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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Read FULL Seminar Here
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home
about us
Investment Approach
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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
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Essex Property Trust, Inc. Common Stock
(NY:
ESS
)
260.42
+4.16 (+1.62%)
Official Closing Price
Updated: 7:00 PM EST, Nov 7, 2025
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Essex Property Trust's Earnings: A Preview
July 28, 2025
Via
Benzinga
Peering Into Essex Property Trust's Recent Short Interest
July 25, 2025
Via
Benzinga
3 Top Dividend Stocks Yielding More Than 3% That You Shouldn't Hesitate to Buy Right Now
July 16, 2025
Via
The Motley Fool
Forecasting The Future: 10 Analyst Projections For Essex Property Trust
July 15, 2025
Via
Benzinga
Essex Announces Release and Conference Call Dates for Its Second Quarter 2025 Earnings
July 07, 2025
From
Essex Property Trust, Inc.
Via
Business Wire
Looking Into Essex Property Trust's Recent Short Interest
June 02, 2025
Via
Benzinga
8 Analysts Have This To Say About Essex Property Trust
May 28, 2025
Via
Benzinga
Earnings Scheduled For April 29, 2025
April 29, 2025
Via
Benzinga
The Analyst Verdict: Essex Property Trust In The Eyes Of 11 Experts
March 10, 2025
Via
Benzinga
Essex Property Trust Publishes 2024 Sustainability and Impact Report
June 26, 2025
From
Essex Property Trust, Inc.
Via
Business Wire
What Analysts Are Saying About Essex Property Trust Stock
June 13, 2025
Via
Benzinga
Essex Property Trust Named a Best Company to Work For by U.S. News & World Report
May 29, 2025
From
Essex Property Trust, Inc.
Via
Business Wire
3 U.S.-Based Dividend Stocks to Buy Today
May 25, 2025
Via
The Motley Fool
Demystifying Essex Property Trust: Insights From 8 Analyst Reviews
February 06, 2025
Via
Benzinga
Insights into Essex Property Trust Q4 Earnings
February 04, 2025
Via
Benzinga
Essex Property Trust Earnings Analysis: Q4 Recap
February 04, 2025
Via
Benzinga
Essex Property Trust Declares Quarterly Distributions
May 15, 2025
From
Essex Property Trust, Inc.
Via
Business Wire
The Analyst Verdict: Essex Property Trust In The Eyes Of 6 Experts
May 09, 2025
Via
Benzinga
How Do Investors Really Feel About Essex Property Trust?
May 07, 2025
Via
Benzinga
Essex Announces First Quarter 2025 Results
April 29, 2025
From
Essex Property Trust, Inc.
Via
Business Wire
Essex Property Trust Announces Recent Transaction Activity
April 03, 2025
From
Essex Property Trust, Inc.
Via
Business Wire
Earnings Breakdown: Essex Property Trust Q4
February 04, 2025
Via
Benzinga
Wall Street Falls On Weak Economic Data As Oil Slumps To $58: What's Driving Markets Wednesday
April 30, 2025
Wall Street traded lower on the final session of the month, heading for its third consecutive monthly loss as economic data began reflecting the impact of Trump tariffs.
Via
Benzinga
Topics
Government
Stocks Surge And Bond Yields Fall For 6th Day, Oil Prices Drop To $60: What's Driving Markets Tuesday?
April 29, 2025
Wall Street modestly up as investors await economic data and corporate earnings. Bond market continues rally, gold and oil prices fall.Wall Street rises modestly, bond market continues rally, gold and...
Via
Benzinga
Topics
Bonds
3 Elite High-Yield Dividend Stocks That Could Supply You With a Lifetime of Rising Passive Income
April 02, 2025
Via
The Motley Fool
Topics
Economy
Essex Property Trust to Present at The 2025 Citigroup Global Property CEO Conference
February 28, 2025
From
Essex Property Trust, Inc.
Via
Business Wire
Essex Announces Its 31st Consecutive Annual Dividend Increase
February 20, 2025
From
Essex Property Trust, Inc.
Via
Business Wire
Essex Property Trust Prices $400 Million of Senior Notes
February 06, 2025
From
Essex Property Trust, Inc.
Via
Business Wire
Essex Announces Fourth Quarter and Full-Year 2024 Results and Provides 2025 Guidance
February 04, 2025
From
Essex Property Trust, Inc.
Via
Business Wire
Earnings Scheduled For February 4, 2025
February 04, 2025
Via
Benzinga
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