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about us
Investment Approach
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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
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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
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
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Q1’s Rising Stars: 3 Energy Stocks for Your Must-Watch List
January 19, 2024
Tickers
COP
EOG
KMI
NEE
Tags
COP
NYSE:NEE,NYSE:COP,NYSE:EOG,NYSE:KMI
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Looking for High Dividend Yields? This Energy Stock Can Make Investors a Lot of Money
January 19, 2024
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Recent Press Releases
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From
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After a Solid 2023, This High-Yield Dividend Stock Expects to Make Even More Money in 2024
January 19, 2024
Tickers
KMI
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Recent Press Releases
KMI
Market News
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Kinder Morgan (KMI) Q4 2023 Earnings Call Transcript
January 17, 2024
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KMI
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KMI
Market News
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From
Motley Fool
Kinder Morgan Stock Experiences Volatility After The Company Posts Q4 Earnings: The Details
January 17, 2024
Tickers
KMI
NEWS
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Movers
Earnings
Market News
From
Benzinga
Recap: Kinder Morgan Q4 Earnings
January 17, 2024
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KMI
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Benzinga
Earnings
KMI
From
Benzinga
US Stocks Set To Open In Red On Rate Worries Ahead Of Fed Speeches, Data: Analyst Pins Q4 Earnings Hopes On 'Magnificent 7' And Margins
January 17, 2024
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AA
BA
BABA
DFS
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Movers
SPY
Market News
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Earnings Scheduled For January 17, 2024
January 17, 2024
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CFG
DFS
FUL
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Market News
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7 High-Yield Dividend Stocks That Will Thrive as Interest Rates Drop
January 16, 2024
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DRI
IBM
KMI
MTN
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From
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Earnings Preview: Kinder Morgan
January 16, 2024
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Benzinga
Earnings
KMI
From
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Midstream Positions for Ballooning U.S. LNG Exports
January 16, 2024
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January 16, 2024
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Benzinga
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Why Kinder Morgan Vastly Underperformed the S&P 500 in 2023
January 13, 2024
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NEP
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Crude Comeback: 7 Oil Stocks Primed for a 2024 Rebound
January 11, 2024
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CVX
ENB
KMI
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Market News
NYSE:CVX,NYSE:COP,NYSE:OXY,NYSE:ENB,NYSE:KMI,NYSE:MPC,NYSE:PSX
MPC
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The 3 Best Dividend Stocks That You’re Not Following (But Should Be)
January 09, 2024
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This Dow Jones Stock Just Slashed Its Dividend By 48%. Here's Why It Could Benefit Investors
January 09, 2024
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KMI
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3 Dynamic Dividend Stocks In Warren Buffett’s ‘Secret’ Portfolio
January 08, 2024
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ARCC
BRK-A
BRK-B
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ARCC
Stocks to Buy
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Q1’s Rising Stars: 3 Dividend Stocks with Massive Upside
January 08, 2024
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KMI
LLY
MS
UPS
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KMI
Market News
LLY
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2024 Outlook: Macro Uncertainty Favors Midstream/MLPs
January 03, 2024
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AMNA
ENB
GAS
KMI
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January 03, 2024
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HRL
KMI
MO
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MO
HRL
Recent Press Releases
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There Are Only 5 Dow Stocks I Wouldn't Buy in 2024
December 29, 2023
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CSCO
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3 Super-Safe Dividend Stocks to Buy for 2024 and Beyond
December 29, 2023
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EQIX
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LMT
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KMI
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Get a Higher Yield Than the 10-Year U.S. Treasury With This Passive Income Powerhouse Dividend Stock
December 28, 2023
Tickers
D
ENB
KMI
OKE
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Market News
D
From
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Led by MLPs, Midstream Is Energy Bright Spot in 2023
December 26, 2023
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AM
AMNA
AMZ
CAPL
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HESM
MMLP
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Passive Income Heaven: 3 Underrated Dividend Stocks for Your Portfolio
December 25, 2023
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BKR
KMI
WTRG
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WTRG
BKR
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Holiday Sale: These 3 Dividend Stocks Are Bargain Buys This Holiday Season
December 24, 2023
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BIP
BIPC
KMI
STAG
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BIPC
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How Is The Market Feeling About Kinder Morgan?
December 18, 2023
Tickers
KMI
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Trading Ideas
Benzinga
BZI/SHORTHIST
From
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Start 2024 Off Right With These 3 Energy Stocks
December 16, 2023
Tickers
BEP
BEPC
KMI
NEE
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NEE
KMI
Market News
From
Motley Fool
Got $4,000? These 4 Dividend Stocks Could Turn It Into Nearly $200 of Annual Income in 2024.
December 13, 2023
Tickers
BEP
BEPC
KMI
KVUE
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Market News
KVUE
From
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Microsoft, U.S. Bancorp And 2 Other Stocks Insiders Are Selling
December 12, 2023
Tickers
H
KMI
MSFT
USB
Tags
Markets
USB
H
From
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