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home
about us
Investment Approach
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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
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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
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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
Bond Fund Seminar
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CBRE Group
(NY:
CBRE
)
130.97
+0.53 (+0.41%)
Streaming Delayed Price
Updated: 12:10 PM EDT, May 19, 2026
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All News about CBRE Group
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CBRE Named to 100 Best Corporate Citizens of 2023
October 18, 2023
From
CBRE Group, Inc.
Via
Business Wire
CBRE Clarion Glb Real Est's Ex-Dividend Date Is Thursday, Here's What You Need To Know
↗
October 16, 2023
Via
Benzinga
Real Estate Stocks Decline, Ending Six-Day Winning Streak As Mortgage Rates Surge To 23-Year Highs
↗
October 12, 2023
Mortgage rate data revealed worrisome increases, with the average rate on a 30-year fixed mortgage reaching 7.57%, marking the highest level in 23 years. The average rate on a 15-year fixed mortgage...
Via
Benzinga
Where CBRE Group Stands With Analysts
↗
October 04, 2023
Via
Benzinga
Analyst Ratings for CBRE Group
↗
September 14, 2023
Via
Benzinga
CBRE GROUP INC - A (NYSE:CBRE) showing some interesting technicals. Here's why.
↗
September 07, 2023
Interesting Technical Analysis finding for CBRE GROUP INC - A (NYSE:CBRE)
Via
Chartmill
Preview: CBRE Group's Earnings
↗
July 26, 2023
Via
Benzinga
CBRE Prices $1B Senior Notes Offering, Plans Debt Reduction From Proceeds
↗
June 21, 2023
CBRE Group Inc (NYSE: CBRE) disclosed the pricing of a $1 billion senior notes
Via
Benzinga
CBRE Group, Inc. Announces Details of Conference Call and Webcast for Third Quarter 2023 Financial Results
October 03, 2023
From
CBRE Group, Inc.
Via
Business Wire
Office Real Estate Market Teeters On Brink: Experts See $1.5 Trillion Debt Due 2025 As Perfect Storm
↗
October 02, 2023
Via
Benzinga
This High-Yield Real Estate Stock Is Eliminating Its Office Exposure. Here's What That Means for Investors.
↗
September 26, 2023
W.P. Carey has raised its dividend payout for 26 consecutive years, but that streak is now in jeopardy.
Via
The Motley Fool
CBRE Enters into Partnership to Accelerate Carbon Emission Reductions Across Global Supply Chain
September 20, 2023
From
CBRE Group, Inc.
Via
Business Wire
According to the World's Largest Commercial Real Estate Specialist, You Shouldn't Expect a Rebound This Year
↗
September 19, 2023
Commercial real estate companies face some pretty significant headwinds in the near future.
Via
The Motley Fool
Thoughts For Thursday: CPI Keeps The Market In Neutral
↗
September 14, 2023
CPI figures showed that August inflation came in at 3.7%. The figures included the much discussed summer increase in gasoline prices which did not make it into the July number.
Via
Talk Markets
Topics
Economy
Energy
3 Hot Picks From One of Wall Street’s Most Influential Money Managers
↗
September 13, 2023
Bill Nygren has managed the Oakmark Fund for 23 years. Here are three of the iconic portfolio manager’s top stock picks.
Via
InvestorPlace
CORRECTING and REPLACING CBRE Group, Inc. to Present at the Barclays 2023 Global Financial Services Conference
September 06, 2023
From
CBRE Group, Inc.
Via
Business Wire
Based on good technical signals, CBRE GROUP INC - A is potentially setting up for a breakout.
↗
September 06, 2023
CBRE GROUP INC - A (NYSE:CBRE) showing some interesting technicals. Here's why.
Via
Chartmill
Hanley Investment Group Arranges Sale of New Construction Starbucks Drive-Thru in Fresno, Calif., for $3.18 Million
September 05, 2023
Via
AB Newswire
MainStay CBRE Global Infrastructure Megatrends Term Fund (NYSE:MEGI) Investor Notice: Investigation over Potential Securities Laws Violations
↗
August 25, 2023
San Diego, CA -- (SBWIRE) -- 08/25/2023 -- An investigation was announced on behalf of investors of MainStay CBRE Global Infrastructure Megatrends Term Fund (NYSE:MEGI) shares over potential securities...
Via
SBWire
CBRE’s AI-Powered Facilities Management Solutions Reaches 1 Billion Square Feet of Deployment
August 21, 2023
From
CBRE Group, Inc.
Via
Business Wire
Brian Properties, Inc. Reports Significant Commercial Property Activity in Chicago Through Q2 2023
August 18, 2023
Via
Get News
Building Maintenance Services Market Is Likely to Experience a Tremendous Growth in Near Future
August 08, 2023
Building Maintenance Services Market
Via
SBWire
Hanley Investment Group Arranges Sale of New Construction Single-Tenant Chipotle Drive-Thru in Sacramento for $5 Million
August 16, 2023
Via
AB Newswire
Wells Fargo Bolsters Reserves for Weakening Commercial Real Estate: What Investors Must Know
↗
August 02, 2023
The commercial real estate industry has come into focus following the Federal Reserve's aggressive interest rate hikes.
Via
The Motley Fool
CBRE Announces New Executive Leadership Roles
July 27, 2023
From
CBRE Group, Inc.
Via
Business Wire
CBRE Group, Inc. Reports Financial Results for Second-Quarter 2023
July 27, 2023
From
CBRE Group, Inc.
Via
Business Wire
Want a Big Monthly Dividend? Buy Stag Industrial Stock
↗
July 13, 2023
This monthly dividend payer delivers a yield north of 4%.
Via
The Motley Fool
CBRE Named “Best Place to Work for Disability Inclusion” for Third Consecutive Year
July 11, 2023
From
CBRE Group, Inc.
Via
Business Wire
CBRE Group, Inc. Announces Details of Conference Call and Webcast for Second Quarter 2023 Financial Results
July 06, 2023
From
CBRE Group, Inc.
Via
Business Wire
Alibaba Shakes Things Up
↗
July 01, 2023
Alibaba shuffles the deck as it heads toward spinning off its cloud division.
Via
The Motley Fool
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