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home
about us
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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
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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
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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
Bond Fund Seminar
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This Is What Whales Are Betting On Hess
October 25, 2022
Tickers
HES
Tags
Market News
Options
BZI/UOA
From
Benzinga
$100 Invested In Hess 20 Years Ago Would Be Worth This Much Today
October 25, 2022
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HES
Tags
Earnings
BZI/POD
Dividends
From
Benzinga
3 Stocks to Buy With Your Social Security Increase
October 23, 2022
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AXP
BAC
BRK-A
Tags
NASDAQ:IEP,NYSE:BRK/A,NYSE:BRK/B,NASDAQ:AAPL,NYSE:BAC,NYSE:KO,NYSE:AXP,NYSE:HES,NYSEAMERICAN:CET
IEP
AXP
From
InvestorPlace
Dollar Tree, Hess, CVS Health And This ETF To Short: CNBC's 'Final Trades'
October 20, 2022
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CVS
DG
DLTR
HD
Tags
Trading Ideas
Jason Snipe
Short Hills Capital Partners
From
Benzinga
Where Hess Stands With Analysts
October 19, 2022
Tickers
HES
Tags
Analyst Ratings
Market News
Benzinga
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For October 19, 2022
October 19, 2022
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AAP
AB
ACI
AKUS
Tags
GH
BAH
PLUG
From
Benzinga
Tuesday's Market Minute: OPEC+ To Consider 1M Barrel Output Cut
October 04, 2022
Tickers
CEG
COP
ENPH
HES
Tags
CEG
TD Ameritrade
Markets
From
Benzinga
Netflix, Biogen And Other Big Gainers From Wednesday
September 29, 2022
Tickers
ABOS
AMR
BIIB
BTU
Tags
HES
Benzinga
BTU
From
Benzinga
BP, Costco, FedEx And Other Big Losers From Friday
September 26, 2022
Tickers
APA
BP
COST
CRK
Tags
CRK
HES
ETRN
From
Benzinga
These 20 stocks in the S&P skidded as much as 21.5% during another brutal week for the market
September 23, 2022
Tickers
APA
BALL
CCL
CHTR
Tags
LYV
IRM
CL/1
From
MarketWatch
Tesla, Take-Two and Exxon are among the exceptions to this big problem for stock prices
September 22, 2022
Tickers
ALB
ALGN
ATO
BRK-B
Tags
VICI
CAH
HES
From
MarketWatch
Expert Ratings for Hess
September 21, 2022
Tickers
HES
Tags
Market News
Benzinga
Analyst Ratings
From
Benzinga
If You Invested $1000 In This Stock 5 Years Ago, You Would Have $2,700 Today
September 20, 2022
Tickers
HES
Tags
HES
BZI/POD
Dividends
From
Benzinga
Hess Whale Trades Spotted
September 15, 2022
Tickers
HES
Tags
HES
Markets
Benzinga
From
Benzinga
Thursday Is Your Last Chance To Buy Hess Before The Dividend Payout
September 13, 2022
Tickers
HES
Tags
Market News
Benzinga
BZI/ExDiv
From
Benzinga
Check Out What Whales Are Doing With HES
September 08, 2022
Tickers
HES
Tags
BZI/UOA
Options
Market News
From
Benzinga
Here's How Much You Would Have Made Owning Hess Stock In The Last 5 Years
September 06, 2022
Tickers
HES
Tags
Benzinga
HES
Dividends
From
Benzinga
Here are the worst (and best) performing stocks of August and for 2022
August 31, 2022
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AAPL
AES
ALB
ALGN
Tags
BRK/B
SEDG
MRNA
From
MarketWatch
What 9 Analyst Ratings Have To Say About Hess
August 29, 2022
Tickers
HES
Tags
HES
BZI/AAR
Analyst Ratings
From
Benzinga
8 Energy Stocks With Whale Alerts In Today's Session
August 24, 2022
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COP
CVX
DVN
HES
Tags
DVN
RRC
HES
From
Benzinga
Warren Buffett Is Betting Big On Occidental Petroleum, But Analyst Sees 'Better Options Elsewhere'
August 22, 2022
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BRK-A
BRK-B
COP
EOG
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COP
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10 Best Fidelity Funds to Buy Now
August 19, 2022
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AMZN
AR
BSX
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UNH
FCPI
FBCG
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10 Energy Stocks With Whale Alerts In Today's Session
August 11, 2022
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AR
ARCH
COP
CVX
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Options
FANG
Market News
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The 7 Best Fidelity Funds for Retirees
August 07, 2022
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AAPL
AMZN
AR
AZO
Tags
FCNTX
EXC
ETH/USD
From
InvestorPlace
How Is The Market Feeling About Hess?
August 03, 2022
Tickers
HES
Tags
BZI/SHORTHIST
Benzinga
Market News
From
Benzinga
Here's How Much You Would Have Made Owning Hess Stock In The Last 5 Years
August 01, 2022
Tickers
HES
Tags
News
Market News
Earnings
From
Benzinga
7 Best Fidelity Funds for Aggressive Investors
July 28, 2022
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AAPL
AMZN
BHP
EQT
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MSFT
VVV
FIVLX
From
InvestorPlace
Recap: Hess Q2 Earnings
July 27, 2022
Tickers
HES
Tags
Earnings
HES
Benzinga
From
Benzinga
Where Hess Stands With Analysts
July 19, 2022
Tickers
HES
Tags
BZI/AAR
HES
Benzinga
From
Benzinga
Peering Into Hess's Recent Short Interest
July 18, 2022
Tickers
HES
Tags
Trading Ideas
HES
Short Ideas
From
Benzinga
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