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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Client Information
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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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
Bond Fund Seminar
RSVP-Signup Form
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Cushman & Wakefield Ltd. Common Shares
(NY:
CWK
)
16.44
-0.19 (-1.14%)
Official Closing Price
Updated: 7:00 PM EST, Jan 30, 2026
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All News about Cushman & Wakefield Ltd. Common Shares
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3 Small-Cap Stocks Skating on Thin Ice
March 04, 2025
Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside...
Via
StockStory
Cushman & Wakefield (NYSE:CWK) Reports Sales Below Analyst Estimates In Q4 Earnings, Stock Drops
February 20, 2025
Real estate services firm Cushman & Wakefield (NYSE:CWK) missed Wall Street’s revenue expectations in Q4 CY2024 as sales rose 3% year on year to $2.63 billion. Its non-GAAP profit of $0.48 per share...
Via
StockStory
Cushman & Wakefield Reports Financial Results for the Fourth Quarter and Full Year 2024
February 20, 2025
From
Cushman & Wakefield
Via
Business Wire
Earnings Scheduled For February 20, 2025
↗
February 20, 2025
Via
Benzinga
Cushman & Wakefield Earnings: What To Look For From CWK
February 19, 2025
Real estate services firm Cushman & Wakefield (NYSE:CWK) will be announcing earnings results tomorrow before the bell. Here’s what to look for.
Via
StockStory
Looking Into Cushman & Wakefield's Recent Short Interest
↗
February 10, 2025
Via
Benzinga
Peering Into Cushman & Wakefield's Recent Short Interest
↗
January 21, 2025
Via
Benzinga
Todd Savage Joins Cushman & Wakefield as Executive Managing Director of Office Investment Sales in Dallas
February 14, 2025
From
Cushman & Wakefield
Via
Business Wire
Cushman & Wakefield Hires Robert Thornburgh as Regional President, Southwest Region
February 12, 2025
From
Cushman & Wakefield
Via
Business Wire
Winners And Losers Of Q3: Newmark (NASDAQ:NMRK) Vs The Rest Of The Real Estate Services Stocks
February 07, 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 Newmark (NASDAQ:NMRK) and its peers.
Via
StockStory
Cushman & Wakefield Expands Leadership Team With the Appointment of Tom McDonnell as Executive Regional Director for the Northwest Region
February 05, 2025
From
Cushman & Wakefield
Via
Business Wire
Kenneth Krasnow Joins Cushman & Wakefield as Vice Chair, Public Institutions in Florida
January 29, 2025
From
Cushman & Wakefield
Via
Business Wire
Cushman & Wakefield to Release Fourth Quarter and Full Year 2024 Earnings on February 20
January 27, 2025
From
Cushman & Wakefield
Via
Business Wire
Cushman & Wakefield Successfully Completes Term Loan Repricing
January 23, 2025
From
Cushman & Wakefield
Via
Business Wire
Cushman & Wakefield Expands Capital Markets and EDSF Services with Addition of David Lancaster
January 21, 2025
From
Cushman & Wakefield
Via
Business Wire
Cushman & Wakefield Earns Top Score on Human Rights Campaign Foundation’s Assessment of LGBTQ+ Workplace Equality
January 17, 2025
From
Cushman & Wakefield
Via
Business Wire
Cushman & Wakefield Adds Premier Team Led by Keith Manson to Lead Northern California Multifamily Capital Markets Practice
January 15, 2025
From
Cushman & Wakefield
Via
Business Wire
Financial Crime Weekly: DOJ Sues 6 Of The Nation's Largest Landlords, Man Pleads Guilty To $9.4 Million Crypto Scheme
↗
January 12, 2025
The DOJ sues six of the nation's largest landlords for participating in algorithmic pricing schemes that harmed renters and a man pleads guilty to $9.4 million crypto scheme.
Via
Benzinga
Topics
Lawsuit
Cushman & Wakefield: U.S. Industrial Quarterly Net Absorption Up 10.5% While Vacancy Inches Higher by 20 bps
January 10, 2025
From
Cushman & Wakefield
Via
Business Wire
Cushman & Wakefield Adds Broker Trio to Atlanta Office Agency Leasing Team
January 09, 2025
From
Cushman & Wakefield
Via
Business Wire
This L3Harris Technologies Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Thursday
↗
January 02, 2025
Via
Benzinga
Commercial Real Estate Recovery: Goldman Sachs Names 3 Top Stocks For 2025
↗
December 06, 2024
Goldman Sachs bullish on CRE services stocks: CBRE, NMRK, JLL top picks for 2025. Recovery in 2024 was driven by stabilizing property values and financing conditions.
Via
Benzinga
Real Estate Services Stocks Q3 In Review: Cushman & Wakefield (NYSE:CWK) Vs Peers
November 28, 2024
As the Q3 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the real estate services industry, including Cushman & Wakefield (NYSE:CWK) and its...
Via
StockStory
Spotting Winners: Marcus & Millichap (NYSE:MMI) And Real Estate Services Stocks In Q3
November 26, 2024
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how real estate services stocks fared in Q3, starting with Marcus...
Via
StockStory
Q3 Earnings Outperformers: Zillow (NASDAQ:ZG) And The Rest Of The Real Estate Services Stocks
November 18, 2024
Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at Zillow (NASDAQ:ZG) and its peers.
Via
StockStory
Cushman & Wakefield Named a 2025 Military Friendly® Top Five Employer
November 11, 2024
From
Cushman & Wakefield
Via
Business Wire
Emerson Electric Posts Better-Than-Expected Results, Joins Palantir Technologies, DXP Enterprises, Cummins, Apollo Global Management And Other Big Stocks Moving Higher On Tuesday
↗
November 05, 2024
Via
Benzinga
Cushman & Wakefield (NYSE:CWK) Misses Q3 Sales Targets
November 04, 2024
Real estate services firm Cushman & Wakefield (NYSE:CWK) fell short of the market’s revenue expectations in Q3 CY2024 as sales rose 2.5% year on year to $2.34 billion. Its non-GAAP profit of $0.23 per...
Via
StockStory
Cushman & Wakefield Reports Financial Results for the Third Quarter 2024
November 04, 2024
From
Cushman & Wakefield
Via
Business Wire
Cushman & Wakefield (CWK) Reports Earnings Tomorrow: What To Expect
November 03, 2024
Real estate services firm Cushman & Wakefield (NYSE:CWK) will be reporting results tomorrow after the bell. Here’s what to expect.
Via
StockStory
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