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about us
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
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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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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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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Anywhere Real Estate Inc. Common Stock
(NY:
HOUS
)
17.64
UNCHANGED
Last Price
Updated: 7:00 PM EST, Jan 8, 2026
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All News about Anywhere Real Estate Inc. Common Stock
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Investor Buys $35 Million of Enviri as Stock Surges Over 100% in a Year
↗
March 11, 2026
Enviri offers environmental and specialty waste solutions for industrial clients, supported by long-term contracts and resource recovery.
Via
The Motley Fool
Topics
Regulatory Compliance
Investor Opens $32 Million Position in Quanex Building Products Amid $4 Million Quarterly Loss
↗
March 11, 2026
This manufacturer supplies insulating glass spacers and cabinetry components to OEMs across construction and renovation markets worldwide.
Via
The Motley Fool
Topics
Regulatory Compliance
Gator Capital Bets Big on VOYA With $9.3 Million Buy, According to Recent SEC Filing
↗
February 16, 2026
Voya Financial delivers retirement, investment, and employee benefits solutions to institutional and individual clients across the U.S.
Via
The Motley Fool
Topics
Regulatory Compliance
Retirement
Earnings Scheduled For November 4, 2025
↗
November 04, 2025
Via
Benzinga
Anywhere Real Estate Earnings Preview
↗
November 03, 2025
Via
Benzinga
Investment Manager Bets Big on TFSL, Adds 470,000 Shares, According to Recent SEC Filing
↗
February 16, 2026
TFSL delivers retail banking services and mortgage lending across Ohio and Florida, supported by a network of branches and loan offices.
Via
The Motley Fool
Topics
Regulatory Compliance
Leggett & Platt Sales Fell 7% to $4.05 Billion. One Fund Just Built a $10.5 Million Stake Anyway
↗
February 12, 2026
This diversified manufacturer delivers engineered components for bedding, furniture, automotive, and flooring markets worldwide.
Via
The Motley Fool
Topics
Regulatory Compliance
Supply Chain
Towle Unveils $11 Million Bet on Gold.com Amid Eye-Popping 125% Stock Surge
↗
February 12, 2026
Gold.com, Inc. operates a global precious metals platform spanning wholesale, retail, and secured lending for a diverse client base.
Via
The Motley Fool
Topics
Regulatory Compliance
This $17 Million Delek Exit Came Amid a Staggering One-Year Stock Surge
↗
February 12, 2026
This diversified energy company operates refineries, logistics networks, and retail fuel outlets across key U.S. markets.
Via
The Motley Fool
Topics
Economy
Energy
Housing Market Freeze: Pending Home Sales Plunge to Historic Lows as 2025 Closes
January 21, 2026
The United States housing market entered 2026 on icy footing as newly released data for December 2025 reveals a staggering decline in pending home sales. According to the National Association of...
Via
MarketMinute
Topics
Economy
Winter Thaw: US Home Sales Surge to Three-Year High as Rate Relief Ignites Market
January 14, 2026
The American housing market, long frozen by the dual chill of high interest rates and stagnant inventory, showed definitive signs of a "winter thaw" this week. According to the latest data released on...
Via
MarketMinute
Topics
Bonds
Economy
Government
Compass Finalizes Landmark Acquisition of Anywhere Real Estate, Reshaping the U.S. Housing Market
January 09, 2026
The landscape of American residential real estate shifted fundamentally this morning as Compass Inc. (NYSE: COMP) officially completed its acquisition and privatization of Anywhere Real Estate...
Via
MarketMinute
Topics
Lawsuit
OneMain Stock Is Up 30% This Past Year but One Fund Just Cashed Out $4.8 Million
↗
December 28, 2025
When a lender is firing on all cylinders and still gets cut, it says less about the company and more about how investors might be thinking about risk, timing, and opportunity cost.
Via
The Motley Fool
Topics
Credit Cards
Regulatory Compliance
Why Gator Capital Put $5.6 Million to Work in a Regional Bank Stock Down 7% This Past Year
↗
December 28, 2025
A quiet regional bank purchase hints at a longer-term thesis that has less to do with momentum and more to do with patience and balance-sheet math.
Via
The Motley Fool
Topics
Regulatory Compliance
Halper Sadeh LLC Encourages EA, SHCO, HOUS Shareholders to Contact the Firm to Discuss Their Rights
December 14, 2025
Shareholders should contact the firm immediately as there may be limited time to enforce your rights
From
Halper Sadeh LLC
Via
GlobeNewswire
Halper Sadeh LLC Encourages PCH, COMP, RYN, HOUS Shareholders to Contact the Firm to Discuss Their Rights
December 10, 2025
Shareholders should contact the firm immediately as there may be limited time to enforce your rights.
