Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
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
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about CBRE
Recent news which mentions CBRE
< Previous
1
2
3
4
5
6
7
8
9
Next >
Where to Invest $5,000 for the Next 5 Years
December 26, 2022
Tickers
AMT
BIP
BIPC
CBRE
Tags
INTC
PANW
BIP
From
Motley Fool
Battery maker picks W. Va. for new plant, Cinci snags 1,500-job biotech expansion: The National Observer Dec. 23, 2022
December 23, 2022
Tickers
CBRE
Tags
Medpace Holdings Inc/
CBRE
Amy Fingerhut
From
Business Journals
Lane4 affiliate buys upscale shopping center Hawthorne Plaza in Overland Park
December 12, 2022
Tickers
CBRE
Tags
Retailing
Tom O’Leary
Weston Buckley
From
Business Journals
Lawsuit filed over business-disclosure rule, the future of iBuying: The National Observer Nov. 17, 2022
November 17, 2022
Tickers
CBRE
Tags
Career & Workplace
Frontier Group Holdings Inc/
Zillow Group Inc/
From
Business Journals
ULI economic forecast, CBRE acquisition, housing slowdown: The National Observer Nov. 11, 2022
November 11, 2022
Tickers
CBRE
Tags
CBRE
The National Observer
Capital One Financial Corp/
From
Business Journals
Johnson & Johnson deal; Kroger CEO interview: The National Observer, Nov. 2, 2022
November 02, 2022
Tickers
CBRE
Tags
The National Observer
Health Care
CBRE
From
Business Journals
5 things to know, including a possible new bakery in Folsom
November 01, 2022
Tickers
CBRE
Tags
MacKenzie Scott
Food & Lifestyle
CBRE
From
Business Journals
CBRE Group Earnings Perspective: Return On Invested Capital
October 31, 2022
Tickers
CBRE
Tags
BZI/ROCE
Earnings
CBRE
From
Benzinga
Bassett Furniture's Roseville location is closing and its space has been listed for lease
October 19, 2022
Tickers
CBRE
Tags
Furniture
Costco Wholesale Corp/
CBRE
From
Business Journals
New Hyundai brand dealership planned at Fulton Avenue site
October 10, 2022
Tickers
CBRE
Tags
Mike Luca
Retailing
Cole Potamkin
From
Business Journals
Danish biotech startup 21st.Bio opens Davis office
September 28, 2022
Tickers
CBRE
INNO
Tags
Josh Nelson
Fulcrum
Nahz Anvary
From
Business Journals
Friday Digest: Historic San Francisco hotel faces foreclosure; Luxe condos topped off
September 23, 2022
Tickers
CBRE
Tags
Vanguard Properties
Hotels & Lodging
Roundup
From
Business Journals
Corporate I.D.-card swipes, lunchtime orders, subway and train traffic, and traditional polls don’t suggest people are returning to the office in droves
September 19, 2022
Tickers
CBRE
Tags
CBRE
From
MarketWatch
CBRE Group Invests $100M In Real Estate Tech Company VTS
September 06, 2022
Tickers
CBRE
Tags
CBRE
Market News
News
From
Benzinga
CBRE Named “Best Place To Work for Disability Inclusion” for Second Consecutive Year
August 16, 2022
Tickers
CBRE
Tags
Best Place to Work for Disability Inclusion
CBRE
NYSE:CBRE
From
3BL Media: Corporate Social Responsibility, Energy and Health News
CBRE 2021 Corporate Responsibility Report: Social
August 15, 2022
Tickers
CBRE
Tags
Research, Reports & Publications
NYSE:CBRE
CBRE
From
3BL Media: Corporate Social Responsibility, Energy and Health News
CBRE Group Earnings Conference Call Is Coming Up, Here's What You Need To Know
August 01, 2022
Tickers
CBRE
Tags
BZI/CONF
Benzinga
CBRE
From
Benzinga
Cincinnati ranks among the worst markets for tech talent among top 50 metros
July 26, 2022
Tickers
CBRE
INNO
Tags
Technology
CBRE
Information Technology
From
Business Journals
Giorgios Hospitality puts newest restaurant in Durham's Brightleaf Square
July 26, 2022
Tickers
CBRE
Tags
Giorgios Bakatsias
Restaurants
Commercial Real Estate
From
Business Journals
As affordable housing crisis endures, manufactured homes could be part of the solution
July 25, 2022
Tickers
CBRE
Tags
Redfin Corp/
CBRE
Residential Real Estate
From
Business Journals
Benzinga's Top Ratings Upgrades, Downgrades For July 22, 2022
July 22, 2022
Tickers
AAWH
AIRC
AKAM
AVAH
Tags
RPAY
RVAC
ONEM
From
Benzinga
How Charlotte's tech workforce stacks up in annual CBRE report
July 20, 2022
Tickers
CBRE
INNO
Tags
Technology
Human Resources
Career & Workplace
From
Business Journals
See where Pittsburgh ranks among top cities for tech talent professionals
July 19, 2022
Tickers
CBRE
INNO
Tags
Technology
CBRE
Information Technology
From
Business Journals
Can You Guess Which City Is The Year's Top Tech Talent Market?
July 16, 2022
Tickers
CBRE
TECH
Tags
San Francisco Bay Area
CBRE
Market News
From
Benzinga
5 Stocks to Outrun the Housing Market
July 14, 2022
Tickers
AAPL
ABNB
AMZN
APPF
Tags
APPF
RDFN
NVDA
From
InvestorPlace
The National Observer July 7, 2022
July 07, 2022
Tickers
CBRE
Tags
Nike Inc/
Delta Air Lines
Travel
From
Business Journals
Got $1,000? 2 Unstoppable Real Estate Trends That Could Make You Richer
June 23, 2022
Tickers
AMT
CBRE
EQIX
ESS
Tags
Recent Press Releases
EQIX
ESS
From
Motley Fool
Boston Properties signs on replacement for Clyde's longtime home in Reston Town Center
June 20, 2022
Tickers
CBRE
Tags
Jack Gibbons
Food & Lifestyle
Retailing & Restaurants
From
Business Journals
Here's 1 Housing Market Stock That's An Excellent Long-Term Value
June 02, 2022
Tickers
CBRE
COF
FNMA
JLL
Tags
COF
CBRE
Market News
From
Motley Fool
US Lodging Industry To Experience Full Recovery By 2023: Report
May 31, 2022
Tickers
CBRE
Tags
commercial real estate
Market News
CBRE
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.