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home
about us
Investment Approach
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Value Proposition
Team Biographies
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
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Boston Properties
(NY:
BXP
)
68.10
UNCHANGED
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Updated: 7:00 PM EST, Jan 6, 2026
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BXP to Present at the 2024 BofA Securities Financial Services Conference
February 13, 2024
From
BXP
Via
Business Wire
Office Buildings Selling for 50% Less Than 2018 Prices: Use This Hack to Take Advantage of It
↗
February 06, 2024
Via
Benzinga
Markets Believe The Fed Got It Wrong: Rate Cut Reluctance Rattles Investors
↗
February 01, 2024
Stocks drop after Fed's announcement: no rate cut in March. Tech, consumer goods, small caps hit hardest. Expectations for rate cut in early 2024.
Via
Benzinga
Topics
Economy
BXP Announces Fourth Quarter and Full Year 2023 Results
January 30, 2024
From
BXP
Via
Business Wire
Analyst Scoreboard: 4 Ratings For Boston Props
↗
January 16, 2024
Via
Benzinga
Assessing Boston Props: Insights From 5 Financial Analysts
↗
December 20, 2023
Via
Benzinga
(BXP) - Analyzing Boston Props's Short Interest
↗
December 06, 2023
Via
Benzinga
Nurturing Growth: Boston Props Supports Investors with Growing Earnings
↗
January 30, 2024
Today, January 30, 2024, Boston Props (NYSE:BXP) will distribute a dividend payout of $0.98 per share, highlighting an annualized dividend yield of 5.49%. Shareholders who owned the stock before the...
Via
Benzinga
Earnings Scheduled For January 30, 2024
↗
January 30, 2024
Companies Reporting Before The Bell • CommVault Systems (NASDAQ:CVLT) is estimated to report quarterly earnings at $0.73 per share on revenue of $208.06 million.
Via
Benzinga
Expert Ratings for Boston Props
↗
October 18, 2023
Via
Benzinga
3 REITs With Upcoming Earnings That May Provide A More Realistic View Of The U.S. Economy
↗
January 29, 2024
Via
Benzinga
Snap Inc. Commits to Santa Monica With Long-Term Lease Extension at BXP’s Santa Monica Business Park
January 23, 2024
From
BXP
Via
Business Wire
Analysts Weigh In On Three REITs With Upcoming Earnings
↗
January 20, 2024
Via
Benzinga
Fed Beige Book Reveals Holiday Cheer For US Economy: Tourism Spending Runs Hot, But Real Estate Worries Surface
↗
January 17, 2024
Fed Beige Book shows consumer resilience, higher leisure travel patterns and, at the same time, a fall in manufacturing activity.
Via
Benzinga
Topics
Economy
US Stocks Sink, Tech And Real Estate Hit Hard Amid Rate Concerns, Dollar Surge: What's Driving Markets Wednesday?
↗
January 17, 2024
Another day of losses shook up Wednesday’s stock trading session on Wall Street. All major U.S. stock indices in the red, as investors expressed concerns that the Federal Reserve is not in a rush to...
Via
Benzinga
Topics
Economy
BXP Announces 2023 Tax Treatment of Its Distributions
January 16, 2024
From
Boston Properties, Inc.
Via
Business Wire
Empty Spaces: US Office Vacancies Rise To Highest Levels in Four Decades
↗
January 08, 2024
Texas cities Houston, Dallas and Austin among worst hit for office space vacancies.
Via
Benzinga
BXP to Release Fourth Quarter & Full Year 2023 Financial Results on January 30, 2024
January 08, 2024
From
BXP
Via
Business Wire
How Interest Rates Could Impact REITs In 2024 — Cohen & Steers' Rich Hill Weighs In
↗
December 27, 2023
The REIT sector is set to experience a significant surge in 2024 driven by declining interest rates, improving credit markets and evolving Office REIT dynamics.
Via
Benzinga
BXP Declares Regular Quarterly Dividend
December 18, 2023
From
Boston Properties, Inc.
Via
Business Wire
Fed Talks Three Cuts, REITs Go Ballistic — What To Do Now?
↗
December 15, 2023
Via
Benzinga
Topics
Economy
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
Topics
ETFs
Economy
Stocks
Check Out 3 Real Estate Stocks With Over 6% Dividend Yields From Wall Street's Most Accurate Analysts
↗
December 01, 2023
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high...
Via
Benzinga
Should You Buy the 5 Highest-Paying Dividend Stocks in the S&P 500?
↗
November 28, 2023
Some of these high-yielding stocks look appealing, but others don't.
Via
The Motley Fool
Topics
Stocks
Cramer Says No To This EV Maker, But Recommends This Major Automaker Stock: It 'Goes Up And Up'
↗
November 21, 2023
On CNBC’s "Mad Money Lightning Round," Jim Cramer said no to Lucid Group, Inc.
Via
Benzinga
Are Office REITs Good Investments Today?
↗
November 17, 2023
Exploring whether there are any good investment opportunities in this sector.
Via
Talk Markets
REIT Firm Boston Properties Divests 45% Stake In Two Massachusetts Properties For $1.66B
↗
November 14, 2023
Boston Properties Inc (NYSE: BXP) inked a deal with Norges Bank Investment Management to divest its 45% stake in two life sciences development properties at Kendall Square, Cambridge (Massachusetts)...
Via
Benzinga
BXP Agrees to Sell a 45% Interest in Kendall Square Life Sciences Properties
November 14, 2023
From
BXP
Via
Business Wire
BXP Announces Third Quarter 2023 Results
November 01, 2023
From
BXP
Via
Business Wire
Lending Squeeze: Red Flag For Commercial Real Estate?
↗
October 31, 2023
According to data from MSCI Real Assets, the third quarter saw a significant decline in U.S. commercial property purchases, with only $89.2 billion transacted.
Via
Benzinga
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