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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
Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Back Dated Performance Reports
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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 Rising Mortgage Rates Haven’t Yet Slowed Pending Sales
October 17, 2024
From
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Redfin Expands Free Rental Tools Nationwide
October 15, 2024
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Nearly One-Third of U.S. Renters Rank Housing Affordability As a Top-Three Issue in the Presidential Election: Redfin Survey
October 15, 2024
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Nearly 1 in 10 Gen Zers Who Plan to Move Soon Cite Abortion Access as a Reason: Redfin Survey
October 11, 2024
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Redfin Reports Asking Rents Tick Up 0.6%, With East Coast and Midwest Metros Posting Biggest Increases
October 10, 2024
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Redfin Reports Pending Home Sales Post Biggest Increase Since 2021
October 10, 2024
From
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Redfin Survey: Nearly One-Third of Young Adults Say Hurricane Helene Has Made Them Reconsider Where They Want to Live in the Future
October 07, 2024
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Redfin Reports September Was a Turning Point For Demand, With Pending Home Sales Flat After 9 Months of Declines and Tours Hitting Highest Level Since April
October 03, 2024
From
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Via
Business Wire
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RDFN
Trump vs Harris: Renters Debate Who Is Better for Housing Affordability
October 02, 2024
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Redfin Reports Newly Built Apartments Are Starting to Fill Up Faster, But At a Slower Pace Than Last Year
October 01, 2024
From
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Via
Business Wire
Tickers
RDFN
Redfin Reports Buying a Starter Home Is Now Cheaper Than It Was a Year Ago
September 30, 2024
From
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Via
Business Wire
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RDFN
Just 2.5% of U.S. Homes Changed Hands This Year, The Lowest Rate in Decades
September 30, 2024
From
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Via
Business Wire
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Redfin Reports Asking Rents for New Apartments Drop 6% to Lowest Level Since 2022, as Finished Buildings Soar
September 26, 2024
From
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Via
Business Wire
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Redfin Reports Buyers Are Coming Back: Mortgage Demand Shoots Up, Home Tours Hit Highest Level Since May
September 26, 2024
From
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Business Wire
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RDFN
Redfin Reports Bay Area Homebuyers Stand to Save Thousands on Monthly Payments Following Mortgage-Rate Decline
September 25, 2024
From
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Half of All Home Listings Have Gone Extra Stale, Unsold After 60 Days on Market
September 25, 2024
From
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Redfin Reports Buying a Home Just Got More Affordable for the First Time Since 2020
September 24, 2024
From
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Via
Business Wire
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Redfin Reports the Typical Swing State Renter Earns 17% Less Than Needed to Afford a Typical Apartment—An Improvement From the Last Presidential Election
September 19, 2024
From
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Via
Business Wire
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Redfin Reports Housing Payments Post Biggest Decline in 4 Years Ahead of Fed's Historic Rate Cut, Which Could Lure Buyers Off the Sidelines
September 19, 2024
From
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Business Wire
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RDFN
Existing Home Sales, Pending Sales Fall to Lowest Level Since Pandemic Start as House Hunters Wait for Mortgage Rates to Drop Further
September 18, 2024
From
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Redfin Reports U.S. Home Prices Rose 0.5% in August, the Biggest Increase in 4 Months
September 17, 2024
From
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Via
Business Wire
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RDFN
Redfin Reports Demand for Second-Home Mortgages Falls to Eight-Year Low
September 12, 2024
From
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Via
Business Wire
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Redfin Reports Falling Mortgage Rates Mean Housing Payments Are Now More Affordable Than a Year Ago Despite Higher Prices
September 12, 2024
From
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Via
Business Wire
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RDFN
Redfin Reports Asking Rents Rose the Most in Over a Year in August, But Remain Below Record Highs Hit Two Years Earlier
September 10, 2024
From
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New NAR Rules Are a Bargaining Chip, Putting Pressure on Commissions in Competitive Markets, But Redfin Agents Say Most Sellers Are Willing to Cover Some Fees
September 09, 2024
From
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Redfin Expands Redfin Next Agent Pay Plan Nationwide
September 09, 2024
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Redfin Reports The Typical College Grad in the Bay Area Can Afford Rent If They Have a Roommate. A Year Ago, They Couldn't.
September 05, 2024
From
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Via
Business Wire
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RDFN
Redfin Reports Housing Payments Have Dropped to Their Lowest Level Since January. But Home Sales Are Still Falling.
September 05, 2024
From
Redfin
Via
Business Wire
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RDFN
Florida and Texas Condo Supply is Piling Up As Sales Slow Amid High HOA, Insurance Costs
September 04, 2024
From
Redfin
Via
Business Wire
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RDFN
Redfin Report: Homebuyers Must Earn Nearly $80,000 to Afford the Typical U.S. Starter Home, Just Shy of the All-Time High
August 29, 2024
From
Redfin
Via
Business Wire
Tickers
RDFN
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