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home
about us
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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
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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
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10 Worst Performing Large-Caps Last 12 Months
May 01, 2025
Tickers
ALB
APA
BIIB
CRL
Tags
ENPH
APA
MCHP
From
TalkMarkets
Crude Reality: Energy Sector Becomes S&P 500's Worst Performer, Thanks To Trump's Tariff Turmoil
April 30, 2025
Tickers
APA
BKR
CVX
DVN
Tags
Oil
Expert Ideas
Market News
From
Benzinga
Stocks Sink As Powell Dismisses 'Fed Put' Safety Net, Gold Extends Massive Lead Over Nasdaq
April 16, 2025
Tickers
ABT
AMD
APA
DVN
Tags
Jerome Powell
NVDA
Market News
From
Benzinga
The Analyst Verdict: APA In The Eyes Of 11 Experts
April 16, 2025
Tickers
APA
Tags
Analyst Ratings
Market News
BZI/AAR
From
Benzinga
Nvidia Drags Wall Street Down, Gold Defies Gravity Ahead Of Powell Remarks: What's Driving Markets Wednesday?
April 16, 2025
Tickers
ABT
AMD
APA
ASIA
Tags
XLY
IPG
Market News
From
Benzinga
JP Morgan Expects Solid Q1 Oil Output For APA, But Sees March Shut-Ins To Impact Volumes Slightly
April 14, 2025
Tickers
APA
NEWS
Tags
Equities
Benzinga
News
From
Benzinga
Oil, Gas Stocks Jump After Trump Pauses Tariffs For US Allies, Isolates China
April 09, 2025
Tickers
APA
BP
GAS
NEWS
Tags
Market News
News
BP
From
Benzinga
Is the Market Bullish or Bearish on APA?
April 09, 2025
Tickers
APA
Tags
Short Sellers
APA
Trading Ideas
From
Benzinga
Why U.S. Oil and Gas Stocks Plunged Today
April 03, 2025
Tickers
APA
DVN
FANG
Tags
Market News
DVN
APA
From
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Assessing APA: Insights From 10 Financial Analysts
March 26, 2025
Tickers
APA
Tags
APA
Benzinga
BZI/AAR
From
Benzinga
Here's How Much You Would Have Made Owning APA Stock In The Last 5 Years
March 24, 2025
Tickers
APA
NEWS
Tags
Trading Ideas
APA
Market News
From
Benzinga
$100 Invested In APA 5 Years Ago Would Be Worth This Much Today
March 14, 2025
Tickers
APA
NEWS
Tags
Trading Ideas
APA
Benzinga
From
Benzinga
Alpha Buying: Navigating the Complex Future of Oil Under Trump's Policy Push
March 13, 2025
Tickers
APA
DMLP
FANG
NOG
Tags
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Benzinga
XLE
From
Benzinga
Why Oil and Gas Stocks Plunged This Week
March 07, 2025
Tickers
APA
FANG
MPC
Tags
FANG
MPC
Recent Press Releases
From
Motley Fool
The Analyst Verdict: APA In The Eyes Of 9 Experts
March 03, 2025
Tickers
APA
Tags
Benzinga
APA
Market News
From
Benzinga
Apa (APA) Q4 2024 Earnings Call Transcript
February 27, 2025
Tickers
APA
Tags
Recent Press Releases
APA
Market News
From
Motley Fool
Earnings Scheduled For February 26, 2025
February 26, 2025
Tickers
A
AAOI
AAP
ABEV
Tags
NSA
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From
Benzinga
(APA) - Analyzing APA's Short Interest
February 19, 2025
Tickers
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Tags
BZI/SHORTHIST
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Benzinga
From
Benzinga
Looking Into APA's Recent Short Interest
January 23, 2025
Tickers
APA
Tags
BZI/SHORTHIST
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Benzinga
From
Benzinga
Wall Street's Most Accurate Analysts Weigh In On 3 Energy Stocks With Over 4% Dividend Yields
December 31, 2024
Tickers
APA
DINO
KRP
NEWS
Tags
Expert Ideas
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From
Benzinga
Stocks Slip As Strong November Retail Sales Raise Concerns Over 2025 Fed Rate Cuts
December 17, 2024
Tickers
APA
ASML
AVGO
CEG
Tags
MRNA
SIRI
CEG
From
Benzinga
Assessing APA: Insights From 19 Financial Analysts
December 16, 2024
Tickers
APA
Tags
APA
Benzinga
BZI/AAR
From
Benzinga
3 Dividend Stocks Down 8%, 16%, and 37% to Buy in December
December 01, 2024
Tickers
APA
DVN
TGT
Tags
APA
TGT
Recent Press Releases
From
Motley Fool
Key Takeaways From APA Analyst Ratings
November 11, 2024
Tickers
APA
Tags
Analyst Ratings
Market News
BZI/AAR
From
Benzinga
A Glimpse Into The Expert Outlook On APA Through 20 Analysts
November 08, 2024
Tickers
APA
Tags
APA
Benzinga
BZI/AAR
From
Benzinga
Apa (APA) Q3 2024 Earnings Call Transcript
November 07, 2024
Tickers
APA
Tags
Recent Press Releases
APA
Market News
From
Motley Fool
Wall Street Closes At Record Highs After Reassurance From Powell: Magnificent 7 Hit $17 Trillion, Treasury Yields Erase Post-Election Spike
November 07, 2024
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AAPL
AMZN
APA
BDX
Tags
SPY
MSFT
VTRS
From
Benzinga
Inside Apache's Alpine High Fiasco: Deception, Fraud, And A $3 Billion Write-Down
October 28, 2024
Tickers
APA
Tags
Market News
contributors
Markets
From
Benzinga
Crude Oil Faces Steepest One-Day Drop In Over Two Years, Energy Stocks Plunge: Prices 'Are Likely To Remain Under Pressure,' Analyst Says
October 28, 2024
Tickers
APA
ASIA
ECON
FANG
Tags
Market News
Iran
Joe Biden
From
Benzinga
Key Takeaways From APA Analyst Ratings
October 18, 2024
Tickers
APA
Tags
BZI/AAR
Analyst Ratings
Market News
From
Benzinga
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