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home
about us
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Team Biographies
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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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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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
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Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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FIP
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
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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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7 Best Stocks to Buy to Protect Your Portfolio From the Possibility of 5+ Rate Hikes
↗
February 14, 2022
The Federal Reserve is looking to raise interest rates aggressively going forward. These stocks are positioned to profit from rate hikes.
Via
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CoreSite Doubles Down on Digitizing and Innovating Customer Experience
February 01, 2022
From
CoreSite
Via
Business Wire
American Tower Plans Fourth Quarter and Full Year 2021 Earnings Release and Conference Call
January 27, 2022
From
American Tower Corporation
Via
Business Wire
Analyst Ratings For American Tower
↗
January 26, 2022
Analysts have provided the following ratings for American Tower (NYSE:AMT) within the last quarter:
Via
Benzinga
7 Dividend Stocks to Profit off the Hot Real Estate Market
↗
January 24, 2022
In the current sector rotation a lot of money has been moving into dividend stocks. Here are some that are still worth your money.
Via
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Top Picks For 2022: American Tower Corporation
↗
January 22, 2022
In uncertain markets, it pays off to look for stable companies with the potential for growth. And if the Federal Reserve makes good on its promise to raise interest rates three times in 2022, American...
Via
Talk Markets
American Tower Corporation Announces Tax Reporting Information for 2021 Distributions
January 20, 2022
From
American Tower Corporation
Via
Business Wire
CoreSite Realty Corporation Announces Tax Reporting Information for 2021 Distributions
January 20, 2022
From
CoreSite Realty Corporation
Via
Business Wire
7 Bull Market Stocks to Buy for a Continued Run Higher in 2022
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January 20, 2022
Despite surging inflation and the anticipated increase in interest rates, these bull market stocks deserve your attention.
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CoreSite Partners with Zenlayer to Empower Enterprises to Reach Global Markets on CoreSite’s Open Cloud Exchange®
January 20, 2022
From
CoreSite
Via
Business Wire
Ominous Death Cross Forms On American Tower's Chart
↗
January 19, 2022
If history is any guide, there may be trouble ahead for shares of American Tower (NYSE:AMT). A so-called "death cross" has formed on its chart and, not surprisingly, this could...
Via
Benzinga
$1000 Invested In This Stock 15 Years Ago, Would Be Worth This Much
↗
January 07, 2022
American Tower (NYSE:AMT) has outperformed the market over the past 15 years by 5.32% on an annualized basis. Buying $1,000 In AMT: 15 years ago, an investor could have purchased...
Via
Benzinga
CoreSite Announces New Senior Leadership Team
January 06, 2022
From
CoreSite
Via
Business Wire
What 6 Analyst Ratings Have To Say About American Tower
↗
January 05, 2022
Within the last quarter, American Tower (NYSE:AMT) has observed the following ...
Via
Benzinga
American Tower Corporation to Present at Citi’s AppsEconomy Conference
January 03, 2022
From
American Tower Corporation
Via
Business Wire
These Stocks Tend To Raise Their Dividends Quarterly
↗
December 31, 2021
High growth, high performance and still well valued? We take a look at six stocks.
Via
Talk Markets
Benzinga's Top Ratings Upgrades, Downgrades For January 5, 2022
↗
January 05, 2022
Upgrades According to TD Securities, the prior rating for Canada Goose Holdings Inc (NYSE:
Via
Benzinga
5 REITs Poised to Continue Their Winning Streaks in 2022
↗
December 30, 2021
Here are five REITs that are poised to continue their winning streaks in 2022.
Via
Talk Markets
American Tower Completes Acquisition of CoreSite Realty Corporation
December 28, 2021
From
American Tower Corporation
Via
Business Wire
American Tower Announces Expiration of Tender Offer Period for Outstanding Shares of CoreSite Realty Corporation
December 28, 2021
From
American Tower Corporation
Via
Business Wire
3 New ETFs Worth a Spot on Your 2022 Buy List
↗
December 28, 2021
New ETFs are small funds without considerable track records. But but these three exchange-traded funds deserve a further look for 2022.
Via
InvestorPlace
American Tower Corporation Announces Election of Teresa H. Clarke to Board of Directors and Declares Quarterly Distribution
December 16, 2021
From
American Tower Corporation
Via
Business Wire
Pivot In Velocity Of Money & The Fed For Your Investments
↗
December 05, 2021
This week I discuss velocity of money and how it impacts everything. COVID-19 accelerated the velocity of money to about as low as it can go.
Via
Talk Markets
Topics
Economy
2 High-Powered Dividend Growth Stocks to Buy for 2022 and Beyond
↗
December 05, 2021
These companies should deliver above-average dividend growth in the coming years.
Via
The Motley Fool
American Tower to Present at the UBS Global TMT Conference
December 02, 2021
From
American Tower Corporation
Via
Business Wire
American Tower Commences Cash Tender Offer for All Outstanding Shares of CoreSite
November 29, 2021
From
American Tower Corporation
Via
Business Wire
If You Invested $100 Over The Past 20 Years In This Stock, Here's How Much You Would Have Today
↗
November 24, 2021
American Tower (NYSE:AMT) has outperformed the market over the past 20 years by 11.69% on an annualized basis. Buying $100.00 In AMT: 20 years ago, an investor could have...
Via
Benzinga
In a Sea of Mergers, Equinix Offers Standalone Strength?
↗
November 22, 2021
Data center REITS like Equinix have been getting swallowed by private equity like bon bons, for good reason. EQIX Stock is up thanks to Equinix benefitting from being a private equity that does not...
Via
InvestorPlace
End of an Era: The Decade's Best REIT Is Disappearing
↗
November 20, 2021
The data center REIT delivered remarkable returns for investors.
Via
The Motley Fool
Where American Tower Stands With Analysts
↗
November 19, 2021
American Tower (NYSE:AMT) has observed the following analyst ratings within th...
Via
Benzinga
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