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home
about us
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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
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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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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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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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
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loanDepot, Inc. Class A Common Stock
(NY:
LDI
)
2.800
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Jan 12, 2026
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loanDepot President and CEO Frank Martell Honored with 2023 HousingWire Vanguard Award
October 11, 2023
From
loanDepot, Inc.
Via
Business Wire
loanDepot Names Industry Veteran Dan Hanson as Executive Director of Enterprise Partnerships and Acquisitions
September 14, 2023
From
loanDepot, Inc.
Via
Business Wire
loanDepot (LDI) Q2 2023 Earnings Call Transcript
↗
August 09, 2023
LDI earnings call for the period ending June 30, 2023.
Via
The Motley Fool
Why loanDepot Stock Was Up 8.4% This Week
↗
June 09, 2023
The mortgage lender made a significant structural change.
Via
The Motley Fool
loanDepot (LDI) Q1 2023 Earnings Call Transcript
↗
May 10, 2023
LDI earnings call for the period ending March 31, 2023.
Via
The Motley Fool
Recap: loanDepot Q1 Earnings
↗
May 09, 2023
Via
Benzinga
loanDepot (LDI) Q4 2022 Earnings Call Transcript
↗
March 08, 2023
LDI earnings call for the period ending December 31, 2022.
Via
The Motley Fool
loanDepot Announces Second Quarter 2023 Financial Results
August 08, 2023
From
loanDepot, Inc.
Via
Business Wire
loanDepot’s Mosi Gatling Receives HousingWire’s “Women of Influence” Award
August 03, 2023
From
loanDepot, Inc.
Via
Business Wire
LOANDEPOT INVESTIGATION INITIATED by Former Louisiana Attorney General: Kahn Swick & Foti, LLC Investigates the Officers and Directors of loanDepot, Inc. - LDI
July 28, 2023
From
Kahn Swick & Foti, LLC
Via
Business Wire
Earnings Preview: loanDepot
↗
March 07, 2023
Via
Benzinga
loanDepot cooks-up major kitchen renovation for Boys & Girls Clubs of Greater Scottsdale
July 31, 2023
From
loanDepot, Inc.
Via
Business Wire
Team loanDepot Pitches in to Build Homes with Habitat for Humanity in Orange County, Calif.
July 27, 2023
From
loanDepot, Inc.
Via
Business Wire
loanDepot, Inc. to Report Second Quarter 2023 Financial Results on August 8, 2023
July 26, 2023
From
loanDepot, Inc.
Via
Business Wire
loanDepot names Melanie Graper Chief Human Resources Officer
July 25, 2023
From
loanDepot, Inc.
Via
Business Wire
loanDepot Delivers $1 Million in Cash Back to Customers Through the mellohome Grand Slam Promotion
July 12, 2023
From
loanDepot, Inc.
Via
Business Wire
LOANDEPOT INVESTIGATION INITIATED by Former Louisiana Attorney General: Kahn Swick & Foti, LLC Investigates the Officers and Directors of loanDepot, Inc. - LDI
July 07, 2023
From
Kahn Swick & Foti, LLC
Via
Business Wire
loanDepot Among Top Lenders on NAHREP’s “Top 250 Latino Mortgage Originator” Report for Third Consecutive Year
June 13, 2023
From
loanDepot, Inc.
Via
Business Wire
Here’s What Driving the 125% YTD Gains for Upstart Holdings Stock
June 05, 2023
Cloud-based artificial intelligence (AI) lending platform Upstart Holdings Inc. (NASDAQ: UPST) stock has shot up over 125% in the last month, driven by the AI
Via
MarketBeat
Topics
Artificial Intelligence
loanDepot Makes Executive Changes and Streamlines Organization
June 02, 2023
From
loanDepot, Inc.
Via
Business Wire
loanDepot promotes Alec Hanson to chief marketing officer
May 30, 2023
From
loanDepot, Inc.
Via
Business Wire
7 Stocks to Sell Now Before the Consumer Debt Bomb Explodes
↗
May 22, 2023
With both the nation and the people suffering from massive debt loads, it’s time to identify stocks to sell before recession strikes.
Via
InvestorPlace
7 Stocks to Dump as Warren Buffett Sounds Economic Alarm
↗
May 15, 2023
With Warren Buffett disclosing concerns he sees in the broader economy, it’s time for investors to consider these stocks to sell.
Via
InvestorPlace
7 Stocks That Will Get Pummeled When the Real Estate Bubble Pops
↗
April 27, 2023
While the housing market and its players had a good run, investors may now want to avoid real estate bubble stocks.
Via
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For March 9, 2023
↗
March 09, 2023
Via
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Thursday
↗
March 09, 2023
It's time for another breakdown of the biggest pre-market stock movers traders will want to know about on Thursday morning!
Via
InvestorPlace
Earnings Scheduled For March 8, 2023
↗
March 08, 2023
Companies Reporting Before The Bell • Daktronics (NASDAQ:DAKT) is expected to report quarterly earnings at $0.00 per share on revenue of $164.68 million.
Via
Benzinga
7 Real Estate Stocks to Avoid as the Market Flip-Flops
↗
March 07, 2023
With the market again turning sour for seemingly all things property related, these are the real estate stocks to avoid.
Via
InvestorPlace
Why Omeros Are Trading Higher By 32%? Here Are Other Stocks Moving In Monday's Mid-Day Session
↗
February 06, 2023
Gainers Secoo Holding Limited (NASDAQ: SECO) jumped 156% to $4.3600. Arqit Quantum Inc. (NASDAQ: ARQQ) gained 41.5% to $3.54.
Via
Benzinga
Energizer, Children's Place And Other Big Stocks Moving Lower On Monday
↗
February 06, 2023
U.S. stocks traded lower, with the Dow Jones dropping over 150 points on Monday. Here are some big stocks recording losses in today’s session.
Via
Benzinga
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