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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)
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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
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
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Event Schedule
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MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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2 Dividend Stocks Worth Adding More of Right Now
August 27, 2025
Tickers
COP
VICI
Tags
VICI
Market News
COP
From
Motley Fool
The Best Oil Stocks To Buy Now
August 26, 2025
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CNX
COP
CVX
Tags
Stocks / Equities
EXE
Energy
From
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How Do Investors Really Feel About ConocoPhillips?
August 25, 2025
Tickers
COP
Tags
Market News
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Benzinga
From
Benzinga
Analysts Keep Raising ConocoPhillips Target Prices - Shorting Puts Is A Good Play Here
August 25, 2025
Tickers
COP
Tags
Basic Materials / Commodities
Stocks / Equities
Market News
From
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50-Year-Old Making $5,900 A Month In Dividends Shares Top 7 Stocks, Plans Exit From 9-to-5 – 'I'm Sick Of Corporate World'
August 24, 2025
Tickers
COP
CVX
JEPQ
MO
Tags
MSTR
PDI
QQQI
From
Benzinga
The Future Of Energy Is Nuclear – Part 3
August 20, 2025
Tickers
BWXT
CCJ
COP
CVX
Tags
Stocks / Equities
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CCJ
From
TalkMarkets
13 Analysts Have This To Say About ConocoPhillips
August 18, 2025
Tickers
COP
Tags
BZI/AAR
Analyst Ratings
COP
From
Benzinga
Spotlight on ConocoPhillips: Analyzing the Surge in Options Activity
August 15, 2025
Tickers
COP
Tags
Benzinga
Markets
Options
From
Benzinga
P/E Ratio Insights for ConocoPhillips
August 14, 2025
Tickers
COP
NEWS
Tags
COP
Market News
News
From
Benzinga
Dividend Investor Earning $5,200 A Month Shares His Top 7 Stock Picks – 'Getting Dividend is the Biggest Joy in My Life'
August 14, 2025
Tickers
COP
CVX
GPIQ
JEPI
Tags
NVDA
META
VEA
From
Benzinga
Despite Lower Crude Prices, These Top Oil Stocks See Massive Free Cash Flow Gushers Ahead
August 11, 2025
Tickers
COP
CVX
Tags
CVX
Recent Press Releases
COP
From
Motley Fool
This Oil Stock Is Now On Track to Produce an Extra $7 Billion in Surplus Cash by 2029
August 09, 2025
Tickers
COP
Tags
Market News
Recent Press Releases
COP
From
Motley Fool
ConocoPhillips Produces Lower FCF And Investors Are Bored - But Is COP Stock Too Cheap?
August 08, 2025
Tickers
COP
Tags
Stocks / Equities
Basic Materials / Commodities
COP
From
TalkMarkets
Deal Dispatch: Performance Food Group And Claire's Lead A Week Of Big Auctions, Retail Woes
August 08, 2025
Tickers
AMWD
BA
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Tags
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COP
From
Benzinga
Earnings Season: The Pulse Of Corporate Performance And Sector Dynamics
August 08, 2025
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Tags
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August 08, 2025
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Tags
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From
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Dow Tumbles Over 200 Points Following Earnings Reports: Fear & Greed Index Remains In 'Neutral' Zone
August 08, 2025
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Tags
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Benzinga
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Benzinga
ConocoPhillips Q2 FY2025 Earnings Call Transcript
August 07, 2025
Tickers
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Tags
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From
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ConocoPhillips (COP) Q2 2025 Earnings Transcript
August 07, 2025
Tickers
COP
Tags
COP
Recent Press Releases
Market News
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ConocoPhillips Beats Q2 Estimates Despite Drop In Oil Prices
August 07, 2025
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COP
NEWS
Tags
News
COP
Market News
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Benzinga
Nasdaq Surges Over 150 Points; ConocoPhillips Earnings Top Estimates
August 07, 2025
Tickers
BRLT
BTOG
COP
IMG
Tags
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Benzinga
Stock Market Today: US Futures Rise Amid Russia Peace Talk Update—Investors Await Eli Lilly, Block Earnings
August 07, 2025
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ABNB
APP
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Tags
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APP
From
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Earnings Scheduled For August 7, 2025
August 07, 2025
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ABCL
ABL
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Tags
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From
Benzinga
Nasdaq Surges Over 1% Amid Jump In Apple Shares: Fear & Greed Index Remains In 'Neutral' Zone
August 07, 2025
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AAPL
COP
LLY
MCD
Tags
UBER
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Benzinga
From
Benzinga
Eli Lilly, ConocoPhillips And 3 Stocks To Watch Heading Into Thursday
August 07, 2025
Tickers
AAPL
ABNB
COP
GLW
Tags
LLY
GLW
Benzinga
From
Benzinga
3 Top Oil Stocks to Buy and Confidently Hold Through at Least 2030
July 30, 2025
Tickers
COP
CVX
XOM
Tags
CVX
XOM
Market News
From
Motley Fool
Peering Into ConocoPhillips's Recent Short Interest
July 29, 2025
Tickers
COP
Tags
Short Ideas
Trading Ideas
Short Sellers
From
Benzinga
Oil, Energy Stocks Rise, Dollar Rallies On US-EU Trade Deal: What's Moving Markets Monday?
July 28, 2025
Tickers
APA
BOH
COP
DIA
Tags
DVN
DIA
NVDA
From
Benzinga
Trump's $750 Billion Coup In Europe Could Bring Energy Stocks Back From The Dead
July 28, 2025
Tickers
APA
COP
DVN
ECON
Tags
SPY
Analyst Ratings
FANG
From
Benzinga
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