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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
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
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EVENTS
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Event Schedule
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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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Oil Prices Drop After Netanyahu Says Israel Will Attack Military, Not Oil Or Nuclear Targets In Iran
October 14, 2024
Tickers
NEWS
OIL
UCO
USO
Tags
News
Iran
Market News
From
Benzinga
Oil Prices Drop 2% As OPEC Cuts Forecast, Iran's Output Rises: Analyst Says Netanyahu May Doubt US Commitment To 'Restricting Iranian Exports'
October 14, 2024
Tickers
ASIA
ECON
OIL
USO
Tags
israel
Gaza
ETFs
From
Benzinga
Russia's oil trade is rising as record volumes of Russian crude are carried on 'dark fleet' vessels
October 14, 2024
Tickers
OIL
Tags
State of Freight
Sanctions and embargoes
Energy
From
CNBC.com News
Crude oil prices fall more than 2% after China finance minister disappoints on stimulus
October 14, 2024
Tickers
OIL
Tags
Markets
Breaking News: Markets
Oil
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US Hits Iran Oil Exports With New Sanctions After Israel Attack, Crude Oil Holds Steady At $75
October 11, 2024
Tickers
OIL
USO
Tags
Government
Treasury Department
Politics
From
Benzinga
ConocoPhillips Plays Defense, Preps For Offense With $9B Cash Return On Deck: Analyst
October 11, 2024
Tickers
COP
MRO
OIL
Tags
Top Stories
Long Ideas
Market News
From
Benzinga
U.S. crude oil on pace to eke out second weekly gain on Middle East war risk
October 11, 2024
Tickers
OIL
Tags
Markets
Breaking News: Markets
Oil
From
CNBC.com News
Oil Rises Over 3%, Hits $76 As Middle East Tensions Mount: Israel Strikes UN Peacekeeper Bases In Lebanon, Threats Against Gulf Oil Facilities Emerge
October 10, 2024
Tickers
OIL
UN
USO
Tags
Sector ETFs
Politics
Benzinga
From
Benzinga
Bulls Stampede On Wall Street: S&P 500 Smashes All-Time Highs, Dow Jones Marks Record Close, Nasdaq 100 Hits Mid-July Levels
October 09, 2024
Tickers
AMD
BA
CCL
CDNS
Tags
GLW
SMCI
PDD
From
Benzinga
Oil Dips To $73 As China Withholds Stimulus, Biden Attempts To Contain Netanyahu Over Israel's Attack On Iran
October 09, 2024
Tickers
ASIA
OIL
USO
Tags
Benjamin Netanyahu
Politics
Benzinga
From
Benzinga
Google Breakup On The Table, Nvidia AI Summit Moves The Stock But Resistance Ahead
October 09, 2024
Tickers
AAPL
AMZN
GLD
GOLD
Tags
Expert Ideas
Market Summary
contributors
From
Benzinga
5 Things To Know In Investing This Week: The Rising Price Of Commodities Edition
October 09, 2024
Tickers
BAC
COST
OIL
Tags
Markets
Federal Reserve
COST
From
Benzinga
U.S. crude oil drifts lower, trades below $74 per barrel after selloff
October 09, 2024
Tickers
OIL
Tags
Markets
Oil
Breaking News: Markets
From
CNBC.com News
Rising Yields And Higher Neutral Rate May Spoil The Party, Biggest Stock Moves In Years Ahead
October 08, 2024
Tickers
AAPL
AMD
AMZN
ASHR
Tags
ASHR
Expert Ideas
Oil
From
Benzinga
Crude oil prices fall about 2% as rally on Middle East war risk takes a pause
October 08, 2024
Tickers
OIL
Tags
Oil
Breaking News: Markets
Markets
From
CNBC.com News
Why oil and gas markets are dreading the risk of supply disruption in the Strait of Hormuz
October 08, 2024
Tickers
OIL
Tags
Asia News
Europe News
World News
From
CNBC.com News
Oil Surges On 1-Year Hamas Attack Anniversary As Israel Mulls Iran Retaliation
October 07, 2024
Tickers
OIL
USO
Tags
Commodities
Oil
Specialty ETFs
From
Benzinga
Stock Market Investors Nervous About Potential Israeli Attack On Iran
October 07, 2024
Tickers
AAPL
AMZN
GLD
GOOG
Tags
QQQ
META
Trading Ideas
From
Benzinga
U.S. crude oil jumps nearly 3%, trades above $76 as market waits for Israel strike against Iran
October 07, 2024
Tickers
OIL
Tags
Markets
Oil
Breaking News: Markets
From
CNBC.com News
US Energy Stocks Notch Biggest Weekly Gains In 2 Years, Exxon Hits Record Highs As Crude Surges To $75 On Israel-Iran Jitters
October 04, 2024
Tickers
APA
COP
CVX
DVN
Tags
Economics
COP
KMI
From
Benzinga
Diamondback Energy Is 'Making All The Right Moves,' Says Bullish Analyst
October 04, 2024
Tickers
FANG
GAS
OIL
XOM
Tags
Market News
Long Ideas
BMO Capital Markets
From
Benzinga
European Energy Supplies Under Threat From Mideast War
October 04, 2024
Tickers
JPM
OIL
REPYF
Tags
Market News
Middle East
Benzinga
From
Benzinga
U.S. crude oil has risen nearly 9% this week as traders fear Middle East supply disruption
October 04, 2024
Tickers
OIL
Tags
Oil
Breaking News: Markets
Markets
From
CNBC.com News
Satellite imagery show Iranian oil tankers at country’s major terminal disappearing amid fears of Israeli counterattack
October 04, 2024
Tickers
OIL
Tags
Wars and Military Conflicts
Markets
Emerging Markets
From
CNBC.com News
Why oil prices haven't skyrocketed on Middle East supply fears — yet
October 04, 2024
Tickers
OIL
Tags
Oil and Gas
Europe Markets
Politics
From
CNBC.com News
CNBC Daily Open: October’s gravity bringing stocks down
October 04, 2024
Tickers
JOBS
OIL
Tags
China Markets
Jobs
Europe Markets
From
CNBC.com News
CNBC Daily Open: Stocks can’t defy October’s gravity
October 03, 2024
Tickers
JOBS
OIL
Tags
Asia Markets
Technology
Jobs
From
CNBC.com News
Stock Of The Day: Is Exxon A Way To Profit From Higher Oil Prices?
October 03, 2024
Tickers
OIL
XOM
Tags
Middle East
israel
Stock of the Day
From
Benzinga
Oil Prices Rally: Biden Confirms US 'Discussions' With Israel About Striking Iran Facilities
October 03, 2024
Tickers
DBO
OIH
OIL
UCO
Tags
Commodities
Oil
Global
From
Benzinga
U.S. crude oil rises for third day as traders fear Middle East escalation that disrupts supplies
October 03, 2024
Tickers
OIL
Tags
Markets
Oil
Breaking News: Markets
From
CNBC.com News
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