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home
about us
Investment Approach
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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
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Quarterly Performance Reports
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MVS Program
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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
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Total Asset Fund (TAF)
TAF® Program
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Client Contact with Portfolio Manager(s)
Additional Information
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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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American Tower Corp A
(NY:
AMT
)
181.55
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Jan 15, 2026
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3 Retirement Stocks to Buy Now: Q3 Edition
↗
July 21, 2024
If you’re retiring, retired, or even thinking about retiring, it’s always a good idea to protect your portfolio with retirement stocks.
Via
InvestorPlace
Topics
Retirement
Prediction: This Will Be the Best-Performing Sector of the Second Half of 2024
↗
July 19, 2024
One sector has been a major market laggard recently, but it could be set to turn around.
Via
The Motley Fool
American Tower Corporation Releases 2023 Sustainability Executive Report
July 18, 2024
From
American Tower Corporation
Via
Business Wire
CoreSite Releases 2024 State of the Data Center Report Highlighting Acceleration of Hybrid IT Model Adoption to Support Today’s IT Workloads
July 16, 2024
From
CoreSite
Via
Business Wire
How Is The Market Feeling About American Tower?
↗
July 08, 2024
Via
Benzinga
Telecom Giant Verizon Eyes Tower Sell-Off To Monetize Asset
↗
July 16, 2024
Verizon may sell thousands of mobile phone towers for over $3 billion. Telecom firms often use tower assets to generate cash. Analysts optimistic about Verizon's prospects.
Via
Benzinga
3 Stocks for Patient Investors Looking to Build Generational Wealth
↗
July 14, 2024
Investing in generational wealth stocks means holding them for years, preferably decades, to allow them to deliver supercharged returns.
Via
InvestorPlace
Why I Sold These 7 Stocks: A Stock Portfolio Spring Cleaning
↗
July 13, 2024
I closed out five stock holdings and took profits on two more this week. Here's why I parted ways with these stocks.
Via
The Motley Fool
Distressed Investors See 'Exceptional Bargains' In Troubled US Commercial Real Estate Sector
↗
July 10, 2024
Distressed investors are targeting US commercial real estate deals as a result of plummeting office values due to the pandemic. Private equity firms have earmarked 64% of funds for this sector.
Via
Benzinga
$1000 Invested In American Tower 20 Years Ago Would Be Worth This Much Today
↗
July 10, 2024
Via
Benzinga
American Tower Options Trading: A Deep Dive into Market Sentiment
↗
June 04, 2024
Via
Benzinga
A Closer Look at 7 Analyst Recommendations For American Tower
↗
May 30, 2024
Via
Benzinga
3 REITs to Buy for Dividend Yield AND Growth
↗
July 05, 2024
These REITs to buy offer an alluring combo of safety, high yields, and dividend growth. They are perfect for income investors.
Via
InvestorPlace
Upgrade or Downgrade? Wall Street Just Changed Its Mind on These 3 Stocks.
↗
July 04, 2024
Wall Street loves a good growth story suggesting these stocks with changed analyst ratings might just be a good addition to your portfolio.
Via
InvestorPlace
Verizon, AT&T, And T-Mobile Set For Gains, Goldman Sachs Cites AI and Data Center Demand
↗
July 01, 2024
Goldman Sachs analyst James Schneider initiates coverage on US Telecom Services and infrastructure sector, constructive on wireless carriers and data centers.
Via
Benzinga
Topics
Artificial Intelligence
A Glimpse Into The Expert Outlook On American Tower Through 7 Analysts
↗
July 01, 2024
Via
Benzinga
American Tower Plans Second Quarter 2024 Earnings Release and Conference Call
June 27, 2024
From
American Tower Corporation
Via
Business Wire
7 Must-Buy REITs for Stability-Seeking Income Investors
↗
June 27, 2024
These REITs provide stable income that many investors find very attractive and make smart investments overall.
Via
InvestorPlace
$1000 Invested In American Tower 20 Years Ago Would Be Worth This Much Today
↗
June 24, 2024
Via
Benzinga
The 7 Best REITs to Buy in June 2024
↗
June 19, 2024
One of the simplest ways to protect your portfolio, and generate consistent income is with some of the best REITs to buy.
Via
InvestorPlace
7 Can’t-Miss Infrastructure Stocks No Matter Who Is President
↗
June 19, 2024
Although the political divide seems intractable at the moment, these infrastructure stocks to buy may rise on rare bipartisanship.
Via
InvestorPlace
7 REITs to Snap Up if the Fed Cuts Interest Rates
↗
June 12, 2024
While real estate investing is king, the headaches can be a royal pain. An easier solution is to consider REITs to buy.
Via
InvestorPlace
Topics
Economy
Wall Street Reacts To Hot Jobs Report: Stocks Swing As Traders Abandon July Rate Cut Hopes
↗
June 07, 2024
May labor market report: strong job gains and wage growth, reduces chances of rate cut. Interest-rate sensitive sectors underperform. Top risers: APD, URI, LLY, HUBB, ADP. Top losers: GEN, SHW, FCX,...
Via
Benzinga
These Tower REITs Yield Up To 6.1% And Have Long Track Records of Dividend Growth
↗
June 04, 2024
Via
Benzinga
If You Can Only Buy One REIT Stock in May, It Better Be One of These 3 Names
↗
May 31, 2024
REIT stocks are beneficial for investors looking for conservatism and consistent passive income. Here are three stocks to get started with.
Via
InvestorPlace
Here's How Much You Would Have Made Owning American Tower Stock In The Last 20 Years
↗
May 29, 2024
Via
Benzinga
CoreSite Strengthens Native Cloud Ecosystem at Chicago Data Center Campus with AWS Direct Connect
May 29, 2024
From
CoreSite
Via
Business Wire
American Tower Corporation Declares Quarterly Distribution
May 23, 2024
From
American Tower Corporation
Via
Business Wire
American Tower Corporation Prices Senior Notes Offering
May 22, 2024
From
American Tower Corporation
Via
Business Wire
CRN Recognizes Three CoreSite Leaders on the 2024 Women of the Channel List
May 21, 2024
From
CoreSite
Via
Business Wire
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