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Yield Difference
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TSL’s Turnkey Operation Platform
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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
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Event Schedule
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Read FULL Seminar Here
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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
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Essex Property Trust, Inc. Common Stock
(NY:
ESS
)
256.95
+5.89 (+2.35%)
Official Closing Price
Updated: 4:10 PM EST, Jan 8, 2026
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Essex Property Trust Joins CEO Action for Diversity & Inclusion and Receives 2021 NAA Excellence Award
June 30, 2021
From
Essex Property Trust, Inc.
Via
Business Wire
Four Top Residential REITs
↗
June 27, 2021
With office buildings and retail stores in post-pandemic flux, check out residential REITs. Here are four biggies.
Via
Talk Markets
Analyst Ratings for Essex Property Trust
↗
June 15, 2021
Analysts have provided the following ratings for Essex Property Trust (NYSE:ESS) within the last quarter: Last 30 Days 1 Month Ago 2 Months Ago 3 Months Ago Bullish 0 1 0...
Via
Benzinga
Expert Ratings for Essex Property Trust
↗
June 11, 2021
Analysts have provided the following ratings for Essex Property Trust (NYSE:ESS) within the last quarter: Last 30 Days 1 Month Ago 2 Months Ago 3 Months Ago Bullish 0 1 0...
Via
Benzinga
Essex Property Trust Publishes Updated Investor Presentation and Increases Guidance
June 04, 2021
From
Essex Property Trust, Inc.
Via
Business Wire
Earnings Scheduled For April 27, 2021
↗
April 27, 2021
Companies Reporting Before The Bell • Camden National (NASDAQ:CAC) is projected to report quarterly earnings at $1.01 per share on revenue of $45.73 million. •...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For June 15, 2021
↗
June 15, 2021
Upgrades According to Raymond James, the prior rating for Welltower Inc (NYSE:WELL) was changed from Market Perform to Strong Buy. For the first quarter, Welltower had an...
Via
Benzinga
Expert Ratings for Essex Property Trust
↗
May 26, 2021
Within the last quarter, Essex Property Trust (NYSE:ESS) has observed the following analyst ratings: Last 30 Days 1 Month Ago 2 Months Ago 3 Months Ago Bullish 0 0 0 0...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For June 3, 2021
↗
June 03, 2021
Upgrades According to B of A Securities, the prior rating for Bloom Energy Corp (NYSE:BE) was changed from Underperform to Neutral. For the first quarter, Bloom Energy had...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For May 19, 2021
↗
May 19, 2021
Upgrades For Agilysys Inc (NASDAQ:AGYS), Craig-Hallum upgraded the previous rating of Hold to Buy. Agilysys earned $0.21 in the fourth quarter, compared to $0.05 in the...
Via
Benzinga
Essex Property Trust Prices $300 Million of Senior Notes
May 17, 2021
From
Essex Property Trust, Inc.
Via
Business Wire
Essex Property Trust Declares Quarterly Distributions
May 12, 2021
From
Essex Property Trust, Inc.
Via
Business Wire
Essex Property Trust Publishes Third Annual Corporate Social Responsibility Report
May 06, 2021
From
Essex Property Trust, Inc.
Via
Business Wire
Essex Property Trust (ESS) Q1 2021 Earnings Call Transcript
↗
April 29, 2021
ESS earnings call for the period ending March 31, 2021.
Via
The Motley Fool
Topics
Earnings
Essex Announces First Quarter 2021 Results
April 27, 2021
From
Essex Property Trust, Inc.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For April 9, 2021
↗
April 09, 2021
Upgrades For Assertio Holdings Inc (NASDAQ:ASRT), Gabelli & Co. upgraded the previous rating of Hold to Buy. The current stock performance of Assertio Holdings shows a...
Via
Benzinga
10 Biggest Price Target Changes For Friday
↗
April 09, 2021
Credit Suisse raised the price target on Carnival Corporation (NYSE: CCL) from $18 to $40. Carnival shares rose 1.2% to $28.89 in pre-market trading. Barclays boosted the price...
Via
Benzinga
Essex Announces Release and Conference Call Dates for Its First Quarter 2021 Earnings
April 06, 2021
From
Essex Property Trust, Inc.
Via
Business Wire
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