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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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Articles published by KB Home
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KB Home Named the Southern Arizona Home Builders Association’s Production Builder of the Year
March 07, 2023
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Its Newest Community in Popular Auburn, Washington
March 03, 2023
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Its Newest Community in Highly Desirable East Orlando
March 01, 2023
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Its Newest Community in Highly Desirable St. Augustine
February 24, 2023
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Its Newest Master-Planned Community, Sunset Ranch, in Popular Ontario, California
February 17, 2023
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Its Newest Community in Highly Desirable St. Johns County
February 10, 2023
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Its Newest Community in Southwest San Antonio
February 08, 2023
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Its Newest Community in Highly Desirable West Kent, Washington
January 27, 2023
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Its Newest Community in Popular King County, Washington
January 27, 2023
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Its Newest Community in Highly Desirable North San Antonio Location
January 26, 2023
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Declares First Quarter 2023 Dividend
January 19, 2023
From
KB Home
Via
Business Wire
Tickers
KBH
Breaking New Ground: KB Home First National Homebuilder in the Metaverse With Launch of Virtual New-Home Community
January 17, 2023
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Reports 2022 Fourth Quarter and Full Year Results
January 11, 2023
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Spirit Landings, a New-Home Community in Winter Haven, Florida
January 10, 2023
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces The Grand Opening of Cordillera, A New-Home Community in Gilbert, Arizona
January 06, 2023
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Scenic Pass, a New-Home Community in Austin, Texas
December 27, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Tierra La Bella, a New-home Community in West Phoenix
December 23, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Legend Heights, a New-home Community in New Braunfels, Texas
December 19, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Named to The Wall Street Journal’s 2022 Management Top 250 List
December 16, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of The Terraces, a New Townhome Community in Lemon Grove, California
December 16, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home to Release 2022 Fourth Quarter and Full Year Earnings on January 11, 2023
December 14, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Terrain Oak Valley, a New-Home Community Situated Within the Desirable Terrain Master Plan in Castle Rock, Colorado
December 09, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Enclave at Bear Creek, a New-Home Community in Katy, Texas
December 09, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Named One of America’s Most Responsible Companies
December 07, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Bluffs, a New Townhome Community in Spring Valley, California
December 02, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Merryfield Estates, a New-Home Community in Kent, Washington
December 02, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Legacy at Highland, a New-home Community in Clovis, California
November 30, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Nighthawk, a New Community Located Within the Prestigious Summerlin Master Plan in Las Vegas
November 29, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Two New Communities at Talus at Kyle Canyon, a Gated Master Plan in Highly Desirable Northwest Las Vegas
November 28, 2022
From
KB Home
Via
Business Wire
Tickers
KBH
KB Home Announces the Grand Opening of Marvida Trails, a New-Home Community Within a Highly Desirable Master Plan in Cypress, Texas
November 25, 2022
From
KB Home
Via
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Tickers
KBH
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