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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
Quarterly Performance Reports
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Surge in real estate stocks propel sector to best-performing in S&P 500 as bond yields fall
November 14, 2023
Tickers
ITB
SPX
XHB
Tags
XX:SP500/60
ITB
SPX
From
MarketWatch
What Stocks Drove The Recent Record Rally? A Breakdown You Can't Miss
November 07, 2023
Tickers
AMD
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DHI
EXPE
Tags
Markets
WBD
PARA
From
Benzinga
Home-builder ETFs surge this week, exceeding the Dow’s big gains
November 03, 2023
Tickers
COMP
DJIA
ITB
SPX
Tags
XHB
COMP
ITB
From
MarketWatch
Short-term bonds dominate fixed-income ETF flows again in October — with a single fund getting outsize portion of investors’ money
November 02, 2023
Tickers
AGG
BIL
ICLN
ITB
Tags
KNGS
QCLN
AGG
From
MarketWatch
New Home Sales Jump to Fastest Pace Since February 2022
October 25, 2023
Tickers
ITB
PKB
REZ
XHB
Tags
Invesco
ITB
PKB
From
ETF Trends
Home-builder stocks fall as lowest affordability in nearly 40 years offsets upbeat sales data
October 25, 2023
Tickers
CSGP
DHI
ITB
KBH
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ITB
SPX
TOL
From
MarketWatch
Uber Technologies, Microsoft And More On CNBC's 'Final Trades'
October 23, 2023
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ITB
IYK
MSFT
UBER
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UBER
Shannon Saccocia
MSFT
From
Benzinga
Bonds See Inflow, Construction And Natural Gas Drop - ETF Winners And Losers: Small-Cap Flows
October 18, 2023
Tickers
DHI
HD
ITB
JCPB
Tags
construction
bonds
JCPB
From
Benzinga
Three reasons investors have fallen in love with home builders’ stocks
October 12, 2023
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BLDR
CCS
CVCO
DHI
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TOL
PHM
DHI
From
MarketWatch
Rising Prices Squeeze Small Businesses: Only 43% Expect Better Conditions In Next 6 Months
October 10, 2023
Tickers
BAC
C
COF
INTU
Tags
Politics
ITB
Benzinga
From
Benzinga
Rising Mortgage Rates and Their Ripple Through the Housing Market
September 25, 2023
Tickers
ITB
PKB
REZ
RSP
Tags
Invesco
XLY
ITB
From
ETF Trends
Housing Market Crash Alert: Fannie Mae Just Sounded the Alarm
September 21, 2023
Tickers
FNMA
HD
ITB
LOW
Tags
Market News
LOW
OTCMKTS:FNMA,NYSE:LOW,NYSE:HD,NYSEARCA:XHB,BATS:ITB
From
InvestorPlace
Three ETFs Suggest Further Downside As Conditions Worsen For Growth Stocks - A Technical Review Of SMH, ITB, And AGG
September 20, 2023
Tickers
ITB
SMH
Tags
contributors
semiconductors
homebuilders
From
Benzinga
Housing Market Crash Alert: The NAHB Just Issued a Key Warning
September 18, 2023
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HD
ITB
LOW
WFC
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HD
XHB
WFC
From
InvestorPlace
Inflation’s Lingering Shadow: A Look at Recent Economic Indicators
September 18, 2023
Tickers
ITB
REZ
RSP
SPY
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ITB
XLY
Invesco
From
ETF Trends
Tech, AI ETFs are soaring, but flows show investors holding back
September 14, 2023
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AMZN
BOTZ
CLOU
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MSOS
URA
NVDU
From
MarketWatch
Lennar Corporation Earnings Preview: Will The Homebuilder Stock Show Resilience Amid Housing Challenges?
September 14, 2023
Tickers
ITB
LEN
REIT
Tags
Previews
Sector ETFs
homebuilders
From
Benzinga
Rising bond yields drag real estate, utility stocks as this ETF sees ‘decisive breakdown’
September 06, 2023
Tickers
AGG
DJIA
ITB
XHB
Tags
AGG
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
VettaFi Voices On: The Odds of Avoiding a Recession
September 01, 2023
Tickers
BIL
COWZ
IBUY
ITB
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VTI / Vanguard Total Stock Market ETF
VOO / Vanguard S&P 500 ETF
COWZ
From
ETF Trends
Home-builder ETFs jump after data show new-home sales rose in July despite high mortgage rates
August 23, 2023
Tickers
CARR
DHI
ITB
LEN
Tags
LII
LEN
DHI
From
MarketWatch
Energy MLPs Beat The Market, China And Home Building Down Big - ETF Winners And Losers: Mid-Cap Returns
August 22, 2023
Tickers
AAPL
DHI
EPD
HD
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AAPL
ETFs
Market News
From
Benzinga
Assessing the Recession Risk: Interpreting Key Economic Indicators
August 18, 2023
Tickers
ITB
REZ
RSP
SPY
Tags
XLY
ITB
Portfolio Strategies channel
From
ETF Trends
Berkshire Hathaway Is Betting On US Housing Market: Buffett Bought These Stocks, Should You?
August 14, 2023
Tickers
AAPL
ATVI
BRK-A
BRK-B
Tags
BRK/B
Mid Cap
Sector ETFs
From
Benzinga
It’s the Economy That Matters: Insights From Key Housing Market Indicators
July 24, 2023
Tickers
ITB
PKB
REZ
RSP
Tags
SPY
ssga
RSP
From
ETF Trends
Home ETFs Could Struggle as Home Sales Fall
July 24, 2023
Tickers
ITB
PKB
Tags
mortgage rates
Innovative ETFs channel
Homebuilder ETFs
From
ETF Trends
A Promising Shift as Inflation Cools and Sentiment Soars
July 17, 2023
Tickers
ITB
REZ
RSP
SPY
Tags
REZ
RSP
SPY
From
ETF Trends
Home-builder stocks take a broad beating as 10-year yield’s breakout fuels demand concerns
July 06, 2023
Tickers
BLDR
DHI
FMCC
HD
Tags
FMCC
HD
ITB
From
MarketWatch
3 Homebuilder Stocks to Buy to Profit From the Housing Shortage
July 03, 2023
Tickers
ITB
LEN
PHM
RDFN
Tags
BATS:ITB,NASDAQ:RDFN,NYSE:LEN,NYSE:PHM,NYSE:TMHC
ITB
Stocks to Buy
From
InvestorPlace
VettaFi Voices On: What’s Ahead for Economy, Markets?
June 30, 2023
Tickers
ITB
PKB
RCD
RSP
Tags
housing data
2023 recession
recession risk
From
ETF Trends
US New Home Sales Hit 1.5-Year High In May Despite Fed's Rate Hikes
June 27, 2023
Tickers
ITB
XHB
Tags
XHB
Market News
Housing Market
From
Benzinga
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