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home
about us
Investment Approach
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Market Analysis Summary
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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
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Here's How Much You Would Have Made Owning Lennar Stock In The Last 10 Years
January 11, 2024
Tickers
LEN
NEWS
Tags
BZI/POD
Market News
Benzinga
From
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Investor Optimism Rises Ahead Of Key Inflation Reports; Nasdaq Surges Over 100 Points
January 11, 2024
Tickers
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Tags
CNN Business Fear & Greed Index
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NTIC
From
Benzinga
Falling Inflation: Who Are Likely To Be The Stock Market Winners?
January 10, 2024
Tickers
AI
AMZN
DHI
HD
Tags
LEN
AI
Equities
From
Benzinga
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
January 10, 2024
Tickers
AMZN
ANF
BABA
CVNA
Tags
RH
Options
Market News
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Homebuilder Lennar's Aggressive Capital Return Strategy: Higher Dividends And Massive Stock Buyback Program Underway
January 10, 2024
Tickers
LEN
NEWS
Tags
Buybacks
News
Equities
From
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2 Fantastic Warren Buffett Stocks for 2024
January 05, 2024
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AAPL
BAC
BRK-A
BRK-B
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BRK/B
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From
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'Mild Recession' To Hit Homebuilders, Auto Stocks In Second Half Of 2024, Analyst Says
January 04, 2024
Tickers
AUTO
DAN
DHI
F
Tags
BZ Data Project
General
Homebuilders Sector
From
Benzinga
Top 5 Consumer Stocks You May Want To Dump This Quarter
January 02, 2024
Tickers
CTRN
EDUC
GTX
LEN
Tags
Short Ideas
Markets
Market News
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Benzinga
'Rapid Descent': Mortgage Rates Are Shocking Experts. Is Housing Getting More Affordable?
December 29, 2023
Tickers
DHI
ITB
LEN
Tags
homebuilders
Economics
General
From
Benzinga
Lennar's Options Frenzy: What You Need to Know
December 28, 2023
Tickers
LEN
Tags
Benzinga
Market News
LEN
From
Benzinga
3 Stocks to Avoid This Week
December 26, 2023
Tickers
BABA
JD
KMX
LEN
Tags
LEN
Market News
BABA
From
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Here's How Much $1000 Invested In Lennar 10 Years Ago Would Be Worth Today
December 25, 2023
Tickers
LEN
NEWS
Tags
BZI/POD
Benzinga
Market News
From
Benzinga
Market Whales and Their Recent Bets on LEN Options
December 22, 2023
Tickers
LEN
Tags
Options
Markets
BZI/UOA
From
Benzinga
How Is The Market Feeling About Lennar?
December 21, 2023
Tickers
LEN
Tags
Short Sellers
Short Ideas
BZI/SHORTHIST
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
December 20, 2023
Tickers
AEO
CVNA
F
LEN
Tags
M
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
DFH
NVR
real state access
From
Benzinga
Lennar's Agile Strategy In Challenging Market Yields Growth: Analyst Boosts Price Target By 10%
December 19, 2023
Tickers
LEN
Tags
Analyst Ratings
Analyst Color
Markets
From
Benzinga
Strong Homebuilder Performance In November Hints At 2024 Tailwind For 'Plow-Horse Economy'
December 19, 2023
Tickers
DHI
LEN
PHM
XHB
Tags
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Building Permits
From
Benzinga
3 Blue-Chip Stocks You’ll Regret Not Buying Soon: December Edition
December 18, 2023
Tickers
COST
DRI
LEN
Tags
COST
NASDAQ:COST,NYSE:LEN,NYSE:DRI
Stocks to Buy
From
InvestorPlace
3 Stocks to Avoid This Week
December 18, 2023
Tickers
KMX
LEN
SCS
Tags
Market News
LEN
SCS
From
Motley Fool
Lennar (LEN) Q4 2023 Earnings Call Transcript
December 15, 2023
Tickers
LEN
Tags
LEN
Market News
Recent Press Releases
From
Motley Fool
How To Earn $500 A Month From Lennar Stock Following Upbeat Earnings
December 15, 2023
Tickers
LEN
Tags
Dividends
Long Ideas
Top Stories
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
Earnings
COST
Top Stories
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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
RC
Penny Stocks
Small Cap
From
Benzinga
Costco, Darden Restaurants And 3 Stocks To Watch Heading Into Friday
December 15, 2023
Tickers
COST
DRI
LEN
RCAT
Tags
Trading Ideas
Earnings
SCHL
From
Benzinga
LEN Stock Earnings: Lennar Beats EPS, Beats Revenue for Q4 2023
December 14, 2023
Tickers
LEN
Tags
Market News
Today's Market
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
Pfizer
Benzinga
Market News
From
Benzinga
Why Lennar Corporation Stock Slid After Hours
December 14, 2023
Tickers
LEN
Tags
Housing
After/Hours Center
Benzinga
From
Benzinga
Recap: Lennar Q4 Earnings
December 14, 2023
Tickers
LEN
Tags
Market News
Earnings
LEN
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
XHB
LEN
NVR
From
MarketWatch
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