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home
about us
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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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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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Simon Property Group
(NY:
SPG
)
186.53
+4.18 (+2.29%)
Official Closing Price
Updated: 4:10 PM EDT, Mar 31, 2026
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5 Retail Stocks to Put on Your 2023 Death Watch
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January 13, 2023
Survival for any of these retail stocks to sell would mean big profits for investors who buy now, but that's not the way to bet.
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Simon Property Group Unusual Options Activity For January 12
↗
January 12, 2023
Someone with a lot of money to spend has taken a bullish stance on Simon Property Group (NYSE:SPG). And retail traders should know. We noticed this today when the big position showed up on publicly...
Via
Benzinga
Not The Cool Kids
↗
January 10, 2023
In the stock-picking world of the last 40 years, we consider Warren Buffett, Charlie Munger, Peter Lynch, John Templeton and other long-duration value investors to be the “cool kids.”
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January 09, 2023
Here are five exceptional REITs to buy that happen to offer consistent growth and healthy passive income for long-term investors right now.
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The Dogs of the Dow Worked Last Year, But This Strategy Could Make You More Money in 2023
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January 08, 2023
Meet the Dogs of the S&P.
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2 Ridiculously Cheap Stocks With Dividends of 6% or More
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January 06, 2023
It isn't just high-growth stocks that are on sale right now.
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Hopeful Golden Cross Forms On Simon Property Group's Chart
↗
December 16, 2022
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Dear BBBY Stock Fans, Mark Your Calendars for Jan. 10
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January 03, 2023
BBBY stock will rise or fall on the answers interim CEO Sue Gove gives when Bed Bath & Beyond reports November earnings on Jan. 10.
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New price targets could erase Cisco's 3.1% dividend yield soon
January 02, 2023
If you need a new way to think about interest rate cuts, Cisco's new price targets could offer you a solid strategy, and maybe even a potential investment
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A Basket Of Quarterly Dividend REITs That Can Pay You Every Month
↗
December 28, 2022
Income investors love receiving dividends to pay regular bills, but too often quarterly dividends are paid in bunches, rather than being spread out across each month.
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Down 26% and 36%, These Dividend Stocks Could Be Picking Up Steam
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December 27, 2022
These income stocks could see their dividends and share prices rise in the coming year.
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Is Simon Property Group a Great Buy Right Now?
↗
December 14, 2022
Is this mall REIT a solid long-term investment?
Via
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TikTok Concerns
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December 24, 2022
Plus, we talk about the ins and outs of buying bonds.
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Top REITs: Trading Opportunities For Next Week - Sunday, Dec. 18
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December 18, 2022
A security pattern traces the distinct movements of security prices that, once recognized, help traders to make informed trading decisions. Here is a closer look at some REIT opportunities that may be...
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REITs, Homebuilders, and the Return of Las Vegas
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December 14, 2022
There are a host of shifting story lines in the real estate market now, and some of the plot twists may offer interesting opportunities to investors.
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Wall Street's Most Accurate Analysts Reshuffled Their Best Real Estate Picks, Here They Are
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December 14, 2022
US stocks closed higher, with the real estate stocks recording sharp gains on Tuesday. The sector surged around 2% during the session.
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Benzinga
3 Passive Income Stocks You Need to Buy Before 2022 Ends
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December 10, 2022
These stocks could produce a lot of passive income in the coming year.
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Here's Why Macerich Can Keep Raising Its Dividend
↗
December 10, 2022
The mall REIT just announced a big dividend increase, an important statement and probably not the last hike investors will see.
Via
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Simon Property Group Unusual Options Activity For December 07
↗
December 07, 2022
A whale with a lot of money to spend has taken a noticeably bearish stance on Simon Property Group. Looking at options history for Simon Property Group (NYSE:SPG) we detected 13 strange trades.
Via
Benzinga
Buy Simon Property, Bunge And This ETF, Go Short On Consumer Discretionary: CNBC's 'Final Trades'
↗
December 02, 2022
On CNBC’s “Halftime Report Final Trades,” Liz Young of BNY Mellon Investment Management said she sold Consumer Discretionary Select Sector SPDR Fund (NYSE: XLY), although
Via
Benzinga
5 Strong Retail Stocks Worth Ringing Up
↗
December 01, 2022
America's biggest retail stocks look set to have a solid holiday season. Investors should pay close attention to the trends.
Via
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Top 3 Stocks For December 2022
↗
November 26, 2022
What are the best stocks to own this holiday season? Watch this brief video to find out my top 3 picks for December.
Via
Talk Markets
Investors Show Optimism For Retail REITs On Black Friday
↗
November 25, 2022
Retail stocks had mixed results during market hours Friday as early reports suggested the shopping holiday was off to a slower-than-normal start.
Via
Benzinga
7 Juicy Dividends to Be Thankful For This Year
↗
November 21, 2022
With just weeks before the end of 2022, we wanted to take a look at some of the juiciest high dividend stocks of the year and for 2023.
Via
InvestorPlace
The Major REITS: Is A Bottom Now In Store Or Is This Another Relief Rally?
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November 21, 2022
With interest rates easing off of their recent highs, including the 10-year U.S. Treasury Note yield (now back under 4%) and the 30-year fixed-rate national average mortgage rate (now back below 7%),...
Via
Benzinga
Black Friday Deals on These 3 Dividend Plays
November 21, 2022
Discounted prices means investors will have the opportunity to bank some nice yields on above-market dividend payers. These are a few of our favorites.
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4 High-Yield Dividends to Buy Today
↗
November 19, 2022
These dividends are built to pay you for decades.
Via
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Here's Why Simon Property Group Can Keep Raising Its Dividend
↗
November 17, 2022
Simon's mall business is still in recovery mode, which management expects to be the case through at least 2023.
Via
The Motley Fool
2 REIT Stocks to Buy Before the Bear Market Is Over
↗
November 17, 2022
Investors often overlook the fundamentals when the mood on Wall Street turns negative. That creates opportunity.
Via
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How Retailers Are Navigating Inventory Pileups
↗
November 15, 2022
How is the holiday shopping season shaping up?
Via
The Motley Fool
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