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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
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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
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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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
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Marathon Petroleum Whale Trades For January 25
January 25, 2022
Tickers
MPC
Tags
Markets
Benzinga
BZI/UOA
From
Benzinga
This Is What Whales Are Betting On Marathon Petroleum
January 21, 2022
Tickers
MPC
Tags
Market News
Options
MPC
From
Benzinga
Earnings season will disappoint investors and hurt the stock market — but you can avoid the pain in these sectors and companies
January 13, 2022
Tickers
BBY
MPC
SPX
SYF
Tags
SYF
SPX
BBY
From
MarketWatch
2 Top Oil Stocks to Buy in January
January 11, 2022
Tickers
MPC
VLO
Tags
Recent Press Releases
Market News
VLO
From
Motley Fool
Check Out What Whales Are Doing With MPC
January 06, 2022
Tickers
MPC
Tags
Markets
Benzinga
MPC
From
Benzinga
CNBC's Final Trades: General Electric, Freeport-McMoRan, Berkshire Hathaway And Marathon Petroleum
January 05, 2022
Tickers
BRK-A
FCX
GE
MPC
Tags
Market News
Ritholtz Wealth Management
Media
From
Benzinga
7 of the Best Energy Stocks for 2022 to Buy Now
January 04, 2022
Tickers
BEP
CHPT
CVX
ENPH
Tags
CVX
ENPH
CHPT
From
InvestorPlace
Where Marathon Petroleum Stands With Analysts
December 28, 2021
Tickers
MPC
Tags
BZI/AAR
MPC
Analyst Ratings
From
Benzinga
Here’s a list of favored dividend stocks with room to pay more for investors worried about 2022
December 10, 2021
Tickers
ACC
ADC
AHH
BMY
Tags
PSX
NYCB
KO
From
MarketWatch
Expert Ratings For Marathon Petroleum
November 08, 2021
Tickers
MPC
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
3 Reasons To Like Marathon Petroleum: Dividends, Buybacks, Demand
November 05, 2021
Tickers
MPC
Tags
Benzinga
Dividends
Trading Ideas
From
Benzinga
Marathon Petroleum (MPC) Q3 2021 Earnings Call Transcript
November 03, 2021
Tickers
MPC
Tags
Market News
MPC
From
Motley Fool
Earnings Scheduled For November 2, 2021
November 02, 2021
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LDOS
LEA
LGIH
LILA
Tags
OSPN
PEAK
MGNX
From
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Don’t settle for measly yields — grow your income with this ‘dividend compounding’ strategy
October 22, 2021
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AMP
AVY
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AVY
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Goldman Sachs Downgrades U.S. Economic Growth
October 11, 2021
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CCRN
COST
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General
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XPO
From
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Thinking About Getting Into Petroleum Trading? — Oil Trader Lists Top 5 Must-See Data Points for Everyone
October 04, 2021
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CVX
MPC
XOM
Tags
News
General
Commodities
From
Benzinga
10 Energy Stocks Showing Unusual Options Activity In Today's Session
September 27, 2021
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AR
BP
COP
MPC
Tags
Benzinga
SLCA
OXY
From
Benzinga
'Fast Money Halftime Report' Picks For September 22
September 22, 2021
Tickers
GRMN
MPC
NLY
VFC
Tags
Jon Najarian
MPC
Stephanie Link
From
Benzinga
Wall Street sees as much as 70% upside for these highly rated energy stocks in rally mode
September 15, 2021
Tickers
BCEI
BKR
CHK
CHX
Tags
VLO
NOG
TALO
From
MarketWatch
9 Energy Stocks Showing Unusual Options Activity In Today's Session
September 13, 2021
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COG
COP
MPC
OXY
Tags
PXD
Benzinga
OXY
From
Benzinga
Benzinga's Bulls And Bears Of The Week: Alibaba, Facebook, GameStop, Spotify, Tesla And More
September 11, 2021
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AMD
BABA
C
CI
Tags
Citigroup
TSLA
GME
From
Benzinga
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
Tags
OXY
VLO
AM
From
MarketWatch
'Fast Money Halftime Report' Picks For September 8
September 08, 2021
Tickers
BMY
MPC
NYCB
ZTS
Tags
Jenny Harrington
NYCB
Benzinga
From
Benzinga
Morgan Stanley Initiates Coverage Of Oil Refiners, Names HollyFrontier, Valero & Marathon Top Picks
September 07, 2021
Tickers
DK
HFC
MPC
OIL
Tags
DK
Small Cap
MPC
From
Benzinga
Analyst Ratings For Marathon Petroleum
September 07, 2021
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MPC
Tags
BZI/AAR
MPC
Analyst Ratings
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For September 7, 2021
September 07, 2021
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AMGN
ARGX
BANR
CARR
Tags
TCBK
MRK
DOMA
From
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Benzinga's Top Ratings Upgrades, Downgrades For August 26, 2021
August 26, 2021
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AFCG
ALLK
APPH
AY
Tags
EVLV
ERF
CVI
From
Benzinga
Understanding Marathon Petroleum's Unusual Options Activity
August 11, 2021
Tickers
MPC
Tags
Benzinga
Market News
Movers
From
Benzinga
Unusual Options Activity Insight: Marathon Petroleum
August 10, 2021
Tickers
MPC
Tags
MPC
BZI/UOA
Market News
From
Benzinga
'Fast Money Halftime Report' Picks For August 6
August 06, 2021
Tickers
BABA
COST
MPC
PYPL
Tags
Degas Wright
Trading Ideas
Markets
From
Benzinga
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