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Preferred Custodian Settlement
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Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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EVENTS
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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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U.S. new-home sales surge to the highest level since February 2022
October 25, 2023
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DHI
DJIA
LEN
PHM
Tags
BX:TMUBMUSD10Y
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RDFN
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Overview Of Value Stocks In The Consumer Cyclical Sector
October 24, 2023
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From
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Wells Fargo Analyst Sees Opportunity For Homebuilding & Building Product Companies Amid Volatility: The Details
October 17, 2023
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FERG
KBH
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Benzinga
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Benzinga's Top Ratings Upgrades, Downgrades For October 17, 2023
October 17, 2023
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ACDC
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From
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Where Toll Brothers Stands With Analysts
October 12, 2023
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Benzinga
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From
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Three reasons investors have fallen in love with home builders’ stocks
October 12, 2023
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From
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Spiking yields weigh on homebuilder stocks, but their bonds are telling another story
October 03, 2023
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HOV
KBH
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From
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Ticking Time Bombs: 3 Homebuilder Stocks to Dump Before the Damage Is Done
September 27, 2023
Tickers
DHI
MAS
TOL
Tags
TOL
Market News
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From
InvestorPlace
U.S. new-home sales fall 8.7% in August amid high mortgage rates
September 26, 2023
Tickers
DHI
DJIA
LEN
PHM
Tags
PHM
SPX
TOL
From
MarketWatch
3 Homebuilding Stocks to Skip as Sector Confidence Slides
September 25, 2023
Tickers
KBH
LEN
TOL
Tags
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From
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10 Consumer Discretionary Stocks Whale Activity In Today's Session
September 25, 2023
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Tags
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From
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3 Stocks to Buy Now if You Think Fed Rate Cuts Are Still Coming
September 18, 2023
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From
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Builder confidence index falls to five-month low amid high mortgage rates
September 18, 2023
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DHI
LEN
TOL
XHB
Tags
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XHB
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From
MarketWatch
7 Stocks to Sell Based on Unusual Options Activity
September 12, 2023
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ANF
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From
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3 Homebuilder Stocks Poised to Crash and Burn
September 03, 2023
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LEN
TOL
Tags
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TOL
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From
InvestorPlace
Toll Brothers Analysts Boost Their Forecasts After Strong Q3 Results
August 24, 2023
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From
Benzinga
NVIDIA To Rally More Than 133%? Here Are 10 Other Analyst Forecasts For Thursday
August 24, 2023
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Credit Suisse's Optimistic Stance On Toll Brothers: Exploring The Impressive Growth And 2024 Projections
August 23, 2023
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Why Grab Holdings Are Trading Higher By 9%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
August 23, 2023
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ALAR
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Tags
CRKN
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U.S. new-home sales rise 4.4% in July
August 23, 2023
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DHI
DJIA
LEN
PHM
Tags
SPX
TOL
PHM
From
MarketWatch
Why Toll Brothers Shares Are Trading Higher Today
August 23, 2023
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News
Movers
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From
Benzinga
Urban Outfitters, Toll Brothers And Other Big Stocks Moving Higher In Wednesday's Pre-Market Session
August 23, 2023
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ARCO
HKD
HKIT
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News
RCUS
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Benzinga
3 No-Brainer Stocks to Buy Right Now for Less Than $100
August 23, 2023
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EPD
TOL
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Market News
From
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Analog Devices, Williams-Sonoma And 3 Stocks To Watch Heading Into Wednesday
August 23, 2023
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ADI
NVDA
TOL
URBN
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Benzinga
From
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Toll Brothers Stock Is Moving Higher On Q3 Earnings: The Details
August 22, 2023
Tickers
TOL
Tags
Movers
TOL
Market News
From
Benzinga
Tuesday's Market Minute: Previewing Toll Brothers (TOL) Earnings
August 22, 2023
Tickers
TOL
Tags
Market News
TOL
Schwab Network
From
Benzinga
Lowe's Earnings Shed Light On Housing Trends As Sales Drop: Toll Brothers In The Crosshairs?
August 22, 2023
Tickers
DHI
LEN
LOW
NVR
Tags
Large Cap
Earnings
Lawrence Yun
From
Benzinga
Toll Brothers Likely To Post Higher Q3 Earnings; Here's A Look At Recent Price Target Changes By The Most Accurate Analysts
August 22, 2023
Tickers
TOL
Tags
Price Target
Most Accurate Analysts
Benzinga
From
Benzinga
US Stocks Set To Extend Rally As Fed Speeches, Nvidia Q2 Print Loom: Analyst Says 'Don't Panic' As Pullback Presents Buying Opportunity
August 22, 2023
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BJ
COTY
CSIQ
Tags
Economics
M
Federal Reserve
From
Benzinga
Earnings Scheduled For August 22, 2023
August 22, 2023
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BHP
BIDU
BJ
BMTX
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TBLT
Earnings Scheduled
YSG
From
Benzinga
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