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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
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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’s 2025 Predictions: Pent-Up Demand Will Lead to More Home Sales, But Many Would-Be Buyers Will Opt to Rent
December 04, 2024
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More Than 1 in 5 Renters Say Their Entire Paycheck Goes to Rent: Redfin Survey
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November 21, 2024
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Redfin Survey: 18% of Home Hunters Say Safety/Crime is a Reason They’re Moving, 14% Cite Climate Risks
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Homes With Low Natural Disaster Risk Are Rising in Value Faster Than Homes With High Risk for the First Time in Over a Decade
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Redfin Reports Home Sales Sink Across Florida Amid Hurricane Recovery, Surging HOA and Insurance Costs
November 19, 2024
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U.S. Home Prices Rose 0.5% in October, Marking a Year of Consistent Growth
November 19, 2024
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Redfin Survey: Most People Earning Under $50,000 Struggle to Afford Housing. Nearly One-Quarter of Them Have Skipped Meals to Make Their Payments
November 18, 2024
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Existing Home Sales Post Biggest Increase in Nearly Three Years
November 15, 2024
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Redfin Reports Home Tours, Mortgage Locks Are Bouncing Back Post-Election
November 14, 2024
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22% of U.S. Residents Are More Likely to Move Now That Election Is Over, With Many Considering a Different Country or State
November 13, 2024
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Redfin Reports Rents Flat Nationally in October, But Rising in East Coast and Midwest Metros
November 12, 2024
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Redfin Reports Pending Home Sales Held Steady in Final Run-Up to Election Despite 7% Mortgage Rates
November 07, 2024
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Redfin Reports The Number of Renter Households Is Growing Three Times Faster Than Homeowner Households
November 05, 2024
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Redfin Survey: 38% of People Who Already Voted Say Housing Affordability Impacted Their Presidential Pick
November 04, 2024
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Redfin Reports 28% of Houses For Sale Are Newly Built, the Lowest Share in 3 Years
November 01, 2024
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Real Estate Agent Commissions Hold Steady Since New Industry Rules Were Implemented, Redfin Reports
October 31, 2024
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Redfin Reports Housing Market Stays Surprisingly Active As Election Looms and Mortgage Rates Hit 7%
October 31, 2024
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Redfin Reports Roughly One-Third of Renters Have an Apartment That Costs Less Than $1,000 a Month—the Lowest Share on Record
October 30, 2024
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Young Homeowners Are Much More Likely Than Young Renters to Say They’re Financially Better Off Than 4 Years Ago
October 29, 2024
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Homebuyers Lose $33,000 in Purchasing Power in 6 Weeks As Mortgage Rates Hit 7%
October 29, 2024
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Property Taxes Have Surged Nearly 60% in Tampa and Jacksonville Since 2019, Exacerbating Florida’s Housing Affordability Crisis
October 28, 2024
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Roughly 4 in 5 U.S. Residents Believe There Should be Caps On Rent Hikes
October 24, 2024
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Redfin Reports Homebuying Demand Holds Up Even As Election Uncertainty, Stronger-Than-Expected Economy Push Up Rates
October 24, 2024
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Nearly 1 in 5 People Have Gotten in a Disagreement With a Neighbor Over Politics: Redfin Survey
October 23, 2024
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Redfin Reports U.S. Home Prices Grew 0.5% in September, the Fastest Pace Since April
October 22, 2024
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Pending Home Sales Jumped 2.5% in September, the Biggest Monthly Increase in Over a Year and a Half
October 18, 2024
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Redfin Reports Rising Mortgage Rates Haven’t Yet Slowed Pending Sales
October 17, 2024
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