Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about EXE
Recent news which mentions EXE
The Best Oil Stocks To Buy Now
August 26, 2025
Tickers
BP
CNX
COP
CVX
Tags
FANG
Energy
EQT
From
TalkMarkets
Demystifying Expand Energy: Insights From 11 Analyst Reviews
August 13, 2025
Tickers
EXE
Tags
BZI/AAR
Benzinga
EXE
From
Benzinga
Block Party and Big Swings
August 06, 2025
Tickers
AAPL
ADBE
AMZN
COF
Tags
DFS
ETSY
DASH
From
Motley Fool
Earnings Scheduled For August 6, 2025
August 06, 2025
Tickers
AACG
ABNB
ACAD
ACB
Tags
UVV
U
EFR
From
Benzinga
Exploring Expand Energy's Earnings Expectations
August 05, 2025
Tickers
EXE
Tags
Market News
BZI/EP
EXE
From
Benzinga
Where Expand Energy Stands With Analysts
August 04, 2025
Tickers
EXE
Tags
Market News
Analyst Ratings
EXE
From
Benzinga
Expand (EXE) Q2 Revenue Up 632%
July 30, 2025
Tickers
EXE
Tags
Market News
EXE
Recent Press Releases
From
Motley Fool
Earnings Scheduled For July 29, 2025
July 29, 2025
Tickers
AAT
ABG
AC
ACGL
Tags
KNSA
JBLU
JCI
From
Benzinga
Top 3 Energy Stocks Which Could Rescue Your Portfolio In July
July 24, 2025
Tickers
AR
EXE
NEWS
NXXT
Tags
EXE
Long Ideas
oversold stocks pro project
From
Benzinga
Top 3 Energy Stocks Which Could Rescue Your Portfolio For July
July 10, 2025
Tickers
AR
EXE
NEWS
RSI
Tags
SAFX
EXE
Long Ideas
From
Benzinga
Circle Internet, Centene And Li Auto Are Among Top 10 Large Cap Losers Last Week (June 30-July 4): Are The Others In Your Portfolio?
July 06, 2025
Tickers
AR
ASTS
AVAV
CNC
Tags
Stories That Matter
AR
LI
From
Benzinga
Analyst Expectations For Expand Energy's Future
July 01, 2025
Tickers
EXE
Tags
EXE
Analyst Ratings
Market News
From
Benzinga
Breaking Down Expand Energy: 17 Analysts Share Their Views
June 13, 2025
Tickers
EXE
Tags
Benzinga
BZI/AAR
Analyst Ratings
From
Benzinga
Where Expand Energy Stands With Analysts
May 13, 2025
Tickers
EXE
Tags
Benzinga
BZI/AAR
Analyst Ratings
From
Benzinga
Earnings Scheduled For May 6, 2025
May 06, 2025
Tickers
ACA
ACLS
ADM
AEP
Tags
KTB
BZI/UE
DNA
From
Benzinga
Wall Street Falls On Weak Economic Data As Oil Slumps To $58: What's Driving Markets Wednesday
April 30, 2025
Tickers
ACGL
ADP
AEP
AFL
Tags
GRMN
FICO
EXE
From
Benzinga
Stocks Surge And Bond Yields Fall For 6th Day, Oil Prices Drop To $60: What's Driving Markets Tuesday?
April 29, 2025
Tickers
ACGL
AMT
AOS
ARE
Tags
XLB
ECL
HLT
From
Benzinga
Earnings Scheduled For April 29, 2025
April 29, 2025
Tickers
AAT
ABG
ACGL
AEYE
Tags
Earnings Scheduled
EQR
FIBK
From
Benzinga
This Aurora Innovation Analyst Begins Coverage On A Bullish Note; Here Are Top 3 Initiations For Tuesday
April 15, 2025
Tickers
AUR
EXE
HUBS
NEWS
Tags
AUR
EXE
Top Initiations
From
Benzinga
This Triumph Group Analyst Is No Longer Bearish; Here Are Top 5 Upgrades For Tuesday
April 15, 2025
Tickers
ALV
EXE
HUBS
NBIX
Tags
ALV
EXE
News
From
Benzinga
26 Analysts Have This To Say About Expand Energy
April 08, 2025
Tickers
EXE
Tags
Analyst Ratings
Market News
EXE
From
Benzinga
Trade For Steady Income Despite Market Mayhem
March 27, 2025
Tickers
EXE
Tags
Benzinga
Trading Ideas
Market News
From
Benzinga
21 Analysts Assess Expand Energy: What You Need To Know
March 20, 2025
Tickers
EXE
Tags
EXE
Market News
Analyst Ratings
From
Benzinga
Oil Faces Supply Glut While LNG Demand Booms - JPMorgan Upgrades RRC, Sees Gas Prices Rising
March 13, 2025
Tickers
AR
EQT
EXE
OIL
Tags
EQT
Markets
Expert Ideas
From
Benzinga
DoorDash Stock Is Rising Monday: What's Driving The Action?
March 10, 2025
Tickers
BWA
CE
DASH
EXE
Tags
BWA
FMC
Benzinga
From
Benzinga
Expert Outlook: Expand Energy Through The Eyes Of 18 Analysts
March 04, 2025
Tickers
EXE
Tags
Market News
Analyst Ratings
EXE
From
Benzinga
Earnings Scheduled For February 27, 2025
February 27, 2025
Tickers
AAON
ABCL
ACA
ACEL
Tags
PAYO
FUN
HLN
From
Benzinga
Earnings Scheduled For February 26, 2025
February 26, 2025
Tickers
A
AAOI
AAP
ABEV
Tags
ASTE
KW
APG
From
Benzinga
This Expand Energy Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Tuesday
February 04, 2025
Tickers
CPRX
EXE
NEWS
ORKA
Tags
Analyst Ratings
Market News
Initiation
From
Benzinga
Chevron Is Turning on the Gas to Power AI Data Centers
February 02, 2025
Tickers
CVX
EXE
GEV
Tags
EXE
Market News
CVX
From
Motley Fool
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.