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home
about us
Investment Approach
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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
MARKET RESEARCH
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Opendoor Stock Could Sustain This Uptrend Into the Foreseeable Future
October 27, 2021
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NASDAQ:OPEN,NYSE:CBRE,NASDAQ:Z
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October 26, 2021
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October 25, 2021
Tickers
CBRE
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CBRE
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Ahead of closing merger with CBRE-sponsored SPAC, Altus Power acquires solar project in New Jersey
October 25, 2021
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Energy
CBRE
Gregg Felton
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October 12, 2021
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CBRE
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Travel
hotels
Benzinga
From
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Data forecasts return to office by early next year
October 11, 2021
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CBRE
Tags
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October 07, 2021
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Luxury Orlando apartment complex sells in record-smashing deal
October 06, 2021
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October 06, 2021
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October 06, 2021
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October 06, 2021
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October 04, 2021
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September 30, 2021
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Colleyville auto fintech signs new headquarters lease in Southlake
September 30, 2021
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September 30, 2021
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Ryan Alexander
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The Next Normal
September 30, 2021
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CBRE brings on new president to oversee advisory services in North Texas
September 29, 2021
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CBRE
Tags
Chris Connelly
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Michael Caffey
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Real Estate's Role in the Environmental, Social and Governance (ESG) Agenda
September 29, 2021
Tickers
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CBRE
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CBRE Commits to Net Zero By 2040
September 27, 2021
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Worried About Inflation? Consider This Real Estate Stock
September 20, 2021
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September 09, 2021
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CBRE
INNO
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Beau Nimer
Sumit Kadakia
Colliers International
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Behind the deal: CBRE's acquisition of a majority interest in Turner & Townsend will help clients with sustainability, infrastructure projects
September 06, 2021
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CBRE
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CRE Brokerages
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3 Stuck-At-Home Stocks To Buy as the Pandemic Persists
August 10, 2021
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Mid-Morning Market Update: Markets Down; Procter & Gamble Beats Q4 Views
July 30, 2021
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CBRE Group, inc (CBRE) Q2 2021 Earnings Call Transcript
July 29, 2021
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CBRE
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CBRE
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Stocks That Hit 52-Week Highs On Thursday
July 29, 2021
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A
AB
ABBV
ACI
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RXN
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CBRE Group: Q2 Earnings Insights
July 29, 2021
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CBRE
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News
BZI/Recaps
Market News
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Stocks That Hit 52-Week Highs On Tuesday
July 27, 2021
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AAP
ACC
ACN
ADC
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BSX
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CBRE Receives Gold Award in Ministry of Defence's Employer Recognition Scheme
July 23, 2021
Tickers
CBRE
Tags
Ministry of Defence
CBRE Group
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Lodging Demand Will Reach Pre-Pandemic Levels By Q4 2023: CBRE Report
July 21, 2021
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CBRE
Tags
Tokyo Olympics
Pandemic
CBRE
From
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