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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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
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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
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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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Articles published by CBL Properties
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CBL Properties Elevates Tenant Mix at Mayfaire Town Center in Wilmington, North Carolina With Several Key Additions
June 13, 2024
From
CBL Properties
Via
Business Wire
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CBL Properties Reports Strong Results for First Quarter 2024
May 10, 2024
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CBL Properties Declares Second Quarter Common Stock Dividend
May 08, 2024
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CBL Properties and MINISO Partner to Expand Its U.S. Presence to Thirteen CBL Malls
March 21, 2024
From
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CBL Properties Partners With Adeptmind to Launch “Inventory Insider”
February 14, 2024
From
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CBL Properties Reports Results for Fourth Quarter and Full-Year 2023
February 12, 2024
From
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Business Wire
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CBL Properties Announced 6.7% Increase in Quarterly Dividend
February 08, 2024
From
CBL Properties
Via
Business Wire
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CBL Properties Announces Tax Reporting Information for 2023 Common Stock Dividends
January 25, 2024
From
CBL Properties
Via
Business Wire
Tickers
CBL
CBL Properties Sees Strong Demand From New Retail and Non-Traditional Tenants
December 04, 2023
From
CBL Properties
Via
Business Wire
Tickers
CBL
CBL Properties Reports Results for Third Quarter 2023
November 09, 2023
From
CBL Properties
Via
Business Wire
Tickers
CBL
CBL Properties Declares Fourth Quarter Common Stock Dividend
November 08, 2023
From
CBL Properties
Via
Business Wire
Tickers
CBL
CBL Properties Earns 2023 Great Place to Work Certification™
November 06, 2023
From
CBL Properties
Via
Business Wire
Tickers
CBL
CBL Properties Publishes First ESG Progress Update
October 04, 2023
From
CBL Properties
Via
Business Wire
Tickers
CBL
CBL Properties and Horizon Group Properties Close $79.3 Million Non-Recourse Loan Secured by The Outlet Shoppes of Atlanta
October 03, 2023
From
CBL Properties
Via
Business Wire
Tickers
CBL
CBL Properties Announces a $25 Million Stock Repurchase Plan
August 10, 2023
From
CBL Properties
Via
Business Wire
Tickers
CBL
CBL Properties Reports Results for Second Quarter 2023
August 09, 2023
From
CBL Properties
Via
Business Wire
Tickers
CBL
CBL Properties Declares Third Quarter Common Stock Dividend
August 09, 2023
From
CBL Properties
Via
Business Wire
Tickers
CBL
CBL Properties Celebrates Multiple New Store Openings; Sees Sustained Tenant Demand and a Strong Redevelopment Project Pipeline
July 18, 2023
From
CBL Properties
Via
Business Wire
Tickers
CBL
CBL Properties Announces Addition of Crunch Fitness and Three New Restaurants at Hamilton Place in Chattanooga, Tennessee
June 15, 2023
From
CBL Properties
Via
Business Wire
Tickers
CBL
CBL Properties Welcomes Highly Regarded REIT Professional Michael A. Torres to Its Board of Directors
June 15, 2023
From
CBL Properties
Via
Business Wire
Tickers
CBL
CBL Properties Welcomes Benjamin Staples to CBL as Senior Vice President – People & Culture
May 31, 2023
From
CBL Properties
Via
Business Wire
Tickers
CBL
CBL Properties Names Katie Reinsmidt COO and Announces Other Key Executive Promotions
May 11, 2023
From
CBL Properties
Via
Business Wire
Tickers
CBL
CBL Properties Reports Results for First Quarter 2023
May 10, 2023
From
CBL Properties
Via
Business Wire
Tickers
CBL
CBL Properties Declares Second Quarter Common Stock Dividend
May 09, 2023
From
CBL Properties
Via
Business Wire
Tickers
CBL
CBL Properties Welcomes Derek Young to CBL as Vice President - ESG
April 11, 2023
From
CBL Properties
Via
Business Wire
Tickers
CBL
CBL Properties Closes Nearly $305 Million in Financings
April 04, 2023
From
CBL Properties
Via
Business Wire
Tickers
CBL
Nordstrom Rack Sets Opening Date at The Terrace at Hamilton Place in Chattanooga, Tennessee
March 30, 2023
From
CBL Properties
Via
Business Wire
Tickers
CBL
CBL Properties Announces Promotions
March 01, 2023
From
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Business Wire
Tickers
CBL
CBL Properties Reports Results for Fourth Quarter and Full-Year 2022
February 21, 2023
From
CBL Properties
Via
Business Wire
Tickers
CBL
CBL Properties Increases Quarterly Dividend by 50%
February 16, 2023
From
CBL Properties
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CBL
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