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home
about us
Investment Approach
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Market Analysis Summary
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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
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
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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
)
54.85
+0.10 (+0.18%)
Streaming Delayed Price
Updated: 12:31 PM EST, Jan 6, 2026
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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
Vodafone New Zealand Explores Sale Of Towers
↗
March 04, 2022
Vodafone New Zealand Ltd sought prospective buyers for its wireless phone towers that provide coverage to about 98% of the country’s population, Bloomberg reports...
Via
Benzinga
Inflation inflating
↗
February 10, 2022
The Fed will be raising interest rates soon and this will chop the appeal of investments in more vulnerable yield plays.
Via
Talk Markets
Earnings Scheduled For February 10, 2022
↗
February 10, 2022
Companies Reporting Before The Bell • Canada Goose Hldgs (NYSE:GOOS) is projected to report quarterly earnings at $1.46 per share on revenue of $584.49 million.
Via
Benzinga
10 Best Stocks to Buy for Your Income-Generating Portfolio
↗
January 28, 2022
These 10 stocks to buy provide you with a dividend-income ladder from 1% to 10% yields. And hopefully some capital appreciation as well
Via
InvestorPlace
Earnings Scheduled For November 11, 2021
↗
November 11, 2021
Companies Reporting Before The Bell • NICE (NASDAQ:NICE) is likely to report quarterly earnings at $1.58 per share on revenue of $465.75 million. • Reshape...
Via
Benzinga
Stocks That Hit 52-Week Highs On Thursday
↗
July 29, 2021
Thursday's morning session saw 167 companies set new 52-week highs. Points of Interest: ASML Holding (NASDAQ:ASML) was the largest company by market cap to set a new...
Via
Benzinga
Stocks That Hit 52-Week Highs On Tuesday
↗
May 25, 2021
Tuesday's morning session saw 173 companies set new 52-week highs. Significant Points: The largest company by market cap to hit a new 52-week high was JPMorgan...
Via
Benzinga
Panic reversal
↗
January 26, 2022
Crude oil inventories turned out to be fuller than expected, helping reduce the oil price rise.
Via
Talk Markets
Benzinga's Top Ratings Upgrades, Downgrades For January 26, 2022
↗
January 26, 2022
Upgrades
Via
Benzinga
The Financial Sector – The Sector With The Most Cheap Stocks
↗
January 21, 2022
Here are 34 companies in the Financial Sector that have investment-grade credit ratings of BBB- or better, cash flow yield of 6% or better, future total return of at least 5%.
Via
Talk Markets
Brookfield Partner Elion Adds 1.2 Million Square Feet of Warehouse Space
↗
January 10, 2022
This post contains sponsored advertising content. This content is for informational purposes only and not intended to be investing advice. Stop us if you've heard this one before...
Via
Benzinga
A Look Into Brookfield Asset Mgmt's Price Over Earnings
↗
December 21, 2021
Right now, Brookfield Asset Mgmt Inc. (NYSE:BAM) share price is at $56.60, after a 0.1% increase. Moreover, over the past month, the stock decreased by 3.23%, but in...
Via
Benzinga
10 Asset Management Stocks to Buy to Ride Out Omicron
↗
December 13, 2021
Star portfolio manager Rajiv Jain sold 20% of his firm to investors. In general, asset management stocks are solid picks. Here are ten to buy.
Via
InvestorPlace
Brookfield: Your Best Bet On Infrastructure
↗
December 05, 2021
President Biden has signed his gargantuan $1 trillion infrastructure bill. How can you profit? The best play is Brookfield Infrastructure Corp., with a 3.5% yield.
Via
Talk Markets
3 Recent Spin-Off Stocks Worth A Spot in Your Portfolio
↗
November 19, 2021
Spin-off stocks can be lucrative for shareholders in both legacy businesses and recently created public companies. Here are three to know.
Via
InvestorPlace
If You Invested $100 Over The Past 20 Years In This Stock, Here's How Much You Would Have Today
↗
November 16, 2021
Brookfield Asset Mgmt (NYSE:BAM) has outperformed the market over the past 20 years by 10.68% on an annualized basis. Buying $100 In BAM: 20 years ago, an investor could have...
Via
Benzinga
A Look Into Brookfield Asset Management's Price Over Earnings
↗
November 09, 2021
In the current market session, Brookfield Asset Mgmt Inc. (NYSE:BAM) is trading at $61.31, after a 0.29% decrease. However, over the past month, the stock spiked by...
Via
Benzinga
My 3-TimeFrame Checklist To Establish High-Probability Assets & BAM!
↗
October 15, 2021
There are 2 steps to putting together a portfolio that performs consistently well over the years. Step 1 - Establishing high-probability assets. Step 2 - Extracting...
Via
Benzinga
Brookfield Asset Management and Elion Partners Announce $1 Billion Strategic Partnership
September 23, 2021
From
Elion Partners and Brookfield Asset Management
Via
Business Wire
Silver Price Tests Support as Precious Metals Remain under Pressure
↗
August 12, 2021
Silver price fell this week to key support area as precious metals remain under pressure. Inflation data in the United States cooled off in July.
Via
Talk Markets
Brookfield Asset Mgmt: Q2 Earnings Insights
↗
August 12, 2021
Shares of Brookfield Asset Mgmt (NYSE:BAM) rose 0.2% in pre-market trading after the company reported Q2 results. Quarterly Results Earnings per share fell 32.88% over the...
Via
Benzinga
Summer Of Move: More Americans Are Migrating This Summer Than Any Time In Years
↗
July 30, 2021
More Americans are moving, creating challenges and opportunities for employers and others.
Via
Investor's Business Daily
And So Q2-21 REIT Earnings Season Officially Begins
↗
July 28, 2021
I guess the worst naysayers out there have to sit down and eat their crow about Tesla. Elon Musk’s baby reported Q2 earnings on Monday, and what a pretty picture it made.
Via
Talk Markets
Forget Blink Charging: Here Are 3 Better Renewable Energy Stocks
↗
July 26, 2021
These renewable energy stocks can provide a much lower risk profile than betting on a stock with a price-to-sales ratio of nearly 200.
Via
The Motley Fool
Topics
Electric Vehicles
Stocks That Hit 52-Week Highs On Tuesday
↗
August 10, 2021
Before 10 a.m. ET on Tuesday, 100 stocks hit new 52-week highs. Things to Consider: The largest company by market cap to break to a new 52-week high was Pfizer (...
Via
Benzinga
9 Financials Stocks Showing Unusual Options Activity In Today's Session
↗
July 20, 2021
This unusual options alert can help traders track potentially big trading opportunities. Traders often look for circumstances when the market estimation of an option diverges away...
Via
Benzinga
With Home Prices Soaring, Shoppers Fear Buying At The Top Of A Bubble
↗
July 03, 2021
Google reported in April that the search question “When is the housing market going to crash?” had spiked 2,450 percent in the past month. That implies those shopping for a new home are wondering if...
Via
Talk Markets
3 Stocks To Buy Before July 1
↗
June 26, 2021
It's summertime and the living is easy, but stocks are all over the place. There are days like Thursday when economic data sends markets to new highs, but even during the best of times, there's an...
Via
Talk Markets
Report: Brookfield Asset Management Unit Mulling Sale of Greenergy Biofuel Business
↗
May 28, 2021
The process is apparently at an early stage; no potential price has been mentioned.
Via
The Motley Fool
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