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home
about us
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Firm ADV PDFs
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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
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Sample Portfolio
Back Dated Performance Reports
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
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Implementation
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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
Sample Portfolio
Back Dated Performance Reports
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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
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Diversified Healthcare Trust - Common Shares of Beneficial Interest
(NQ:
DHC
)
5.320
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 7, 2026
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Why Diversified Healthcare Trust Stock Is Skyrocketing Today
↗
March 02, 2023
Investors applauded the healthcare REIT's fourth-quarter update.
Via
The Motley Fool
Diversified Healthcare Trust Announces Fourth Quarter 2022 Results
March 01, 2023
From
Diversified Healthcare Trust
Via
Business Wire
Earnings Scheduled For March 1, 2023
↗
March 01, 2023
Companies Reporting Before The Bell • Globalstar (AMEX:GSAT) is expected to report quarterly loss at $0.01 per share on revenue of $38.75 million.
Via
Benzinga
Diversified Healthcare Trust Fourth Quarter 2022 Conference Call Scheduled for Thursday, March 2nd
February 16, 2023
From
Diversified Healthcare Trust
Via
Business Wire
5 Value Stocks To Watch In The Real Estate Sector
↗
February 13, 2023
Via
Benzinga
Diversified Healthcare Trust Announces Amendment to Credit Agreement
February 15, 2023
From
Diversified Healthcare Trust
Via
Business Wire
7 Penny Stock REITs With the Highest Dividend Yields
↗
January 21, 2023
If high-risk, high potential reward is your investing style, you may want to check out these seven high-yielding penny stock REITs.
Via
InvestorPlace
Diversified Healthcare Trust Announces 2022 Dividend Allocation
January 18, 2023
From
Diversified Healthcare Trust
Via
Business Wire
Thursday Is Your Last Chance To Buy Diversified Healthcare Before The Dividend Payout
↗
January 17, 2023
Via
Benzinga
Diversified Healthcare Trust Announces Quarterly Dividend on Common Shares
January 12, 2023
From
Diversified Healthcare Trust
Via
Business Wire
Diversified Healthcare: Dividend Insights
↗
July 19, 2022
Thursday marks the last chance for investors to receive the next dividend payout from Diversified Healthcare (NASDAQ:DHC).
Via
Benzinga
Diversified Healthcare Trust REIT Slides To New 2022 Low
↗
December 16, 2022
It’s been a tough year for Diversified Healthcare Trust (NASDAQ: DHC), at least for its stock price.
Via
Benzinga
Stocks That Hit 52-Week Lows On Monday
↗
December 05, 2022
During Monday's session, 49 companies made new 52-week lows.
Via
Benzinga
Allegro Microsystems, CubeSmart To Join S&P MidCap 400; ALGM Stock Set To Break Out
↗
December 04, 2022
Allegro Microsystems and CubeSmart will join the S&P MidCap 400.
Via
Investor's Business Daily
US Stocks Turn Lower; Dow Falls Over 100 Points
↗
November 29, 2022
U.S. stocks turned lower midway through trading, with the Dow Jones dropping more than 100 points on Tuesday.
Via
Benzinga
Diversified Healthcare Trust Announces Third Quarter 2022 Results
November 02, 2022
From
Diversified Healthcare Trust
Via
Business Wire
Thursday Is Your Last Chance To Buy Diversified Healthcare Before The Dividend Payout
↗
October 18, 2022
Thursday marks the last chance for investors to receive the next dividend payout from Diversified Healthcare (NASDAQ:DHC).
Via
Benzinga
Diversified Healthcare Trust Announces Quarterly Dividend on Common Shares
October 13, 2022
From
Diversified Healthcare Trust
Via
Business Wire
Diversified Healthcare Trust Third Quarter 2022 Conference Call Scheduled for Thursday, November 3rd
October 05, 2022
From
Diversified Healthcare Trust
Via
Business Wire
Overview Of Value Stocks In The Real Estate Sector
↗
October 03, 2022
What is a Value Stock?
Via
Benzinga
7 Small-Cap Stocks to Buy Before September Ends
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September 14, 2022
These are the best small-cap stocks to buy in September as the market makes them more attractive than they've been in recent history.
Via
InvestorPlace
5 Value Stocks In The Real Estate Sector
↗
August 08, 2022
Via
Benzinga
Stocks That Hit 52-Week Lows On Thursday
↗
August 04, 2022
On Thursday, 49 companies reached new 52-week lows.
Via
Benzinga
Diversified Healthcare Trust Announces Second Quarter 2022 Results
August 03, 2022
From
Diversified Healthcare Trust
Via
Business Wire
Diversified Healthcare Trust Expands its Portfolio of Life Science Properties In the San Francisco Bay Area Market with $82 Million Acquisition
July 28, 2022
From
Diversified Healthcare Trust
Via
Business Wire
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