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Classifying Municipal Bonds
Revenue Bonds
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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
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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
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Double-Barreled Bonds
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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
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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
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MARKET RESEARCH
Featured Quarterly Newsletter
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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
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Contrarian Notes Blog
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$1,000 Invested in These 3 Dividend Stocks Could Make You Rich
November 24, 2023
Tickers
CVX
HES
KO
MDT
Tags
Recent Press Releases
Market News
KO
From
Motley Fool
Why Are Oil Stocks Down Today?
November 22, 2023
Tickers
APA
CVX
HES
XOM
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APA
NYSE:XOM,NYSE:HES,NYSE:CVX,NASDAQ:APA
HES
From
InvestorPlace
3 Defensive Stocks to Buy Now and Hold Through the Next Recession
November 22, 2023
Tickers
BRK-B
CVX
HES
QSR
Tags
HES
CVX
QSR
From
InvestorPlace
After Nearly $70 Billion in Acquisitions, What's Next for Chevron?
November 21, 2023
Tickers
CVX
HES
PXD
XOM
Tags
CVX
HES
Recent Press Releases
From
Motley Fool
Devon Energy: Buy, Sell, or Hold?
November 19, 2023
Tickers
CVX
DVN
HES
PXD
Tags
HES
CVX
DVN
From
Motley Fool
If You Invested $100 In This Stock 5 Years Ago, You Would Have $300 Today
November 17, 2023
Tickers
HES
Tags
Trading Ideas
News
BZI/POD
From
Benzinga
3 Best Long-Term Stocks Every 50-Year-Old Should Buy and Hold
November 16, 2023
Tickers
COST
CVX
HES
MSFT
Tags
Market News
Stocks to Buy
CVX
From
InvestorPlace
This Is What Whales Are Betting On Hess
November 16, 2023
Tickers
HES
Tags
HES
Markets
Benzinga
From
Benzinga
Chevron Exploring Options To Sell East Texas Assets: Report
November 15, 2023
Tickers
CVX
HES
Tags
General
News
Media
From
Benzinga
Looking Into Hess's Recent Short Interest
November 14, 2023
Tickers
HES
Tags
Short Sellers
Market News
BZI/SHORTHIST
From
Benzinga
The 7 Best Commodities Stocks to Buy Based on Expert Predictions
November 14, 2023
Tickers
ALB
BASFY
CVX
DE
Tags
WPM
DVN
DE
From
InvestorPlace
Price Over Earnings Overview: Hess
November 10, 2023
Tickers
HES
Tags
Intraday Update
BZI/PE
Benzinga
From
Benzinga
Why I Finally Added This Elite Dividend Stock to My Portfolio
November 10, 2023
Tickers
CVX
HES
XOM
Tags
XOM
Recent Press Releases
Market News
From
Motley Fool
This Little-Known Buffett Portfolio Invested $24.7 Billion in These 3 Dividend Aristocrats
November 09, 2023
Tickers
BRK-A
BRK-B
CVX
HES
Tags
BRK/B
USFD
NYSE:BRK/A,NYSE:BRK/B,NYSE:CVX,NYSE:OXY,NYSE:XOM,NYSE:HES,NYSE:PXD,NYSE:SYY,NYSE:USFD,NYSE:PG
From
InvestorPlace
3 Energy Stocks to Buy for Growth Investors
November 08, 2023
Tickers
CVX
HES
KMI
NEE
Tags
KMI
HES
CVX
From
InvestorPlace
3 Energy Stocks With Strong Balance Sheets and Low Debt
November 08, 2023
Tickers
CVX
DVN
HES
XOM
Tags
HES
CVX
DVN
From
InvestorPlace
The 3 Best Oil Stocks for Income Investors to Buy Now
November 07, 2023
Tickers
BP
CVX
HES
SHEL
Tags
CVX
HES
BP
From
InvestorPlace
Is It Time To Buy the Dow Jones' 3 Worst-Performing Stocks This Year?
November 07, 2023
Tickers
CVX
DIS
DJI
HES
Tags
^GSPC
DIS
^DJI
From
Motley Fool
The Latest Analyst Ratings for Hess
November 07, 2023
Tickers
HES
Tags
BZI/AAR
HES
Market News
From
Benzinga
3 Blue-Chip Stocks That Will Outperform the Index in 2024
November 06, 2023
Tickers
CVX
HES
LMT
NCMGF
Tags
NCMGF
NYSE:NEM,NYSE:LMT,NYSE:CVX,OTCMKTS:NCMGF,NYSE:HES
Market News
From
InvestorPlace
Five potential takeover targets in the oil industry, following deals by Exxon Mobil and Chevron
November 06, 2023
Tickers
APA
CEIX
CIVI
CNX
Tags
CNX
DINO
XLE
From
MarketWatch
$45 Billion of Warren Buffett's Portfolio Is Invested in 2 Stocks That Could Soar More Than 20% Over the Next 12 Months, According to Wall Street
November 05, 2023
Tickers
BAC
BRK-A
BRK-B
CVX
Tags
CVX
HES
BRK/A
From
Motley Fool
Big Oil & Gas Names Chevron, Hess, Exxon Mobil Shares Up Today: What's Going On?
November 02, 2023
Tickers
CVX
HES
PXD
XOM
Tags
Trading Ideas
Markets
Briefs
From
Benzinga
Oil & Gas Giant ConocoPhillips Hikes Dividend, Says Not Surprised By Consolidation Wave
November 02, 2023
Tickers
COP
CVX
HES
Tags
Briefs
News
CVX
From
Benzinga
7 Blue-Chip Stocks to Buy and Hold Forever: November Edition
November 02, 2023
Tickers
CMG
CVX
HES
HSBC
Tags
HSBC
CMG
NYSE:MCD,NYSE:HSBC,NYSE:CVX,NYSE:IBM,NYSE:KO,NYSE:V,NYSE:CMG,NYSE:HES
From
InvestorPlace
2 Top Oil Stocks to Buy in November
November 02, 2023
Tickers
CVX
HES
PXD
XOM
Tags
HES
CVX
XOM
From
Motley Fool
ExxonMobil and Chevron Are Betting Big on Fossil Fuels. Should You?
November 01, 2023
Tickers
CVX
HES
PXD
XOM
Tags
XOM
Recent Press Releases
PXD
From
Motley Fool
Which Oil Stock Could Deliver the Most Attractive Returns?
October 31, 2023
Tickers
CVX
DEN
HES
PXD
Tags
CVX
HES
PXD
From
InvestorPlace
Energy Stocks for Long-Term Growth: 3 Companies to Watch
October 31, 2023
Tickers
CPK
CVX
ENB
HES
Tags
NYSE:CVX,NYSE:HES,NYSE:NEE,NYSE:CPK,NYSE:ENB
ENB
CVX
From
InvestorPlace
If You Invested $1000 In This Stock 5 Years Ago, You Would Have $2,500 Today
October 30, 2023
Tickers
HES
Tags
Trading Ideas
News
HES
From
Benzinga
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