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Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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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
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Top 5 Energy Stocks That You May Want To Dump In September
September 19, 2023
Tickers
ARCH
HAL
NBR
RSI
Tags
Energy
TTI
Benzinga
From
Benzinga
Halliburton equipment worth over $7 million imported into Russia after company exited country, report says
September 18, 2023
Tickers
AAPL
AMZN
CSCO
GOOG
Tags
IBM
AAPL
NL:HEIA
From
MarketWatch
Halliburton Under Scrutiny for $7.1M Equipment Trade With Russia, Eyebrows Raised
September 18, 2023
Tickers
BKR
CVX
HAL
OIH
Tags
Ultima Insights
BKR
Government
From
Benzinga
Wall Street is the most optimistic on these industries as the fourth quarter approaches
September 17, 2023
Tickers
AMZN
AZO
DAL
DRI
Tags
AMZN
AZO
DRI
From
MarketWatch
Oil Rockets Past $90 As Supply Crunch Meets Surging Demand: Which Energy Stocks Are Poised To Profit?
September 15, 2023
Tickers
BKR
COP
CVX
EOG
Tags
VLO
Market News
Large Cap
From
Benzinga
How Is The Market Feeling About Halliburton?
September 13, 2023
Tickers
HAL
Tags
Trading Ideas
Short Sellers
HAL
From
Benzinga
A Look Into Halliburton Inc's Price Over Earnings
September 12, 2023
Tickers
HAL
Tags
Market News
News
Benzinga
From
Benzinga
14 Analysts Have This to Say About Halliburton
September 11, 2023
Tickers
HAL
Tags
Benzinga
HAL
Analyst Ratings
From
Benzinga
Oil Climbs, iPhone Faces China Ban, UAW Strike Looms: The Week In The Markets
September 08, 2023
Tickers
AAPL
ABNB
ADBE
CPRT
Tags
oil prices
CPRT
Markets
From
Benzinga
Oracle, Berkshire Hathaway, Zoom Video And A Major Energy Stock Up 9% YTD: CNBC's 'Final Trades'
September 08, 2023
Tickers
BRK-A
BRK-B
HAL
ORCL
Tags
ZM
Trading Ideas
Stephanie Link
From
Benzinga
7 A-Rated Oil and Gas Stocks for Your September Buy List
September 01, 2023
Tickers
AROC
BORR
HAL
PAA
Tags
AROC
PAGP
HAL
From
InvestorPlace
Monday Is Your Last Chance To Buy Halliburton Before The Dividend Payout
August 31, 2023
Tickers
HAL
Tags
Market News
Dividends
Benzinga
From
Benzinga
7 A-Rated Blue-Chip Stocks to Secure Your Financial Future
August 31, 2023
Tickers
AVGO
GE
HAL
LLY
Tags
Stocks to Buy
WMT
GE
From
InvestorPlace
7 A-Rated Growth Stocks to Grab Up Now
August 24, 2023
Tickers
AVGO
GE
HAL
LLY
Tags
NASDAQ:NVDA,NYSE:WMT,NASDAQ:NFLX,NYSE:LLY,NASDAQ:AVGO,NYSE:VMW,NYSE:GE,NYSE:HAL
HAL
LLY
From
InvestorPlace
UBS Maintains Buy Rating for Halliburton: Here's What You Need To Know
August 17, 2023
Tickers
HAL
Tags
HAL
Benzinga
BZI/AAR/UPDATE
From
Benzinga
How Is The Market Feeling About Halliburton?
August 15, 2023
Tickers
HAL
Tags
HAL
BZI/SHORTHIST
Short Ideas
From
Benzinga
7 Oil Stocks to Buy as the Energy Sector Bounces Back
August 14, 2023
Tickers
AMZN
CVX
DVN
HAL
Tags
DVN
RIG
KMI
From
InvestorPlace
3 Energy Stocks to Sell in August Before They Crash and Burn
August 09, 2023
Tickers
CLNE
HAL
NBR
RIG
Tags
RIG
CLNE
HAL
From
InvestorPlace
This Is What Whales Are Betting On Halliburton
August 09, 2023
Tickers
HAL
Tags
Benzinga
HAL
Market News
From
Benzinga
7 Dependable Dividend Stocks for Your Retirement
August 07, 2023
Tickers
AVGO
COP
HAL
MDLZ
Tags
NASDAQ:MDLZ,NYSE:COP,NYSE:HAL,NASDAQ:AVGO,NYSE:VMW,NYSE:STNG,NASDAQ:PCAR,NYSE:PSX
VMW
Market News
From
InvestorPlace
Rising Stars, Falling Trends: July's Industry ETF Winners And Losers
July 31, 2023
Tickers
AAL
ADM
AMGN
AMT
Tags
Benzinga
AR
Equities
From
Benzinga
Oil Prices Hit $80, Sparking 5-Week Winning Streak: 5 Must-Watch Oil ETFs To Ride The Wave
July 28, 2023
Tickers
BKR
CVX
GUSH
HAL
Tags
HAL
WTI Crude oil
Market News
From
Benzinga
Amazon, Roblox And 2 Other Stocks Insiders Are Selling
July 27, 2023
Tickers
AMZN
HAL
RBLX
UAL
Tags
Insiders Selling
RBLX
Market News
From
Benzinga
Halliburton Unusual Options Activity
July 24, 2023
Tickers
HAL
Tags
HAL
Benzinga
BZI/UOA
From
Benzinga
The 7 Most Undervalued Energy Stocks to Buy Now: July 2023
July 24, 2023
Tickers
BE
COP
CWEN
ENPH
Tags
ENPH
NYSE:COP,NYSE:NWN,NYSE:EOG,NASDAQ:ENPH,NYSE:CWEN,NYSE:HAL,NYSE:BE
COP
From
InvestorPlace
Halliburton's Market Positioning And Global Spending Expectations Bolster Revenue And Margin Expansion: Analyst
July 20, 2023
Tickers
HAL
Tags
Market News
News
General
From
Benzinga
The Latest Analyst Ratings for Halliburton
July 20, 2023
Tickers
HAL
Tags
Benzinga
HAL
Analyst Ratings
From
Benzinga
NVIDIA To Rally Over 28%? Here Are 10 Other Analyst Forecasts For Thursday
July 20, 2023
Tickers
BC
BUD
CCI
CDNS
Tags
Markets
Pre/Market Outlook
Trading Ideas
From
Benzinga
These Analysts Revise Their Forecasts On Halliburton After Q2 Results
July 20, 2023
Tickers
HAL
Tags
Pre/Market Outlook
PT Changes
Trading Ideas
From
Benzinga
Halliburton (HAL) Q2 2023 Earnings Call Transcript
July 19, 2023
Tickers
HAL
Tags
HAL
Recent Press Releases
Market News
From
Motley Fool
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