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home
about us
Investment Approach
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Market Analysis Summary
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Bond Fund Seminar
RSVP-Signup Form
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Oil is the hottest sector, and Wall Street analysts see upside of up to 48% for favored stocks
February 11, 2022
Tickers
BP
CNQ
COP
CVE
Tags
CA:PPL
CA:PAY
CA:ARX
From
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$90 Oil: 3 Dividend-Paying Companies Set to Thrive
February 10, 2022
Tickers
BKR
CAT
COP
GE
Tags
Market News
COP
PSX
From
Motley Fool
ConocoPhillips: Dividend Insights
February 08, 2022
Tickers
COP
Tags
Benzinga
COP
Market News
From
Benzinga
Only 29 stocks hit all 4 of these key metrics so far this earnings season
February 07, 2022
Tickers
AAPL
ALK
AMD
AMZN
Tags
CCI
URI
MPC
From
MarketWatch
Higher Oil Prices Are Fueling Even Bigger Dividends for Investors in This Oil Stock
February 05, 2022
Tickers
COP
CVE
RDS-A
RDS-B
Tags
Recent Press Releases
COP
Market News
From
Motley Fool
ConocoPhillips (COP) Q4 2021 Earnings Call Transcript
February 03, 2022
Tickers
COP
Tags
Market News
COP
Recent Press Releases
From
Motley Fool
ConocoPhillips: Q4 Earnings Insights
February 03, 2022
Tickers
COP
Tags
BZI/Recaps
Earnings
Market News
From
Benzinga
Analyst Ratings For ConocoPhillips
February 03, 2022
Tickers
COP
Tags
COP
Benzinga
Market News
From
Benzinga
Forecaster Yves Lamoureux has nailed several big market downturns. Here’s why he’s now turning bullish on stocks.
February 03, 2022
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AMC
AMD
AMZN
Tags
KR:180721
NVDA
JP:NIK
From
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Earnings Scheduled For February 3, 2022
February 03, 2022
Tickers
ABB
ABMD
AINV
ALCO
Tags
CUZ
CSII
SWKS
From
Benzinga
A Preview Of ConocoPhillips's Earnings
February 02, 2022
Tickers
COP
Tags
Earnings
COP
Benzinga
From
Benzinga
ConocoPhillips Whale Trades Spotted
February 01, 2022
Tickers
COP
Tags
BZI/UOA
Market News
Options
From
Benzinga
This Is What Whales Are Betting On ConocoPhillips
January 28, 2022
Tickers
COP
Tags
Markets
Benzinga
BZI/UOA
From
Benzinga
ConocoPhillips Whale Trades Spotted
January 26, 2022
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Tags
Benzinga
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Options
From
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Russia-Ukraine Conflict 2022: 17 Stocks and Cryptos to Watch Right Now
January 24, 2022
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BG
BP
BTCS
Tags
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AA
MARA
From
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This fund manager has to invest in energy stocks but warns the oil rally is unsustainable
January 19, 2022
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ARKK
BABA
Tags
UK:BRBY
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From
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Benzinga's Top Ratings Upgrades, Downgrades For January 18, 2022
January 18, 2022
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ABNB
ADTH
AGI
AHI
Tags
PD
CROX
Market News
From
Benzinga
Atlas Pockets $5M Environmental Services Contract From ConocoPhillips
January 18, 2022
Tickers
ATCX
COP
Tags
Market News
Benzinga
COP
From
Benzinga
UK firms spearhead Morocco’s natural gas ambitions
January 14, 2022
Tickers
COP
Tags
UK:0NQG
UK:SDX
UK:PRD
From
MarketWatch
Expert Ratings For ConocoPhillips
January 13, 2022
Tickers
COP
Tags
BZI/AAR
Analyst Ratings
Market News
From
Benzinga
New Investment Offering For Houston Multifamily Property Targeting a 15% Annual Return
January 13, 2022
Tickers
BP
COP
RDS-A
Tags
Market News
BP
COP
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 13, 2022
January 13, 2022
Tickers
AAP
ATVI
AY
AZO
Tags
HYZN
DTE
EVRG
From
Benzinga
3 Top Oil Stocks to Buy for the Long Haul
January 13, 2022
Tickers
COP
CVX
SU
Tags
CVX
SU
COP
From
Motley Fool
10 Biggest Price Target Changes For Thursday
January 13, 2022
Tickers
AVB
BIIB
CHGG
COP
Tags
Pre/Market Outlook
Penny Stocks
NNI
From
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With a Rough Week Ahead of Us, One Sector Looks Promising
January 10, 2022
Tickers
BKR
C
COP
HAL
Tags
BKR
NYSE:COP,NYSE:PSX,NYSE:HAL,NASDAQ:BKR,NYSE:SLB,NYSE:JPM,NYSE:C
JPM
From
InvestorPlace
Energy Was the S&P 500's Best-Performing Sector in 2021. Can the Outperformance Continue?
January 10, 2022
Tickers
BEP
BEPC
COP
CVX
Tags
KMI
^GSPC
Recent Press Releases
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Motley Fool
3 Top Energy Dividend Stocks to Buy in January
January 09, 2022
Tickers
COP
CWEN
ENB
KKR
Tags
Recent Press Releases
CWEN/A
ENB
From
Motley Fool
Our Favorite Oil Stocks for 2022 and Beyond
January 08, 2022
Tickers
BP
COP
CVE
CVX
Tags
XOM
TTE
Market News
From
Motley Fool
3 Bold Oil Market Predictions for 2022
January 08, 2022
Tickers
BP
COP
DVN
EOG
Tags
Market News
ET
COP
From
Motley Fool
The 3 Best Oil Dividend Stocks to Buy in 2022
January 07, 2022
Tickers
COP
CVX
XOM
Tags
CVX
Market News
Recent Press Releases
From
Motley Fool
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