: Redfin Survey
October 07, 2022
From
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Via
Business Wire
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RDFN
Redfin Reports Lurching Mortgage Rates Spook Homebuyers
October 06, 2022
From
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Via
Business Wire
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RDFN
Redfin Reports Homebuyers’ Down Payments Doubled During the Pandemic
October 06, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Launches Down Payment Assistance Feature to Help Make Homeownership More Attainable
October 06, 2022
From
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Via
Business Wire
Tickers
RDFN
Redfin Reports High Mortgage Rates Mean Smaller Homes For Many Buyers
October 04, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Typical Homebuyer’s Mortgage Payment Up 15% Since Mid-August
September 29, 2022
From
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Via
Business Wire
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RDFN
Homebuyers Are Grappling With the Most Volatile Mortgage Rates in Over Three Decades
September 28, 2022
From
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Via
Business Wire
Tickers
RDFN
CORRECTING and REPLACING More Than Half of U.S. Homebuyers and Sellers Want to Live Somewhere With Legal Abortion, Up From 40% a Year Ago
September 27, 2022
From
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Via
Business Wire
Tickers
RDFN
Affordable Midwest and East Coast Markets Are Holding Up Best as the U.S. Housing Market Cools
September 27, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Sun Belt Homebuyers Are Backing Out of Purchases at a Higher Rate Than Anywhere Else in the U.S.
September 26, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Bidding-War Rate Drops to Lowest Level Since April 2020 As Mortgage Rates Surge
September 23, 2022
From
Redfin
Via
Business Wire
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RDFN
Redfin Reports Rising Prices Amid Falling Demand and Supply Reflect a “New Weird”
September 22, 2022
From
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RDFN
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