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home
about us
Investment Approach
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Form CRS
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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
Client Information
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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
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Earnings Preview: Lennar
December 13, 2023
Tickers
LEN
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Earnings
LEN
Benzinga
From
Benzinga
The Latest Analyst Ratings for Lennar
December 13, 2023
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LEN
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LEN
BZI/AAR
Analyst Ratings
From
Benzinga
Price Over Earnings Overview: Lennar
December 12, 2023
Tickers
LEN
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LEN
News
From
Benzinga
3 Stocks to Avoid This Week
December 11, 2023
Tickers
BIG
DG
DHI
LEN
Tags
MO
THO
Recent Press Releases
From
Motley Fool
10 Consumer Discretionary Stocks Whale Activity In Today's Session
December 07, 2023
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ABNB
AMZN
BABA
LEN
Tags
BZI/AUOA
LEN
NIO
From
Benzinga
$1000 Invested In This Stock 5 Years Ago Would Be Worth $3,300 Today
December 06, 2023
Tickers
LEN
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LEN
BZI/POD
News
From
Benzinga
Toll Brothers bonds rally, bucking a broader trend as mortgage rates ease
December 06, 2023
Tickers
DHI
DJIA
LEN
LII
Tags
BX:TMUBMUSD30Y
XHB
PHM
From
MarketWatch
7 Dividend Stocks That Will Warm Your Heart This Winter
December 04, 2023
Tickers
AAPL
AVGO
DHI
LEN
Tags
NASDAQ:AAPL,NYSE:V,NYSE:WMT,NASDAQ:AVGO,NYSE:LEN,NYSE:DHI,NYSE:MA
AAPL
Stocks to Buy
From
InvestorPlace
Looking Into Lennar's Recent Short Interest
December 01, 2023
Tickers
LEN
Tags
LEN
Short Ideas
Trading Ideas
From
Benzinga
Mortgage Rates Decline For Fifth Week In A Row: 'Encouraging Development For Potential Homebuyers'
November 30, 2023
Tickers
DHI
LEN
XHB
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Expert Ideas
LEN
DHI
From
Benzinga
The Latest Analyst Ratings for Lennar
November 27, 2023
Tickers
LEN
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Market News
Benzinga
Analyst Ratings
From
Benzinga
3 Real Estate Tech Stocks Reshaping the Industry
November 26, 2023
Tickers
LEN
LGIH
MGM
O
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NYSE:LEN,NASDAQ:LGIH,NYSE:O,NYSE:MGM
MGM
O
From
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P/E Ratio Insights for Lennar
November 22, 2023
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LEN
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Benzinga
Intraday Update
From
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Take My Money! 3 Stocks to Buy Hand Over Fist
November 22, 2023
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AAPL
CHD
CVX
DHI
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NYSE:CHD,NYSE:PHM,NASDAQ:AAPL,NYSE:DHI,NYSE:LEN,NYSE:NVR,NYSE:DVN,NYSE:XOM,NYSE:CVX,NYSE:URI
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DVN
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InvestorPlace
Homebuilder Stocks In 2024: Can The Sector Enjoy Another Stellar Year?
November 21, 2023
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DHI
LEN
PHM
TOL
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Benzinga
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Lennar, Synopsys And More On CNBC's 'Final Trades'
November 20, 2023
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LEN
MUB
SNPS
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Builder-confidence index falls for the fourth month in a row
November 16, 2023
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DHI
DJIA
LEN
SPX
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TOL
DJIA
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Here's How Much You Would Have Made Owning Lennar Stock In The Last 5 Years
November 15, 2023
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LEN
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Benzinga
Trading Ideas
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Benzinga
Buffett's Berkshire Trimmed Chevron Stake While Cashing Out Of GM And This COVID Stock: Here's How The Sage Of Omaha Adjusted His Portfolio In Q3
November 15, 2023
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AAPL
AMZN
AXP
BAC
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OXY
Benzinga
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Benzinga
How Is The Market Feeling About Lennar?
November 13, 2023
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LEN
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Short Sellers
Benzinga
BZI/SHORTHIST
From
Benzinga
7 Housing Stocks to Sell as Interest Rates Go Out of Control
November 09, 2023
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CART
DHI
LEN
OPEN
Tags
NYSE:RMAX,NASDAQ:RDFN,NYSE:RKT,NASDAQ:SOFI,NASDAQ:CART,NASDAQ:OPEN,NYSE:LEN,NYSE:DHI,NYSE:TOL
OPEN
TOL
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InvestorPlace
Expert Ratings for Lennar
November 08, 2023
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LEN
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LEN
BZI/AAR
Analyst Ratings
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Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
November 07, 2023
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CVNA
EXPE
LCID
LEN
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TSLA
MAR
CVNA
From
Benzinga
The one place in real estate where home buyers can still find mortgage rates below 6%
November 03, 2023
Tickers
LEN
PHM
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PHM
LEN
From
MarketWatch
If You Invested $100 In This Stock 10 Years Ago, You Would Have $300 Today
November 01, 2023
Tickers
LEN
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Market News
Benzinga
BZI/POD
From
Benzinga
Lennar Unusual Options Activity For October 31
October 31, 2023
Tickers
LEN
Tags
Benzinga
Markets
Options
From
Benzinga
Home-builder stocks fall as lowest affordability in nearly 40 years offsets upbeat sales data
October 25, 2023
Tickers
CSGP
DHI
ITB
KBH
Tags
OC
BX:TMUBMUSD30Y
KBH
From
MarketWatch
U.S. new-home sales surge to the highest level since February 2022
October 25, 2023
Tickers
DHI
DJIA
LEN
PHM
Tags
SPX
TOL
PHM
From
MarketWatch
Lennar Unusual Options Activity For October 23
October 23, 2023
Tickers
LEN
Tags
BZI/UOA
LEN
Market News
From
Benzinga
The 7 Best Warren Buffett Stocks to Buy Now: October 2023
October 21, 2023
Tickers
AAPL
BAC
KO
LEN
Tags
AAPL
Market News
Stocks to Buy
From
InvestorPlace
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