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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
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
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AvalonBay Communities
(NY:
AVB
)
184.06
UNCHANGED
Last Price
Updated: 7:00 PM EDT, Aug 14, 2026
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Reddit (RDDT) Stock Is Up, What You Need To Know
August 25, 2026
What Happened? Shares of online community and discussion platform Reddit (NYSE:RDDT) jumped 4.9% in the afternoon session after The Information reported that...
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
Stocks
Vivmark Residential Launches as One of the Country's Leading Real Estate Companies
August 17, 2026
From
Vivmark Residential
Via
Business Wire
Wall Street Says the Stock Market's Return Will Crush the Long-Term Average in the Next Year
↗
August 17, 2026
The S&P 500 returned 9.5% annually over the past two decades. Wall Street expects much bigger gains in the next year.
Via
The Motley Fool
Topics
Stocks
AvalonBay Communities (NYSE:AVB) Breaks Above Core FFO Estimates in Q2 2026 Despite Merger Uncertainty
↗
July 22, 2026
Via
Chartmill
Consumer Data Trips Up Wall Street's Rally as MDxHealth Snatches a Lifeline and Anthropic Redraws the AI Ceiling
↗
August 17, 2026
Via
Chartmill
Topics
Artificial Intelligence
Reddit Joins the S&P 500 Tuesday. Here's What History Says Could Come Next -- and What Investors Should Know.
↗
August 15, 2026
Shares of the social media company jumped double digits on the news. Decades of research say the pop is usually the whole prize.
Via
The Motley Fool
Topics
Stocks
Why Reddit Stock Just Gained 10.7%
↗
August 14, 2026
Reddit is joining the big leagues with its S&P 500 inclusion.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Why Reddit (RDDT) Stock Is Up Today
August 14, 2026
What Happened? Shares of online community and discussion platform Reddit (NYSE:RDDT) jumped 13.8% in the morning session after S&P Dow Jones Indices announce...
Via
StockStory
Topics
Artificial Intelligence
Initial Public Offering
Stocks
Equity Residential and AvalonBay Communities Announce Shareholder Approvals for Merger to Create Vivmark Residential
August 12, 2026
From
Equity Residential
Via
Business Wire
AvalonBay Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of AvalonBay Communities, Inc. - AVB
July 30, 2026
From
Kahn Swick & Foti, LLC
Via
Business Wire
Equity Residential and AvalonBay Announce Vivmark Residential as Name of Combined Company
July 30, 2026
From
Equity Residential
Via
Business Wire
AvalonBay Communities, Inc. Provides Q2 2026 Results, Increases Same Store Outlook, and Suspends EPS, FFO, and Core FFO Outlook Due to Proposed Merger
July 22, 2026
From
AvalonBay Communities, Inc.
Via
Business Wire
AvalonBay Communities, Inc. Announces Second Quarter 2026 Earnings Release Date
July 08, 2026
From
AvalonBay Communities, Inc.
Via
Business Wire
Halper Sadeh LLC is Investigating Whether AVB, DAN, TBRG are Obtaining Fair Deals for their Shareholders
June 16, 2026
From
Halper Sadeh LLC
Via
GlobeNewswire
Shareholder Alert: Ademi LLP investigates whether AvalonBay Communities, Inc. is obtaining a Fair Price for Public Shareholders
June 12, 2026
From
Ademi LLP
Via
GlobeNewswire
AvalonBay Communities, Inc. Declares Second Quarter 2026 Dividends
June 09, 2026
From
AvalonBay Communities, Inc.
Via
Business Wire
AvalonBay Communities and Equity Residential Announce Leadership Team for Combined Company
June 08, 2026
From
Equity Residential and AvalonBay Communities, Inc.
Via
Business Wire
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Avanos Medical, Inc. (NYSE – AVNS), Global Business Travel Group, Inc. (NYSE – GBTG), LiveRamp Holdings, Inc. (NYSE – RAMP), Equity Residential (NYSE – EQR)
June 01, 2026
From
Brodsky & Smith LLC
Via
GlobeNewswire
Halper Sadeh LLC is Investigating Whether EQR, AVB, GBTG, EVTV are Obtaining Fair Deals for their Shareholders
May 29, 2026
From
Halper Sadeh LLC
Via
GlobeNewswire
Halper Sadeh LLC is Investigating Whether D, AVB, INM, EQR are Obtaining Fair Deals for their Shareholders
May 27, 2026
From
Halper Sadeh LLC
Via
GlobeNewswire
AvalonBay Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of AvalonBay Communities, Inc. - AVB
May 26, 2026
From
Kahn Swick & Foti, LLC
Via
Business Wire
AVB Stock Alert: Halper Sadeh LLC is Investigating Whether AvalonBay Communities, Inc. is Obtaining a Fair Price for its Shareholders
May 21, 2026
From
Halper Sadeh LLC
Via
Business Wire
AvalonBay Communities and Equity Residential Announce Merger of Equals, Creating One of the Country's Leading Real Estate Companies
May 21, 2026
From
Equity Residential and AvalonBay Communities, Inc.
Via
Business Wire
Why One Real Estate Fund Made a $5 Million Bet on InvenTrust Properties Despite the Stock Lagging the S&P 500
↗
May 10, 2026
This retail REIT specializes in grocery-anchored centers across Sun Belt markets, emphasizing essential tenants and stable cash flows.
Via
The Motley Fool
Topics
Regulatory Compliance
Stocks
Why One Fund’s $6.6 Million Millrose Buy Looks Like a Bet on Homebuilders Staying Asset-Light
↗
May 10, 2026
Millrose Properties delivers land banking and income-generating real estate platforms for institutional investors and homebuilders.
Via
The Motley Fool
Topics
Regulatory Compliance
Why One Fund’s $10 Million National Storage Exit May Be More About the Public Storage Deal Than Storage Demand
↗
May 10, 2026
National Storage Affiliates Trust operates a nationwide self-storage portfolio as a REIT, serving urban and suburban markets across the U.S.
Via
The Motley Fool
What to Know About This Fund’s $5.9 Million Apollo Commercial Real Estate Finance Sale
↗
May 08, 2026
This mortgage REIT originates and manages commercial real estate debt across major U.S. markets, offering a high dividend yield.
Via
The Motley Fool
Topics
Regulatory Compliance
AvalonBay (AVB) Q4 2025 Earnings Transcript
↗
April 29, 2026
AvalonBay (AVB) Q4 2025 Earnings Transcript
Via
The Motley Fool
Discover which S&P500 stocks are making waves on Tuesday.
↗
April 28, 2026
Via
Chartmill
AvalonBay (AVB) Q1 2026 Earnings Transcript
↗
April 28, 2026
AvalonBay (AVB) Q1 2026 Earnings Transcript
Via
The Motley Fool
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