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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
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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated 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
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American Tower Corp A
(NY:
AMT
)
172.58
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Mar 31, 2026
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Continued Demand for Mobile Data Boosts Crown Castle
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Growth and income come together with this communications infrastructure REIT.
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January 31, 2023
That's not a typo. This titan of towers remains on a serious dividend roll.
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January 28, 2023
Some real estate trends aren't going away.
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The Latest Analyst Ratings for American Tower
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January 28, 2023
These companies pay attractive and growing dividends.
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The 3 Largest REITs As Measured By Market Capitalization
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January 25, 2023
According to their market capitalization, Prologis Inc., American Tower Corp. and Realty Income Corp. are the three largest real estate investment trusts (REITs) traded on the New York Stock Exchange.
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3 Great Income Stocks to Buy and Hold Forever
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January 24, 2023
Income and growth can work together to make these stocks succeed in your portfolio.
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American Tower Plans Fourth Quarter and Full Year 2022 Earnings Release and Conference Call
January 23, 2023
From
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Via
Business Wire
6 Dividend Growth Stocks
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January 22, 2023
Interested in knowing about companies that are paying their shareholders even bigger dividends than before? Today I want to tell you about six dividend growth stocks that just increased their...
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Talk Markets
Benzinga's Top Ratings Upgrades, Downgrades For January 23, 2023
↗
January 23, 2023
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3 Dividend Stocks I'll Be Thankful to Own In 2023
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January 21, 2023
These stocks should continue to pay healthy dividends no matter where the economy is headed this year.
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American Tower Corporation Announces Tax Reporting Information for 2022 Distributions
January 19, 2023
From
American Tower Corporation
Via
Business Wire
2 Analysts Just Upgraded This Infrastructure REIT
↗
January 18, 2023
Analyst upgrades of a stock often create headlines, but should investors really care about analyst upgrades? The answer is, “Yes.”
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American Tower vs. Crown Castle: Which Mega-REIT Should You Buy?
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January 17, 2023
These two telecom REITs are similar in some ways, but there are some key differences to know.
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Delta Air Lines, American Tower, Rocket Lab USA, D.R. Horton And This Sector Are CNBC's 'Final Trades'
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January 16, 2023
On CNBC’s "Halftime Report Final Trades," Jim Lebenthal of Cerity Partners named Delta Air Lines, Inc. (NYSE: DAL) as his final trade as things are going
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Benzinga
Alpine Income Property REIT Hits New 12-Month Closing High
↗
January 13, 2023
Raymond James on Jan. 9 upgraded its opinion of Alpine Income Property Trust Inc (NYSE: PINE) to Outperform, which seems to have provided the spark for the real estate investment trust (REIT) to leap...
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Benzinga
Media Advisory: CoreSite and American Tower Data Center Solutions to Participate in PTC 2023
January 12, 2023
From
CoreSite, L.L.C.
Via
Business Wire
Here's Why Crown Castle Can Keep Raising Its Dividend
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January 11, 2023
The Sprint/T-Mobile merger remains a headwind for the REIT, but dividends should continue to increase.
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Here's Why American Tower Can Keep Increasing Its Dividend
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January 10, 2023
The cellphone tower REIT has a long growth runway ahead.
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The Motley Fool
3 Top Income Stocks to Buy for 2023
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January 05, 2023
Now is a great time to build your dividend portfolio.
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Top 3 Under-the-Radar REITs to Buy in 2023
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January 01, 2023
These lesser-known REITs offer big growth opportunities at favorable pricing.
Via
The Motley Fool
American Tower Corporation to Present at Citi’s 2023 Communications, Media & Entertainment Conference
December 29, 2022
From
American Tower Corporation
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For January 10, 2023
↗
January 10, 2023
Via
Benzinga
10 REITs for Passive Income in 2023
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December 29, 2022
These 10 REITs are all high-quality and trading at great valuations.
Via
The Motley Fool
These Five REITs Are Being Highlighted By Analysts As Investment Targets In 2023
↗
December 28, 2022
If you invested in a real estate investment trust (REIT) in 2022, you know it’s been a wild ride. While many REITs performed better than the S&P 500, many also experienced double-digit and, in some...
Via
Benzinga
Where to Invest $5,000 for the Next 5 Years
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December 26, 2022
Put your money into these megatrends.
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3 Explosive Stocks Poised for a Bull Run in 2023
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December 24, 2022
These stocks could soar in the new year, while also paying attractive dividend yields.
Via
The Motley Fool
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