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home
about us
Investment Approach
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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
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Expert Ratings for Toll Brothers
November 22, 2022
Tickers
TOL
Tags
Market News
Analyst Ratings
TOL
From
Benzinga
Home Depot could feel housing industry headwinds, analysts say
November 16, 2022
Tickers
DHI
HD
KBH
LEN
Tags
DHI
LEN
HD
From
MarketWatch
Wait! Why Smart Homebuyers Will Wait Until 2024 to Buy a House.
November 07, 2022
Tickers
DHR
LEN
NVR
PHM
Tags
SOFI
TOL
NYSE:PHM,NASDAQ:SABR,NASDAQ:SOFI,NYSE:TOL,NYSE:DHR,NYSE:LEN,NYSE:NVR
From
InvestorPlace
Hurry! 7 Pitiful Real Estate Stocks to Sell Before 2022 Ends
November 03, 2022
Tickers
HMPT
LEN
OPEN
RDFN
Tags
OPEN
RDFN
RKT
From
InvestorPlace
U.S. new home sales retreat in September, partially reversing surprising gain in prior month
October 26, 2022
Tickers
DHI
DJIA
LEN
PHM
Tags
BX:TMUBMUSD10Y
SPX
XHB
From
MarketWatch
The housing market is cratering. This fund manager finds more than a dozen ‘best-in-class’ real-estate firms selling for cheap.
October 25, 2022
Tickers
AAPL
AMC
APE
BABA
Tags
TSLA
UK:BRN00
MSFT
From
MarketWatch
Raymond James Downgrades US Homebuilders On Mortgage Rate Hike
October 21, 2022
Tickers
DHI
KBH
LEN
MDC
Tags
Consumer Discretionary
KBH
TOL
From
Benzinga
Raymond James ‘tapping out’ of home-builder stocks as a housing recession is now a given
October 21, 2022
Tickers
DHI
ITB
KBH
LEN
Tags
DHI
PHM
ITB
From
MarketWatch
Benzinga's Top Ratings Upgrades, Downgrades For October 21, 2022
October 21, 2022
Tickers
ACI
ATSG
AXNX
AXTA
Tags
VTRS
CCCS
FMAO
From
Benzinga
How Scary Is The Housing Market? High Mortgage Rates, Low Builder Confidence Have Buyers Spooked
October 19, 2022
Tickers
DHI
KBH
LEN
NVR
Tags
Housing
Topics
Markets
From
Benzinga
Builder sentiment drops to the lowest level since 2012. Home builders say the ‘situation is unhealthy and unsustainable.’
October 18, 2022
Tickers
DHI
LEN
TOL
XHB
Tags
BX:TMUBMUSD10Y
LEN
XHB
From
MarketWatch
Housing market stocks give up gains as another jump in bond yields takes shine off strong data
September 27, 2022
Tickers
DHI
DOUG
HD
HOUS
Tags
HOUS
PHM
RDFN
From
MarketWatch
U.S. new home sales surge 28.8% in August
September 27, 2022
Tickers
DHI
DJIA
LEN
PHM
Tags
DJIA
DHI
PHM
From
MarketWatch
Analyst Ratings for Toll Brothers
September 19, 2022
Tickers
TOL
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Market News
Analyst Ratings
TOL
From
Benzinga
Why Shares of Lowe's Were Moving Higher on Monday
September 19, 2022
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BLD
COST
DHI
KBH
Tags
KBH
BLD
TOL
From
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What 4 Analyst Ratings Have To Say About Toll Brothers
September 19, 2022
Tickers
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Tags
Benzinga
TOL
BZI/AAR
From
Benzinga
Is It Time Buy The Dip In Homebuilder Stocks? KeyBanc Says Yes, Names Top Picks
September 19, 2022
Tickers
BLD
DHI
KBH
LEN
Tags
TOL
homebuilders
Price Target
From
Benzinga
Time to buy home builder stocks, as ‘early pain’ equals ‘early gain,’ analyst says
September 19, 2022
Tickers
BLD
DHI
ITB
KBH
Tags
TOL
SPX
BLD
From
MarketWatch
Expert Ratings for Toll Brothers
September 19, 2022
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TOL
Tags
Market News
Analyst Ratings
BZI/AAR
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For September 19, 2022
September 19, 2022
Tickers
ADBE
AGIL
AKR
ARRY
Tags
EQT
HUN
QDEL
From
Benzinga
Home builders say ‘housing recession shows no signs of abating’ as builder sentiment drops further
September 19, 2022
Tickers
DHI
LEN
TOL
XHB
Tags
TOL
DHI
XHB
From
MarketWatch
4 Analysts Have This to Say About Toll Brothers
September 19, 2022
Tickers
TOL
Tags
BZI/AAR
TOL
Benzinga
From
Benzinga
What Peloton's Deal With Amazon Signals
August 29, 2022
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AAPL
AMZN
BYND
JWN
Tags
TOL
PTON
BYND
From
Motley Fool
The 3 Worst Stocks You Can Buy Ahead of a Housing Market Crash
August 29, 2022
Tickers
PKB
TOL
Tags
Stocks to Sell
Market News
DHIBATS
From
InvestorPlace
SVB Leerink Slashes Price Target On This Stock By Over 73%, Plus This Analyst Predicts $56 For Toll Brothers
August 29, 2022
Tickers
EDR
JKS
MBUU
MGNX
Tags
News
PT Changes
UI
From
Benzinga
‘It’s a remarkably uncertain time’: Redfin CEO warns of rapidly cooling housing market — says deals under contract are being cancelled
August 26, 2022
Tickers
RDFN
TOL
Tags
TOL
RDFN
From
MarketWatch
KB Home And Toll Brothers Get CNBC Fast Money Mentions While Jim Lebenthal Buys This Stock
August 25, 2022
Tickers
APTV
BX
CRM
EQT
Tags
EQT
TOL
APTV
From
Benzinga
Expert Ratings for Toll Brothers
August 25, 2022
Tickers
TOL
Tags
Market News
Analyst Ratings
Benzinga
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 25, 2022
August 25, 2022
Tickers
A
ADPT
ATNM
AVBH
Tags
Upgrades
LEN
GETY
From
Benzinga
7 Undervalued Stocks That Are Screaming Buys Right Now
August 25, 2022
Tickers
ACLS
AMAT
DQ
FTNT
Tags
LYB
Market News
TSM
From
InvestorPlace
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