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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
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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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Brookfield Asset Management
(NY:
BAM
)
55.14
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Jan 6, 2026
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United States Government, Brookfield and Cameco Announce Transformational Partnership to Deliver Long-term Value Using Westinghouse Nuclear Reactor Technology
October 28, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Should You Buy Brookfield Asset Management While It's Below $60?
↗
October 28, 2025
Brookfield Asset Management expects to grow even faster over the next five years.
Via
The Motley Fool
Brookfield Reportedly In Advanced Talks For Multi-Billion-Dollar Nuclear Project In South Carolina
↗
October 24, 2025
Brookfield is in talks with one of South Carolina’s largest power providers, Santee Cooper, according to a report by The Wall Street Journal.
Via
Stocktwits
Topics
Artificial Intelligence
Scout Clean Energy and Partners Hold Blade Signing Ceremony for Nimbus Wind Farm
October 24, 2025
Project Stakeholders Celebrate as Construction on Nimbus Pushes Forward
From
Scout Clean Energy
Via
GlobeNewswire
Bloom Energy Stock Soars Following $5 Billion Brookfield Deal To Deploy Fuel Cells To Power AI Data Centers
↗
October 13, 2025
Via
Stocktwits
Topics
Artificial Intelligence
P/E Ratio Insights for Brookfield Asset Mgmt
↗
October 01, 2025
Via
Benzinga
Brookfield Launches New Private Equity Evergreen Fund Structure in Canada
October 22, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Bloom Energy's Brookfield Deal Brings Prestige, Not Profit—Yet
↗
October 20, 2025
Via
Benzinga
Is Brookfield Asset Management Stock a Buy Now?
↗
October 19, 2025
Brookfield Asset Management shares have risen 15% over the past year, roughly in line with the S&P's gain.
Via
The Motley Fool
Topics
Stocks
AI’s Power Play: Billions Flow into Infrastructure as Energy Demands Reshape the Tech Landscape
October 17, 2025
The relentless march of artificial intelligence continues to reshape the global technology landscape, with recent developments signaling a critical pivot towards robust and sustainable infrastructure...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Energy
Why Bloom Energy Stock Is Skyrocketing This Week
↗
October 17, 2025
Bloom stock is blossoming in a lot of portfolios this week thanks to a new collaboration.
Via
The Motley Fool
Topics
Artificial Intelligence
What Analysts Are Saying About Brookfield Asset Mgmt Stock
↗
October 16, 2025
Via
Benzinga
California Resources Corporation Breaks Ground on California’s First Carbon Capture and Storage Project
October 16, 2025
Groundbreaking for Carbon TerraVault I Marks Major Milestone in California’s Clean Energy Future
From
California Resources Corporation
Via
GlobeNewswire
Why Bloom Energy Stock Continued to Climb Today
↗
October 15, 2025
Bloom Energy is the new AI energy trade.
Via
The Motley Fool
Topics
Artificial Intelligence
Supply Chain
Bloom Energy Seals a $5 Billion Partnership With Brookfield to Power AI Factories
↗
October 14, 2025
The companies are teaming up to build and power large data centers.
Via
The Motley Fool
Topics
Artificial Intelligence
Energy
The AI Power Revolution: GaN Technology and On-Site Energy Solutions Fueling the Data Center Boom
October 13, 2025
The insatiable demand for Artificial Intelligence (AI) is igniting an unprecedented surge in data center construction and operation, fundamentally reshaping the technology and energy landscapes. This...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Gold Rises Over 3%; Tvardi Therapeutics Shares Plunge
↗
October 13, 2025
Via
Benzinga
Bloom Energy, USA Rare Earth, Broadcom, Tesla And Other Big Stocks Moving Higher On Monday
↗
October 13, 2025
Via
Benzinga
Why Bloom Energy Stock Powered Higher Today
↗
October 13, 2025
Brookfield makes a big bet on Bloom -- but doesn't Bloom stock cost too much?
Via
The Motley Fool
Topics
Artificial Intelligence
Bloom Energy Stock Soars as Brookfield Partnership Ignites AI Data Center Power Revolution
October 13, 2025
New York, NY – October 13, 2025 – Bloom Energy's (NYSE: BE) stock experienced a dramatic surge today, soaring between 20% and 35% in pre-market and early trading, following the announcement of a...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Emissions
Brookfield's $5 Billion Bet Powers Bloom Energy's AI Factory Role
↗
October 13, 2025
Bloom Energy (NYSE: BE) surges 31% after inking $5B AI infrastructure partnership with Brookfield Asset Management.
Via
Benzinga
Topics
Artificial Intelligence
Brookfield to Acquire Remaining Interest in Oaktree
October 13, 2025
From
Brookfield Asset Management Ltd; Brookfield Corporation
Via
GlobeNewswire
Brookfield and Bloom Energy Announce $5 Billion Strategic AI Infrastructure Partnership
October 13, 2025
From
Bloom Energy
Via
Business Wire
Meet the Newest Stock-Split Stock. It Has Returned More Than 27,000% Over the Past 30 Years and Could Triple Again By 2030.
↗
October 12, 2025
Brookfield Corporation has been a wealth-creating machine.
Via
The Motley Fool
Brookfield Asset Management to Host Third Quarter 2025 Results Conference Call
October 08, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Raises $20 billion for Record Transition Fund
October 07, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield and Angel Oak Complete Strategic Partnership Transaction
October 02, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Holds $4B+ First Close for Fourth Global Infrastructure Debt Fund
October 01, 2025
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
2 Dividend Stocks to Double Up on Right Now
↗
September 30, 2025
These dividend stocks have generated monster returns in the past. Their future could look similar.
Via
The Motley Fool
3 Reasons to Buy Brookfield Infrastructure Partners' Stock Like There's No Tomorrow
↗
September 30, 2025
Brookfield Infrastructure has an attractive yield and an attractive business to offer long-term income investors.
Via
The Motley Fool
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