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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)
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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FIP
Event Schedule
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Event Schedule
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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
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Thursday Is Your Last Chance To Buy PulteGroup Before The Dividend Payout
September 12, 2023
Tickers
PHM
Tags
PHM
BZI/ExDiv
Dividends
From
Benzinga
The 3 Best Homebuilder Stocks to Buy Now: September 2023
September 06, 2023
Tickers
BRK-A
BRK-B
DHI
LEN
Tags
BRK/A
Market News
LEN
From
InvestorPlace
3 Homebuilder Stocks to Sell in September Before They Crash & Burn
September 05, 2023
Tickers
DHI
NVR
PHM
Tags
PHM
NYSE:PHM,NYSE:DHI,NYSE:NVR
DHI
From
InvestorPlace
PulteGroup Faces New Lawsuit Over Gender Discrimination And Retaliation Claims, Adds To Growing Legal Troubles
August 31, 2023
Tickers
PHM
Tags
Benzinga
Market News
lawsuit
From
Benzinga
Monthly Mortgage Payments Just Hit All-Time High — And Prices Jumped The Most In 10 Months
August 31, 2023
Tickers
BAC
JPM
LEN
OCN
Tags
JPM
mortgage rates
Real Estate
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
August 28, 2023
Tickers
BKNG
CVNA
DASH
FTCH
Tags
XPEV
CVNA
RIVN
From
Benzinga
It's Not Just Warren Buffett: Other Billionaires Are Betting Big on This Industry, and You Can, Too
August 27, 2023
Tickers
DHI
HD
HHH
LEN-B
Tags
RH
LOW
W
From
Motley Fool
U.S. new-home sales rise 4.4% in July
August 23, 2023
Tickers
DHI
DJIA
LEN
PHM
Tags
TOL
BX:TMUBMUSD10Y
LEN
From
MarketWatch
Lowe's Earnings Shed Light On Housing Trends As Sales Drop: Toll Brothers In The Crosshairs?
August 22, 2023
Tickers
DHI
LEN
LOW
NVR
Tags
Lawrence Yun
General
Economics
From
Benzinga
6 Reasons It’s Time to Get Bearish on Homebuilder Stocks
August 21, 2023
Tickers
DHI
LEN
LGIH
PHM
Tags
TLT
XHB
PHM
From
InvestorPlace
The 3 Most Undervalued Homebuilder Stocks to Buy Now: August 2023
August 17, 2023
Tickers
KBH
LGIH
PHM
Tags
Market News
NYSE:PHM,NYSE:KBH,NASDAQ:LGIH
LGIH
From
InvestorPlace
Stock screen spotlights 20 companies whose 2024 earnings estimates have risen most sharply
August 14, 2023
Tickers
AMZN
ARE
CAT
DHI
Tags
SHW
MPC
RCL
From
MarketWatch
3 Homebuilder Stocks to Sell in August Before They Crash and Burn
August 10, 2023
Tickers
BKI
DHI
LEN
PHM
Tags
Market News
BKI
LEN
From
InvestorPlace
Can New Zealand's Upzoning Success Provide A Blueprint To Surging US Home Prices?
August 09, 2023
Tickers
DHI
GS
LEN
PHM
Tags
Housing
GS
Real Estate
From
Benzinga
The shrinking American home: As demand rises, builders go smaller
August 08, 2023
Tickers
DHI
PHM
Tags
DHI
PHM
From
MarketWatch
PulteGroup Faces Severe Allegations Of Racial Discrimination In Michigan Lawsuit
July 27, 2023
Tickers
PHM
Tags
PHM
lawsuit
Real Estate
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
July 27, 2023
Tickers
CMG
DHI
FND
FTCH
Tags
Benzinga
FTCH
FND
From
Benzinga
Newly built U.S. home sales fall in June
July 26, 2023
Tickers
DHI
DJIA
LEN
PHM
Tags
DJIA
LEN
SPX
From
MarketWatch
What 8 Analyst Ratings Have To Say About PulteGroup
July 26, 2023
Tickers
PHM
Tags
Analyst Ratings
Benzinga
Market News
From
Benzinga
NXP Semiconductors To Rally Over 19%? Here Are 10 Other Analyst Forecasts For Wednesday
July 26, 2023
Tickers
AWI
CRBU
DOV
GATX
Tags
SPOT
NTAP
analyst forecasts
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
July 25, 2023
Tickers
CVNA
CWH
CZR
GM
Tags
BZI/AUOA
CZR
PTON
From
Benzinga
PulteGroup Stock Soars After Q2 Earnings: The Details
July 25, 2023
Tickers
PHM
Tags
PHM
Earnings
News
From
Benzinga
Preview: PulteGroup's Earnings
July 24, 2023
Tickers
PHM
Tags
PHM
BZI/EP
Benzinga
From
Benzinga
Strong Momentum In Homebuilding Industry: Raymond James' Take On Upgraded Ratings And Increased Price Targets
July 14, 2023
Tickers
KBH
LEN
MDC
PHM
Tags
Equities
Consumer Discretionary
Price Target
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For July 14, 2023
July 14, 2023
Tickers
AA
ABBV
AEL
AIN
Tags
BDTX
Upgrades
CHX
From
Benzinga
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
July 07, 2023
Tickers
CROX
CVNA
EDU
LCID
Tags
EDU
PHM
Options
From
Benzinga
Home-builder stocks take a broad beating as 10-year yield’s breakout fuels demand concerns
July 06, 2023
Tickers
BLDR
DHI
FMCC
HD
Tags
LOW
BLDR
BX:TMUBMUSD10Y
From
MarketWatch
What 10 Analyst Ratings Have To Say About PulteGroup
July 05, 2023
Tickers
PHM
Tags
BZI/AAR
Analyst Ratings
Benzinga
From
Benzinga
3 Homebuilder Stocks to Buy to Profit From the Housing Shortage
July 03, 2023
Tickers
ITB
LEN
PHM
RDFN
Tags
Stocks to Buy
PHM
ITB
From
InvestorPlace
Share Sales, Harassment Allegations And Power Play: Turbulence Hits PulteGroup
July 01, 2023
Tickers
PHM
Tags
News
Bill Pulte
Ryan Marshall
From
Benzinga
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