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home
about us
Investment Approach
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Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
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
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
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Brookfield Asset Management
(NY:
BAM
)
43.15
-0.03 (-0.07%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 30, 2026
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Private Credit Power Plays: 3 Stocks You Can’t Afford to Miss
↗
November 29, 2023
Private credit is big business in this higher interest rate environment. These three stocks are a big part of it.
Via
InvestorPlace
Brookfield Asset Management to Present at the Goldman Sachs U.S. Financial Services Conference
November 29, 2023
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
When Will Berkshire Hathaway Be Ready to Spend?
↗
November 18, 2023
We also dig into the opportunity facing Palo Alto Networks.
Via
The Motley Fool
Brookfield Expands its Operations in Germany with a New Frankfurt Office
November 13, 2023
New office reinforces Brookfield’s commitment to the German market
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Earnings Scheduled For November 6, 2023
↗
November 06, 2023
Companies Reporting Before The Bell • Kosmos Energy (NYSE:KOS) is expected to report quarterly earnings at $0.16 per share on revenue of $366.82 million.
Via
Benzinga
Expert Ratings for Brookfield Asset Mgmt
↗
October 11, 2023
Via
Benzinga
4 Analysts Have This to Say About Brookfield Asset Mgmt
↗
September 07, 2023
Via
Benzinga
Brookfield’s Private Equity Group Completes Sale of Westinghouse
November 07, 2023
From
Brookfield Business Partners; Brookfield Business Corporation
Via
GlobeNewswire
Brookfield Asset Management Announces Strong Third Quarter Results
November 06, 2023
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Raises Record $6 Billion For Global Infrastructure Debt Investments
November 02, 2023
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
If You'd Invested $10,000 in Brookfield Renewable 3 Years Ago, This Is How Much You Would Have Today
↗
October 28, 2023
The renewable power sector has fallen on hard times, but Brookfield Renewable continues to grow its business for the long term.
Via
The Motley Fool
This Dividend Stock Is Down 49%: Why to Buy the Dip and Why to Wait
↗
October 24, 2023
It could fall more in the near term, but the price looks reasonable for long-term investors.
Via
The Motley Fool
Brookfield Announces Appointment of Sir Ron Kalifa as Vice Chair and Head of Financial Infrastructure
October 23, 2023
Appointment underscores Brookfield’s commitment to investing in financial infrastructure
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Asset Management Ltd. Sets Third Quarter 2023 Results Conference Call
October 05, 2023
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Benzinga's Top Ratings Upgrades, Downgrades For October 6, 2023
↗
October 06, 2023
Via
Benzinga
Bold Bets: 3 Distressed Debt ETFs for High-Return Potential
↗
October 03, 2023
There aren’t many distressed debt ETFs with the word “distress” right in the name. The term high yield is preferred. Here are three to buy.
Via
InvestorPlace
Topics
ETFs
Brookfield Raises $12 Billion for Flagship Global Private Equity Program
October 03, 2023
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Growth in Financials: This Stock Can Double by 2030
↗
September 22, 2023
Brookfield Asset Management has tremendous growth prospects.
Via
The Motley Fool
Brookfield Asset Mgmt Stock Scores RS Upgrade; Hits Key Threshold
↗
September 12, 2023
Brookfield Asset Mgmt sees its Relative Strength Rating reach the 80-plus level.
Via
Investor's Business Daily
Brookfield Asset Management to Host Investor Day on September 12, 2023
September 11, 2023
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
This Analysis Makes Intel An Attractive Watchlist Addition
September 06, 2023
Intel shares have built strong momentum this year, however, there are still lots of unpriced tailwinds that can bring the CEO's latest investment to new highs
Via
MarketBeat
Topics
Economy
Benzinga's Top Ratings Upgrades, Downgrades For September 7, 2023
↗
September 07, 2023
Via
Benzinga
4 Stocks That Can Turn $100,000 Into $500,000 by the Time You Retire
↗
August 23, 2023
These stocks are designed for excellent performance over the long run.
Via
The Motley Fool
3 Things Warren Buffett’s Berkshire Should Do With $147 Billion Cash
↗
August 15, 2023
Warren Buffett's holding company, Berkshire Hathaway, has $147 billion in cash, a problem most would kill for. Here are three uses for it.
Via
InvestorPlace
Why Brookfield Asset Management Shares Are Rising Today
↗
August 10, 2023
BMO Capital Market analyst Sohrab Movahedi raised its price target on Brookfield Asset Management Ltd (NYSE: BAM) to $34 from $33
Via
Benzinga
Brookfield Asset Management Q2 Earnings Misses Street View
↗
August 09, 2023
Brookfield Asset Management Ltd (NYSE: BAM) reported Q2 2023 revenues of $985 million which missed
Via
Benzinga
Brookfield Asset Management Announces Strong Second Quarter Results
August 09, 2023
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
FDIC Launches Mega Sale: Signature Bank's $18.5B Loan Portfolio On The Market
↗
July 28, 2023
Via
Benzinga
Analyst Predicts Completion Of American Equity's $4.3B Acquisition At Current Offer Price
↗
July 14, 2023
Truist Securities analyst Mark Hughes downgraded American Equity Investment Life Holding Co (NYSE: AEL) to Hold from Buy at an increased
Via
Benzinga
S&P 500, Nasdaq Hit Fresh 52-Week Highs As Inflation Fears Ebb; Salesforce, Delta, JPMorgan In Focus: Weekly Review
↗
July 14, 2023
Salesforce, Delta Air Lines, JPMorgan were key newsmakers.
Via
Investor's Business Daily
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