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home
about us
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Team Biographies
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)
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
)
54.75
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Jan 5, 2026
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It’s a Market of Stocks Not a Stock Market
↗
June 01, 2022
Stocks are as individual as people. What really matters, in the long run, is how well the business is operated, which will always be reflected in the fundamentals.
Via
Talk Markets
7 Dividend Stocks to Buy for June With Yields Over 6%
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May 29, 2022
These are the best dividend stocks to buy now. BGS, DVN, GSL, PETS, SPG, SCCO, and VNO can make great investments.
Via
InvestorPlace
Here's How Much You Would Have Made Owning Brookfield Asset Mgmt Stock In The Last 10 Years
↗
May 27, 2022
Brookfield Asset Mgmt (NYSE:BAM) has outperformed the market over the past 10 years by 1.87% on an annualized basis producing an average annual return of 13.99%. Currently, Brookfield Asset Mgmt has a...
Via
Benzinga
What's Going On With Kohl's Shares Today
↗
May 25, 2022
Via
Benzinga
BAM: Expect More Downside Before Next Rally Resumes
↗
May 25, 2022
Brookfield Asset Management is an alternative asset manager & REIT/Real Estate Investment Manager firm focuses on real estate, renewable power, infrastructure & venture capital & private equity...
Via
Talk Markets
Brookfield Buys UK's HomeServe For £4.1B
↗
May 19, 2022
Via
Benzinga
Analyst Ratings for Brookfield Asset Mgmt
↗
May 13, 2022
Analysts have provided the following ratings for Brookfield Asset Mgmt (NYSE:BAM) within the last quarter:
Via
Benzinga
DigitalBridge Nears Deal For This Data-Center Operator
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May 11, 2022
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Benzinga
Morning Brief: Top Financial Stories Dominating on Thursday, May 19
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May 19, 2022
CNBC CDC Looking Into 180 Cases Of Unexplained Pediatric Acute Hepatitis
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Benzinga
Apple Gets Its Bell Rung As Investor Fears Increase
↗
May 12, 2022
This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice.
Via
Benzinga
Peak Or Persist? Investors Parse April's Hotter-than-Expected 8.3% Inflation Jump
↗
May 11, 2022
This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice.
Via
Benzinga
Brookfield Asset: Real Estate And Renewables
↗
April 14, 2022
Brookfield has been an outstanding performer and the stock has gained 2,496% on a split-adjusted basis.
Via
Talk Markets
Why Is Nielsen (NLSN) Stock Up Today?
↗
March 29, 2022
Shares of NLSN stock are flying higher this morning after it approved a buyout bid of $28 per share from a group of private equity firms.
Via
InvestorPlace
Nielsen Shares Jump As It Accepts Takeover At 60% Premium
↗
March 29, 2022
Via
Benzinga
Morning Brief: Top Financial Stories Dominating on Wednesday, May 11
↗
May 11, 2022
Reuters
Via
Benzinga
Brookfield Asset Management Nears One Of 2022's Biggest Take-Privates In UK: Bloomberg
↗
May 11, 2022
Via
Benzinga
Progress In Europe Is Now Measured By Degrees Of Pessimism
↗
May 10, 2022
This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice.
Via
Benzinga
Nasdaq Breaks 12,000 After 4.29% Sell-Off On Monday
↗
May 10, 2022
This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice.
Via
Benzinga
Cash Appears To Be King As Investors Sell Stocks, Bonds, And Commodities
↗
May 09, 2022
This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice.
Via
Benzinga
Bulls Look To Bounce Back After Bear Barrage
↗
May 06, 2022
This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice.
Via
Benzinga
S&P 500 and Dow Lose 3% While Nasdaq Composite Slides 5%
↗
May 06, 2022
This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice.
Via
Benzinga
Textbook Company's Results Show Students Are Hitting The Job Market Instead Of The Books
↗
May 05, 2022
This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice.
Via
Benzinga
Crude Oil Rises To $100 Per Barrel
↗
April 26, 2022
This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice.
Via
Benzinga
JCPenney Owners Offer $8.6 Billion For Kohl's, NYPost Reports
↗
April 25, 2022
Simon Property Group and Brookfield Asset Management the new owners of JCPenney, have allegedly made an offer to acquire department store retail chain Kohl's for $8.6 billion. Under the proposal, the...
Via
Talk Markets
Civil Rights Leader Urges Twitter To Reject Elon Musk's Takeover Offer: What You Need To Know
↗
April 20, 2022
The head of one of the nation’s most prominent civil rights organizations has called on Twitter’s (NYSE: TWTR) to reject Elon Musk’s proposed takeover bid.
Via
Benzinga
SEC Examinations Unit To Strengthen Policing Against Private Fund Failings: FT
↗
April 04, 2022
The Securities and Exchange Commission has tightened its policing of the booming market for unlisted assets with greater oversight of private funds, writes Financial Times....
Via
Benzinga
Here's How Much $1000 Invested In Brookfield Asset Mgmt 5 Years Ago Would Be Worth Today
↗
March 21, 2022
Brookfield Asset Mgmt (NYSE:BAM) has outperformed the market over the past 5 years by 4.92% on an annualized basis producing an average annual return of 18.48%. Currently,...
Via
Benzinga
Nielsen Rejects $9B Takeover Offer From Private Equity, Shares Drop
↗
March 21, 2022
Nielsen Holdings PLC (NYSE: NLSN) abandoned a takeover offer from a private equity consortium, saying it significantly undervalued the company. The offer price of...
Via
Benzinga
Will Chart Analysts Notice Bad Omen on Brookfield Asset Mgmt's Chart
↗
March 15, 2022
If history is any guide, there may be trouble ahead for shares of Brookfield Asset Mgmt (NYSE:BAM). A so-called "death cross" has formed on its chart and, not surprisingly, this...
Via
Benzinga
International Roundup - Even Chickens Have Impact
↗
March 04, 2022
With everything else that's going on, I did not anticipate the Justice Department investigation of chicken.
Via
Talk Markets
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