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home
about us
Investment Approach
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Firm ADV PDFs
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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)
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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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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(TSX:
BN
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63.53
-0.93 (-1.44%)
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Updated: 2:05 PM EST, Nov 7, 2025
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Brookfield Wealth Solutions Subsidiary Receives Authorization in the United Kingdom
March 11, 2025
From
Brookfield Wealth Solutions
Via
GlobeNewswire
Brookfield Announces Reset Dividend Rate on Its Series 38 Preference Shares
March 03, 2025
From
Brookfield Corporation
Via
GlobeNewswire
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February 27, 2025
From
Brookfield Corporation
Via
GlobeNewswire
Brookfield Wealth Solutions Announces Year End 2024 Results and Declares Quarterly Distribution Increase
February 13, 2025
From
Brookfield Wealth Solutions
Via
GlobeNewswire
Brookfield Corporation Reports Record 2024 Results
February 13, 2025
From
Brookfield Corporation
Via
GlobeNewswire
Brookfield Asset Management Closes Transaction to Broaden Shareholder Ownership and Enhance Index Eligibility
February 04, 2025
From
Brookfield Asset Management Ltd; Brookfield Corporation
Via
GlobeNewswire
Brookfield Property Partners Declares Quarterly Dividends on Listed Preferred Units
January 29, 2025
From
Brookfield Property Partners L.P.
Via
GlobeNewswire
Brookfield Residential 2024 Fourth Quarter and Year End Results Conference Call Notice
January 21, 2025
From
Brookfield Residential Properties ULC
Via
GlobeNewswire
Brookfield Corporation to Host Fourth Quarter 2024 Results Conference Call
January 13, 2025
From
Brookfield Corporation
Via
GlobeNewswire
Early Warning Release
January 07, 2025
From
Brookfield Corporation
Via
GlobeNewswire
Billionaire Bill Ackman Has 45% of His Hedge Fund's $13.4 Billion Portfolio Invested in Just 3 Stocks
December 17, 2024
The billionaire activist investor has made some big moves in his portfolio recently.
Via
The Motley Fool
Brookfield Corporation Announces Pricing of $700 Million Subordinated Notes Due 2055
December 10, 2024
From
Brookfield Corporation
Via
GlobeNewswire
Brookfield Corporation Receives Exemptive Relief from the Ontario Securities Commission
November 20, 2024
From
Brookfield Corporation
Via
GlobeNewswire
Brookfield Wealth Solutions Announces Third Quarter Results and Declares Regular Quarterly Distribution
November 14, 2024
From
Brookfield Wealth Solutions
Via
GlobeNewswire
Brookfield Corporation Reports Record Third Quarter Results
November 14, 2024
From
Brookfield Corporation
Via
GlobeNewswire
Brookfield Property Partners Declares Quarterly Dividends on Listed Preferred Units
November 08, 2024
From
Brookfield Property Partners L.P.
Via
GlobeNewswire
Brookfield Announces Steps to Enhance Corporate Structure and Broaden Shareholder Ownership of Brookfield Asset Management
October 31, 2024
BAM Shareholders to Vote at a Special Meeting to Be Held on December 20, 2024
From
Brookfield Corporation; Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Corporation to Host Third Quarter 2024 Results Conference Call
October 15, 2024
From
Brookfield Corporation
Via
GlobeNewswire
Brookfield Corporation Announces Results of Conversion of its Series 40 Preferred Shares
September 20, 2024
From
Brookfield Corporation
Via
GlobeNewswire
Brookfield Asset Management and Brookfield Corporation to Host Investor Day on September 10, 2024
September 09, 2024
From
Brookfield Corporation; Brookfield Asset Management Ltd.
Via
GlobeNewswire
Brookfield Announces Reset Dividend Rate on Its Series 40 Preference Shares
September 03, 2024
From
Brookfield Corporation
Via
GlobeNewswire
Brookfield Corporation Announces Renewal of Normal Course Issuer Bid for Preferred Shares
August 20, 2024
From
Brookfield Corporation
Via
GlobeNewswire
Brookfield Wealth Solutions Announces Second Quarter Results and Declares Regular Quarterly Distribution
August 08, 2024
From
Brookfield Reinsurance Ltd.
Via
GlobeNewswire
Brookfield Corporation Reports Strong Second Quarter Results
August 08, 2024
From
Brookfield Corporation
Via
GlobeNewswire
Brookfield Property Partners Declares Quarterly Dividends on Listed Preferred Units
August 06, 2024
From
Brookfield Property Partners L.P.
Via
GlobeNewswire
Brookfield Reinsurance Announces Voting Results from Shareholder Meeting
July 22, 2024
From
Brookfield Reinsurance Ltd.
Via
GlobeNewswire
Brookfield Residential 2024 Second Quarter Results Conference Call Notice
July 10, 2024
From
Brookfield Residential Properties ULC
Via
GlobeNewswire
Brookfield Corporation to Host Second Quarter 2024 Results Conference Call
July 10, 2024
From
Brookfield Corporation
Via
GlobeNewswire
Brookfield Corporation Announces Pricing of $450 Million Notes Due 2035 and $200 Million Re-Opening of Notes Due 2054
June 17, 2024
From
Brookfield Corporation
Via
GlobeNewswire
Brookfield Corporation Announces Results of Annual and Special Meeting of Shareholders
June 07, 2024
From
Brookfield Corporation
Via
GlobeNewswire
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