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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
Featured Articles
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Here Are All 5 Stocks Warren Buffett and His Team Bought in the Second Quarter -- and the 7 Stocks Berkshire Hathaway Sold
August 16, 2023
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ATVI
BRK-A
BRK-B
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Warren Buffett Bought 5 Stocks in Q2. Here's the Best of the Bunch.
August 16, 2023
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August 15, 2023
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Builder confidence falls for the first time in 2023, despite strong U.S. home-buying demand
August 15, 2023
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D.R. Horton and Lennar stock get boost from Buffett buying and other stocks on the move
August 15, 2023
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Berkshire Hathaway Is Betting On US Housing Market: Buffett Bought These Stocks, Should You?
August 14, 2023
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Homebuilder Stocks DR Horton And Lennar Get Boost From Berkshire Hathaway Share Stake
August 14, 2023
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BRK-B
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Buffett bet on home builders and retreated from videogames during the second quarter
August 14, 2023
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CVX
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Tags
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3 Homebuilder Stocks to Sell in August Before They Crash and Burn
August 10, 2023
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Can New Zealand's Upzoning Success Provide A Blueprint To Surging US Home Prices?
August 09, 2023
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Looking Into Lennar's Recent Short Interest
August 07, 2023
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Here's How Much You Would Have Made Owning Lennar Stock In The Last 5 Years
July 28, 2023
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Tags
LEN
Benzinga
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Jim Cramer Recommends Holding This Health Care Stock: 'Re-Inventing Itself, Doing A Terrific Job'
July 27, 2023
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mad money Lightning Round
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From
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Newly built U.S. home sales fall in June
July 26, 2023
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DHI
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Tags
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From
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Looking Into Lennar's Recent Short Interest
July 21, 2023
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10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
July 20, 2023
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Tags
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3 Stocks to Buy to Turn $9,000 Into $9 Million
July 19, 2023
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From
InvestorPlace
Strong home-buying demand boosts builders’ business outlook to the highest level since June 2022
July 18, 2023
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DHI
LEN
TOL
XHB
Tags
DHI
TOL
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From
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5 Value Stocks To Watch In The Consumer Cyclical Sector
July 18, 2023
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AN
CURV
DBGI
LEN
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MHO
CURV
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From
Benzinga
Strong Momentum In Homebuilding Industry: Raymond James' Take On Upgraded Ratings And Increased Price Targets
July 14, 2023
Tickers
KBH
LEN
MDC
PHM
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Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For July 14, 2023
July 14, 2023
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AA
ABBV
AEL
AIN
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This Is What Whales Are Betting On Lennar
July 13, 2023
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LEN
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10 Consumer Discretionary Stocks Whale Activity In Today's Session
July 12, 2023
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AXL
CVNA
DUOL
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Earnings season to give stock-market investors update on ‘heavily debated’ consumer health, says Goldman
July 11, 2023
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CAG
COMP
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XX:SP500/30
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From
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10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
July 11, 2023
Tickers
ABNB
CRI
HD
HELE
Tags
LEN
HD
PSNY
From
Benzinga
$1000 Invested In Lennar 10 Years Ago Would Be Worth This Much Today
July 10, 2023
Tickers
LEN
Tags
LEN
Benzinga
Earnings
From
Benzinga
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
TOL
BLDR
BX:TMUBMUSD10Y
From
MarketWatch
Here's Why Homebuilder Stocks D.R. Horton Climbed 14% and Lennar Rose 17% in June
July 06, 2023
Tickers
DHI
LEN
Tags
LEN
Recent Press Releases
DHI
From
Motley Fool
Citigroup Maintains Buy Rating for Lennar: Here's What You Need To Know
July 06, 2023
Tickers
LEN
Tags
Market News
Analyst Ratings
BZI/AAR/UPDATE
From
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