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home
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
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Where Lennar Stands With Analysts
July 05, 2023
Tickers
LEN
Tags
BZI/AAR
Market News
Analyst Ratings
From
Benzinga
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
July 05, 2023
Tickers
AAP
APTV
ASO
HELE
Tags
BZI/AUOA
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APTV
From
Benzinga
3 Long-Term Stocks to Make Your ‘Get Rich’ Dreams Come True
July 03, 2023
Tickers
GOOG
GOOGL
JNJ
LEN
Tags
Stocks to Buy
GOOGL
LEN
From
InvestorPlace
ETF focused on Jim Cramer stock picks surged in June, kicks off July with slight gains
July 03, 2023
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AAPL
ADBE
AMZN
COMP
Tags
ONON
AAPL
ULTA
From
MarketWatch
Lennar: Dividend Insights
July 03, 2023
Tickers
LEN
Tags
BZI/ExDiv
LEN
Benzinga
From
Benzinga
The 3 S&P 500 Stocks With the Fastest-Growing Dividends
July 03, 2023
Tickers
CI
HII
LEN
Tags
Market News
HII
NYE:CI,NYSE:HII,NYSE:LEN
From
InvestorPlace
3 Homebuilder Stocks to Buy to Profit From the Housing Shortage
July 03, 2023
Tickers
ITB
LEN
PHM
RDFN
Tags
PHM
Market News
LEN
From
InvestorPlace
ETF Returns: Mid-Cap Winners And Losers
June 28, 2023
Tickers
ARKG
BPMC
CPRX
DHI
Tags
PAVE
Consumer Discretionary
ARKG
From
Benzinga
Homebuilder ETF outperforms S&P 500, industry’s stocks still ‘cheap’ in 2023 market rally
June 27, 2023
Tickers
ALLE
BLDR
CARR
COMP
Tags
CARR
DHI
ALLE
From
MarketWatch
If You Invested $1000 In This Stock 15 Years Ago, You Would Have $11,000 Today
June 27, 2023
Tickers
LEN
Tags
Benzinga
LEN
News
From
Benzinga
Lennar Unusual Options Activity
June 27, 2023
Tickers
LEN
Tags
LEN
Benzinga
Market News
From
Benzinga
U.S. new home sales surge in May for third straight month
June 27, 2023
Tickers
DHI
DJIA
LEN
PHM
Tags
TOL
LEN
SPX
From
MarketWatch
Unmasking Q2 2023's Stars & Strugglers: Industry ETFs And Top Stock Standouts
June 27, 2023
Tickers
AA
AAL
ADBE
AMR
Tags
KRE
PHM
Market News
From
Benzinga
U.S. Jobless Claims and British Rates Jump, While Stocks Feel Pressure After Three-Straight Drops
June 22, 2023
Tickers
KBH
LEN
MU
Tags
LEN
Benzinga
Market News
From
Benzinga
CME Group's Blu Putnam On Navigating The Tides Of Inflation: Why He's More Optimistic Than The Fed
June 21, 2023
Tickers
LEN
Tags
Inflation
LEN
Market News
From
Benzinga
D.R. Horton, Shake Shack And A Home Construction Company Up 32% This Year: CNBC's 'Final Trades'
June 21, 2023
Tickers
HUM
LEN
SHAK
XLV
Tags
LEN
Media
News
From
Benzinga
Looking At Lennar's Recent Unusual Options Activity
June 20, 2023
Tickers
LEN
Tags
LEN
Benzinga
Market News
From
Benzinga
US Housing Starts Skyrocket To Highest Level Since 2016: Sign Of Strong Market Optimism Among Builders
June 20, 2023
Tickers
DHI
ECON
LEN
PHM
Tags
Peter Essele
LPL Financial
Jeffrey Roach
From
Benzinga
Resale Inventory Drought And Millennial Demographics: Lennar Poised For Multi-Year Benefits, Says Analyst
June 16, 2023
Tickers
LEN
Tags
Consumer Discretionary
Markets
Briefs
From
Benzinga
BTIG Maintains Buy Rating for Lennar: Here's What You Need To Know
June 16, 2023
Tickers
LEN
Tags
LEN
Benzinga
Analyst Ratings
From
Benzinga
Lennar (LEN) Q2 2023 Earnings Call Transcript
June 15, 2023
Tickers
LEN
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Market News
LEN
Recent Press Releases
From
Motley Fool
Fed Hits Pause And So Does Wall Street As Stocks Edge Lower Amid Rising Rates, Dollar
June 15, 2023
Tickers
AAPL
ADBE
LEN
MSFT
Tags
LEN
Market News
TD Ameritrade
From
Benzinga
Lennar’s stock rises after builder boosts guidance, TrueCar shares soar on layoff plan, and other stocks on the move
June 15, 2023
Tickers
AI
AMD
LEN
NVDA
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NVDA
LEN
AMD
From
MarketWatch
Lennar Stock Is Trading Higher Thursday: What's Going On?
June 15, 2023
Tickers
LEN
Tags
LEN
Benzinga
why it's moving
From
Benzinga
The Fed has not halted this stock market rally. But here’s what could.
June 15, 2023
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AAPL
ADBE
AMC
C
Tags
CAVA
FITB
C
From
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Nasdaq Futures Slide As Traders Plot Moves After Fed's Rate Skip: Analyst Says Current Scenario 'Eerily Similar' To Early 2007
June 15, 2023
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ADBE
AMD
JBL
KR
Tags
SPY
AMD
Top Stories
From
Benzinga
Kroger, Adobe And 3 Stocks To Watch Heading Into Thursday
June 15, 2023
Tickers
ADBE
JBL
KR
LEN
Tags
KR
Stocks To Watch
Benzinga
From
Benzinga
Traders More Optimistic Following Fed's Rate Decision
June 15, 2023
Tickers
ADBE
JBL
KR
LEN
Tags
Earnings
Markets
CNN Business Fear & Greed Index
From
Benzinga
Why Lennar Stock Is Moving Higher After Hours
June 14, 2023
Tickers
LEN
Tags
News
why it's moving
Market News
From
Benzinga
Recap: Lennar Q2 Earnings
June 14, 2023
Tickers
LEN
Tags
BZI/Recaps
LEN
Benzinga
From
Benzinga
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