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Default Rates
What We Buy Currently
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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
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TAF sm Program
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EVENTS
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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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
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Analyst Drops Price Targets On 8 Residential REITs In One Day
April 11, 2024
Tickers
AVB
CPT
ESS
MAA
Tags
AVB
Real Estate Access
CPT
From
Benzinga
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April 09, 2024
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REIT
Tags
REIT
Market News
Real Estate Access
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Benzinga
4 Top Dividend Stocks Yielding 4% to Buy in April
April 01, 2024
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BIPC
CPT
CVX
Tags
WMB
CVX
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March 16, 2024
Tickers
CPT
IRM
WPC
Tags
IRM
Recent Press Releases
WPC
From
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Critical Insights From Camden Prop Trust Analyst Ratings: What You Need To Know
March 12, 2024
Tickers
CPT
Tags
Benzinga
Analyst Ratings
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From
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Rising Rents Complicates Fed's Disinflation Goal, Offers Tailwind To Residential REIT Stocks
March 11, 2024
Tickers
CPT
ECON
IRT
REIT
Tags
Econ #s
Economics
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From
Benzinga
Forget Buying a Rental Property: Investing $50,000 Into These Passive Income Producers Could Make You Nearly $2,250 in Annual Income
March 09, 2024
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INVH
O
SUI
Tags
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Market News
CPT
From
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Morgan Stanley Raises Price Targets On A Half Dozen REITs
February 28, 2024
Tickers
CPT
EQR
ESS
LAMR
Tags
OUT
REIT
LAMR
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The New American Dream: How Millennials and Gen Z Are Shaping the Future of Housing for These REITs
February 28, 2024
Tickers
AMH
CPT
INVH
REIT
Tags
REIT
Benzinga
Real Estate Access
From
Benzinga
Peeling Back The Layers: Exploring Camden Prop Trust Through Analyst Insights
February 22, 2024
Tickers
CPT
Tags
BZI/AAR
Analyst Ratings
CPT
From
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Rising Housing Costs Shift the American Dream: How These REITs Are Capitalizing on the Rental Revolution
February 21, 2024
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UDR
Tags
UDR
REIT
Real Estate
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Wall Street's Most Accurate Analysts' Views On 3 Real Estate Stocks With Over 4% Dividend Yields
February 21, 2024
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FRT
NEWS
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Tags
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Analyst Ratings
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Want Decades of Passive Income? 3 Stocks to Buy Now
February 21, 2024
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CPT
O
PLD
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PLD
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O
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(CPT) - Analyzing Camden Prop Trust's Short Interest
February 20, 2024
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February 12, 2024
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February 06, 2024
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8 Analysts Assess Camden Prop Trust: What You Need To Know
February 05, 2024
Tickers
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Tags
Benzinga
BZI/AAR
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Camden Property Trust (CPT) Q4 2023 Earnings Call Transcript
February 02, 2024
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CPT
Market News
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Looking Into Camden Prop Trust's Recent Short Interest
February 02, 2024
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Tags
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Earnings Scheduled For February 1, 2024
February 01, 2024
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AMZN
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3 Residential REITs With Yields Up to 4% to Buy for Income in 2024
January 23, 2024
Tickers
AMH
AVB
CPT
Tags
AVB
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Benzinga
From
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Surpassing Expectations: Camden Prop Trust Unleashes Growth Potential and Rewards Investors
January 17, 2024
Tickers
CLPR
CPT
Tags
BZI/DP
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Benzinga
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Insider Selling Of REITs Picking Up: Is It Significant?
January 12, 2024
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CPT
IRM
MAA
REIT
Tags
IRM
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Where Camden Prop Trust Stands With Analysts
January 10, 2024
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CPT
Tags
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CPT
Market News
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Why Camden Property Trust Rallied 10% in December
January 04, 2024
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CPT
Tags
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CPT
Recent Press Releases
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Does Donald Trump Own Any Real Estate in Colorado?
January 02, 2024
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REIT
Tags
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CPT
From
Benzinga
3 Super-Easy Ways to Start Earning Real Estate Passive Income in 2024 With Less Than $100
December 21, 2023
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CPT
ELS
INVH
Tags
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ELS
Market News
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Expert Ratings for Camden Prop Trust
December 11, 2023
Tickers
CPT
Tags
Benzinga
CPT
Market News
From
Benzinga
Multifamily REITs Face Pricing Challenges Amid Competitive Pressures: Analyst Adjusts Outlook For CPT And MAA
December 04, 2023
Tickers
CPT
MAA
REIT
Tags
News
Market News
Price Target
From
Benzinga
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