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home
about us
Investment Approach
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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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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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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UMH Properties, Inc. Common Stock
(NY:
UMH
)
16.60
+0.18 (+1.10%)
Official Closing Price
Updated: 7:00 PM EST, Jan 16, 2026
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Earnings Scheduled For November 3, 2025
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November 03, 2025
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UMH Properties Solidifies Investor Returns with Consistent $0.90 Annual Dividend Amidst Resilient Manufactured Housing Boom
October 01, 2025
FREEHOLD, NJ – October 1, 2025 – UMH Properties, Inc. (NYSE: UMH; TASE: UMH), a leading real estate investment trust (REIT) specializing in manufactured home communities, has once again affirmed its...
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UMH Properties, Inc. Bolsters Investor Confidence with Latest Quarterly Dividend Declarations
October 01, 2025
FREEHOLD, NJ – October 1, 2025 – UMH Properties, Inc. (NYSE: UMH), a leading real estate investment trust (REIT) specializing in manufactured housing communities, has announced its regular quarterly...
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Earnings Scheduled For August 6, 2025
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November 05, 2024
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Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a great...
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UMH Properties Declares $0.90 Annual Dividend, Solidifying Position in Resilient Manufactured Housing Market
October 01, 2025
Princeton, NJ – October 1, 2025 – UMH Properties, Inc. (NYSE: UMH), a leading real estate investment trust (REIT) specializing in manufactured home communities, today announced its quarterly cash...
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UMH Properties, Inc. Affirms Shareholder Commitment with Latest Quarterly Dividend Declaration
October 01, 2025
UMH Properties, Inc. (NYSE: UMH), a real estate investment trust (REIT) specializing in manufactured home communities, has announced its latest quarterly cash dividends for both its common and...
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UMH UMH Q2 2025 Earnings Call Transcript
↗
August 07, 2025
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UMH Stock Earnings: UMH Properties Meets EPS, Beats Revenue for Q1 2024
↗
May 02, 2024
UMH stock results show that UMH Properties met analyst estimates for earnings per share but beat on revenue for the first quarter of 2024.
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April 16, 2024
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March 11, 2024
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3 Manufactured Homes REITs With Yields Up to 5.2%
↗
January 16, 2024
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Earnings Scheduled For February 28, 2024
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February 28, 2024
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