From
Halper Sadeh LLC
Via
GlobeNewswire
This Fund Dumped $19.6 Million in Abercrombie & Fitch Stock Even as Sales Hit a Record $1.3 Billion
↗
December 08, 2025
A drastic portfolio shift just impacted one of retail’s biggest comeback stories — here’s what long-term investors should take from it.
Via
The Motley Fool
Baidu Stock Is Up 48% This Past Year — So Why Did One Fund Just Exit a $108 Million Position?
↗
December 08, 2025
One major fund just walked away from Baidu — here’s what the move might reveal about the stock’s recent rebound.
Via
The Motley Fool
Topics
Artificial Intelligence
Regulatory Compliance
Could This Fund's $75 Million Bet on ZoomInfo Pay Off After the Stock's 85% Collapse?
↗
December 08, 2025
One hedge fund is doubling down on a stock many investors abandoned — here’s why the bet could pay off.
Via
The Motley Fool
Halper Sadeh LLC Encourages CSGS, HFWA, COMP, HOUS Shareholders to Contact the Firm to Discuss Their Rights
December 04, 2025
Shareholders should contact the firm immediately as there may be limited time to enforce your rights.
From
Halper Sadeh LLC
Via
GlobeNewswire
Halper Sadeh LLC Encourages CMA, BRY, COMP, HOUS Shareholders to Contact the Firm to Discuss Their Rights
November 20, 2025
Shareholders should contact the firm immediately as there may be limited time to enforce your rights
From
Halper Sadeh LLC
Via
GlobeNewswire
Halper Sadeh LLC Encourages CMA, HFWA, COMP, HOUS Shareholders to Contact the Firm to Discuss Their Rights
November 19, 2025
Shareholders should contact the firm immediately as there may be limited time to enforce your rights.
From
Halper Sadeh LLC
Via
GlobeNewswire
Halper Sadeh LLC Encourages CMA, ADVM, HOUS Shareholders to Contact the Firm to Discuss Their Rights
November 18, 2025
Shareholders should contact the firm immediately as there may be limited time to enforce your rights
From
Halper Sadeh LLC
Via
GlobeNewswire
Anywhere Real Estate Inc (NYSE:HOUS) Reports Q3 2025 Revenue and EPS Miss
↗
November 04, 2025
Anywhere Real Estate (HOUS) missed Q3 2025 revenue and EPS estimates, reporting $0.00 EPS versus a $0.23 forecast, signaling profitability challenges.
Via
Chartmill
U.S. Treasury Secretary Warns of 'Housing Recession,' Calls for Aggressive Fed Rate Cuts Amid Global Economic Repercussions
November 03, 2025
Washington D.C. – November 3, 2025 – U.S. Treasury Secretary Scott Bessent has issued a stark warning, declaring that the American housing market is currently in a "housing recession," a downturn he...
Via
MarketMinute
Topics
Economy
World Trade
Treasury Secretary Declares 'Housing Recession,' Pressures Fed for Immediate Rate Cuts
November 03, 2025
In a stark warning echoing through the financial markets, U.S. Treasury Secretary Scott Bessent declared this week that the American housing sector is already mired in a recession, directly attributing...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Mortgage Rates Take a Dive to 6.17%, Igniting Hope in the US Housing Market
October 31, 2025
October 31, 2025 – The United States housing market received a significant boost today as the 30-year fixed-rate mortgage (FRM) dipped to 6.17%. This unexpected decline, marking the lowest rate in over...
Via
MarketMinute
Topics
Bonds
Economy
Federal Reserve Rate Cuts May Not Cool Mortgage Rates: A New Reality for Homebuyers and Investors
October 07, 2025
Despite recent actions by the Federal Reserve to cut benchmark interest rates, a perplexing and potentially long-lasting disconnect has emerged: mortgage rates are not following suit. This "sticky"...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
SHAREHOLDER RIGHTS ALERT: Halper Sadeh LLC Investigates PINC, MTSR, HOUS, ODP on Behalf of Shareholders
October 07, 2025
From
Halper Sadeh LLC
Via
GlobeNewswire
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Premier, Inc. (Nasdaq – PINC), Metsera, Inc. (Nasdaq – MTSR), Anywhere Real Estate Inc. (NYSE – HOUS), The ODP Corporation (Nasdaq – ODP)
October 07, 2025
From
Brodsky & Smith LLC
Via
GlobeNewswire
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