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home
about us
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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
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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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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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AGNC Investment Corp. - Common Stock
(NQ:
AGNC
)
10.66
-0.26 (-2.38%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Jul 31, 2026
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5 Best Long-Term Dividend Stocks To Buy Now
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September 22, 2021
Monday's 2% plunge in stocks reminded investors that choppy waters are ahead. But owning the best dividend stocks can offer stability when things get bumpy.
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3 Charts That Could Determine AGNC Investment's Future
↗
September 10, 2021
While a repeat of 2013 is probably not in the cards, the stock does have risk from the Fed.
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2 Stocks to Buy with Dividends Yielding More than 6%
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September 02, 2021
They both produce good dividend income with the potential for solid long-term returns.
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August 18, 2021
Will history repeat itself?
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4 Dividend Stocks to Buy Hand Over Fist in August
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August 05, 2021
These income stocks, with yields ranging from 2% to as high as 9.1%, can pack a punch for investors' portfolios.
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Stocks That Hit 52-Week Highs On Tuesday
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May 25, 2021
Tuesday's morning session saw 173 companies set new 52-week highs. Significant Points: The largest company by market cap to hit a new 52-week high was JPMorgan...
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Stocks That Hit 52-Week Highs On Monday
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May 10, 2021
This morning 792 companies reached new 52-week highs. Points of Interest: JPMorgan Chase (NYSE: JPM) was the largest company by market cap to set a new 52-week high. The...
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American Capital Agency (AGNC) Q2 2021 Earnings Call Transcript
↗
July 27, 2021
AGNC earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
Earnings Scheduled For July 26, 2021
↗
July 26, 2021
Companies Reporting Before The Bell • Otis Worldwide (NYSE:OTIS) is estimated to report quarterly earnings at $0.71 per share on revenue of $3.45 billion. •...
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Top 3 Reasons Why Beginners Lose Money In The Stock Market
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July 24, 2021
I’ve interacted with a lot of newer investors over the years, and many of them have something in common: they make the same mistakes as one another.
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These Are 3 REITs You Should Be Buying Now
↗
July 23, 2021
The high-yield dividend stocks offer investors a high degree of safety and income.
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Unusual Options Activity Insight: AGNC Investment
↗
July 21, 2021
On Wednesday, shares of AGNC Investment (NASDAQ:AGNC) saw unusual options activity. After the option alert, the stock price moved up to $16.45. Sentiment: BULLISH Option Type:...
Via
Benzinga
A Look Into Real Estate Sector Value Stocks
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July 12, 2021
What Defines a Value Stock? A value stock is traditionally defined in terms of how investors in the marketplace are valuing that company's future growth prospects. Low P/E...
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15 High Dividend Stocks With 5%+ Yields
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July 05, 2021
The worst outcome for an income investor is to buy a high dividend stock that later cuts its payout. Not only does this result in lost income, but stock prices typically decline after a dividend...
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10 Financials Stocks With Unusual Options Alerts In Today's Session
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June 17, 2021
This unusual options alert can help traders track potentially big trading opportunities. Traders often look for circumstances when the market estimation of an option diverges away...
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Benzinga
Should You Bet On Rising US Property Prices?
↗
June 17, 2021
US 30-year mortgage rate rose to an average of 3.3% this year. Last week, the rate fell to 3.08% after the housing bull-run decided to take a breather. It is expected to rise higher to 3.6% next year...
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8 Financials Stocks Showing Unusual Options Activity In Today's Session
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June 14, 2021
This unusual options alert can help traders discover the next big trading opportunities. Traders will search for circumstances when the market estimation of an option diverges...
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Gainers OptimumBank Hldgs (NASDAQ:OPHC) s...
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Don't Miss These 12 Dividend Stocks That Pay Monthly Dividends
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June 08, 2021
By, Bob Ciura Most dividend stocks made payments to shareholders on a quarterly basis. But not all companies pay quarter...
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Are The Juicy Yields Of Mortgage REITs Worth The Risk?
↗
June 07, 2021
With scant options at their disposal, investors seeking yield can easily be enticed by high-yielding instruments such as mortgage REITs (mREITs).
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Don't Miss These 12 Dividend Stocks That Pay Monthly Dividends
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June 02, 2021
12 dividend stocks that pay monthly dividends.
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Here's 1 High-Yield Dividend Stock You Can Trust
↗
May 20, 2021
While they are an indicator for some stocks, high dividend yields are not a red flag for mortgage REITs.
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A Look Into Real Estate Sector Value Stocks
↗
May 17, 2021
The Meaning Behind Value Stocks A value stock traditionally has a lower price when compared to stock prices of companies in the same industry. This indicates that the company may...
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2 Short-Term High-Yield Investments To Buy Now
↗
May 15, 2021
In a low-interest-rate environment like this one, dividend stocks are the best place to find short-term high-yield investments. Try these two.
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Better High-Yield Dividend Stock: Annaly Capital Management vs. AGNC Investment Corp.
↗
May 11, 2021
It all depends on your outlook for the U.S. economy.
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AGNC Investment Is All the Way Back From Pandemic Setbacks
↗
May 02, 2021
This mortgage REIT is no longer a turnaround story.
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Ex-Dividend Date Insight: AGNC Investment
↗
April 28, 2021
On April 8, 2021, AGNC Investment (NASDAQ:AGNC) announced shareholders can expect to receive a dividend payable on May 11, 2021. The stock will then go ex-dividend 1...
Via
Benzinga
American Capital Agency (AGNC) Q1 2021 Earnings Call Transcript
↗
April 27, 2021
AGNC earnings call for the period ending March 31, 2021.
Via
The Motley Fool
Topics
Earnings
Earnings Scheduled For April 26, 2021
↗
April 26, 2021
Companies Reporting Before The Bell • Albertsons Companies (NYSE:ACI) is projected to report quarterly earnings at $0.51 per share on revenue of $15.63 billion....
Via
Benzinga
Is AGNC Investment the Dividend Stock for You?
↗
April 19, 2021
A change in the rules can help the company's portfolio.
Via
The Motley Fool
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