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about us
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Team Biographies
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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
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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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Analyst Ratings for Devon Energy
February 22, 2023
Tickers
DVN
Tags
DVN
BZI/AAR
Analyst Ratings
From
Benzinga
3 Bargain-Basement Stocks to Buy Now to Make You Richer
February 22, 2023
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DVN
MMM
XOM
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DVN
MMM
Market News
From
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This Energy Stock Looks Wildly Undervalued Compared to the S&P 500
February 21, 2023
Tickers
DVN
Tags
Recent Press Releases
Market News
DVN
From
Motley Fool
3 Dividend Stocks That Are Gushing Gobs of Free Cash Flow
February 20, 2023
Tickers
DVN
FLS
UPS
Tags
FLS
Recent Press Releases
Market News
From
Motley Fool
If You Invested $10,000 in Devon Energy 1 Year Ago, This Is How Much You Would Have Today
February 20, 2023
Tickers
CVX
DVN
XOM
Tags
CVX
DVN
XOM
From
Motley Fool
Despite Another Dividend Cut, Devon Energy is Delivering Exceptional Performance
February 19, 2023
Tickers
DVN
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Market News
Recent Press Releases
DVN
From
Motley Fool
Now Could Be the Perfect Time to Buy Oil Stocks
February 18, 2023
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DVN
OXY
PXD
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DVN
OXY
PXD
From
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Why Devon Energy, Phillips 66, and Core Laboratories All Slumped Today
February 17, 2023
Tickers
CLB
DVN
PSX
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Market News
Recent Press Releases
CLB
From
Motley Fool
Why Devon Energy Plunged This Week
February 17, 2023
Tickers
DVN
Tags
DVN
Recent Press Releases
Market News
From
Motley Fool
Why Devon Energy's Stock Price Shrank on Thursday
February 16, 2023
Tickers
DVN
Tags
Market News
Recent Press Releases
DVN
From
Motley Fool
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Are Secretly Monitoring, But Not Yet Talking About
February 16, 2023
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DVN
NU
PLTR
RBLX
Tags
ChatGPT
Stock Whisper Index
TNON
From
Benzinga
Devon Energy, Broadcom, Amgen And This Company Report Earnings Next Week: CNBC's 'Final Trades'
February 16, 2023
Tickers
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AVGO
DVN
KEYS
Tags
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Bryn Talkington
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Devon Energy's Dividend Goes Down Again. Should Investors Worry?
February 16, 2023
Tickers
DVN
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Recent Press Releases
Market News
DVN
From
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Devon Energy (DVN) Q4 2022 Earnings Call Transcript
February 15, 2023
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DVN
Tags
Recent Press Releases
Market News
DVN
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Why Devon Energy's Stock Dropped 13.4% Today
February 15, 2023
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DVN
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DVN
Recent Press Releases
Market News
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Motley Fool
Why Sabre Are Trading Lower By 19%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
February 15, 2023
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ABST
AKAM
AMST
Tags
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GLDD
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Analysts Build Bearish Sentiment On Devon Energy's Q4 Miss, Softer FY23 Outlook
February 15, 2023
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Why TripAdvisor Shares Are Trading Higher By 10%; Here Are 20 Stocks Moving Premarket
February 15, 2023
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AKBA
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Market News
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Benzinga
Barclays, Devon Energy And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
February 15, 2023
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BCS
CRDO
DVN
ICL
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DVN
Trading Ideas
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Benzinga
Why Devon Energy Stock Is Down After Hours
February 14, 2023
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DVN
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Benzinga
Should You Buy the 5 Highest-Paying Dividend Stocks in the S&P 500?
February 14, 2023
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CTRA
DVN
MO
PXD
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CTRA
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Earnings Scheduled For February 14, 2023
February 14, 2023
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ABNB
ABST
ACST
ADC
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GCMG
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NMTC
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Benzinga
Devon Energy's Earnings: A Preview
February 13, 2023
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DVN
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Benzinga
These 3 Energy Stocks Should Have the Fuel to Continue Paying a Gusher of Dividends
February 11, 2023
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CTRA
DVN
FDS
KMI
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Recent Press Releases
FDS
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Why Oil and Natural Gas Stocks Surged Today
February 10, 2023
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CVX
DVN
XOM
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Oil Stocks Jump After Russia Responds To Western Sanctions: What You Need To Know
February 10, 2023
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COP
DVN
MRO
OIL
Tags
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General
From
Benzinga
15 dividend stocks whose 5% to 10% yields appear safe in 2023 and 2024 by this analysis
February 08, 2023
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CTRA
DVN
EPR
HBI
Tags
UNIT
SPX
T
From
MarketWatch
The 3 Best Oil & Gas Stocks to Buy for February 2023
February 07, 2023
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CVX
DVN
XOM
Tags
CVX
DVN
XOM
From
InvestorPlace
What's Going On With Devon Energy Shares Today?
February 07, 2023
Tickers
DVN
Tags
Market News
Benzinga
why it's moving
From
Benzinga
Looking At Devon Energy's Recent Unusual Options Activity
February 01, 2023
Tickers
DVN
Tags
Benzinga
Markets
DVN
From
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