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about us
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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
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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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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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Event Schedule
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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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The 3 Best Homebuilder Stocks to Buy Now: September 2023
September 06, 2023
Tickers
BRK-A
BRK-B
DHI
LEN
Tags
Stocks to Buy
BRK/B
LEN
From
InvestorPlace
Looking At Lennar's Recent Unusual Options Activity
September 06, 2023
Tickers
LEN
Tags
Market News
BZI/UOA
LEN
From
Benzinga
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
September 05, 2023
Tickers
DHI
DKS
EXPE
FND
Tags
DKS
LEN
EXPE
From
Benzinga
Here's How Much $100 Invested In Lennar 15 Years Ago Would Be Worth Today
September 04, 2023
Tickers
LEN
Tags
LEN
Benzinga
Earnings
From
Benzinga
3 Homebuilder Stocks Poised to Crash and Burn
September 03, 2023
Tickers
KBH
LEN
TOL
Tags
Stocks to Sell
NYSE:KBH,NYSE:LEN,NYSE:TOL
LEN
From
InvestorPlace
The Hot List: 7 Stocks That Won the Summer
August 31, 2023
Tickers
AAL
AMZN
ANF
BRK-A
Tags
Hot Stocks
AMZN
AAL
From
InvestorPlace
Monthly Mortgage Payments Just Hit All-Time High — And Prices Jumped The Most In 10 Months
August 31, 2023
Tickers
BAC
JPM
LEN
OCN
Tags
Markets
RDFN
OCN
From
Benzinga
3 Warren Buffett Stocks to Buy Hand Over Fist in September
August 31, 2023
Tickers
BRK-A
BRK-B
DHI
LEN
Tags
Recent Press Releases
BRK/B
LEN
From
Motley Fool
3 Stocks That Are Screaming Deals IF We Don’t Get a Recession After All
August 30, 2023
Tickers
KRE
LEN
TSLA
Tags
Stocks to Buy
Hot Stocks
TSLA
From
InvestorPlace
The Latest Analyst Ratings for Lennar
August 30, 2023
Tickers
LEN
Tags
Market News
Analyst Ratings
BZI/AAR
From
Benzinga
The 30-year mortgage rate has surpassed 7%, but some buyers are only paying 6%. Here’s how they do it.
August 29, 2023
Tickers
DHI
LEN
Tags
DHI
LEN
From
MarketWatch
30-Year Mortgage At Highest Level Since 2000: Two REIT Sectors That May Benefit
August 29, 2023
Tickers
AMH
AVB
CUBE
EXR
Tags
KBH
mortgage rates
EXR
From
Benzinga
Warren Buffett Just Bought 3 Homebuilder Stocks. Here's Why I Think This One Could Be Even Better Than Buffett's.
August 28, 2023
Tickers
BRK-A
BRK-B
DFH
DHI
Tags
BRK/B
LEN
BRK/A
From
Motley Fool
7 Very Oversold Warren Buffett Stocks to Buy Right Now
August 27, 2023
Tickers
ACI
BRK-A
BRK-B
CVX
Tags
JNJ
TSLA
NVR
From
InvestorPlace
7 Stocks Warren Buffett is Buying Hand Over Fist
August 23, 2023
Tickers
BRK-A
BRK-B
CMS
COF
Tags
OXY
LEN
BRK/B
From
InvestorPlace
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
ITB
CARR
LEN
From
MarketWatch
U.S. new-home sales rise 4.4% in July
August 23, 2023
Tickers
DHI
DJIA
LEN
PHM
Tags
LEN
DHI
PHM
From
MarketWatch
Double Up: 3 Dual-Class Stocks Worth the Investment
August 22, 2023
Tickers
BRK-A
BRK-B
DKS
LEN
Tags
DKS
BRK/B
LEN
From
InvestorPlace
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
Tags
LEN
HD
Benzinga
From
Benzinga
Housing Market Crash Alert: Home Sales Slump in July
August 22, 2023
Tickers
DHI
LEN
RDFN
ZG
Tags
ZG
RDFN
LEN
From
InvestorPlace
Lowe's Earnings Shed Light On Housing Trends As Sales Drop: Toll Brothers In The Crosshairs?
August 22, 2023
Tickers
DHI
LEN
LOW
NVR
Tags
Trading Ideas
Mid Cap
Existing Home Sales
From
Benzinga
2 Stocks Warren Buffett Is Loving (and One He Let Go)
August 22, 2023
Tickers
AAPL
BRK-A
BRK-B
COF
Tags
NYSE:BRK/A,NYSE:BRK/B,NASDAQ:AAPL, NYSE:DHI,NYSE:LEN,NYSE:NVR,NYSE:COF,NYSE:MCK
Market News
AAPL
From
InvestorPlace
6 Reasons It’s Time to Get Bearish on Homebuilder Stocks
August 21, 2023
Tickers
DHI
LEN
LGIH
PHM
Tags
PHM
TLT
Market News
From
InvestorPlace
How To Profit From Berkshire Hathaway Recent Investment Moves In LEN, NVR, DHI, SNOW, DBX, And AI
August 21, 2023
Tickers
AI
DBX
DHI
LEN
Tags
Benzinga
artificial intelligence
DHI
From
Benzinga
Warren Buffett's Biggest Second-Quarter Buy Wasn't Homebuilders, Occidental, or Capital One -- It Was This Top-Performing Stock
August 21, 2023
Tickers
BRK-A
BRK-B
COF
DHI
Tags
Market News
LEN/B
NVR
From
Motley Fool
Here Are The Eyebrow-Raising Moves Warren Buffett, Michael Burry And Bill Ackman Made Recently
August 19, 2023
Tickers
BRK
COF
DHI
GOOGL
Tags
Michael Burry
OXY
News
From
Benzinga
This Is What Whales Are Betting On Lennar
August 18, 2023
Tickers
LEN
Tags
Options
Markets
Market News
From
Benzinga
Here's Why Warren Buffett Is Betting Big on Homebuilders
August 18, 2023
Tickers
BRK-A
BRK-B
DHI
LEN
Tags
BRK/A
DHI
NVR
From
Motley Fool
$1000 Invested In Lennar 15 Years Ago Would Be Worth This Much Today
August 17, 2023
Tickers
LEN
Tags
News
BZI/POD
Dividends
From
Benzinga
Warren Buffett Just Placed an $800 Million Bet on These 3 Stocks
August 16, 2023
Tickers
BRK-A
BRK-B
DHI
LEN
Tags
Recent Press Releases
BRK/A
DHI
From
Motley Fool
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