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home
about us
Investment Approach
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Market Analysis Summary
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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
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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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CBRE Group
(NY:
CBRE
)
130.98
+0.54 (+0.41%)
Streaming Delayed Price
Updated: 12:10 PM EDT, May 19, 2026
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Real Estate Sector Market to See Huge Growth by 2027 : NovaLand, Vonovia, Knight Frank, Evergrande Group
February 23, 2023
Real Estate Sector - Comprehensive Study by Type (Residential, Commercial, Industrial), Location (Urban Areas, Metropolitan Areas, Semi-Urban & Rural Areas) Players and Region - Global Market Outlook...
Via
SBWire
GDP Revised Lower, Labor Market Still Tight
↗
February 23, 2023
Good Morning Everyone! Wells Fargo (NYSE: WFC) just laid off hundreds of mortgage bankers, including some top producers who brought the bank more than $100 million in loans last year. Is Wells Fargo...
Via
Benzinga
CBRE Group, Inc. Reports Financial Results for Q4 and Full Year 2022
February 23, 2023
From
CBRE Group, Inc.
Via
Business Wire
This Favorable Sign Appears On CBRE Group's Chart
↗
January 23, 2023
Via
Benzinga
Raymond James Maintains Strong Buy Rating for CBRE Group: Here's What You Need To Know
↗
January 20, 2023
Via
Benzinga
CBRE: A Stable Business Now At A Better Value
↗
October 25, 2022
CBRE Group has a strong and defining presence within the real estate industry, and the business has fully rebounded from the pandemic.
Via
Talk Markets
CBRE Group Invests $100M In Real Estate Tech Company VTS
↗
September 06, 2022
Via
Benzinga
CBRE Named Top Real Estate Brand in Lipsey Survey for 22nd Consecutive Year
February 22, 2023
From
CBRE Group, Inc.
Via
Business Wire
Real Estate Consulting Service Market Share 2023 Size, Business Growth, New Trends, Global Opportunities, Feasibility Scope and Demand Forecast by 2028
February 21, 2023
Real Estate Consulting Service Market SWOT Analysis by Top Key Players - RSM International, Deloitte, Bain & Company, McKinsey, KPMG, Alvarez & Marsal, John Burns Real Estate Consulting, EY, Accenture,...
Via
SBWire
VTS Recognized on GlobeSt.’s 2023 Influencer in Commercial Real Estate Technology
February 08, 2023
The tech company has been honored for its contributions and innovations within commercial real estate.
Via
News Direct
CBRE Named Fortune Magazine’s Most Admired Real Estate Company
February 01, 2023
From
CBRE Group, Inc.
Via
Business Wire
CBRE Earns Place in Bloomberg Gender-Equality Index for Fourth Consecutive Year
January 31, 2023
From
CBRE Group, Inc.
Via
Business Wire
Elon Musk May Be Late On His San Francisco Rent, But The City Has Bigger Issues With Its Office Space
↗
January 27, 2023
Elon Musk’s $44 billion takeover of Twitter Inc. last year hasn’t been a smooth ride, with employee turnover and social media sniping.
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 27, 2023
↗
January 27, 2023
Via
Benzinga
CBRE Leads U.S. Investment Sales Activity in 2022 for 17th Consecutive Year
January 23, 2023
From
CBRE Group, Inc.
Via
Business Wire
Amid Fears Of A Recession, What's Been Driving Demand For Multifamily Real Estate?
↗
January 12, 2023
In 1956, the world witnessed perhaps the greatest twist to a corporate tale in history.
Via
Benzinga
CBRE Group, Inc. Announces Details of Conference Call and Webcast for Fourth Quarter 2022 Financial Results
January 10, 2023
From
CBRE Group, Inc.
Via
Business Wire
CCIM Institute Announces 2023 Executive Management Team
January 05, 2023
David Schnitzer, CCIM, to lead the organization in 2023.
Via
Newswire.com
Where to Invest $5,000 for the Next 5 Years
↗
December 26, 2022
Put your money into these megatrends.
Via
The Motley Fool
CBRE Recognized on Dow Jones Sustainability World Index Four Years in a Row
December 12, 2022
From
CBRE Group, Inc.
Via
Business Wire
Despite economic uncertainty, some real estate professionals are the busiest they have ever been.
December 12, 2022
Via
Get News
Commercial Real Estate Brokerage Services Market Next Big Thing : Major Giants Avison Young, TCN Worldwide, Newmark Group, Colliers
December 05, 2022
Stay up-to-date with Commercial Real Estate Brokerage Services Market research offered by AMA. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
CBRE Group, Inc. to Present at the Goldman Sachs 2022 U.S. Financial Services Conference
December 02, 2022
From
CBRE Group, Inc.
Via
Business Wire
CBRE Ranks Among Top Companies for Investor Transparency
November 15, 2022
From
CBRE Group, Inc.
Via
Business Wire
CBRE Enhances Integrated Laboratory Solutions Capabilities with Acquisition of Full Spectrum Group
November 09, 2022
From
CBRE Group, Inc.
Via
Business Wire
CBRE Group Earnings Perspective: Return On Invested Capital
↗
October 31, 2022
Pulled from Benzinga Pro data, CBRE Group (NYSE:CBRE) posted Q3 earnings of $451.68 million, an increase from Q2 of 7.8%. Sales dropped to $7.53 billion, a 3.1% decrease between quarters.
Via
Benzinga
CBRE Group, Inc. Reports Financial Results for Third-Quarter 2022
October 27, 2022
From
CBRE Group, Inc.
Via
Business Wire
Industry-Proven AI-Based Security Hardware and Software in OEM Devices; Growing Sales to Fortune 500 Companies: Artificial Intelligence Technology Solutions (Stock Symbol: AITX)
October 06, 2022
Via
Get News
Topics
Artificial Intelligence
CBRE Group, Inc. Announces Details of Conference Call and Webcast for Third Quarter 2022 Financial Results
October 03, 2022
From
CBRE Group, Inc.
Via
Business Wire
New Flexe Inventory Surplus Markets Address Today's Excess Inventory Challenges
September 29, 2022
Seattle, WA � (Sept. 29, 2022) � Today Flexe, the programmatic logistics leader, announced Flexe Inventory Surplus Markets. Now, retailers and brands can immediately reposition and store excess...
Via
WebWire
Topics
Economy
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