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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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
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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
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Cushman & Wakefield Ltd. Common Shares
(NY:
CWK
)
12.83
+0.47 (+3.80%)
Streaming Delayed Price
Updated: 12:17 PM EST, Feb 13, 2026
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Cushman & Wakefield Announces Proposed Public Offering of Ordinary Shares by Selling Shareholders
May 20, 2024
From
Cushman & Wakefield
Via
Business Wire
5 Real Estate Stocks To Diversify With In May As Realty Market Picks Up Pace
↗
May 10, 2024
It's been a mixed year for the real estate sector, but that doesn't mean it isn't a solid investment.
Via
Talk Markets
CWK Stock Earnings: Cushman & Wakefield Beats Revenue for Q1 2024
↗
April 29, 2024
CWK stock results show that Cushman & Wakefield beat on revenue for the first quarter of 2024.
Via
InvestorPlace
Cushman & Wakefield Reports Financial Results for the First Quarter 2024
April 29, 2024
From
Cushman & Wakefield
Via
Business Wire
Recap: Cushman & Wakefield Q4 Earnings
↗
February 20, 2024
Via
Benzinga
Earnings Preview For Cushman & Wakefield
↗
February 19, 2024
Via
Benzinga
Cushman & Wakefield Appointed by Standard Chartered Bank to Deliver Property Services across Asia and Global Asset and Transaction Management
April 18, 2024
From
Cushman & Wakefield
Via
Business Wire
Cushman & Wakefield Honored as a 2024 VETS Indexes 5 Star Employer
April 15, 2024
From
Cushman & Wakefield
Via
Business Wire
Cushman & Wakefield to Release First Quarter 2024 Earnings on April 29
April 10, 2024
From
Cushman & Wakefield
Via
Business Wire
Cushman & Wakefield Successfully Completes Term Loan Repricing; Prepays $50 million of Total Debt Outstanding
April 09, 2024
From
Cushman & Wakefield
Via
Business Wire
Cushman & Wakefield Appoints Luke Herbert as Global Treasurer
April 08, 2024
From
Cushman & Wakefield
Via
Business Wire
Cushman & Wakefield Selected by MIT for Generative AI and the Work of the Future Study
April 05, 2024
From
Cushman & Wakefield
Via
Business Wire
Cushman & Wakefield Appoints Jessica Francisco as Its First Chief Sustainability Officer
April 04, 2024
From
Cushman & Wakefield
Via
Business Wire
Nuveen Real Estate Awards Cushman & Wakefield New 1.4 MSF Property Management Assignment at One Boston Place and 501 Boylston Street
April 02, 2024
From
Cushman & Wakefield
Via
Business Wire
Cushman & Wakefield Recognized by Fitwel for 2024 “Best in Building Health” Awards
April 01, 2024
From
Cushman & Wakefield
Via
Business Wire
Cushman & Wakefield Recognized by Newsweek as One of America’s Greatest Workplaces for Women
March 28, 2024
From
Cushman & Wakefield
Via
Business Wire
Cushman & Wakefield Named Energy Star® Partner of the Year for 12th Consecutive Year
March 26, 2024
From
Cushman & Wakefield
Via
Business Wire
Cushman & Wakefield Named to IAOP® Global Outsourcing 100® List for 13th Consecutive Year
March 20, 2024
From
Cushman & Wakefield
Via
Business Wire
C&W Services Welcomes Michael Gill as Senior Director, Client Services, New England
March 19, 2024
From
Cushman & Wakefield
Via
Business Wire
Cushman & Wakefield Appoints Jennifer McPeek and Raj Vennam to Board of Directors
March 18, 2024
From
Cushman & Wakefield
Via
Business Wire
3 Cryptocurrencies Surging on Meme Coin Mania
↗
March 12, 2024
Meme coins like Shiba Inu and Pepe are red hot, but investors are better off buying cryptocurrencies with deeper potential and uses.
Via
InvestorPlace
Cushman & Wakefield Again Named a Top Real Estate Brand
February 27, 2024
From
Cushman & Wakefield
Via
Business Wire
Cushman & Wakefield Reports Financial Results for the Fourth Quarter and Full Year 2023
February 20, 2024
From
Cushman & Wakefield
Via
Business Wire
Cushman & Wakefield Recognized as One of Forbes America’s Best Large Employers
February 16, 2024
From
Cushman & Wakefield
Via
Business Wire
Commercial Real Estate Doom? Industry Giant Breaks Out After Guiding For A Turn
↗
February 15, 2024
CBRE stock broke out Thursday as the commercial real estate giant pursues less cyclical, more recurring growth via outsourced business lines.
Via
Investor's Business Daily
Reliance Steel & Aluminum Posts Upbeat Earnings, Joins JFrog, AppLovin, Shake Shack And Other Big Stocks Moving Higher On Thursday
↗
February 15, 2024
U.S. stocks were mostly higher, with the Dow Jones index gaining more than 150 points on Wednesday.
Via
Benzinga
Topics
Stocks
Earnings Scheduled For February 20, 2024
↗
February 20, 2024
Companies Reporting Before The Bell • Barclays (NYSE:BCS) is likely to report quarterly earnings at $0.36 per share on revenue of $7.38 billion.
Via
Benzinga
The Bright Side of Office: Opportunities in the Urban Core
January 31, 2024
From
Cushman & Wakefield
Via
Business Wire
Cushman & Wakefield Elevates Sustainability Solutions with Measurabl
January 26, 2024
From
Cushman & Wakefield
Via
Business Wire
Cushman & Wakefield Appoints Aubrey Waddell Chief Executive of Global Occupier Services
January 25, 2024
From
Cushman & Wakefield
Via
Business Wire
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