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home
about us
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Firm ADV PDFs
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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
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Quarterly Performance Reports
Market Value Securities (MVS)
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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
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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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Total Asset Market (TAM sm) Presentation
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Event Schedule
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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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RSVP-Signup Form
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Marcus & Millichap, Inc. Common Stock
(NY:
MMI
)
27.73
+0.74 (+2.74%)
Official Closing Price
Updated: 7:00 PM EST, Jan 5, 2026
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March 06, 2025
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Marcus & Millichap, Inc. Reports Results for Fourth Quarter and Full Year 2024
February 14, 2025
From
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Via
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Marcus & Millichap (NYSE:MMI) Delivers Impressive Q4
February 14, 2025
Real estate brokerage and services firm Marcus & Millichap (NYSE:MMI) reported Q4 CY2024 results beating Wall Street’s revenue expectations, with sales up 44.4% year on year to $240.1 million. Its GAAP...
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Earnings Scheduled For February 14, 2025
↗
February 14, 2025
Via
Benzinga
What To Expect From Marcus & Millichap’s (MMI) Q4 Earnings
February 13, 2025
Real estate brokerage and services firm Marcus & Millichap (NYSE:MMI) will be announcing earnings results tomorrow before market hours. Here’s what to expect.
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Institutional Property Advisors Advises Rockpoint and The Related Group in $131 Million Multifamily Asset Sale in North Phoenix
February 11, 2025
From
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Via
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Marcus & Millichap Declares Regular Semi-Annual Dividend of $0.25 Per Share
February 07, 2025
From
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Via
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Q3 Earnings Outperformers: Compass (NYSE:COMP) And The Rest Of The Real Estate Services Stocks
February 07, 2025
Looking back on real estate services stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Compass (NYSE:COMP) and its peers.
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$107 Million Construction Financing Arranged by Marcus & Millichap Capital Corporation for Los Angeles Area Mixed-Use Property
February 06, 2025
From
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Via
Business Wire
The Real Brokerage (NASDAQ:REAX) Q3 Earnings: Leading The Real Estate Services Pack
February 06, 2025
As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the real estate services industry, including The Real Brokerage (NASDAQ:REAX) and its peers.
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Marcus & Millichap’s IPA Capital Markets Facilitates $165.9 Million Multifamily Financing in Northern Virginia
February 04, 2025
From
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Via
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