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What We Buy Currently
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Turnkey Operation Platform
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
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Market Analysis Summary
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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
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
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Kinder Morgan's Capital Discipline Illustrates Why It's a Great Dividend Stock
October 31, 2021
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Motley Fool
1 Company to Capitalize on the SPAC Boom
October 30, 2021
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SNOW
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Double Your Money by 2033 on Dividends Alone from This Top Energy Stock
October 30, 2021
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LUMN
MO
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KMI
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3 Resilient Stocks to Help Solidify Your Portfolio
October 25, 2021
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KMI
PRU
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PRU
KMI
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3 Infrastructure Stocks to Buy Right Now
October 22, 2021
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ENB
KMI
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ENB
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Why Oil Stock Kinder Morgan Sank Today
October 21, 2021
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Market News
KMI
From
Motley Fool
Kinder Morgan Remains Well Positioned as the Energy Market Pivots
October 21, 2021
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KMI
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Market News
KMI
From
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Kinder Morgan (KMI) Q3 2021 Earnings Call Transcript
October 21, 2021
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KMI
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Market News
KMI
From
Motley Fool
Earnings Scheduled For October 20, 2021
October 20, 2021
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ABT
ANTM
ASML
BANR
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FTI
REXR
CP
From
Benzinga
Five quality energy stocks with high dividend yields propelled by soaring oil prices
October 14, 2021
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ALTM
AM
AROC
CVX
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WMB
REPX
From
MarketWatch
Is Kinder Morgan Stock a Buy?
October 14, 2021
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KMI
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KMI
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4 Top Dividend Payers of the S&P 500
October 13, 2021
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KMI
LUMN
MO
T
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T
Market News
KMI
From
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3 Top Dividend Aristocrat Stocks for $55 or Less
October 13, 2021
Tickers
ABC
CAH
ENB
ET
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ENB
ET
KMI
From
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These quality dividend stocks have a built-in advantage that can keep you ahead of inflation in 2022
October 13, 2021
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ADM
BBY
BKR
CAT
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WHR
MDLZ
CL
From
MarketWatch
Oil Stocks: Why FANG, KMI, HES and APA Are Bubbling Higher Today
October 11, 2021
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APA
FANG
HES
KMI
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FANG
HES
APA
From
InvestorPlace
Could Energy Lead the Stock Market Higher in 2022?
October 08, 2021
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APA
BKR
CVX
DJI
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APA
EPD
^DJI
From
Motley Fool
Could Kinder Morgan Be a Millionaire-Maker Stock?
September 30, 2021
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Market News
From
Motley Fool
7 Stocks to Buy Now for an Oil Rally This Fall
September 29, 2021
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AZPN
CNQ
COP
ENB
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NYSE:XOM,NYSE:VLO,NYSE:CNQ,NYSE:SU,NYSE:COP,NYSE:ENB,NASDAQ:AZPN,NYSE:RDS/A,NYSE:RDS/B,NYSE:KMI
CNQ
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From
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5 Top Dividend Payers of the S&P 500
September 26, 2021
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CVX
D
K
KMI
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KMI
CVX
SPG
From
Motley Fool
Three dividend stocks rated ‘A’ for safety
September 24, 2021
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ABR
DISCA
FMCC
FNMA
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OHI
ISBC
ABR
From
MarketWatch
Got $5,000? Here Are 5 Energy Stocks to Buy and Hold for the Long Term
September 24, 2021
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BP
CVX
EPD
KMI
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TRP
KMI
TTE
From
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'Fast Money Halftime Report' Picks For September 21
September 21, 2021
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JPM
KMI
TJX
UBER
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Rob Sechan
Trading Ideas
UBER
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Benzinga
The 3 Safest Energy Dividends Right Now
September 16, 2021
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ENB
KMI
TTE
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ENB
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KMI
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Can This High-Yield Energy Stock Support Its Dividend?
September 13, 2021
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KMI
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Market News
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7 S&P 500 Dividend Stocks To Buy Yielding 4%
September 13, 2021
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ABBV
ABT
DOW
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KMI
WU
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From
InvestorPlace
Energy stocks are on a big run — and still have some catching up to do
September 10, 2021
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AM
APA
BKR
CLR
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CVX
AM
PXD
From
MarketWatch
3 Top Dividend Payers of the S&P 500
August 27, 2021
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KMI
O
WBA
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O
Market News
KMI
From
Motley Fool
Got $5,000? Here Are 3 Energy Stocks to Buy and Hold for the Long Term
August 24, 2021
Tickers
ENB
EPD
KMI
Tags
KMI
Market News
EPD
From
Motley Fool
7 Popular Robinhood Stocks That Deserve a Place in Your Portfolio
August 16, 2021
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AAPL
AMD
AMZN
EBAY
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Stocks to Buy
AMD
From
InvestorPlace
Kinder Morgan Remains "Bullish on U.S. Natural Gas." Should You?
August 04, 2021
Tickers
KMI
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Market News
KMI
From
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