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What We Buy Currently
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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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EVENTS
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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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'Rapid Descent': Mortgage Rates Are Shocking Experts. Is Housing Getting More Affordable?
December 29, 2023
Tickers
DHI
ITB
LEN
Tags
DHI
Real Estate
Homebuilders ETF
From
Benzinga
Lennar's Options Frenzy: What You Need to Know
December 28, 2023
Tickers
LEN
Tags
Markets
Options
Market News
From
Benzinga
3 Stocks to Avoid This Week
December 26, 2023
Tickers
BABA
JD
KMX
LEN
Tags
JD
Recent Press Releases
BABA
From
Motley Fool
Here's How Much $1000 Invested In Lennar 10 Years Ago Would Be Worth Today
December 25, 2023
Tickers
LEN
NEWS
Tags
News
BZI/POD
Market News
From
Benzinga
Market Whales and Their Recent Bets on LEN Options
December 22, 2023
Tickers
LEN
Tags
Market News
BZI/UOA
LEN
From
Benzinga
How Is The Market Feeling About Lennar?
December 21, 2023
Tickers
LEN
Tags
Market News
LEN
Benzinga
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
December 20, 2023
Tickers
AEO
CVNA
F
LEN
Tags
ULTA
TAL
Benzinga
From
Benzinga
Thanks To The Federal Reserve, These Homebuilder Stocks Continue To Ride A Wave Of Momentum
December 20, 2023
Tickers
DFH
DHI
KBH
LEN
Tags
KBH
real state access
TOL
From
Benzinga
Lennar's Agile Strategy In Challenging Market Yields Growth: Analyst Boosts Price Target By 10%
December 19, 2023
Tickers
LEN
Tags
Price Target
General
Reiteration
From
Benzinga
Strong Homebuilder Performance In November Hints At 2024 Tailwind For 'Plow-Horse Economy'
December 19, 2023
Tickers
DHI
LEN
PHM
XHB
Tags
General
LEN
XHB
From
Benzinga
3 Blue-Chip Stocks You’ll Regret Not Buying Soon: December Edition
December 18, 2023
Tickers
COST
DRI
LEN
Tags
Market News
DRI
LEN
From
InvestorPlace
3 Stocks to Avoid This Week
December 18, 2023
Tickers
KMX
LEN
SCS
Tags
KMX
SCS
Market News
From
Motley Fool
Lennar (LEN) Q4 2023 Earnings Call Transcript
December 15, 2023
Tickers
LEN
Tags
Market News
Recent Press Releases
LEN
From
Motley Fool
How To Earn $500 A Month From Lennar Stock Following Upbeat Earnings
December 15, 2023
Tickers
LEN
Tags
Benzinga
LEN
Market News
From
Benzinga
US Stocks Set To Gain For 7th Session On Small-Caps Strength, But Traders Wary Of Volatility From 'Quadruple Witching'
December 15, 2023
Tickers
BABA
COST
DRI
JD
Tags
QQQ
Trading Ideas
Pre/Market Outlook
From
Benzinga
Scholastic Posts Downbeat Earnings, Joins Lennar And Other Big Stocks Moving Lower In Friday's Pre-Market Session
December 15, 2023
Tickers
EDU
EOSE
HA
LEN
Tags
SCHL
Movers
Markets
From
Benzinga
Costco, Darden Restaurants And 3 Stocks To Watch Heading Into Friday
December 15, 2023
Tickers
COST
DRI
LEN
RCAT
Tags
Small Cap
DRI
Benzinga
From
Benzinga
LEN Stock Earnings: Lennar Beats EPS, Beats Revenue for Q4 2023
December 14, 2023
Tickers
LEN
Tags
Today's Market
Market News
LEN
From
InvestorPlace
Costco, Pfizer, Moderna, Lennar Corp, Tesla: Why These 5 Stocks Are On Investors' Radars Today
December 14, 2023
Tickers
COST
EVS
LEN
MRNA
Tags
Moderna
MRNA
News
From
Benzinga
Why Lennar Corporation Stock Slid After Hours
December 14, 2023
Tickers
LEN
Tags
LEN
Benzinga
Housing
From
Benzinga
Recap: Lennar Q4 Earnings
December 14, 2023
Tickers
LEN
Tags
BZI/Recaps
LEN
Benzinga
From
Benzinga
Home-builder ETFs surge to all-time highs as Treasury yields fall after Fed meeting
December 14, 2023
Tickers
DHI
ITB
LEN
NVR
Tags
WSM
BX:TMUBMUSD10Y
ITB
From
MarketWatch
S&P 500, Nasdaq Futures Rise On Euphoria Over Fed's Dovish Pivot: Small Caps Set For Another Cheery Session
December 14, 2023
Tickers
ADBE
COST
JBL
LEN
Tags
Inflation
Market News
Economics
From
Benzinga
Gundlach calls for 10-year yield to slide much further as Goldman forecasts three cuts in a row
December 14, 2023
Tickers
AAPL
ADBE
AMC
AMD
Tags
ADBE
BX:TMUBMUSD10Y
UK:BP
From
MarketWatch
Earnings Scheduled For December 14, 2023
December 14, 2023
Tickers
COST
GETR
GTIM
IPA
Tags
NMTC
Benzinga
BZI/UE
From
Benzinga
S&P 500 futures rise and Dow set for new record on Fed rate-cut optimism
December 14, 2023
Tickers
AAPL
COMP
COST
DJIA
Tags
VIX
AAPL
COMP
From
MarketWatch
Lennar Gears Up For Q4 Print; Here's A Look At Recent Price Target Changes By The Most Accurate Analysts
December 14, 2023
Tickers
LEN
Tags
Analyst Ratings
Benzinga
Earnings
From
Benzinga
Jabil, Costco And 3 Stocks To Watch Heading Into Thursday
December 14, 2023
Tickers
ADBE
COST
JBL
LEN
Tags
Stocks To Watch
Benzinga
Markets
From
Benzinga
Investor Sentiment Rises Following Fed Decision; Dow Jumps Over 500 Points
December 14, 2023
Tickers
ADBE
COST
JBL
LEN
Tags
ADBE
JBL
Pre/Market Outlook
From
Benzinga
Behind the Scenes of Lennar's Latest Options Trends
December 13, 2023
Tickers
LEN
Tags
BZI/UOA
Market News
LEN
From
Benzinga
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