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home
about us
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Team Biographies
Firm ADV PDFs
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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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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
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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
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Client's Responsibilities
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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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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Brookfield Asset Management
(NY:
BAM
)
52.02
-0.48 (-0.91%)
Streaming Delayed Price
Updated: 12:13 PM EST, Jan 14, 2026
Add to My Watchlist
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Brookfield Asset Management Ltd. Sets Fourth Quarter 2023 Results Conference Call
January 18, 2024
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Equinox Introduces the Luxe 8700x Payment Terminal
January 15, 2024
From
Equinox Payments
Via
Business Wire
Brookfield Asset Management Announces Renewal of Normal Course Issuer Bid
January 09, 2024
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
The Latest Analyst Ratings for Brookfield Asset Mgmt
↗
November 30, 2023
Via
Benzinga
Earnings Scheduled For November 6, 2023
↗
November 06, 2023
Companies Reporting Before The Bell • Kosmos Energy (NYSE:KOS) is expected to report quarterly earnings at $0.16 per share on revenue of $366.82 million.
Via
Benzinga
Expert Ratings for Brookfield Asset Mgmt
↗
October 11, 2023
Via
Benzinga
This $2.5 Billion Acquisition Will Enhance These High-Yielding Dividend Stocks
↗
January 09, 2024
American Tower and Brookfield seal a win-win deal.
Via
The Motley Fool
While I Won't Touch Plug Power Stock, Here's an Emerging Hydrogen Stock I'd Buy Hand Over Fist
↗
January 06, 2024
Plug Power is too risky for me.
Via
The Motley Fool
REIT Firm American Tower Cashes In On $2.5B Indian Assets Sale, Aiming For Debt Reduction
↗
January 05, 2024
American Tower Corp (NYSE: AMT) inked a deal with Data Infrastructure Trust (DIT) to sell all equity interests in India's operations for
Via
Benzinga
$5,000 Invested in These 3 Dividend Stocks Could Make You Rich
↗
January 04, 2024
Do you have a few thousand dollars to invest? Here are three long-term ideas to take a closer look at.
Via
The Motley Fool
Brookfield Renewable 2024: High-Yield Boom or Bust Coming?
↗
December 24, 2023
One of its peers is struggling mightily. Will Brookfield Renewable follow suit or set its own course?
Via
The Motley Fool
If You Like Dividends, You Should Love These 3 Stocks
↗
December 23, 2023
These companies offer above-average dividend yields that should rise in the future.
Via
The Motley Fool
Canada Growth Fund Announces Strategic Investment in Entropy Inc. and Carbon Credit Offtake Commitment
December 21, 2023
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield and Everise Announce the Successful Closure of Investment by Warburg Pincus, for the Next Phase of Growth
December 21, 2023
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
3 Top Energy Stocks to Buy in December
↗
December 06, 2023
Here are three options that you'll want to look at today across the broadly diversified energy sector.
Via
The Motley Fool
Brookfield Acknowledges Result of the Origin Energy Shareholder Vote
December 04, 2023
From
Brookfield Renewable Partners L.P.
Via
GlobeNewswire
Brookfield Raises Record $30 Billion For Flagship Infrastructure Strategy
December 01, 2023
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Launches Emerging Markets Transition Fund with Anchor Commitment from ALTÉRRA Alongside Investment in the Brookfield Global Transition Fund; Both Funds to Help Deploy Over $20 Billion in Climate Initiatives
December 01, 2023
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Private Credit Power Plays: 3 Stocks You Can’t Afford to Miss
↗
November 29, 2023
Private credit is big business in this higher interest rate environment. These three stocks are a big part of it.
Via
InvestorPlace
Brookfield Asset Management to Present at the Goldman Sachs U.S. Financial Services Conference
November 29, 2023
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
When Will Berkshire Hathaway Be Ready to Spend?
↗
November 18, 2023
We also dig into the opportunity facing Palo Alto Networks.
Via
The Motley Fool
Brookfield Expands its Operations in Germany with a New Frankfurt Office
November 13, 2023
New office reinforces Brookfield’s commitment to the German market
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield’s Private Equity Group Completes Sale of Westinghouse
November 07, 2023
From
Brookfield Business Partners; Brookfield Business Corporation
Via
GlobeNewswire
Brookfield Asset Management Announces Strong Third Quarter Results
November 06, 2023
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Brookfield Raises Record $6 Billion For Global Infrastructure Debt Investments
November 02, 2023
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
If You'd Invested $10,000 in Brookfield Renewable 3 Years Ago, This Is How Much You Would Have Today
↗
October 28, 2023
The renewable power sector has fallen on hard times, but Brookfield Renewable continues to grow its business for the long term.
Via
The Motley Fool
This Dividend Stock Is Down 49%: Why to Buy the Dip and Why to Wait
↗
October 24, 2023
It could fall more in the near term, but the price looks reasonable for long-term investors.
Via
The Motley Fool
Brookfield Announces Appointment of Sir Ron Kalifa as Vice Chair and Head of Financial Infrastructure
October 23, 2023
Appointment underscores Brookfield’s commitment to investing in financial infrastructure
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
Benzinga's Top Ratings Upgrades, Downgrades For October 6, 2023
↗
October 06, 2023
Via
Benzinga
Brookfield Asset Management Ltd. Sets Third Quarter 2023 Results Conference Call
October 05, 2023
From
Brookfield Asset Management Ltd
Via
GlobeNewswire
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