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home
about us
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Market Analysis Summary
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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
Bond Fund Seminar
RSVP-Signup Form
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PulteGroup
(NY:
PHM
)
114.63
-2.49 (-2.13%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 27, 2026
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Buy or Bye? 7 Key Housing Stocks to Buy or Sell in Today’s Market.
↗
December 05, 2023
The housing market continues to evolve creating stocks to buy and others to sell as 2023 comes toward a close.
Via
InvestorPlace
5 Stocks That Powered S&P 500 ETF This Year
↗
December 04, 2023
As the rally has been broad-based, here are five stocks from different industries that have doubled or near to double so far this year.
Via
Talk Markets
Topics
ETFs
Stocks
For those who appreciate value investing, NYSE:PHM is a compelling option with its solid fundamentals.
↗
November 29, 2023
PULTEGROUP INC (NYSE:PHM) stands out as a stock that provides good value for the fundamentals it showcases.
Via
Chartmill
PulteGroup Announces Return to Salt Lake City, Utah Market
November 29, 2023
From
PulteGroup
Via
Business Wire
Is NYSE:PHM a Suitable Choice for Quality Investing?
↗
November 28, 2023
Why the quality investor may take a look at PULTEGROUP INC (NYSE:PHM).
Via
Chartmill
8 Analysts Have This to Say About PulteGroup
↗
November 27, 2023
Via
Benzinga
Expert Ratings for PulteGroup
↗
November 08, 2023
Via
Benzinga
Is PULTEGROUP INC (NYSE:PHM) suited for quality investing?
↗
November 07, 2023
Is NYSE:PHM a Suitable Choice for Quality Investing?
Via
Chartmill
Tired Bull Or Ready For Another Charge? Decoding The Up Momentum Puzzle
↗
November 29, 2023
Find out the #1 thing you need to pay attention to regarding the trend reversal in S&P 500.
Via
Talk Markets
Topics
Stocks
Home sales hit a 13-year low... what now?
November 28, 2023
Here's the whole real estate strategy in a nutshell, you can copy Buffett's plan, or play a completely new one of your own. You can't help but make money
Via
MarketBeat
Topics
Economy
From laggards to leaders: Small caps on the rise
November 27, 2023
Despite large-cap dominance, signs suggest a shift to small-cap leadership. Valuations, positive Q3 results, and historical patterns point to potential gains.
Via
MarketBeat
Home prices expected to drop, but homebuilders remain strong
November 27, 2023
Morgan Stanley predicts home prices may drop, but builder stocks, including PulteGroup and Toll Brothers, have defied expectations with a November surge
Via
MarketBeat
Topics
ETFs
NYSE:PHM: good value for what you're paying.
↗
November 07, 2023
For those who appreciate value investing, PULTEGROUP INC (NYSE:PHM) is a compelling option with its solid fundamentals.
Via
Chartmill
Apple, AMD, Palantir Earnings On Deck This Week As Market Seeks Positive Catalysts In Fed Decision Week
↗
October 30, 2023
S&P 500 earnings is expected to grow in Q3, reversing a four-quarter slide, as the reporting season enters its third week.
Via
Benzinga
Topics
Economy
Stocks
US Housing Market Resilience: New Home Sales Accelerate Despite Rising Rates
↗
October 26, 2023
Via
Benzinga
What Me Worry? Consumer stocks surge despite high inflation
November 24, 2023
Despite inflation and recession worries, consumer discretionary stocks, driven by sectors like apparel, restaurants and travel, outpaced expectations in 2023
Via
MarketBeat
Topics
ETFs
Economy
Take My Money! 3 Stocks to Buy Hand Over Fist
↗
November 22, 2023
Even though markets have been on a roll the past few weeks, making stocks more expensive, these three companies remain must-buy stocks.
Via
InvestorPlace
Homebuilder stocks soar as sector outpaces the market
November 22, 2023
Few sectors have impressed as significantly as the homebuilder sector in recent weeks. The Homebuilders ETF (NYSE: XHB) has risen over 16% over the last month.
Via
MarketBeat
Topics
ETFs
Homebuilder Stocks In 2024: Can The Sector Enjoy Another Stellar Year?
↗
November 21, 2023
Following an outstanding 2023 the homebuilder sector could face some economic headwinds in 2024.
Via
Benzinga
Watch These 5 Homebuilder Earnings Charts This Week
↗
October 24, 2023
Via
Talk Markets
Senator's Bearish Tesla Bet Under Scrutiny As He Buys Put Options Ahead Of Elon Musk-Led Company's Q3 Results That Set Stock Slide In Motion
↗
November 17, 2023
Sen. Tommy Tuberville bought 3 tranches of put options to sell Tesla shares at $190 a day ahead of Q3 results that set in motion a stock slump.
Via
Benzinga
PulteGroup Increases Quarterly Cash Dividend by 25% to $0.20 Per Share
November 16, 2023
From
PulteGroup, Inc.
Via
Business Wire
3 Stocks to Buy if You’re Betting on a Soft Landing
↗
November 15, 2023
These three stocks to buy stand a strong chance of survival and a soft landing in the economy in the upcoming months.
Via
InvestorPlace
Topics
Economy
PulteGroup President and CEO Ryan Marshall Honored at Building Homes for Heroes’ 11th Annual Honoree Gala
November 09, 2023
From
PulteGroup, Inc.
Via
Business Wire
PulteGroup Kicks Off Veterans Day Observance with Built to Honor® Home Dedication
November 09, 2023
From
PulteGroup
Via
Business Wire
PulteGroup’s Built to Honor® Program Presents Michigan Air Force Veteran with Keys to New Mortgage-Free Home
November 07, 2023
From
PulteGroup, Inc.
Via
Business Wire
Lennar Stock Builds On Its Rising Relative Strength Rating, Hitting 74
↗
October 27, 2023
Lennar stock saw a positive improvement to its Relative Strength (RS) Rating on Friday, with an increase from 69 to 74.
Via
Investor's Business Daily
PulteGroup Promotes Michelle Gregorec to Arizona Division President
October 26, 2023
From
PulteGroup, Inc.
Via
Business Wire
Cloud Parting: Microsoft, Alphabet Drift Different Ways After Earnings, With Implications For Meta, Amazon Results
↗
October 25, 2023
(Wednesday market open) Cloud computing dominates the proceedings this morning as Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOGL) drift in different directions following their earnings reports. A...
Via
Benzinga
PulteGroup Ranked #84 on 2023 Best Workplaces for Women™ List
October 24, 2023
From
PulteGroup, Inc.
Via
Business Wire
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