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home
about us
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Firm ADV PDFs
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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Analyst Upgrades PulteGroup And Lennar, Names Top Homebuilder Stock Pick For 2023
January 11, 2023
Tickers
BAC
DHI
KBH
LEN
Tags
General
Market News
PHM
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 11, 2023
January 11, 2023
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ALBO
ALGT
APD
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MC
GLPI
PTC
From
Benzinga
The Latest Analyst Ratings for Toll Brothers
January 11, 2023
Tickers
TOL
Tags
TOL
Benzinga
Analyst Ratings
From
Benzinga
A "Hard Landing For Housing": This Luxury Homebuilder Is 'Best' 'Risk-Reward' Stock
January 09, 2023
Tickers
DHI
TOL
Tags
Downgrades
Upgrades
Briefs
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 9, 2023
January 09, 2023
Tickers
ADNT
ALBO
ALLY
AMYT
Tags
ALLY
PENN
CLB
From
Benzinga
Wednesday Is Your Last Chance To Buy Toll Brothers Before The Dividend Payout
January 02, 2023
Tickers
TOL
Tags
BZI/ExDiv
TOL
Benzinga
From
Benzinga
U.S. new home sales rose in November by 5.8%
December 23, 2022
Tickers
DHI
DJIA
LEN
PHM
Tags
LEN
SPX
PHM
From
MarketWatch
'$5 Is Where It Should Be, And No Higher': Cramer On This Stock Down 80% Year-To-Date
December 22, 2022
Tickers
AMC
DHI
LPI
MCFT
Tags
MCFT
Markets
AMC
From
Benzinga
US Housing Starts: Single Family Permits Fall, But Completions Rise, Adding Supply
December 20, 2022
Tickers
LEN
LGIH
TOL
Tags
Markets
LGIH
Benzinga
From
Benzinga
Builder sentiment fell every single month in 2022. Builders say there’s a silver lining.
December 19, 2022
Tickers
DHI
LEN
TOL
XHB
Tags
LEN
XHB
TOL
From
MarketWatch
5 Homebuilder Stocks to Buy for Bottom Fishing Investors
December 16, 2022
Tickers
BCS
BRK-A
BRK-B
BX
Tags
Stocks to Buy
NYSE:PHM,NYSE:DHI,NYSE:LEN,NYSE:MTH,NYSE:TOL,NYSE:BRK/A,NYSE:BRK/B,NYSE:LP,NYSE:BX,NYSE:BCS
LP
From
InvestorPlace
Lennar Stock Rises Alongside Deliveries — Analysts Say Homebuilder Stimulates Demand, Outpaces Rest Of Industry
December 15, 2022
Tickers
DHI
KBH
LEN
TOL
Tags
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homebuilder
Earnings
From
Benzinga
Rents Are Still Rising, But Not If You Live In One Of These 14 Major US Cities
December 13, 2022
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INVH
KBH
OPEN
RDFN
Tags
TOLL
Penny Stocks
KBH
From
Benzinga
Barclays, RBC Capital Boost Price Targets On Toll Brothers Following Upbeat Earnings
December 08, 2022
Tickers
TOL
Tags
Market News
Analyst Ratings
News
From
Benzinga
These Stalwart Stocks Stayed Strong in a Sagging Market
December 07, 2022
Tickers
CPB
DJI
TOL
Tags
^GSPC
TOL
Recent Press Releases
From
Motley Fool
Toll Brothers Beat Earnings, But Are The Numbers Foggy? Here's What Analysts Say
December 07, 2022
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HD
KBH
LEN
LOW
Tags
Topics
Benzinga
Mid Cap
From
Benzinga
Previewing Toll Brothers (TOL)
December 06, 2022
Tickers
TOL
Tags
Markets
TD Ameritrade
Market News
From
Benzinga
Market Licks Wounds, Pondering Geopolitics, Recession Fears, and a Housing Update
December 06, 2022
Tickers
GOOGL
JPM
META
TOL
Tags
TD Ameritrade
Market News
Benzinga
From
Benzinga
Gold at $3,000? After a war-torn and inflation-racked year, here are some outrageous predictions worth pondering.
December 06, 2022
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AAPL
AMC
AMZN
APE
Tags
TOL
BBBY
ES00
From
MarketWatch
Earnings Scheduled For December 6, 2022
December 06, 2022
Tickers
ALCO
AVAV
AZO
BASE
Tags
ZUO
Earnings
PLAY
From
Benzinga
AutoZone, Toll Brothers And 3 Stocks To Watch Heading Into Tuesday
December 06, 2022
Tickers
AZO
GTLB
HLF
SIG
Tags
GTLB
TOL
Long Ideas
From
Benzinga
Investor Sentiment Drops Amid Concerns Over Further Fed Rate Increases
December 06, 2022
Tickers
AZO
CRM
SIG
TOL
Tags
CRM
News
Market News
From
Benzinga
Monday's Market Minute: A Quick Look at the Week
December 05, 2022
Tickers
AVGO
AZO
CHWY
COST
Tags
LULU
COST
Markets
From
Benzinga
Wall Street grows pessimistic about holiday season, but record profit still expected
December 05, 2022
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AAPL
AMZN
AVGO
AZO
Tags
CPB
RENT
SFIX
From
MarketWatch
Earnings Outlook For Toll Brothers
December 05, 2022
Tickers
TOL
Tags
Market News
Earnings
BZI/EP
From
Benzinga
Cramer Anticipates Another Strong Week Of Trading Ahead, But That Hinges On...
December 04, 2022
Tickers
AZO
S
SPY
TOL
Tags
AZO
TOL
Trading Ideas
From
Benzinga
Home Sales Unexpectedly Jump In October: Do Buyers Not Care About High Interest Rates?
November 23, 2022
Tickers
KBH
LEN
TOL
Tags
TOL
Interest Rates
Arrived Homes
From
Benzinga
What 4 Analyst Ratings Have To Say About Toll Brothers
November 22, 2022
Tickers
TOL
Tags
BZI/AAR
Market News
Analyst Ratings
From
Benzinga
Analyst Ratings for Toll Brothers
November 22, 2022
Tickers
TOL
Tags
BZI/AAR
Market News
Analyst Ratings
From
Benzinga
Where Toll Brothers Stands With Analysts
November 22, 2022
Tickers
TOL
Tags
TOL
Benzinga
Analyst Ratings
From
Benzinga
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