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home
about us
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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
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U.S. energy stocks are back on top as sector leads Wall Street for first time since last year
August 11, 2023
Tickers
APA
XOM
Tags
XX:SP500/45
CL00
XOM
From
MarketWatch
Apa (APA) Q2 2023 Earnings Call Transcript
August 03, 2023
Tickers
APA
Tags
Market News
APA
Recent Press Releases
From
Motley Fool
Earnings Outlook For APA
August 01, 2023
Tickers
APA
Tags
Benzinga
APA
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From
Benzinga
Rising Stars, Falling Trends: July's Industry ETF Winners And Losers
July 31, 2023
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AAL
ADM
AMGN
AMT
Tags
AAL
VMI
WAT
From
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Investors hate energy stocks; Buffett and insiders love them. Choose your side.
July 28, 2023
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APA
BKR
COP
Tags
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CRK
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From
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The ‘algos’ are the enemy: Machines created this stock market rally; eventually they will end it.
July 25, 2023
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AMZN
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D
Tags
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T
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From
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Overview Of Value Stocks In The Energy Sector
July 20, 2023
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APA
AR
IMPP
OXY
Tags
IMPP
Benzinga
AR
From
Benzinga
Where APA Stands With Analysts
July 14, 2023
Tickers
APA
Tags
Analyst Ratings
Market News
BZI/AAR
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For July 13, 2023
July 13, 2023
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ACVA
AMT
APA
ATVI
Tags
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Benzinga's Top Ratings Upgrades, Downgrades For July 12, 2023
July 12, 2023
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ALTI
APA
ATVI
Tags
LII
Analyst Ratings
IART
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3 Oil Stocks to Sell in July Before They Crash and Burn
July 05, 2023
Tickers
APA
DVN
FRO
Tags
Market News
FRO
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From
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June 25, 2023
Tickers
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CEI
DVN
FRO
Tags
Market News
FRO
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From
InvestorPlace
What 21 Analyst Ratings Have To Say About APA
June 14, 2023
Tickers
APA
Tags
BZI/AAR
Analyst Ratings
Market News
From
Benzinga
3 High-Risk Oil Stocks to Sell in June Before They Crash and Burn
June 09, 2023
Tickers
APA
COP
DVN
TTE
Tags
Market News
NASDAQ:APA,NYSE:DVN,NYSE:COP,NYSE:TTE
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From
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7 Energy Stocks That Are Doomed to Fail in the Clean Energy Transition
May 22, 2023
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APA
CEI
CHK
CPE
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From
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Oil Prices Are Primed to Rally -- It's Time to Buy the Dip
May 18, 2023
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APA
DVN
Tags
Recent Press Releases
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DVN
From
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Analyst Ratings for APA
May 05, 2023
Tickers
APA
Tags
APA
Benzinga
BZI/AAR
From
Benzinga
Apa (APA) Q1 2023 Earnings Call Transcript
May 04, 2023
Tickers
APA
Tags
Market News
APA
Recent Press Releases
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Motley Fool
APA: Q1 Earnings Insights
May 03, 2023
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APA
Tags
Earnings
Market News
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May 02, 2023
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DRCT
KODK
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APA's Earnings: A Preview
May 02, 2023
Tickers
APA
Tags
Benzinga
BZI/EP
APA
From
Benzinga
‘Technology and industrials could be vulnerable to a 20% to 40% correction.’ Why this veteran trader likes oil and retail stocks now.
April 20, 2023
Tickers
APA
BAX
DVN
HOG
Tags
HOG
PFE
GC00
From
MarketWatch
Benzinga's Top Ratings Upgrades, Downgrades For April 19, 2023
April 19, 2023
Tickers
APA
ARMK
AZEK
BBIO
Tags
MBLY
BOWL
AZEK
From
Benzinga
Wells Fargo Maintains Overweight Rating for APA: Here's What You Need To Know
April 18, 2023
Tickers
APA
Tags
Analyst Ratings
Market News
BZI/AAR/UPDATE
From
Benzinga
Analyst Ratings for APA
April 10, 2023
Tickers
APA
Tags
Benzinga
APA
Market News
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The 7 Most Undervalued Nasdaq Stocks to Buy in April 2023
April 04, 2023
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APA
ASO
CCRN
HDSN
Tags
Market News
NXST
ASO
From
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Oil Prices Surge Following OPEC Production Cut, Analyst Unveils 5 Top Oil Stock Picks
April 03, 2023
Tickers
APA
COP
HES
OXY
Tags
OXY
Bank of America
Commodities
From
Benzinga
Where APA Stands With Analysts
March 23, 2023
Tickers
APA
Tags
Market News
Analyst Ratings
BZI/AAR
From
Benzinga
Ominous Death Cross Forms On APA's Chart
March 23, 2023
Tickers
APA
Tags
Market News
Benzinga
BZI/CROSS
From
Benzinga
Wall Street's Most Accurate Analysts Say Buy These 3 Energy Stocks Delivering High-Dividend Yields
March 23, 2023
Tickers
APA
EOG
MUR
Tags
Expert Ideas
Dividends
MUR
From
Benzinga
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