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home
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
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
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Back Dated Performance Reports
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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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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Mortgage Rates Inch Up To 6.72% After 5 Weeks Of Decline, But Experts See Stability Ahead
July 11, 2025
Long-term US mortgage rates rose after a 5-week decline but are expected to stay stable. Higher rates may impact home sales and mortgage applications. Benzinga.
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Bitcoin, Ethereum Could Soon Help You Get A Mortgage Now — Cathie Wood's Ark Invest Sees $12 Trillion Opportunity After FHFA Move
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June 18, 2025
Fannie Mae and Freddie Mac may finally exit government control after 17 years, causing investor excitement and affecting ETFs with exposure to housing finance.
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Bill Ackman Says US Sitting On A $300 Billion Gold Mine With Freddie Mac And Fannie Mae—But 'The Government's Not Going To Give It Up'
June 09, 2025
Billionaire hedge fund manager Bill Ackman is once again highlighting what he sees as one of the Federal Government's most overlooked assets, its stake in mortgage finance giants, the Federal National...
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Bill Ackman Urges End To Fannie Mae, Freddie Mac Conservatorship: Says Will Enable Them To 'Operate More Successfully And Efficiently'
June 04, 2025
Bill Ackman is advocating for Fannie Mae and Freddie Mac to exit federal conservatorship, a status they've held since the 2008.
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June 03, 2025
Deals with Fannie Mae and the Department of Defense continue to have a bullish impact on Palantir stock despite continued concerns about the stock's valuation
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Trump Says US Will Retain ‘Implicit’ Guarantees Of Freddie Mac, Fannie Mae: Retail’s Over The Moon
May 28, 2025
An analyst said the implicit guarantee would be a meaningful step towards making the reform work.
Via
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Fannie Mae, Freddie Mac Stocks Surge On Trump Privatization Remarks: What's Going On?
May 22, 2025
Shares of Fannie Mae Inc. (OTC: FNMA) and Freddie Mac Inc. (OTC: FMCC) are trading higher Thursday after President Donald Trump said he is seriously considering taking the mortgage giants public.
Via
Benzinga
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Trump Gives ‘Very Serious Consideration’ To Take Freddie Mac, Fannie Mae Public: Retail Sees Path To Mid-$30s
May 22, 2025
He said that he would consult senior members of his cabinet, including Treasury Secretary Scott Bessent, before making a decision soon.
Via
Stocktwits
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Trump Considers Taking Fannie Mae, Freddie Mac Public, Calls Mortgage Giants 'Very Profitable,' Says Timing Seems Right
May 21, 2025
Trump announced Wednesday he is giving "very serious consideration" to taking mortgage finance giants Fannie Mae and Freddie Mac public.
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May 18, 2025
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Bill Ackman Feels The Sting: Pershing Square Portfolio Down 14% Year-To-Date Amid Tariff Volatility
April 10, 2025
Hedge fund titan Bill Ackman's Pershing Square Holdings, a closed-end fund listed on the London Stock Exchange is down 14% year-to-date, owing to tariff-related market volatility. The losses, however,...
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Benzinga
Freddie Mac, Fannie Mae Draw Bullish Chatter After Report Says US Drawing Up Privatization Plans
March 24, 2025
A Trump ally laid out a plan detailing the process of transferring ownership of the firms to the proposed sovereign wealth fund, according to a report.
Via
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Fannie Mae, Freddie Mac In Upheaval As Trump Administration Considers Privatizing Mortgage Giants
March 21, 2025
Director of the Federal Housing Finance Agency Bill Pulte on Thursday fired the CEO of mortgage giant Freddie Mac and placed two senior officials of the FHFA on administrative leave.
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Benzinga Bulls And Bears: Nvidia, Palantir, Rigetti Computing And Shiba Inu Hints At Major Partnership
February 01, 2025
Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. The Nasdaq ended the week down 1.6%, with the S&P 500 losing 1% and...
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Fannie Mae, Freddie Mac Stock A 'Considerable Risk,' Say Analysts Who Downgrade Both To Underperform
January 27, 2025
Shares of Fannie Mae and Freddie Mac fell Monday after Keefe, Bruyette & Woods analysts downgraded the stocks to Underperform. Here's a look at the latest developments for the mortgage giants:
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Benzinga
Billionaire Bill Ackman Thinks Donald Trump Could Make These 2 Stocks Big Winners -- and Both Are Already Up Over 6X in the Last 12 Months
January 18, 2025
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Trump Taps Private Equity Investor Bill Pulte To Lead Federal Housing Finance Agency
January 16, 2025
Trump wants private equity CEO and philanthropist Bill Pulte as the next director of the Federal Housing Finance Agency.
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Benzinga
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MarketBeat Week in Review – 01/06 - 01/10
January 11, 2025
Stocks continued to slide after a hot jobs report sent bond yields higher, lowered expectations for future rate cuts, and keeps inflation and earnings in focus
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Bill Ackman’s Bold Case for Fannie Mae and Freddie Mac
January 07, 2025
Bill Ackman predicts massive gains for Fannie Mae (OTC: FNMA) and Freddie Mac (OTC: FMCC) if they exit conservatorship under a second Trump term.
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Billionaire Investor Bill Ackman Thinks 2 Stocks Could Soar Roughly 900% Under the Incoming Trump Administration
January 04, 2025
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Benzinga Bulls And Bears: Tesla, Netflix, MicroStrategy — And Shiba Inu Strives To Outpace Dogecoin In Crypto
January 04, 2025
Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. The Nasdaq and S&P 500 ended a five-day losing streak on Friday, but...
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Bill Ackman Sends Fannie Mae, Freddie Mac Stocks Soaring: 'Trump Likes Big Deals'
December 30, 2024
Fannie Mae and Freddie Mac shares soared Monday afternoon after billionaire investor Bill Ackman touted the stocks on social media.
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Benzinga
Billionaire Investor Bill Ackman's Election Bet Could Hit Big After Trump's Victory
November 16, 2024
Ackman and his fund Pershing Square Capital Management hold two over-the-counter stocks that have strongly benefited from Trump's win.
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Topics
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