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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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
Client Information
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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
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EVENTS
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Event Schedule
TAM
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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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Articles published by KB Home
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KB Home Announces the Grand Opening of Driftstone, a New-Home Community in the Highly Desirable The Preserve at Chino Master Plan
April 14, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Liberty Station, a New-home Community Near Downtown Raleigh
April 12, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Board of Directors Approves New $300 Million Stock Repurchase Authorization and Declares Second Quarter 2022 Dividend
April 11, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Cordova Crossing, a New-Home Community in Seguin, Texas
April 04, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Country Roads, a New Community Located in Highly Desirable Murrieta, California
April 01, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Lily at the Seasons, a New-Home Community in Chino, California
April 01, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Ridgeview, a New-home Community in San Marcos, California
April 01, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Reports 2022 First Quarter Results
March 23, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Named to Newsweek’s 2022 List of America’s Most Trusted Companies
March 22, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Villages at Tour 18, a Golf Course Community in Humble, Texas
February 25, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Arroyo Vista II, a New Master-Planned Community in Popular Casa Grande, Arizona
February 25, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Bartlett and Cortland at Mason Trails, Two New-home Communities in Highly Desirable Roseville, California
February 25, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Allegro, a New-Home Community in Highly Desirable Elk Grove, California
February 25, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Les Chateaux, Its Latest New-Home Community in Turlock, California
February 18, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Named to Fortune’s List of “World’s Most Admired Companies”
February 15, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Shoreline Park, a New-Home Community on Boerne Lake in Boerne, Texas
February 11, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Mission Villas, a New Townhome Community in San Marcos, California
February 11, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Named One of America’s Best Midsize Employers by Forbes, Earning a Place in the Top 10% of All Companies Listed
February 10, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Stafford Meadows, Its Latest New-home Community in Auburn, Washington
January 27, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Declares First Quarter 2022 Dividend
January 20, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Three New-home Communities at Spring Mountain Ranch in Riverside, California
January 14, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of The Foothills, a New-home Community in San Marcos, California
January 14, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Reports 2021 Fourth Quarter and Full Year Results
January 12, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Autumn Creek, a New Community Located in Popular Winchester, California
January 07, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Williams Pointe, a New-Home Community in Seffner, Florida
January 07, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Named to The Wall Street Journal’s “Management Top 250” List
December 22, 2021
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Travisso, a New-Home Community in Highly Desirable Elk Grove, California
December 22, 2021
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Westport at Ponte Vista, a New, Gated Community in a Prime Los Angeles South Bay Location
December 21, 2021
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home to Release 2021 Fourth Quarter and Full Year Earnings on January 12, 2022
December 16, 2021
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Belterra, a New-Home Community in Apex, North Carolina
December 10, 2021
From
KB Home
Via
Business Wire
Tickers
KBH
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