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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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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Quarterly Performance Reports
Market Value Securities (MVS)
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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
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Offerpad Solutions Inc. Class A Common Stock
(NY:
OPAD
)
1.300
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Jan 21, 2026
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Opendoor Is Up 231% in 2023 -- Is It a Buy?
↗
September 12, 2023
The iBuying leader has rebounded sharply from the lows, but should investors still be skeptical?
Via
The Motley Fool
NYSE:OPAD Shareholder Alert: Investigation over Potential Wrongdoing at Offerpad Solutions Inc.
↗
September 01, 2023
San Diego, CA -- (SBWIRE) -- 09/01/2023 -- Certain directors of Offerpad Solutions Inc. are under investigation over potential breaches of fiduciary dutie.
Via
SBWire
Offerpad Announces Participation in Goldman Sachs Communacopia + Technology Conference
August 23, 2023
From
Offerpad
Via
Business Wire
Offerpad Reports Second Quarter 2023 Results
August 02, 2023
From
Offerpad
Via
Business Wire
Offerpad Solutions's Return On Capital Employed Insights
↗
May 12, 2023
Via
Benzinga
Recap: Offerpad Solutions Q1 Earnings
↗
May 03, 2023
Via
Benzinga
Where Offerpad Solutions Stands With Analysts
↗
April 28, 2023
Via
Benzinga
Offerpad’s Agent Partnership Program: 3 Years of 3% to Real Estate Agents
July 26, 2023
From
Offerpad Solutions Inc.
Via
Business Wire
Affirm Holdings, Applied Digital And Other Big Stocks Moving Lower On Thursday
↗
July 06, 2023
U.S. stocks traded lower, with the Dow Jones dropping more than 450 points on Thursday. Here are some big stocks recording losses in today’s session.
Via
Benzinga
Why Caribou Biosciences Shares Are Trading Higher By Around 58%? Here Are Other Stocks Moving In Thursday's Session
↗
July 06, 2023
Gainers Caribou Biosciences, Inc. (NASDAQ: CRBU) shares jumped 58.1% to $6.45 after the company announced a $25 million equity investment from Pfizer.
Via
Benzinga
Veteran Finance and Tech Executive with Track Record of Driving Transformational Change Joins Offerpad
July 06, 2023
From
Offerpad
Via
Business Wire
Why Real Estate Stocks Popped This Week
↗
June 30, 2023
A number of data points show a recovery starting in the housing market.
Via
The Motley Fool
Offerpad to Release Second-Quarter Results on August 2nd
June 29, 2023
From
Offerpad
Via
Business Wire
3 Hot Stocks to Buy Right This Minute
↗
June 29, 2023
For whatever reason, these hot stocks to buy now can swing dramatically higher. Just be extra vigilant if you decide to participate.
Via
InvestorPlace
Offerpad’s Simple Real Estate Solutions Drive Greater Customer Satisfaction During Heightened Market Uncertainty
June 20, 2023
From
Offerpad
Via
Business Wire
Planet Labs PBC, American Software And Other Big Stocks Moving Lower In Friday's Pre-Market Session
↗
June 09, 2023
U.S. stock futures traded mixed this morning. Here are some big stocks recording losses in today’s pre-market trading session. Planet Labs PBC (NYSE: PL) shares dropped 16.9% to $4.07 in pre-market...
Via
Benzinga
Offerpad Announces Reverse Stock Split
June 08, 2023
From
Offerpad
Via
Business Wire
Top 5 Real Estate Stocks that Are Ticking Portfolio Bombs
↗
May 30, 2023
The most overbought stocks in the real estate sector presents an opportunity to go short on these overvalued companies.
Via
Benzinga
Offerpad Reports First Quarter 2023 Results
May 03, 2023
From
Offerpad
Via
Business Wire
7 Short-Squeeze Stocks That Are Breaking All the Rules
↗
April 20, 2023
Although the bears have every reason to cynically target these troubled enterprises, they vexingly represent short-squeeze stocks.
Via
InvestorPlace
7 F-Rated Stocks to Sell in April
↗
April 10, 2023
Not every stock can be a winner -- but if you know the right stocks to sell, you'll protect your portfolio from unfortunate losses.
Via
InvestorPlace
Offerpad to Release First-Quarter Results on May 3rd
April 06, 2023
From
Offerpad
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For April 24, 2023
↗
April 24, 2023
Via
Benzinga
7 Short-Squeeze Stocks That Could Explode in April
↗
March 30, 2023
Although these short-squeeze stocks attracted bearish attention justifiably, contrarian sentiment may see them jump higher.
Via
InvestorPlace
Animal Spirits Are Returning… With Mixed Results
↗
March 29, 2023
GME stock... AMC stock... A new wave of bullishness is rippling through the stock markets and creating a divide between retail and institutional investors.
Via
InvestorPlace
7 Stocks Set to Soar When the Market Recovers
↗
March 16, 2023
Daring contrarians can bid up the danger with these intriguing market ideas.
Via
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For March 8, 2023
↗
March 08, 2023
Via
Benzinga
Offerpad to Present at Upcoming Investor Conference
February 23, 2023
From
Offerpad
Via
Business Wire
Offerpad Reports Fourth Quarter and Full-Year 2022 Results
February 22, 2023
From
Offerpad
Via
Business Wire
Earnings Scheduled For February 22, 2023
↗
February 22, 2023
Companies Reporting Before The Bell • Rio Tinto (NYSE:RIO) is projected to report earnings for its Fiscal Year 2022.
Via
Benzinga
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