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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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The Real Brokerage, Inc. - Common Shares
(NQ:
REAX
)
3.880
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 8, 2026
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Real Brokerage: Q1 Earnings Insights
↗
May 11, 2023
Via
Benzinga
The Real Brokerage Inc. Announces First Quarter 2023 Financial Results
May 11, 2023
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage Welcomes Speicher Group
May 09, 2023
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage to Present at the Sidoti Virtual Micro Cap Conference
May 04, 2023
From
The Real Brokerage Inc.
Via
Business Wire
A Preview Of Real Brokerage's Earnings
↗
March 15, 2023
Via
Benzinga
Earnings Outlook For Real Brokerage
↗
March 15, 2023
Via
Benzinga
The Real Brokerage Opens Operations in Manitoba
May 04, 2023
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage to Launch AI-Powered Digital Personal Concierge to Provide Agents With Immediate Access to Information
May 03, 2023
From
The Real Brokerage Inc.
Via
Business Wire
Early Warning Report in Respect of The Real Brokerage Inc.
May 02, 2023
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage to Host First Quarter 2023 Earnings Conference Call
April 27, 2023
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage Expands its Presence in the Mid-Atlantic
April 27, 2023
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage to Present at the Ladenburg Thalmann Tech Expo 2023
April 24, 2023
From
The Real Brokerage Inc.
Via
Business Wire
Real Title Launches Real Escrow in California; Names Industry Veteran Brad Miller National Director of Title
April 14, 2023
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage Surpasses 10,000 Agents; To Launch Division Focused on Supporting Military Members and Veterans with the Addition of Sentry Residential
April 04, 2023
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage Strengthens Leadership Team
March 30, 2023
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage Inc. Announces Fourth Quarter and Full Year 2022 Financial Results
March 16, 2023
From
The Real Brokerage Inc.
Via
Business Wire
Great Life RE, LLC Joins The Real Brokerage; High-Producing Group Significantly Expands Real’s Presence in Eastern Tennessee
March 10, 2023
From
The Real Brokerage Inc.
Via
Business Wire
Top-Producing Jason Martin Group Joins The Real Brokerage
March 02, 2023
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage to Host Fourth Quarter and Full Year 2022 Earnings Conference Call
February 28, 2023
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage to Present at the Singular Emerging Growth & Value Alpha Leaders Webinar
February 22, 2023
From
The Real Brokerage Inc.
Via
Business Wire
The Barron Team Joins The Real Brokerage in San Diego; Agent Network Surpasses 9,000 Across the U.S. and Canada
February 03, 2023
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage Enhances Revenue Share Plan to Incentivize Growth through Collaboration
January 24, 2023
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage to Present at the Q1 2023 Virtual Investor Summit Conference
January 23, 2023
From
The Real Brokerage Inc.
Via
Business Wire
Dow Falls 200 Points; Jobless Claims Drop To 4-Month Low
↗
January 19, 2023
U.S. stocks traded lower this morning, with the Dow Jones dropping around 200 points on Thursday.
Via
Benzinga
The Real Brokerage to Present at the Sidoti Virtual Micro Cap Conference
January 13, 2023
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage Inc. to Present at the Needham Growth Conference
January 05, 2023
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage Reaches 8,000 Agent Milestone with the Addition of Platinum Group Real Estate Team
December 21, 2022
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage Inc. Opens in Alabama
December 19, 2022
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage Inc. Names Sharran Srivatsaa as President
December 12, 2022
From
The Real Brokerage Inc.
Via
Business Wire
The Real Brokerage Inc. Completes Acquisition of LemonBrew Lending
December 09, 2022
From
The Real Brokerage Inc.
Via
Business Wire
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