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 >
CBRE and Project Destined Widen Pathway for Future Black Commercial Real Estate Professionals Through First-of-its-Kind HBCU Bridge Program
February 01, 2022
Tickers
CBRE
Tags
NYSE:CBRE
CBRE Group
HBCU
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Fremont-based Mexican restaurant Mas Fuego signs lease in North Natomas
January 31, 2022
Tickers
CBRE
Tags
Retailing & Restaurants
CBRE
Josh Schmidt
From
Business Journals
Japanese discount chain Daiso coming to Rancho Cordova
January 31, 2022
Tickers
CBRE
Tags
Rick Martinez
Five Below Inc/
Josh Schmidt
From
Business Journals
Fractional Investment Opportunity In Beachfront Multifamily Property: Last Call To Invest
January 27, 2022
Tickers
ARE
CBRE
MRNA
MSFT
Tags
Real Estate
Benzinga
Alternative investments
From
Benzinga
Why Open-Air Retail Is a Solid Investment
January 24, 2022
Tickers
CBRE
JLL
Tags
Market News
Recent Press Releases
JLL
From
Motley Fool
Forget Dogecoin and Buy These 2 REITs
January 19, 2022
Tickers
CBRE
EPR
SLG
Tags
CBRE
DOGE
Recent Press Releases
From
Motley Fool
7 Best Cheap Stocks if You Want to Spruce up Your Portfolio
January 13, 2022
Tickers
AAPL
ALLY
CBRE
EA
Tags
NXST
Market News
LI
From
InvestorPlace
Luminar CEO shares how his company’s growth sets up Orlando for future tech success
January 12, 2022
Tickers
CBRE
INNO
Tags
CBRE
Technology
Inno
From
Business Journals
3 Reasons Vacation Rentals Will Be Big in 2022
January 11, 2022
Tickers
ABNB
CBRE
Tags
ABNB
CBRE
Recent Press Releases
From
Motley Fool
9 Places Where Life Sciences Real Estate Is Booming
January 05, 2022
Tickers
ARE
BXP
CBRE
PLD
Tags
Market News
Recent Press Releases
PLD
From
Motley Fool
CBRE Investment Snaps Up $4.9B Global Logistics Real Estate Portfolio
January 04, 2022
Tickers
CBRE
Tags
Market News
Real Estate
News
From
Benzinga
Will the Real Estate Market Crash in 2022?
January 04, 2022
Tickers
CBRE
Tags
Market News
CBRE
Recent Press Releases
From
Motley Fool
Tesla beat bitcoin over the past year — so did 124 others in the S&P 500
January 03, 2022
Tickers
AMAT
ANET
APA
AZO
Tags
MRNA
EXR
FRT
From
MarketWatch
Year in review: California AR startup’s expansion to Orlando topped 2021’s most-read tech stories
December 31, 2021
Tickers
CBRE
INNO
Tags
Technology
Inno
CBRE
From
Business Journals
Exclusive: What's Next For The Lodging Industry?
December 31, 2021
Tickers
CBRE
CLDT
JLL
Tags
Travel
American Hotel & Lodging Association
hotels
From
Benzinga
Troubled Roseville apartments sold to division of Wall Cos.
December 08, 2021
Tickers
CBRE
Tags
CBRE
Ted Abramson
Janice Gundlach
From
Business Journals
Peak Capital adds to growing local portfolio with $35M purchase of Aster Meadow apartments in Vadnais Heights
December 06, 2021
Tickers
CBRE
Tags
Keith Collins
Abe Appert
Residential Real Estate
From
Business Journals
December SPAC Merger Calendar: Upcoming Votes, Stocks To Watch
December 05, 2021
Tickers
AAL
ADF
ATHN
AXP
Tags
FSII
IPOs
F
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For November 23, 2021
November 23, 2021
Tickers
ABBV
AIRS
ALL
AMBP
Tags
TEF
CBRE
OSTK
From
Benzinga
3 Reasons Walker & Dunlop's Growth Is for Real
November 22, 2021
Tickers
CBRE
FMCC
FNMA
INVH
Tags
WD
JLL
INVH
From
Motley Fool
1 Real Estate Stock That Can Keep Crushing It in 2022
November 18, 2021
Tickers
CBRE
FMCC
FNMA
JLL
Tags
FMCC
FNMA
Market News
From
Motley Fool
Roseville Cyclery owner files plans for new store
November 15, 2021
Tickers
CBRE
Tags
Oliver Bell
Local Merchants
Retailing
From
Business Journals
CBRE Investment Management fund closes on a $47.9 million loan for Knox-Henderson apartment complex
November 11, 2021
Tickers
CBRE
Tags
CRE Brokerages
CRE Developers
Charles Kim
From
Business Journals
This Crowdfunding REIT Is Going Public in 2022
November 10, 2021
Tickers
BLK
CBRE
O
Tags
Recent Press Releases
CBRE
BLK
From
Motley Fool
Why I'm Doubling Down on This CRE Sector
November 08, 2021
Tickers
CBRE
PLD
Tags
Recent Press Releases
PLD
CBRE
From
Motley Fool
31 stocks have hit a trifecta so far this earnings season
November 03, 2021
Tickers
AAL
AMD
CBOE
CBRE
Tags
CVX
AMD
O
From
MarketWatch
Inland Empire Warehouse Vacancy Rate Hit 0.7% in Quarter: CBRE
October 29, 2021
Tickers
CBRE
PLD
Tags
General
Benzinga
Partner Content
From
Benzinga
CBRE Group, inc (CBRE) Q3 2021 Earnings Call Transcript
October 28, 2021
Tickers
CBRE
Tags
Market News
CBRE
From
Motley Fool
Greater Nashville Technology Council rolls out six-city ad blitz to attract tech workers
October 28, 2021
Tickers
CBRE
INNO
Tags
Facebook Inc/
Dollar General Corp/
Ntt Data Services
From
Business Journals
Exclusive: Orlando ghost kitchen firm Virtual Dining Concepts cooks up growth after $20M investment round
October 28, 2021
Tickers
CBRE
Tags
Mario Lopez
Venture capital
U/S/ Securities and Exchange Commission
From
Business Journals
< 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.