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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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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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EVENTS
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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
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Brookfield Asset Management
(NY:
BAM
)
43.18
-0.49 (-1.12%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 27, 2026
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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
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Bloom Energy is the new AI energy trade.
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Bloom Energy Seals a $5 Billion Partnership With Brookfield to Power AI Factories
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October 14, 2025
The companies are teaming up to build and power large data centers.
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Bloom Energy Stock Soars Following $5 Billion Brookfield Deal To Deploy Fuel Cells To Power AI Data Centers
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October 13, 2025
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P/E Ratio Insights for Brookfield Asset Mgmt
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October 01, 2025
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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...
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Bloom Energy, USA Rare Earth, Broadcom, Tesla And Other Big Stocks Moving Higher On Monday
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October 13, 2025
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October 13, 2025
Brookfield makes a big bet on Bloom -- but doesn't Bloom stock cost too much?
Via
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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
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Topics
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Brookfield to Acquire Remaining Interest in Oaktree
October 13, 2025
From
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Via
GlobeNewswire
Brookfield and Bloom Energy Announce $5 Billion Strategic AI Infrastructure Partnership
October 13, 2025
From
Bloom Energy
Via
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Meet the Newest Stock-Split Stock. It Has Returned More Than 27,000% Over the Past 30 Years and Could Triple Again By 2030.
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October 12, 2025
Brookfield Corporation has been a wealth-creating machine.
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Brookfield Asset Management to Host Third Quarter 2025 Results Conference Call
October 08, 2025
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GlobeNewswire
Brookfield Raises $20 billion for Record Transition Fund
October 07, 2025
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GlobeNewswire
Brookfield and Angel Oak Complete Strategic Partnership Transaction
October 02, 2025
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GlobeNewswire
Brookfield Holds $4B+ First Close for Fourth Global Infrastructure Debt Fund
October 01, 2025
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Brookfield Asset Management Ltd
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GlobeNewswire
2 Dividend Stocks to Double Up on Right Now
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These dividend stocks have generated monster returns in the past. Their future could look similar.
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September 22, 2025
Brookfield Asset Management shares are trouncing the broader market. Is too much good news priced in?
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September 18, 2025
These companies pay high-yielding dividends that should continue growing.
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Analyst Expectations For Brookfield Asset Mgmt's Future
↗
September 11, 2025
Via
Benzinga
Brookfield to Host Investor Day on September 10, 2025
September 09, 2025
From
Brookfield Corporation; Brookfield Asset Management Ltd
Via
GlobeNewswire
3 Top Dividend Stocks to Buy in September
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September 06, 2025
These companies pay higher-yielding dividends and have robust growth profiles.
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Brookfield Asset Management Announces Pricing of $750 Million Notes Due 2055
September 04, 2025
From
Brookfield Asset Management Ltd
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GlobeNewswire
5 Top Stocks to Buy in September
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August 31, 2025
Even with the S&P 500 hovering around an all-time high, there are still plenty of dividend stocks worth buying now.
Via
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Topics
Artificial Intelligence
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