Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about PSX
Recent news which mentions PSX
< Previous
1
2
...
11
12
13
14
15
16
17
18
Next >
Our Top 7 Oil Stock Predictions for 2023
December 27, 2022
Tickers
CVX
ENB
KMI
KOS
Tags
Market News
NYSE:XOM,NYSE:CVX,NYSE:ENB,NYSE:KMI,NYSE:PSX,NYSE:MUSA,NYSE:KOS
XOM
From
InvestorPlace
Marathon Oil, Phillips 66 And Other Energy Stocks From Benzinga's Most Accurate Analysts
December 13, 2022
Tickers
EOG
MRO
OXY
PSX
Tags
Pre/Market Outlook
Trading Ideas
MRO
From
Benzinga
3 High-Yield Energy Stocks You Can Hold for Years
December 12, 2022
Tickers
BEPC
DUK
PSX
Tags
Market News
DUK
BEPC
From
Motley Fool
The 3 Best Oil Stocks to Buy Before the End of 2022
December 11, 2022
Tickers
CVX
KMI
PSX
Tags
CVX
PSX
Recent Press Releases
From
Motley Fool
Chevron Plans to Significantly Boost Spending in 2023. Should Investors Worry?
December 10, 2022
Tickers
BG
CVX
PSX
Tags
Recent Press Releases
BG
PSX
From
Motley Fool
3 Oil Stocks to Buy for 2022 and Beyond
December 08, 2022
Tickers
CVX
DCP
ENB
PSX
Tags
Recent Press Releases
ENB
CVX
From
Motley Fool
Will Putin Adhere To G7 Price Cap? EU To Face Tough Year Filling Oil, Gas Reserves
December 05, 2022
Tickers
ASIA
ECON
LNG
PSX
Tags
Commodities
Econ #s
Global
From
Benzinga
Here’s how one hedge fund is going aginst the grain and beating the markets
December 02, 2022
Tickers
ADM
ALL
BIIB
BMWYY
Tags
RPV
GILD
VLO
From
MarketWatch
7 Stocks to Buy to Beat Next Year’s Interest Rate Blues
November 30, 2022
Tickers
AB
AFL
ARCC
DFS
Tags
AB
ARCC
Stocks to Buy
From
InvestorPlace
7 Oil Stocks to Buy as the Winter Chill Beckons
November 28, 2022
Tickers
EGY
EPSN
EQNR
GLP
Tags
GLP
NYSE:EQNR,NYSE:GLP,NYSE:GRPK,NYSE:EGY,NYSE:MRO,NYSE:PSX,NASDAQ:EPSN
EPSN
From
InvestorPlace
Ken Griffin's Hedge Fund Increased Its Stake By Over 150% In These 2 Dividend-Paying Energy Stocks
November 25, 2022
Tickers
CVX
GME
HOOD
PSX
Tags
Kenneth Griffin
Benzinga
HOOD
From
Benzinga
Oil Prices Are Still High and These 3 Stocks Love It
November 21, 2022
Tickers
KMI
PSX
XOM
Tags
PSX
Recent Press Releases
XOM
From
Motley Fool
Three seasonal effects in the stock market begin around Thanksgiving, and this year it’s time to buy this asset class
November 17, 2022
Tickers
IWM
PSX
SPX
VIX
Tags
VIX
RUT
SPX
From
MarketWatch
Chevron Phillips, Qatar To Move Forward With $8.5B Integrated Polymers Facility In US
November 16, 2022
Tickers
CVX
PSX
Tags
Commodities
Markets
Briefs
From
Benzinga
Wall Street's Top Analyst Just Said On Phillips 66; Here Are Other Picks For Last Week From Analysts
November 14, 2022
Tickers
BRLT
EOG
OXY
PSX
Tags
Reiteration
PSX
Price Target
From
Benzinga
Here's Why Enbridge Is a No-Brainer Dividend Stock
November 13, 2022
Tickers
DCP
ENB
PSX
Tags
PSX
ENB
Recent Press Releases
From
Motley Fool
Phillips 66 To Rally 25%? Here Are 5 Other Price Target Changes For Thursday
November 10, 2022
Tickers
HCAT
IONS
PSX
RSKD
Tags
Penny Stocks
News
Market News
From
Benzinga
These 3 Dividend ETFs Are a Retiree's Best Friend
November 08, 2022
Tickers
ABBV
BBY
CVX
DIVZ
Tags
Market News
PSX
BBY
From
Motley Fool
Why You Won't Want to Miss What's Happening With These High-Yield Dividend Stocks
November 08, 2022
Tickers
AM
CEQP
DCP
ENB
Tags
PAA
Recent Press Releases
ENB
From
Motley Fool
Where Phillips 66 Stands With Analysts
November 07, 2022
Tickers
PSX
Tags
Analyst Ratings
Market News
BZI/AAR
From
Benzinga
10 Energy Stocks With Whale Alerts In Today's Session
November 07, 2022
Tickers
APA
BP
CVX
DEN
Tags
OXY
PBR
EQT
From
Benzinga
Why Oil Stocks Occidental Petroleum, Devon Energy, and Phillips 66 Rallied in October
November 05, 2022
Tickers
DVN
OXY
PSX
Tags
DVN
Market News
Recent Press Releases
From
Motley Fool
3 Dirt Cheap Dividend Stocks to Buy in November and Hold for Decades
November 05, 2022
Tickers
CVX
PSX
UNP
Tags
PSX
CVX
UNP
From
Motley Fool
Why Phillips 66 Was Rising Today
November 01, 2022
Tickers
DCP
PSX
Tags
PSX
Recent Press Releases
DCP
From
Motley Fool
Phillips 66 (PSX) Q3 2022 Earnings Call Transcript
November 01, 2022
Tickers
PSX
Tags
Market News
Recent Press Releases
PSX
From
Motley Fool
Earnings Scheduled For November 1, 2022
November 01, 2022
Tickers
KAI
KAMN
KAR
KKR
Tags
NR
SYY
PARR
From
Benzinga
As M&A Activity Slows, ESG Deals Buck The Trend With Plug And ChargePoint Commanding Huge Premiums
October 24, 2022
Tickers
BLNK
BP
CHPT
F
Tags
News
Long Ideas
Large Cap
From
Benzinga
7 Oil Stock Predictions for 2023
October 20, 2022
Tickers
ENB
KMI
KOS
MUSA
Tags
ENB
KOS
SHEL
From
InvestorPlace
What 4 Analyst Ratings Have To Say About Phillips 66
October 19, 2022
Tickers
PSX
Tags
Market News
Analyst Ratings
BZI/AAR
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For October 19, 2022
October 19, 2022
Tickers
AAP
AB
ACI
AKUS
Tags
AAP
LMT
BEN
From
Benzinga
< Previous
1
2
...
11
12
13
14
15
16
17
18
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.