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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Equity Residential
(NY:
EQR
)
61.85
-1.58 (-2.49%)
Official Closing Price
Updated: 7:00 PM EDT, Apr 21, 2026
Add to My Watchlist
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3 wealth-compounding stocks to beat the market this decade
February 28, 2024
Consider the following wealth-compounding stocks to invest in: Equity Residential, Hershey and Ulta Beauty. Learn more with MarketBeat.
Via
MarketBeat
Topics
Economy
Analyst Scoreboard: 4 Ratings For Equity Residential
↗
February 20, 2024
Via
Benzinga
Seeking Exposure to SpaceX's Growth? Here's How to Use This REIT Hack
↗
February 08, 2024
Via
Benzinga
Mortgage Rates Fall: But Could Fed Pushback On March Rate Cut Dent Homeowner Hopes?
↗
February 01, 2024
Mortgage rates are highly influenced by the Federal Reserve's decisions, and Powell made it clear that March won't bring enough confidence.
Via
Benzinga
Topics
Economy
The Analyst Landscape: 5 Takes On Equity Residential
↗
February 01, 2024
Via
Benzinga
Where Equity Residential Stands With Analysts
↗
January 10, 2024
Via
Benzinga
Expert Ratings for Equity Residential
↗
December 11, 2023
Via
Benzinga
Analyst Ratings for Equity Residential
↗
November 02, 2023
Via
Benzinga
Why Residential REIT Equity Residential Shares Are Up Today
↗
January 31, 2024
Equity Residential shares surge after Q4 results. Same-store revenue up 3.9%, FFO per share up 6.4%. Outlook for growth in FY24.
Via
Benzinga
Equity Residential Reports Fourth Quarter 2023 Results
January 30, 2024
From
Equity Residential
Via
Business Wire
Millennials Should Consider This Investment Strategy Amidst Homeownership Challenges
↗
January 30, 2024
Via
Benzinga
The truth behind Williams-Sonoma stock drop
January 30, 2024
You should read this if a 6.6% sell-off in Williams-Sonoma caught you by surprise this week, here's why traders are selling the news and others buying the rumor
Via
MarketBeat
Topics
ETFs
3 REITs With Yields Over 4.4% to Buy for Income in 2024
↗
January 24, 2024
Via
Benzinga
Equity Residential's Earnings Outlook
↗
October 30, 2023
Via
Benzinga
The Latest Analyst Ratings for Equity Residential
↗
September 26, 2023
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
The Rental Market Rebound: The 5 Largest Apartment REITs to Consider in 2024
↗
January 22, 2024
Via
Benzinga
Analysts Weigh In On Three REITs With Upcoming Earnings
↗
January 20, 2024
Via
Benzinga
Equity Residential Reports 2023 Dividend Income Tax Treatment
January 17, 2024
From
Equity Residential
Via
Business Wire
2 Apartment REITs With Yields Up to 4.3% to Buy in 2024
↗
January 16, 2024
Via
Benzinga
Equity Residential Announces Fourth Quarter 2023 Earnings Release Date
January 09, 2024
From
Equity Residential
Via
Business Wire
Equity Residential Declares Fourth Quarter Dividends
December 14, 2023
From
Equity Residential
Via
Business Wire
A Slew Of REIT Downgrades Start The Week On A Sour Note
↗
December 11, 2023
Via
Benzinga
Home sales hit a 13-year low... what now?
November 28, 2023
Here's the whole real estate strategy in a nutshell, you can copy Buffett's plan, or play a completely new one of your own. You can't help but make money
Via
MarketBeat
Topics
Economy
Equity Residential to Participate in Nareit Investor Conference
November 09, 2023
From
Equity Residential
Via
Business Wire
Equity Residential Reports Third Quarter 2023 Results
October 31, 2023
From
Equity Residential
Via
Business Wire
Equity Residential Issues 2023 ESG Report
October 24, 2023
From
Equity Residential
Via
Business Wire
Jobs Are Going To The Construction Industry, Momentum Play Time
October 10, 2023
A decent amount of jobs are going into the construction sector, here's a list of stocks you can use to play the entire value chain of increasing activity
Via
MarketBeat
Equity Residential Announces Third Quarter 2023 Earnings Release Date
October 03, 2023
From
Equity Residential
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For October 3, 2023
↗
October 03, 2023
Via
Benzinga
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