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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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Meritage Homes Initiates Quarterly Dividend
February 17, 2023
Tickers
MTH
Tags
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MTH
From
Benzinga
Meritage Homes (MTH) Q4 2022 Earnings Call Transcript
February 02, 2023
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MTH
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Earnings Scheduled For February 1, 2023
February 01, 2023
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January 31, 2023
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Homebuilder Stocks Soar Following Positive Market Data: What You Need To Know
January 30, 2023
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$1000 Invested In Meritage Homes 15 Years Ago Would Be Worth This Much Today
January 23, 2023
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MTH
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MTH
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5 Homebuilder Stocks to Buy for Bottom Fishing Investors
December 16, 2022
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Massively Misunderstood: The Mega-Trend That Makes This Homebuilder Stock Worth Buying
November 27, 2022
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MTH
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Heska To $165? Plus BTIG Cuts PT On This Stock By 67%
November 14, 2022
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Benzinga
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November 08, 2022
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October 27, 2022
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MTH
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Meritage Homes: Q3 Earnings Insights
October 26, 2022
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Benzinga
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October 12, 2022
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October 12, 2022
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Why Shares of Lowe's Were Moving Higher on Monday
September 19, 2022
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Is It Time Buy The Dip In Homebuilder Stocks? KeyBanc Says Yes, Names Top Picks
September 19, 2022
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DHI
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Time to buy home builder stocks, as ‘early pain’ equals ‘early gain,’ analyst says
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Benzinga's Top Ratings Upgrades, Downgrades For September 19, 2022
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What 4 Analyst Ratings Have To Say About Meritage Homes
September 19, 2022
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The Megatrend Stock Investors Might Be Missing
August 29, 2022
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Housing Collapse? Exclusive Benzinga Earnings Data Suggests Otherwise
August 07, 2022
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July 29, 2022
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MTH
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MTH
Benzinga
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Meritage Homes (MTH) Q2 2022 Earnings Call Transcript
July 28, 2022
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Earnings Scheduled For July 27, 2022
July 27, 2022
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These 3 Real Estate Stocks Are Looking Cheap, but Are They Actually Worth It?
July 13, 2022
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6 Analysts Have This to Say About Meritage Homes
July 12, 2022
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10 Consumer Discretionary Stocks Whale Activity In Today's Session
July 11, 2022
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Wells Fargo Revises Ratings On These Homebuilders - Read Why
June 17, 2022
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Markets Hit 18-Month Lows as This Industry Got Hit Hard Thursday
June 16, 2022
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MTH
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Expert Ratings for Meritage Homes
June 16, 2022
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Benzinga
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