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TSL's Turnkey Operation Platform
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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
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Recap: Toll Brothers Q4 Earnings
December 07, 2021
Tickers
TOL
Tags
BZI/Recaps
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Market News
From
Benzinga
Toll Brothers sees strong demand drive 20% revenue growth in 2022
December 07, 2021
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TOL
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A Peek Into The Markets: US Stock Futures Higher Following Monday's Rally
December 07, 2021
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AZN
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December 07, 2021
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COUP
DBI
GLPI
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AZO
Pre/Market Outlook
From
Benzinga
Earnings Scheduled For December 7, 2021
December 07, 2021
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ALCO
AVAV
AZO
BASE
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Earnings
JW
CNM
From
Benzinga
Toll Brothers Earnings Preview
December 06, 2021
Tickers
TOL
Tags
Earnings
Market News
Benzinga
From
Benzinga
Price Over Earnings Overview: Toll Brothers
December 02, 2021
Tickers
TOL
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Markets
Earnings
BZI/PE
From
Benzinga
Is Built-for-Rent Housing a Good Investment?
November 17, 2021
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INVH
LEN
STWD
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Recent Press Releases
UNKNOWN
INVH
From
Motley Fool
Home builders are growing more confident as Americans demand more housing
November 16, 2021
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DHI
LEN
PHM
SPX
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LEN
DHI
DJIA
From
MarketWatch
Toll Brothers Forms JV With CanAm Capital For Student Housing Community In Florida
October 25, 2021
Tickers
TOL
Tags
TOL
Benzinga
Market News
From
Benzinga
Toll Brothers Unveils New Luxury Home Community In North Carolina
October 20, 2021
Tickers
TOL
Tags
TOL
Market News
Movers
From
Benzinga
Home builders grow more confident in spite of continued supply-chain headaches
October 18, 2021
Tickers
LEN
PHM
SPX
TOL
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DJIA
LEN
PHM
From
MarketWatch
Toll Brothers Forms JV With Principal Real Estate Investors For Rental Community In Massachusetts
October 13, 2021
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TOL
Tags
TOL
Contracts
Market News
From
Benzinga
Home builder confidence improves as housing demand remains strong
September 20, 2021
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DHI
LEN
PHM
SPX
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DJIA
DHI
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What will you call home when you’re older? The ultimate guide to housing in later life
September 17, 2021
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LEN
TOL
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TOL
LEN
DHI
From
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Toll Brothers Promotes Robert Parahus To COO, James Boyd To Retire
September 14, 2021
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TOL
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News
TOL
Market News
From
Benzinga
Tech Market In Focus After Big Friday Slide From Apple, Alphabet Following Judge's Decision
September 13, 2021
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DHI
GOOGL
MSFT
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MTCH
DHI
TOL
From
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The Latest Barron's Picks And Pans: Dell, Hertz, HP, Lululemon, Robinhood And More
August 28, 2021
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DELL
DHI
GS
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D/R/ Horton
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From
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Toll Brothers, inc (TOL) Q3 2021 Earnings Call Transcript
August 25, 2021
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TOL
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Market News
TOL
From
Motley Fool
Snowflake And These 2 Stocks Will Be Featured On 'Mad Money' Tonight
August 25, 2021
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CRM
SNOW
TOL
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CRM
Marc Benioff
From
Benzinga
Toll Brothers Stock Gains On Q3 Earnings Beat
August 25, 2021
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TOL
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Benzinga
Briefs
Trading Ideas
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A Peek Into The Markets: US Stock Futures Edge Higher Ahead Of Jackson Hole Meeting
August 25, 2021
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CRM
DKS
FDS
GOOG
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Futures
Benzinga
FDS
From
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5 Stocks To Watch For August 25, 2021
August 25, 2021
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CRM
DKS
JWN
TOL
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ULTA
News
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Equity Residential Partners With Toll Brothers For Rental Apartment Communities
August 24, 2021
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EQR
TOL
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TOL
EQR
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Benzinga
Mike Khouw Sees Unusual Options Activity In Toll Brothers
August 24, 2021
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TOL
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Markets
Options Action
Benzinga
From
Benzinga
Earnings Scheduled For August 24, 2021
August 24, 2021
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AAP
BBAR
BBY
BLCT
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KRKR
IMBI
INTU
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Toll Brothers's Debt Overview
August 19, 2021
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TOL
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BZI/Debt
News
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Benzinga
A Look Into Toll Brothers Debt
August 19, 2021
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TOL
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Benzinga
Intraday Update
Markets
From
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Fed Minutes Ahead Could Offer Insight Following Wall Street's Worst Day In A Month
August 18, 2021
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DHI
HD
KBH
LEN
Tags
Retail Sales
Global
NVDA
From
Benzinga
Home builder confidence sinks to lowest level in over a year as home prices soar
August 17, 2021
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DHI
LEN
PHM
SPX
Tags
DJIA
DHI
LEN
From
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