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Read FULL Seminar Here
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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
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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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3 Dividend Stocks to Sell Before They Get Disrupted by Technology
↗
April 16, 2023
Dividend stocks can be a value trap that needs to be avoided. As technology disrupts their industries, here's 3 dividend stocks to sell.
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2 High-Yield Dividend Stocks to Avoid Like the Plague
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Even with high yields and beaten-down prices, these aren't stocks to buy on the dip.
Via
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Overview Of Value Stocks In The Real Estate Sector
↗
April 10, 2023
Via
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BXP to Release First Quarter 2023 Financial Results on April 25, 2023
April 04, 2023
From
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7 Stocks to Kick Out of the S&P 500
↗
March 30, 2023
While not all bad companies, these S&P 500 stocks to sell don't deserve a spot in the index or your portfolio.
Via
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The Latest Analyst Ratings for Boston Props
↗
March 27, 2023
Via
Benzinga
Where Boston Props Stands With Analysts
↗
March 09, 2023
Via
Benzinga
What 6 Analyst Ratings Have To Say About Boston Properties
↗
February 03, 2023
Via
Benzinga
BXP Earns 2023 ENERGY STAR® Sustained Excellence Award
March 29, 2023
From
BXP
Via
Business Wire
US Home Prices Drop For 7th Consecutive Month; Real Estate Stocks Hit Lowest Levels Since October 2022
↗
March 28, 2023
The value of residential real estate in 20 major U.S. metropolitan cities, as measured by the S&P CoreLogic Case-Shiller Home Price Index, continues its downward trend and recorded an average decline...
Via
Benzinga
Billionaire Barry Sternlicht Is Betting Big on MFA Stock
↗
March 27, 2023
Analysts are predicting trouble for commercial real estate, but investor Barry Sternlicht believes he can capitalize on it with MFA stock.
Via
InvestorPlace
3 Winners And 3 Losers In Real Estate As Pressure Grows On Commercial Properties
↗
March 27, 2023
The real estate sector has returned to the spotlight in recent weeks as a result of a number of shocks, including a drop in the values of commercial real estate assets and a fall in interest rate...
Via
Benzinga
Preview: Boston Properties's Earnings
↗
January 30, 2023
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For March 23, 2023
↗
March 23, 2023
Via
Benzinga
Is Now A Good Time To Buy Boston Properties?
↗
March 22, 2023
Buying stocks low and selling high is what makes for successful investing, especially if dividends are added to the appreciation to create a substantial total return.
Via
Benzinga
BXP Declares Regular Quarterly Dividend
March 20, 2023
From
Boston Properties, Inc.
Via
Business Wire
Boston Properties Sells Off To New 52-week Low
↗
March 17, 2023
Sensing that certain properties owned by Boston Properties Inc. (NYSE: BXP) may be affected by the problems regional banks are experiencing, investors dumped enough of the real estate investment...
Via
Benzinga
Stocks That Hit 52-Week Lows On Tuesday
↗
March 14, 2023
Tuesday's morning session saw 84 companies set new 52-week lows.
Via
Benzinga
BXP Announces Executive Leadership Update
March 02, 2023
From
BXP
Via
Business Wire
BXP to Present at the 2023 Citi Global Property CEO Conference
February 28, 2023
From
BXP
Via
Business Wire
BXP to Present at the 2023 BofA Securities Financial Services Conference
February 13, 2023
From
BXP
Via
Business Wire
BXP Announces 4th Quarter and Full Year 2022 Results; Reports Q4 EPS of $0.78 and FFO Per Share of $1.86
January 31, 2023
From
BXP
Via
Business Wire
Earnings Scheduled For January 31, 2023
↗
January 31, 2023
Companies Reporting Before The Bell • Biophytis (NASDAQ:BPTS) is projected to report earnings for its first quarter.
Via
Benzinga
7 REITs That Will Be Big Winners in 2023
↗
January 25, 2023
REITs, in general, had an awful time in 2022, but these seven REITs could deliver outsized returns in 2023.
Via
InvestorPlace
Jim Cramer Says This Stock Up 23% In A Month Is 'A Great Speculative Buy'
↗
January 18, 2023
On CNBC’s "Mad Money Lightning Round," Jim Cramer said Biohaven Ltd (NYSE: BHVN) is a "great speculative buy."
Via
Benzinga
BXP Announces 2022 Tax Treatment of Its Distributions
January 17, 2023
From
Boston Properties, Inc.
Via
Business Wire
BXP Maintains Industry Leadership, Improves Ranking in Newsweek’s List of the Most Responsible Companies For 2023
January 17, 2023
From
BXP
Via
Business Wire
4 High-Yield REITs With Low Payout Ratios
↗
January 10, 2023
If there’s one thing income investors love, it’s a high-yielding dividend stock. But too often the high yield comes with risky metrics like declining revenue and earnings, which could force a company...
Via
Benzinga
BXP Announces Closing of $1.2 Billion Unsecured Term Loan Facility
January 09, 2023
From
BXP
Via
Business Wire
The Dogs of the Dow Worked Last Year, But This Strategy Could Make You More Money in 2023
↗
January 08, 2023
Meet the Dogs of the S&P.
Via
The Motley Fool
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