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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
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TAF sm Program
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EVENTS
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Event Schedule
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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MARKET RESEARCH
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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
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A Major Threat and an Unknown Undermine Zillow’s Outlook
February 17, 2022
Tickers
KBH
LEN
TOL
XHB
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KBH
ZG
TOL
From
InvestorPlace
5 Undervalued Stocks to Buy Before March
February 15, 2022
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DOW
STLA
SYF
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STLA
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From
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7 Housing Stocks To Sell if You Think the Boom Is Going To Bust
February 15, 2022
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BAC
DHI
EXPI
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OPEN
BAC
From
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A Look Into Consumer Cyclical Sector Value Stocks
February 15, 2022
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DKS
FL
JOAN
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News
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From
Benzinga
Play the 10-Year Housing Market Boom
February 12, 2022
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KBH
LEN
LGIH
PHM
Tags
LEN
PHM
Market News
From
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This Apartment REIT Expects Supersized Growth in 2022
February 04, 2022
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EQR
TOL
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Market News
Recent Press Releases
TOL
From
Motley Fool
12 Consumer Discretionary Stocks Moving In Monday's Pre-Market Session
January 31, 2022
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BTBD
CLEU
DBGI
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From
Benzinga
Where Toll Brothers Stands With Analysts
January 27, 2022
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Benzinga
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Benzinga's Top Ratings Upgrades, Downgrades For January 27, 2022
January 27, 2022
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ALKS
AMBA
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Benzinga's Top Ratings Upgrades, Downgrades For January 20, 2022
January 20, 2022
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AFIB
AFRM
AMD
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From
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These home builder stocks are a sell as inflation concerns trump upbeat home construction data
January 19, 2022
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DHI
KBH
LEN
SPX
Tags
KBH
TOL
SPX
From
MarketWatch
Good news for buyers? New-home construction activity increases, amid a surge in building permits
January 19, 2022
Tickers
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LEN
PHM
SPX
Tags
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DJIA
From
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Benzinga's Top Ratings Upgrades, Downgrades For January 19, 2022
January 19, 2022
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ADSE
AKAM
ALLY
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A Peek Into The Markets: US Stock Futures Edge Higher; Morgan Stanley, Bank of America Earnings In Focus
January 19, 2022
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BAC
GM
JBHT
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SBNY
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Benzinga
U.S. home builders less optimistic due to high inflation and supply woes
January 18, 2022
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LEN
PHM
SPX
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LEN
DHI
From
MarketWatch
Analyst Ratings For Toll Brothers
January 10, 2022
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Market News
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BZI/AAR
From
Benzinga
RBC Capital Downgrades This Homebuilder - Read Why
January 10, 2022
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Benzinga's Top Ratings Upgrades, Downgrades For January 10, 2022
January 10, 2022
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AGR
AIRC
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ES
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10 Biggest Price Target Changes For Monday
January 10, 2022
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FFIV
H
INFY
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Benzinga
Rising Lumber Prices Add Over $18K To New Home Prices: Report
January 04, 2022
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PHM
TOL
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Benzinga
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This simple strategy of picking cheap stocks has been a repeat winner. Here are a few dozen names to get you started.
December 28, 2021
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From
MarketWatch
3 Stocks Insiders Are Selling
December 27, 2021
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TOL
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TOL
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7 Stay-At-Home Stocks to Buy as Remote Work Lingers On
December 21, 2021
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DHI
ETD
LEN
SKY
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TOL
NYSE:DHI,NYSE:ETD,NYSE:LEN,NYSE:SKY,NYSE:SPB,NYSE:TPX,NYSE:TOL
From
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3 Homebuilder Stocks Ready to Soar in 2022
December 20, 2021
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SKY
TOL
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Welcome to the First Inning of the 10-Year Housing Boom
December 13, 2021
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KBH
LEN
LGIH
PHM
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From
InvestorPlace
Where Toll Brothers Stands With Analysts
December 09, 2021
Tickers
TOL
Tags
Benzinga
TOL
BZI/AAR
From
Benzinga
Toll Brothers, inc (TOL) Q4 2021 Earnings Call Transcript
December 08, 2021
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TOL
Tags
Recent Press Releases
TOL
Market News
From
Motley Fool
Toll Brothers's Return on Invested Capital Insights
December 08, 2021
Tickers
TOL
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TOL
BZI/ROCE
Benzinga
From
Benzinga
A Peek Into The Markets: US Stock Futures Edge Higher Following Tech-Driven Rally
December 08, 2021
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CASY
CPB
F
FB
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Benzinga
Markets
Earnings
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Benzinga
5 Stocks To Watch For December 8, 2021
December 08, 2021
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CPB
THO
TOL
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TOL
From
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