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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
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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Quarterly Performance Reports
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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
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
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If You Like Devon Energy, Then You'll Love These High-Yield Oil Stocks
February 14, 2024
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February 12, 2024
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February 11, 2024
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Decoding 8 Analyst Evaluations For ConocoPhillips
February 09, 2024
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ConocoPhillips (COP) Q4 2023 Earnings Call Transcript
February 08, 2024
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COP
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Market News
Recent Press Releases
COP
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Oil Prices Hit ConocoPhillips Q4 Revenue But EPS Beat, Eyes $9B Capital Return
February 08, 2024
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US Stocks On Backfoot Amid Overbought Levels, S&P 500 Eyes Break Above 5K: Analyst Sees 'Dramatically Higher' Market Surge From Rally This Year
February 08, 2024
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ARM
BYD
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Earnings Scheduled For February 8, 2024
February 08, 2024
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ACB
AFRM
AIRC
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Fear & Greed Index Moves To 'Extreme Greed' Zone; S&P 500 Settles Near 5,000 Mark
February 08, 2024
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F
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ConocoPhillips, Disney And 3 Stocks To Watch Heading Into Thursday
February 08, 2024
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K
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A Preview Of ConocoPhillips's Earnings
February 07, 2024
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GM's Cruise, AV Industry Under Scrutiny In California As Driverless Vehicle Reps Attend Hearing
February 06, 2024
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February 03, 2024
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Russian Oil Hits US Shores Under Sanction-Busting Loophole
February 01, 2024
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January 29, 2024
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Cracking The Code: Understanding Analyst Reviews For ConocoPhillips
January 24, 2024
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Q1’s Rising Stars: 3 Energy Stocks for Your Must-Watch List
January 19, 2024
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ConocoPhillips's Options Frenzy: What You Need to Know
January 19, 2024
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COP
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COP
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How Is The Market Feeling About ConocoPhillips?
January 16, 2024
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Dividend Investors Won't Want to Overlook These 3 Dirt-Cheap Stocks in 2024
January 16, 2024
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Crude Comeback: 7 Oil Stocks Primed for a 2024 Rebound
January 11, 2024
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NYSE:CVX,NYSE:COP,NYSE:OXY,NYSE:ENB,NYSE:KMI,NYSE:MPC,NYSE:PSX
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Why ExxonMobil, Chevron, and ConocoPhillips Stocks All Just Dropped
January 08, 2024
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CVX
XOM
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XOM
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Market Whales and Their Recent Bets on COP Options
January 08, 2024
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This Analyst With 82% Accuracy Rate Sees Around 19% Upside In Meta Platforms - Here Are 5 Stock Picks For Last Week From Wall Street's Most Accurate Analysts
January 08, 2024
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CCK
COP
META
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Top Stocks, Sectors Loved By Congress Members Who Traded In 2023: Apple, NVIDIA, Microsoft, Ford And More Stocks To Watch In 2024
January 03, 2024
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AAPL
ANET
BAYRY
C
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Benzinga
This Analyst With 82% Accuracy Rate Sees Around 19% Upside In Meta Platforms - Here Are 5 Stock Picks For Last Week From Wall Street's Most Accurate Analysts
January 02, 2024
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CCK
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Benzinga
Market News
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