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What We Buy Currently
What We Normally Don’t Buy
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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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
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Miss Exxon's Run-Up? Here Are 2 Energy Stocks To Like More
February 27, 2022
Tickers
KMI
PAA
XOM
ZM
Tags
Recent Press Releases
Market News
ZM
From
Motley Fool
Got $5,000? Here Are 5 Energy Stocks to Buy and Hold for the Long Term
February 26, 2022
Tickers
BEP
BEPC
CWEN
ENB
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ENB
CWEN/A
From
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As Russia moves into Ukraine, here are the oil stocks that might benefit the most
February 22, 2022
Tickers
BP
CNQ
COP
CVE
Tags
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VLO
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From
MarketWatch
7 High-Yielding Dividend Stocks to Mix Risk with Income
February 18, 2022
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BCSF
KMI
MO
PSX
Tags
NYSE:PSXP,NYSE:SUN,NYSE:KMI,NYSE:SCCO,NYSE:MO,NYSE:BCSF,NASDAQ:WHF,NYSE:PSX
KMI
PSXP
From
InvestorPlace
7.5% Inflation: 2 Safe Dividend Stocks to Buy Now
February 16, 2022
Tickers
CVX
KMI
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CVX
From
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4 Ultra-High-Yield Dividend Stocks to Buy Hand Over Fist Right Now
February 13, 2022
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ENB
EPR
KMI
MPW
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KMI
EPR
From
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Want $5,000 in Passive Income? Invest $30,000 in These 3 Stocks and Wait 3 Years
February 13, 2022
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ALV
KMI
RIO
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KMI
ALV
RIO
From
Motley Fool
Palantir Technologies Stock Is Poised for a Strong Comeback
February 11, 2022
Tickers
KMI
MRK
PLTR
RACE
Tags
RIO
KMI
MRK
From
InvestorPlace
Oil is the hottest sector, and Wall Street analysts see upside of up to 48% for favored stocks
February 11, 2022
Tickers
BP
CNQ
COP
CVE
Tags
CVE
CNQ
XLE
From
MarketWatch
3 Red-Hot Stocks That Could Continue to Beat the Market
January 30, 2022
Tickers
BRK-A
BRK-B
F
KMI
Tags
KMI
Recent Press Releases
TSLA
From
Motley Fool
2 Top Stocks to Buy in 2022 Now That Oil and Gas Is Hot and Renewable Energy Is Cold
January 28, 2022
Tickers
KMI
SEDG
Tags
Recent Press Releases
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SEDG
From
Motley Fool
Market Sell-Off 2022: 3 Ultra-Safe Dividend Stocks to Buy Now
January 27, 2022
Tickers
CLX
KMI
PG
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Recent Press Releases
Market News
CLX
From
Motley Fool
Should You Buy Oil and Gas Stocks and Sell Renewable Energy Stocks in 2022?
January 27, 2022
Tickers
BEP
BEPC
CVX
CWEN
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CVX
Market News
XOM
From
Motley Fool
7 Hot Stocks Poised to Get Even Hotter in Q1
January 25, 2022
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CVX
F
GS
JPM
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PG
PEP
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Kinder Morgan Delivers Another Boringly Predictable Quarter
January 20, 2022
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KMI
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KMI
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Kinder Morgan (KMI) Q4 2021 Earnings Call Transcript
January 20, 2022
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Kinder Morgan: Q4 Earnings Insights
January 20, 2022
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Palantir’s Long-Term Bull Case Looks Compelling
January 19, 2022
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Earnings Scheduled For January 19, 2022
January 19, 2022
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ASML
BAC
BOKF
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My 3 Favorite Dividend Stocks to Buy in 2022
January 19, 2022
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PG
SBUX
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KMI
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My 3 Favorite Value Stocks to Buy in January
January 19, 2022
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CAT
HON
KMI
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CAT
^IXIC
KMI
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Kinder Morgan's Earnings Outlook
January 18, 2022
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KMI
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KMI
Benzinga
From
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In The Spotlight - Big Wall Street Banks As The Main Power In SP500
January 18, 2022
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AA
AAL
BA
BAC
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AAL
UAL
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Brace for a volatile 2022, but cling to this tech stalwart when the storm comes, says investment advisor
January 18, 2022
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AAPL
AMC
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Get ready for the climb. Here’s what history says about stock-market returns during Fed rate-hike cycles.
January 15, 2022
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AMC
ARKF
ARKG
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ARKF
TFC
BX:TMUBMUSD02Y
From
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Kinder Morgan's Debt Overview
January 14, 2022
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KMI
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Benzinga
Intraday Update
Markets
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Retired? 5 Stocks Yielding 5% to Buy in 2022
January 13, 2022
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BUD
CRON
ENB
IRM
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CRON
Market News
MO
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Motley Fool
My Top Dividend Stock to Buy for 2022 (and It's Not Even Close)
January 12, 2022
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KMI
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KMI
Market News
Recent Press Releases
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Investing $100,000 in This Basket of Dividend Stocks Should Give You $4,000 in 2022 Income
January 11, 2022
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ALV
AUY
KMI
Tags
Market News
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ALV
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Energy Was the S&P 500's Best-Performing Sector in 2021. Can the Outperformance Continue?
January 10, 2022
Tickers
BEP
BEPC
COP
CVX
Tags
Recent Press Releases
^GSPC
KMI
From
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