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home
about us
Investment Approach
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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
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Deep Dive Into Equity Residential Stock: Analyst Perspectives (6 Ratings)
August 12, 2025
Tickers
EQR
Tags
Analyst Ratings
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Equity Residential (EQR) Q2 FFO Rises 2%
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Equity Residential (EQR) Q2 EPS Up 47%
August 05, 2025
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August 01, 2025
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EQR
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A Glimpse Into The Expert Outlook On Equity Residential Through 7 Analysts
July 07, 2025
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Market News
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Forecasting The Future: 6 Analyst Projections For Equity Residential
June 13, 2025
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Benzinga
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Beyond The Numbers: 6 Analysts Discuss Equity Residential Stock
May 23, 2025
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Wall Street Eyes 8th Positive Day As S&P 500 Recoups Tariff-Led Losses, Bitcoin Rallies To $97,000: What's Driving Markets Thursday?
May 01, 2025
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Assessing Equity Residential: Insights From 4 Financial Analysts
April 30, 2025
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Wall Street Falls On Weak Economic Data As Oil Slumps To $58: What's Driving Markets Wednesday
April 30, 2025
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March 10, 2025
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Deep Dive Into Equity Residential Stock: Analyst Perspectives (6 Ratings)
February 10, 2025
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Equity Residential Beats Q4 Expectations
February 03, 2025
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Stocks Trim Losses On Mexico Tariff Delay, Gold Extends Records, Tesla Sinks 6%: What's Driving Markets Monday?
February 03, 2025
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Demystifying Equity Residential: Insights From 6 Analyst Reviews
January 24, 2025
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Demystifying Equity Residential: Insights From 4 Analyst Reviews
December 17, 2024
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November 14, 2024
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EQR
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Jim Cramer Labels Moderna A 'Big Disappointment,' But Suggests Doubling Down On Another Pharma Powerhouse
September 18, 2024
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FUN
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Unveiling 15 Analyst Insights On Equity Residential
September 16, 2024
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EQR
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This Johnson Controls International Analyst Turns Bullish; Here Are Top 5 Upgrades For Tuesday
September 10, 2024
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Oracle To Rally Around 29%? Here Are 10 Top Analyst Forecasts For Tuesday
September 10, 2024
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Multifamily REITs Set For Revenue Boost As Supply Pressures Ease, Says Goldman Sachs
September 04, 2024
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ESS
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Peeling Back The Layers: Exploring Equity Residential Through Analyst Insights
August 26, 2024
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EQR
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Benzinga
3 Rental REITs to Buy to Ride the Renter Surge
August 15, 2024
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AVB
DEI
EQR
Tags
NYSE:AVB,NYSE:DEI,NYSE:EQR
EQR
DEI
From
InvestorPlace
Blackstone Sells $964M Apartment Portfolio To Equity Residential
August 07, 2024
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EQR
LBO
NEWS
Tags
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Benzinga
From
Benzinga
The Analyst Landscape: 13 Takes On Equity Residential
August 05, 2024
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EQR
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EQR
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From
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