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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 Typical U.S. Asking Rent Surpassed $2,000 for First Time in May
June 09, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Second-Home Hotspots Saw Outsized Growth in Rental, Home Prices During the Pandemic
June 08, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Homes With High Fire Risk Sell For Nearly $120,000 More Than Low-Risk Homes As Americans Flock to Fire-Prone Suburbia
June 06, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Priced Out of Austin, Relocating Homebuyers Turn to San Antonio
June 03, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Homebuyers Regain Some Control as Supply Grows and Demand Pulls Back
June 02, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Advises Listing Sooner Rather Than Later, Pricing Slightly Below Recent Comps and Other Home-Selling Tips For a Changing Market
June 02, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Austin, Raleigh and Other Popular Sun Belt Metros Lead the Nation in Homebuilding
May 27, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Home Sellers in Migration Hotspots Increasingly Turn to Price Drops
May 27, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Nearly 1 in 5 Sellers is Dropping Their Price, the Highest Rate Since October 2019
May 26, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Here Are Eight U.S. Migration Hotspots Where Homes Are Still Relatively Affordable
May 23, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Historic Housing Shortage Shows Signs of Letting Up as Sales Decline
May 20, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Homebuyers Can Save Over $15,000 in Five Years With an Adjustable-Rate Mortgage–But It Comes With Risks
May 20, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Sellers Rushing to Find Buyers Before Demand Weakens Further
May 19, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Homebuyer Competition Falls for Second-Straight Month, Hitting Lowest Level in Over a Year
May 18, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Growth in Asking Rents Slows for the 1st Time in a Year
May 18, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports a Shrinking Pool of Buyers Snatch Up Homes at Record Pace
May 12, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports More Sellers Dropping Their Prices, But Buyers Find Little Relief
May 06, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Migration Hotspots in the Sun Belt Are Home to the Nation’s Highest Inflation Rates
May 03, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Typical Buyer’s Monthly Payment Up 39%—The Biggest Annual Gain on Record
April 28, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Sun Belt Homebuyers Need 40% More Income Than a Year Ago to Afford the Typical Home
April 27, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
In Texas and Florida, Nearly 90% of Flood-Insurance Policyholders Set to See Premiums Rise Due to FEMA Overhaul
April 26, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Homebuyer Competition Drops for First Time in Six Months Amid Surge in Mortgage Rates, Home Prices
April 25, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Demand Slips, Pushing More Sellers to Drop Asking Prices
April 21, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Americans Are Buying Smaller Homes as Prices Skyrocket
April 20, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Asking Rents Climbed 17% to a Record High in March
April 20, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Nearly One-Third of Homeowners Have a Mortgage Rate Far Below Today’s Level, Prompting Some to Stay Put
April 19, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Home Sales Fell 4% in March as Buying Costs Shot Up
April 15, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports Demand Slips, Pushing More Sellers to Drop Asking Prices
April 14, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
A Record Share of Homebuyers Are Relocating as Skyrocketing Housing Costs Make Affordable Areas Even More Attractive
April 13, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
Redfin Reports the Pandemic-Driven Second-Home Boom Is Coming to an End
April 11, 2022
From
Redfin
Via
Business Wire
Tickers
RDFN
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