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home
about us
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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
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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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CBRE Group
(NY:
CBRE
)
139.94
-3.79 (-2.64%)
Official Closing Price
Updated: 7:00 PM EDT, Jul 8, 2026
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CBRE Named as “Best Place to Work for Disability Inclusion” by the Disability Equality Index
July 20, 2021
SOURCE: CBRE Group, Inc.
Via
3BL Media
Topics
Supply Chain
The Week In SPAC News - Sunday, July 18
↗
July 18, 2021
In SPAC news this week, Aurora has agreed to go public via merger with a Reinvent SPAC, while A-Rod's Slam SPAC is said to be in merger talks with Italy's Panini Group.
Via
Talk Markets
Ex-Dividend Date Insight: CBRE Clarion Glb Real Est
↗
July 16, 2021
CBRE Clarion Glb Real Est (NYSE:IGR) declared a dividend pay...
Via
Benzinga
Solar Power Company Altus Power Lands SPAC Deal With CBRE Group: What Investors Should Know
↗
July 13, 2021
A leading solar power and energy storage company is going public with a SPAC partner that could help cross-sell its products across the country. The SPAC Deal: Altus Power...
Via
Benzinga
CBRE Group, Inc. Announces Details of Conference Call and Webcast for Second Quarter 2021 Financial Results
July 07, 2021
From
CBRE Group, Inc.
Via
Business Wire
Analyzing CBRE Clarion Glb Real Est's Ex-Dividend Date
↗
June 17, 2021
On June 10, 2021, CBRE Clarion Glb Real Est (NYSE:IGR) announ...
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
Stocks That Hit 52-Week Highs On Monday
↗
May 10, 2021
This morning 792 companies reached new 52-week highs. Points of Interest: JPMorgan Chase (NYSE: JPM) was the largest company by market cap to set a new 52-week high. The...
Via
Benzinga
LINDA XIONG JOINS NAI LEGACY AS ASSISTANT PROPERTY MANAGER
June 25, 2021
Linda Xiong, an industry professional and expert in retail, office and industrial portfolios, joins NAI Legacy as Assistant Property Manager.
Via
EIN Presswire
LINDA XIONG JOINS NAI LEGACY AS ASSISTANT PROPERTY MANAGER
June 25, 2021
Via
PR Distribution
The Crescent® Secures 158,949 Square Feet of New, Expansion and Renewal Leases in First Half of 2021
June 17, 2021
The Crescent continues leasing momentum with nine lease deals, including three new leases, five lease renewals and one expansion and lease extension.
Via
EIN Presswire
CBRE Group, Inc. to Present at the Morgan Stanley 2021 U.S. Financials, Payments & CRE Conference
June 14, 2021
From
CBRE Group, Inc.
Via
Business Wire
Fifth Third Celebrates Headquarters Renewal and Expansion
June 10, 2021
SOURCE: Fifth Third Bancorp
Via
3BL Media
Benzinga's Top Ratings Upgrades, Downgrades For June 15, 2021
↗
June 15, 2021
Upgrades According to Raymond James, the prior rating for Welltower Inc (NYSE:WELL) was changed from Market Perform to Strong Buy. For the first quarter, Welltower had an...
Via
Benzinga
Ten Major Corporate Powerhouses Join WEConnect International
June 08, 2021
Multinational Buyers Committed to Buying More from Women-Owned Businesses
Via
EIN Presswire
Topics
Supply Chain
SusGlobal Appoints Site Selection Expert Susan Harte to its Board of Directors
June 07, 2021
As a recognized leader in site selection, Harte assists companies in leveraging location as a competitive advantage using data analytics,...
Via
Newsfile
Topics
Bonds
Hogwarts On The Hudson: Harry Potter NYC Adds Retail Element To J.K. Rowling's Series
↗
June 04, 2021
A new retail store celebrating all things Harry Potter opened in New York City. What Happened: Harry Potter NYC is a three-story, 21,000-square-foot venue located at 935...
Via
Benzinga
REDiTECH Opens Location in Florida
June 03, 2021
Midwest IT Service Provider Expanding to Tampa Bay Area
Via
Newswire.com
CBRE Group, Inc. Rises to #122 on the Fortune 500
June 02, 2021
From
CBRE Group, Inc.
Via
Business Wire
Triad Real Estate Partners Announces Sale of 66-Unit Multifamily Asset in Muscatine, IA
May 27, 2021
Triad Real Estate Partners is pleased to announce the sale of a 66-Unit Multifamily asset in Muscatine, IA. The Contree Manoir Apartments was built between
Via
EIN Presswire
3BL Media's 100 Best Corporate Citizens Ranking Highlights the Power of Data-Driven Purpose
May 27, 2021
SOURCE: Benevity
Via
3BL Media
FIBREE and Blocksquare announce the Real Estate Tokenization Challenge 2021
May 25, 2021
Calling on entrepreneurs, teams, startups, SMEs and corporates to apply at challenge.fibree.org to win 150,000 EUR in awards! Applications open till June, 15th.
Via
EIN Presswire
Leading Contingent Workforce Solutions Firm Honored with Diversity Award
May 18, 2021
EverHive, a leading contingent workforce solutions firm, was recently honored by the Western Regional Minority Supplier Diversity Council as one of the region’s
Via
EIN Presswire
Topics
Supply Chain
Analyzing CBRE Clarion Glb Real Est's Ex-Dividend Date
↗
May 18, 2021
CBRE Clarion Glb Real Est (NYSE:IGR) declared a dividend payable on May 28, 2021 to its shareholders as of May 7, 2021. It was also announced that shareholders of CBRE Clarion Glb...
Via
Benzinga
CBRE Named to 100 Best Corporate Citizens of 2021
May 18, 2021
From
CBRE Group, Inc.
Via
Business Wire
CBRE Named to 100 Best Corporate Citizens of 2021
May 18, 2021
SOURCE: CBRE Group, Inc.
Via
3BL Media
Topics
Climate Change
Tower 16 Capital Partners Acquires a Two-Property, 214-Unit Multifamily Portfolio in the Inland Empire for $41 Million
May 13, 2021
Commercial Real Estate Investment Firm Plans Significant Renovations at Both Properties
Via
EIN Presswire
CIS Global Expands Headquarters in Tucson, Arizona
May 05, 2021
New Facility to Accommodate Growth of 100 New Jobs
Via
EIN Presswire
Topics
Economy
Supply Chain
Supurva Healthcare Group, Inc. Targets Medical Office Buildings to Launch Its Real Estate Portfolio
May 04, 2021
Liverpool, New York--(Newsfile Corp. - May 4, 2021) - Supurva Healthcare Group, Inc. (OTC Pink: SPRV) "Booming." Booming is the...
Via
Newsfile
Hanley Investment Group Arranges Sale of Publix-anchored Shopping Center in Atlanta Metro for $24.6 Million
May 13, 2021
Via
AB Newswire
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