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
3
4
5
6
7
8
9
...
17
18
Next >
Why Phillips 66 Rallied in March
April 06, 2024
Tickers
PSX
Tags
PSX
Recent Press Releases
Market News
From
Motley Fool
Netflix To Rally Over 24%? Here Are 10 Top Analyst Forecasts For Friday
April 05, 2024
Tickers
CAG
ETN
NEWS
NFLX
Tags
Market News
News
NFLX
From
Benzinga
What the Options Market Tells Us About Phillips 66
April 03, 2024
Tickers
PSX
Tags
BZI/UOA
Options
Markets
From
Benzinga
S&P 500's Q1 Standouts: Energy, Communication Sectors In The Lead — 10 Top-Performing Stocks
April 02, 2024
Tickers
DIS
FANG
IVV
META
Tags
Stories That Matter
energy
DIS
From
Benzinga
Permian Gas Fuels Midstream/MLP Investments
April 02, 2024
Tickers
ENB
ENLC
EPD
GAS
Tags
2024
Oil
KMI
From
ETF Trends
The 7 Best Energy Stocks to Buy in April 2024
April 02, 2024
Tickers
DHT
EGY
FANG
GTE
Tags
FANG
PSX
PDS
From
InvestorPlace
9 Analysts Have This To Say About Phillips 66
April 01, 2024
Tickers
PSX
Tags
Benzinga
PSX
Analyst Ratings
From
Benzinga
Phillips 66 Explores Sale Of Rockies Express Pipeline Stake Worth Over $1B: Report
March 27, 2024
Tickers
CRAK
IEO
NEWS
PSX
Tags
Briefs
IEO
Media
From
Benzinga
Rivian Automotive To Rally More Than 96%? Here Are 10 Top Analyst Forecasts For Friday
March 15, 2024
Tickers
ADBE
BERY
CDLX
COST
Tags
EVCM
DG
analyst forecasts
From
Benzinga
A Closer Look at 5 Analyst Recommendations For Phillips 66
March 08, 2024
Tickers
PSX
Tags
Market News
Analyst Ratings
BZI/AAR
From
Benzinga
Fill Your Tank: 3 Oil & Gas Stocks Primed to Gush in 2024
March 06, 2024
Tickers
DVN
ERF
OXY
PSX
Tags
PSX
Market News
Stocks to Buy
From
InvestorPlace
Against the Tide: 3 Oil Stocks Set to Surge in the EV Market Shakeout
March 05, 2024
Tickers
CVX
ENB
PSX
Tags
Stocks to Buy
CVX
ENB
From
InvestorPlace
Behind the Scenes of Phillips 66's Latest Options Trends
February 15, 2024
Tickers
PSX
Tags
PSX
Benzinga
BZI/UOA
From
Benzinga
The Secret to How I Scored Double-Digit Dividend Yields on These Lower-Yielding Dividend Stocks
February 12, 2024
Tickers
AMT
COP
GOOG
GOOGL
Tags
PSX
GOOG
Market News
From
Motley Fool
Why Is Etsy (ETSY) Stock Up 8% Today?
February 01, 2024
Tickers
BLK
ETSY
PSX
Tags
Market News
NASDAQ:ETSY,NYSE:BLK,NYSE:PSX
Today's Market
From
InvestorPlace
Expert Outlook: Phillips 66 Through The Eyes Of 4 Analysts
February 01, 2024
Tickers
PSX
Tags
Market News
Analyst Ratings
BZI/AAR
From
Benzinga
Phillips 66 Analysts Increase Their Forecasts Following Upbeat Earnings
February 01, 2024
Tickers
NEWS
PSX
Tags
Trading Ideas
PT Changes
Earnings
From
Benzinga
AT&T To Rally Around 19%? Here Are 10 Top Analyst Forecasts For Thursday
February 01, 2024
Tickers
BSX
CI
CNMD
DHR
Tags
PAGS
ROK
PT Changes
From
Benzinga
Phillips 66 (PSX) Q4 2023 Earnings Call Transcript
January 31, 2024
Tickers
PSX
Tags
Market News
PSX
Recent Press Releases
From
Motley Fool
Nasdaq, S&P 500 Slip Ahead Of Fed Meeting, Regional Banks Sink After NYCB Disappoints: What's Driving Markets Wednesday?
January 31, 2024
Tickers
ADP
AFL
AI
AMD
Tags
NYCB
Earnings Misses
Market News
From
Benzinga
Petroleum Refineries Major Phillips 66 Shares Are Up Today: Details
January 31, 2024
Tickers
NEWS
PSX
Tags
Large Cap
Market News
why it's moving
From
Benzinga
Top 5 Energy Stocks That May Crash This Quarter
January 31, 2024
Tickers
HP
NEWS
PSX
RSI
Tags
Overbought stocks
TRMD
Small Cap
From
Benzinga
Earnings Scheduled For January 31, 2024
January 31, 2024
Tickers
ADP
AFL
ALGN
APTV
Tags
CNMD
CTVA
AVY
From
Benzinga
Fear & Greed Index Moves To 'Greed' Zone Ahead of Fed's Rate Decision
January 31, 2024
Tickers
BA
FFIV
GM
GOOG
Tags
BA
PSX
GOOG
From
Benzinga
Alphabet, Boeing And 3 Stocks To Watch Heading Into Wednesday
January 31, 2024
Tickers
BA
GOOG
GOOGL
MSFT
Tags
MSFT
Market News
News
From
Benzinga
Phillips 66's Earnings Outlook
January 30, 2024
Tickers
PSX
Tags
BZI/EP
PSX
Benzinga
From
Benzinga
Crude Comeback: 7 Oil Stocks Primed for a 2024 Rebound
January 11, 2024
Tickers
COP
CVX
ENB
KMI
Tags
Market News
PSX
KMI
From
InvestorPlace
Don't Miss These 3 Energy Stocks With Over 3% Dividend Yields From Wall Street's Most Accurate Analysts
January 10, 2024
Tickers
EOG
NEWS
PSX
VLO
Tags
dividend yield
Market News
VLO
From
Benzinga
Petroleum Refineries Company Phillips 66 Eyes Non-Core Asset Divestiture: Report
January 05, 2024
Tickers
CVX
NEWS
PSX
Tags
Benzinga
Media
Asset Sales
From
Benzinga
3 Magnificent High-Yield Dividend Stocks to Buy for 2024
December 23, 2023
Tickers
FDX
KMT
PSX
UPS
Tags
PSX
UPS
Market News
From
Motley Fool
< Previous
1
2
3
4
5
6
7
8
9
...
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.