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home
about us
Investment Approach
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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
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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
MARKET RESEARCH
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Why Oilfield Services Giant Schlumberger Shares Are Diving Today
January 30, 2024
Tickers
EQNR
NEWS
SLB
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Market News
Equities
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From
Benzinga
Equinor And National Grid Compete For Offshore Wind Dominance In NY's Clean Energy Drive: Report
January 29, 2024
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EQNR
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Benzinga
Wind Of Change: Energy Giants Equinor & BP Give Offshore Wind Power Project Deal A Second Chance
January 26, 2024
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BP
EQNR
NEWS
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Briefs
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The 3 Best Oil Stocks to Buy in January 2024
January 13, 2024
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EQNR
SU
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2024’s Top 7 Rebound Picks: Contrarian Stocks in Rising Sectors
January 08, 2024
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BP
CVX
EQNR
MO
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MO
CVX
From
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Equinor, BP Terminate Offshore Wind Power Sale Contract With New York
January 04, 2024
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BP
EQNR
NEWS
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Eurasia
Benzinga
Briefs
From
Benzinga
Equinor Waves Goodbye To Azerbaijan: Major Asset Handover Marks Strategic Shift For Oil Giant
December 22, 2023
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NEWS
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EQNR
From
Benzinga
Oil Giants Shell & Equinor Reach Sparta Investment Decision: Set To Boost Gulf Of Mexico Oil Output
December 20, 2023
Tickers
EQNR
SHEL
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Equities
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Equinor Downgraded: Analyst Highlights Faster Balance Sheet Re-leveraging And Modest 2024 Distributions
December 19, 2023
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EQNR
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Equinor's Massive Gas Pact: Long-Term Deal With Germany's SEFE, Plus Hydrogen Partnership
December 19, 2023
Tickers
EQNR
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EQNR
Equities
From
Benzinga
Oil Prices, Oil Stocks Climb as BP Reacts to Houthi Militants
December 18, 2023
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EQNR
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2 High-Yield Dividend Stocks to Buy Before 2024
December 16, 2023
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ALLY
EQNR
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Energy Sector Stocks Flush With Cash Amid Oil's Bear Market: Is There A Buy Signal In Sight?
December 13, 2023
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CVX
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Benzinga
Devon Energy and Oxy Catch Your Eye? 2 Better, Cheaper Oil Stocks to Buy Now.
November 26, 2023
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DVN
EQNR
OXY
TTE
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OXY
TTE
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US Approves New Offshore Wind Project Offshore New York And New Jersey: Details
November 22, 2023
Tickers
BP
EQNR
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Briefs
Benzinga
From
Benzinga
Wind power is losing in New Jersey, but winning in Virginia. Here’s where the rest of the U.S. stands.
November 02, 2023
Tickers
BP
D
EQNR
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From
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Big Oil Spending Spree: Should Investors Buy or Sell on the Acquisition Bonanza?
October 30, 2023
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COP
EOG
EQNR
FANG
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COP
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Energy Giant Equinor's Q3 Earnings: Revenue & Profits Tumble Significantly On Weak Gas Production
October 27, 2023
Tickers
EQNR
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Market News
Equities
EQNR
From
Benzinga
Earnings Scheduled For October 27, 2023
October 27, 2023
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ABBV
ABR
AER
AN
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E
BAH
PNM
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Benzinga
Kosmos Energy CEO Touts Success At Tiberius Well, 'Top Quartile Carbon Emissions'
October 11, 2023
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EQNR
KOS
OXY
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Benzinga
OXY
EQNR
From
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U.K. approves development of largest untapped oil field
September 27, 2023
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EQNR
FTI
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UK:ITH
From
MarketWatch
Looking Into Equinor's Recent Short Interest
September 25, 2023
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EQNR
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Benzinga
From
Benzinga
$100 Oil Is Back! Here's What Smart Investors Should Do Now
September 25, 2023
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CVX
EPD
EQNR
MPLX
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MPLX
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5 Value Stocks To Watch In The Energy Sector
September 21, 2023
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EQNR
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Bargain Hunting for Dividend Stocks: This High-Yield Energy Monster Is a Top Pick
September 14, 2023
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CLF
CVX
EQNR
XOM
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XOM
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Motley Fool
(EQNR) - Analyzing Equinor's Short Interest
September 08, 2023
Tickers
EQNR
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EQNR
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From
Benzinga
'Bidenomics And Fed Rate Hikes Have Both Failed': Peter Schiff Warns That Markets Are 'Completely Wrong' And Inflation Will Get Worse. Here's What He Likes For Protection
September 08, 2023
Tickers
AEM
BP
EQNR
GOLD
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AEM
Peter Schiff
BP
From
Benzinga
Equinor Taps Nauticus Robotics For Next-Gen Leak Detection
August 29, 2023
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EQNR
KITT
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Penny Stocks
Equities
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Benzinga
These Are the ONLY 3 Energy Stocks to Consider in August 2023
August 23, 2023
Tickers
CWEN
ENB
EQNR
LNG
Tags
LNG
ENB
NYSE:EQNR,NYSE:CWEN,NYSE:ENB,NYSE:TTE,NYSEAMERICAN:LNG
From
InvestorPlace
Peering Into Equinor's Recent Short Interest
August 14, 2023
Tickers
EQNR
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EQNR
Short Ideas
Trading Ideas
From
Benzinga
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