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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
Services, Fees and Compensation
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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
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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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Event Schedule
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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Essex Property Trust, Inc. Common Stock
(NY:
ESS
)
250.03
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Apr 9, 2026
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Looking for a Reliable Investment? These 3 REITs Are Less Volatile Than the S&P 500.
↗
March 31, 2024
Many REITs produce higher returns with less volatility than the S&P 500.
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7 Dividend Aristocrats That Can Safeguard Your Income Through Any Crisis
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March 26, 2024
With the smart money choosing to diversify its exposure to the market, now’s a good time to consider dividend aristocrat stocks.
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Essex Property Trust Acquires Joint Venture Partner’s Interest in Four Communities Comprising 1,480 Apartment Homes
March 25, 2024
From
Essex Property Trust, Inc.
Via
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A Closer Look at 11 Analyst Recommendations For Essex Property Trust
↗
March 18, 2024
Via
Benzinga
Deep Dive Into Essex Property Trust Stock: Analyst Perspectives (9 Ratings)
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February 26, 2024
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Looking Into Essex Property Trust's Recent Short Interest
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February 23, 2024
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3 Top REITs For Safe Income
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February 15, 2024
REITs widely offer high dividend yields. These 3 REITs have strong yields but more importantly, safe dividends.
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Analyst Scoreboard: 7 Ratings For Essex Property Trust
↗
February 08, 2024
Via
Benzinga
Four REITs That Just Raised Dividends
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March 08, 2024
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Essex Property Trust Prices $350 Million of Senior Notes
March 07, 2024
From
Essex Property Trust, Inc.
Via
Business Wire
Essex Property Trust to Present at The 2024 Citigroup Global Property CEO Conference
March 01, 2024
From
Essex Property Trust, Inc.
Via
Business Wire
Transforming Abandoned Office Buildings Into New Apartments
↗
March 01, 2024
Apartment software and data provider Yardi Matrix expects former offices to be converted into more than 55,000 apartments this year. That’s more than four times higher than figures from just three...
Via
Talk Markets
Recap: Essex Property Trust Q4 Earnings
↗
February 06, 2024
Via
Benzinga
Earnings Scheduled For February 6, 2024
↗
February 06, 2024
Companies Reporting Before The Bell • BP (NYSE:BP) is projected to report quarterly earnings at $1.05 per share on revenue of $53.50 billion.
Via
Benzinga
Key Takeaways From Essex Property Trust Analyst Ratings
↗
January 02, 2024
Via
Benzinga
The Elon Musk Effect: How His Tech Dominance Is Reshaping These REITs
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February 29, 2024
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Morgan Stanley Raises Price Targets On A Half Dozen REITs
↗
February 28, 2024
Via
Benzinga
ICU Medical To Rally Around 28%? Here Are 10 Top Analyst Forecasts For Wednesday
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February 28, 2024
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.
Via
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Forget Annaly Capital; These Unstoppable Stocks Are Better Buys
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February 25, 2024
Annaly has a huge yield, but a terrible dividend history. This trio of REITs has dividends you can count on.
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Essex Announces its 30th Consecutive Annual Dividend Increase
February 22, 2024
From
Essex Property Trust, Inc.
Via
Business Wire
Barclays Maintains Underweight Rating for Essex Property Trust: Here's What You Need To Know
↗
February 20, 2024
Via
Benzinga
Essex Announces Fourth Quarter and Full-Year 2023 Results and 2024 Guidance
February 06, 2024
From
Essex Property Trust, Inc.
Via
Business Wire
Millennials Should Consider This Investment Strategy Amidst Homeownership Challenges
↗
January 30, 2024
Via
Benzinga
The Rental Market Rebound: The 5 Largest Apartment REITs to Consider in 2024
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January 22, 2024
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Essex Reports Characteristics of 2023 Dividends
January 19, 2024
From
Essex Property Trust, Inc.
Via
Business Wire
The 4 Best-Performing Residential REITs Over The Past Year
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January 17, 2024
Via
Benzinga
Essex Announces Release and Conference Call Dates for Its Fourth Quarter 2023 Earnings
January 05, 2024
From
Essex Property Trust, Inc.
Via
Business Wire
29 Undervalued Dividend Aristocrats: December 2023
↗
December 25, 2023
The S&P 500 Dividend Aristocrats Index contains 67 dividend growth stocks called the Dividend Aristocrats.
Via
Talk Markets
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Stocks
10 Quality Retirement Stocks Now
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December 21, 2023
Retirees have had a challenge producing satisfactory income over the past decade, due to historically low interest rates which have brought down yields across fixed income and the stock market.
Via
Talk Markets
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Santa Rally Boosts Real Estate Stocks: 5 ETF Picks To Ride The Fed Rate Cut Wave
↗
December 14, 2023
Federal Reserve Chair Jerome Powell signals possible rate cuts in 2024, sending real estate stocks soaring to outperform all other sectors in the S&P 500.
Via
Benzinga
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