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 >
US Refiners Expect Robust Q1 Performance On Fuel Price Surge: Reuters
April 25, 2022
Tickers
ERUS
MPC
PSX
RSX
Tags
Market News
Benzinga
SPY
From
Benzinga
Why Shares of Phillips 66 Bounced Higher on Monday
April 18, 2022
Tickers
PSX
Tags
Market News
PSX
Recent Press Releases
From
Motley Fool
Analyst Ratings for Phillips 66
April 18, 2022
Tickers
PSX
Tags
BZI/AAR
PSX
Analyst Ratings
From
Benzinga
Buffett’s Berkshire Hathaway flagged by climate-watching investor advocate for no transparency on emissions
March 30, 2022
Tickers
BG
BRK-B
CVX
F
Tags
PG
PCAR
PTR
From
MarketWatch
7 Dividend Stocks That Can Withstand Inflation
March 24, 2022
Tickers
ALL
COP
EPR
GLAD
Tags
EPR
GLAD
NYSE:TSN,NYSE:ALL,NYSE:WY,NYSE:PSX,NYSE:EPR,NASDAQ:GLAD,NYSE:PM,NYSE:COP
From
InvestorPlace
3 Risky Energy Stocks To Avoid at All Costs
March 24, 2022
Tickers
PLUG
PSX
VLO
XOM
Tags
Market News
PLUG
XOM
From
Motley Fool
BofA Raises Oil Refiner Price Targets, Names 6 Top Stock
March 22, 2022
Tickers
DINO
DK
MPC
OIL
Tags
Doug Leggate
Oil
Price Target
From
Benzinga
3 Unstoppable Dividend Stocks That Benefit From Higher Oil and Commodity Prices
March 20, 2022
Tickers
CAT
DE
PSX
Tags
PSX
Recent Press Releases
DE
From
Motley Fool
3 Reasons to Buy Plug Power, and 1 Reason to Sell
March 16, 2022
Tickers
EADSY
PLUG
PSX
Tags
Recent Press Releases
EADSY
PSX
From
Motley Fool
Why ExxonMobil, Chevron, and Other Large Oil Stocks Crashed Today
March 15, 2022
Tickers
CVX
OXY
PBF
PSX
Tags
Recent Press Releases
PBF
PSX
From
Motley Fool
The 2 Safest Oil Dividends Right Now
March 15, 2022
Tickers
CVX
MORN
MPC
PSX
Tags
Market News
MORN
CVX
From
Motley Fool
12 dividend stocks paying at least 3.5% that are well-suited for high inflation
March 10, 2022
Tickers
CBRL
DVN
EPR
ETRN
Tags
PSX
MID
VFC
From
MarketWatch
Markets Rise Sharply Following A Pullback In Oil Prices
March 09, 2022
Tickers
CCL
CZR
DIA
MRNA
Tags
CZR
Benzinga
SPY
From
Benzinga
Members Of Congress Buy Energy, Defense Stocks Prior To Russian Invasion Of Ukraine: Who They Are, What They Bought
March 09, 2022
Tickers
CVX
ENLC
ET
LMT
Tags
Benzinga
ENLC
Unusual Whales
From
Benzinga
12 stocks in clean energy, fossil fuels and uranium expected to keep soaring — up to 79% from here
March 09, 2022
Tickers
CCJ
CVE
EDPFY
FANG
Tags
CVE
CL00
CL/1
From
MarketWatch
Looking At Phillips 66's Recent Whale Trades
March 08, 2022
Tickers
PSX
Tags
Benzinga
Market News
PSX
From
Benzinga
Why Chevron, BP, Exxon, and Other Oil Stocks Climbed Today
March 08, 2022
Tickers
BP
CVX
NOV
PSX
Tags
BP
NOV
PSX
From
Motley Fool
10 Best Oil Stocks to Buy Now for March 2022
March 08, 2022
Tickers
COP
CVX
DVG
EOG
Tags
SHEL
KMI
Stocks to Buy
From
InvestorPlace
4 Oil And Gas Stocks To Watch As Russia-Ukraine Conflict Intensifies
February 24, 2022
Tickers
COP
DVN
OIL
PSX
Tags
Benzinga
Market News
DVN
From
Benzinga
7 High-Yielding Dividend Stocks to Mix Risk with Income
February 18, 2022
Tickers
BCSF
KMI
MO
PSX
Tags
KMI
Dividend Stocks
BCSF
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
TRP
ERF
AU:STO
From
MarketWatch
7 Oil Stocks to Buy as Multiple Catalysts Converge
February 10, 2022
Tickers
BP
CVX
MRO
PSX
Tags
Market News
XOM
CVX
From
InvestorPlace
$90 Oil: 3 Dividend-Paying Companies Set to Thrive
February 10, 2022
Tickers
BKR
CAT
COP
GE
Tags
Market News
CAT
PSX
From
Motley Fool
Only 29 stocks hit all 4 of these key metrics so far this earnings season
February 07, 2022
Tickers
AAPL
ALK
AMD
AMZN
Tags
AAPL
CTLT
DAL
From
MarketWatch
Why Phillips 66 Stock Popped 17% in January
February 03, 2022
Tickers
PSX
Tags
Market News
PSX
Recent Press Releases
From
Motley Fool
Phillips 66 (PSX) Q4 2021 Earnings Call Transcript
January 28, 2022
Tickers
PSX
Tags
Market News
PSX
Recent Press Releases
From
Motley Fool
Recap: Phillips 66 Q4 Earnings
January 28, 2022
Tickers
PSX
Tags
BZI/Recaps
Benzinga
Market News
From
Benzinga
A Peek Into The Markets: US Stock Futures Mixed; Apple Tops Q1 Expectations
January 28, 2022
Tickers
AAPL
CE
CHTR
CL
Tags
Global
CVX
AAPL
From
Benzinga
7 Stocks To Watch For January 28, 2022
January 28, 2022
Tickers
AAPL
CHTR
CL
CVX
Tags
WDC
Benzinga
Market News
From
Benzinga
Earnings Scheduled For January 28, 2022
January 28, 2022
Tickers
ABTX
ALV
BAH
BMI
Tags
BMI
BZI/UE
CL
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.