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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
Featured Quarterly Newsletter
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Healthpeak Properties Inc
(NY:
PEAK
)
N/A
UNCHANGED
Last Price
Updated: 7:00 PM EST, Mar 1, 2024
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Press Releases about Healthpeak Properties Inc
Healthpeak Properties to Present at the Citi 2024 Global Property CEO Conference and Publishes Updated Investor Presentation
March 01, 2024
From
Healthpeak Properties, Inc.
Via
Business Wire
Healthpeak Properties Closes Merger with Physicians Realty Trust
March 01, 2024
From
Healthpeak Properties, Inc.
Via
Business Wire
Healthpeak Properties, Inc. and Healthpeak OP, LLC Complete Consent Solicitation and Offers to Guarantee and Receive Required Consents to Amend Physicians Realty L.P. Indentures
February 26, 2024
From
Healthpeak Properties, Inc.
Via
Business Wire
Healthpeak Properties Stockholders and Physicians Realty Trust Shareholders Approve Merger
February 21, 2024
From
Healthpeak Properties, Inc.
Via
Business Wire
Healthpeak Properties, Inc. and Healthpeak OP, LLC Commence Consent Solicitation and Offers to Guarantee for Physicians Realty L.P. Senior Notes
February 12, 2024
From
Healthpeak Properties, Inc.
Via
Business Wire
Healthpeak Properties Reports Fourth Quarter and Year Ended 2023 Results
February 08, 2024
From
Healthpeak Properties, Inc.
Via
Business Wire
Healthpeak Properties Announces Fourth Quarter 2023 Earnings Release Date and Conference Call Details
February 01, 2024
From
Healthpeak Properties, Inc.
Via
Business Wire
Healthpeak Properties Declares Quarterly Cash Dividend on Common Stock
January 31, 2024
From
Healthpeak Properties, Inc.
Via
Business Wire
Healthpeak Properties Announces Tax Treatment of 2023 Distributions
January 16, 2024
From
Healthpeak Properties, Inc.
Via
Business Wire
Healthpeak Properties Enters into a New $236 Million Joint Venture with Breakthrough Properties on the Callan Ridge Lab Campus in Torrey Pines
January 10, 2024
From
Healthpeak Properties, Inc.
Via
Business Wire
Healthpeak Properties Receives Entitlements for an Additional 1.3 Million Square Feet of Development at the Vantage Campus in South San Francisco
December 19, 2023
From
Healthpeak Properties, Inc.
Via
Business Wire
Judith A. Reinsdorf and Katherine M. Sandstrom Named to Toll Brothers Board of Directors
December 13, 2023
From
Toll Brothers, Inc.
Via
GlobeNewswire
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Eargo, Inc. (Nasdaq – EAR), Miromatrix Medical, Inc. (Nasdaq – MIRO), Physicians Realty Trust (NYSE – DOC), Spirit Realty Capital (NYSE – SRC)
November 13, 2023
From
Brodsky & Smith LLC
Via
GlobeNewswire
PEAK Stock Alert: Halper Sadeh LLC Is Investigating Whether the Merger of Healthpeak Properties, Inc. Is Fair to Shareholders
October 30, 2023
From
Halper Sadeh LLC
Via
Business Wire
Healthpeak Properties Reports Third Quarter 2023 Results and Declares Quarterly Cash Dividend on Common Stock
October 30, 2023
From
Healthpeak Properties, Inc.
Via
Business Wire
Healthpeak Properties and Physicians Realty Trust to Combine in an All-Stock Merger of Equals to Create the Pre-Eminent Owner, Operator and Developer of Real Estate for Healthcare Discovery and Delivery, An Attractive and Growing Market
October 30, 2023
From
Healthpeak Properties, Inc.
Via
Business Wire
Healthpeak Properties Announces Date of Third Quarter 2023 Earnings Release, Conference Call and Webcast
October 16, 2023
From
Healthpeak Properties, Inc.
Via
Business Wire
Analysts See Strong Upside Trade for Undervalued REITs
October 06, 2023
Undervalued REITs Park Hotels & Resorts, Ventas, and Healthpeak are showing strong upside potential. By law, REITs must distribute profits to shareholders.
Via
MarketBeat
How You Can Beat the Yields on near 5% Treasuries, plus Upside
October 03, 2023
Bond yields are rising fast, get your hands on this list of even higher dividend yields topped by fresh double-digit upside targets from analysts.
Via
MarketBeat
Topics
Bonds
Economy
Healthpeak Properties Publishes Updated Investor Presentation
September 12, 2023
From
Healthpeak Properties, Inc.
Via
Business Wire
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