Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Featured Articles
Contrarian Notes Blog
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
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about Pultegroup Inc
Recent news which mentions Pultegroup Inc
Tuesday's big stock stories: What’s likely to move the market in the next trading session
November 25, 2024
Tags
DICK'S Sporting Goods Inc
Palantir Technologies Inc
Zeta Global Holdings Corp
From
CNBC.com News
Tuesday's big stock stories: What’s likely to move the market in the next trading session
November 18, 2024
Tags
Lowe's Companies Inc
KB Home
Hovnanian Enterprises Inc
From
CNBC.com News
Thursday's big stock stories: What’s likely to move the market in the next trading session
November 06, 2024
Tags
DR Horton Inc
stocks
Carlyle Group Inc
From
CNBC.com News
Mortgage rates surge higher on Trump victory, causing housing stocks to fall
November 06, 2024
Tags
Mortgages
Home Depot Inc
Pultegroup Inc
From
CNBC.com News
Wednesday's big stock stories: What’s likely to move the market in the next trading session
October 29, 2024
Tags
Tesla Inc
Pultegroup Inc
Stock markets
From
CNBC.com News
Tuesday's big stock stories: What’s likely to move the market in the next trading session
October 28, 2024
Tags
stocks
JetBlue Airways Corp
BWX Technologies Inc
From
CNBC.com News
Jim Cramer explains why money rotated back into Big Tech
October 22, 2024
Tags
Stock markets
Pultegroup Inc
Investment strategy
From
CNBC.com News
Tuesday's big stock stories: What's likely to move the market in the next trading session
September 23, 2024
Tags
Pultegroup Inc
Trump Media & Technology Group Corp
Stock markets
From
CNBC.com News
Wednesday's big stock stories: What's likely to move the market in the next trading session
September 17, 2024
Tags
Investment strategy
LGI Homes Inc
PRO: Playbooks
From
CNBC.com News
Tuesday's big stock stories: What's likely to move the market in the next trading session
August 26, 2024
Tags
Nordstrom Inc
GE Vernova Inc
Intel Corp
From
CNBC.com News
How the 2024 election could impact homebuilder stocks
August 23, 2024
Tags
Metals
Mergers and acquisitions
Government and politics
From
CNBC.com News
Thursday's big stock stories: What’s likely to move the market in the next trading session
August 14, 2024
Tags
Pultegroup Inc
Stock markets
Wendys Co
From
CNBC.com News
Wednesday's big stock stories: What’s likely to move the market in the next trading session
August 13, 2024
Tags
JetBlue Airways Corp
United Airlines Holdings Inc
stocks
From
CNBC.com News
Jim Cramer says to watch for market anomalies and take advantage of them
January 24, 2024
Tags
Investment Strategy
Amazon/com Inc
Apple Inc
From
CNBC.com News
Cramer is optimistic coming out of earnings season, says most sectors performed well overall
November 14, 2023
Tags
Mad Money
Nasdaq Inc
Investment Strategy
From
CNBC.com News
Why you can't blame the consumer for the market entering correction territory
October 29, 2023
Tags
Retail
U/S/ Economy
Bank of America Corp
From
CNBC.com News
The S&P 500's top 10 performers since its bear market low — and where Cramer stands on them now
October 13, 2023
Tags
Stock Picks
U/S/ Markets
Investing
From
CNBC.com News
Stocks making the biggest moves midday: Splunk, Cisco, Broadcom, Fox and more
September 21, 2023
Tags
Breaking News: Economy
Paramount Global
Broadcom Inc
From
CNBC.com News
Stocks making the biggest moves midday: Halliburton, Warner Bros Discovery, Oracle and more
September 05, 2023
Tags
Oracle Corp
Airbnb Inc
EOG Resources Inc
From
CNBC.com News
Cramer says don't get too caught up in top-down analysis
July 31, 2023
Tags
Pultegroup Inc
Stock markets
Business News
From
CNBC.com News
Jim Cramer lists ten market themes to watch after the Fed's July hike
July 26, 2023
Tags
Pultegroup Inc
Stock markets
MongoDB Inc
From
CNBC.com News
Cramer's sharing terminology to help investors make sense of earnings season
July 25, 2023
Tags
U/S/ Markets
Stock Picks
GE HealthCare Technologies Inc
From
CNBC.com News
Cramer foresees a broadening market: 'The strength away from tech is undeniable'
June 12, 2023
Tags
Business News
Investment strategy
D R Horton Inc
From
CNBC.com News
After the S&P's Wednesday jump, Jim Cramer dissects 10 stocks that performed well when the index bottomed out last year
June 07, 2023
Tags
U/S/ Markets
Stock Picks
Fair Isaac Corp
From
CNBC.com News
Mortgage rates drop to the 5% range for the first time since September
February 02, 2023
Tags
Breaking News: Business
D R Horton Inc
US Economy
From
CNBC.com News
Stocks making the biggest moves midday: GM, McDonald's, UPS, Pulte, International Paper and more
January 31, 2023
Tags
Economy
Stock Picks
United Parcel Service Inc
From
CNBC.com News
Stocks making the biggest moves premarket: McDonald's, UPS, General Motors and more
January 31, 2023
Tags
Exxon Mobil Corp
Finance
Business
From
CNBC.com News
Homebuilders say they're on the edge of a steeper downturn as buyers pull back
October 31, 2022
Tags
Housing
U/S/ Economy
Real estate
From
CNBC.com News
Mortgage demand from homebuyers is now nearly half what it was a year ago
October 26, 2022
Tags
Real Estate
Pultegroup Inc
Breaking News: Economy
From
CNBC.com News
Stocks making the biggest moves midday: Xerox, Logitech, Upstart, Hibbett, Planet Fitness & more
October 25, 2022
Tags
Economy
IQVIA Holdings Inc
Brown & Brown Inc
From
CNBC.com News
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.