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home
about us
Investment Approach
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Form CRS
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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
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
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3 Top Oil Stocks to Buy to Cash In on OPEC's Continued Support of Crude Prices
October 05, 2023
Tickers
COP
DVN
PXD
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Recent Press Releases
PXD
COP
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Here's How Much You Would Have Made Owning Pioneer Natural Resources Stock In The Last 20 Years
October 04, 2023
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From
Benzinga
Pioneer Natural Resources Unusual Options Activity For October 03
October 03, 2023
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Market News
BZI/UOA
Benzinga
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7 Energy Stocks Set to Explode Higher
October 01, 2023
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COP
CVX
ENB
EPD
Tags
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HAL
Market News
From
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Better Buy: Chevron vs. Pioneer Natural Resources
September 29, 2023
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CVX
PXD
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CVX
Recent Press Releases
PXD
From
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Pioneer Natural Resources Stock: Buy, Sell, or Hold?
September 28, 2023
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CVX
PXD
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Recent Press Releases
CVX
Market News
From
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This Is What Whales Are Betting On Pioneer Natural Resources
September 27, 2023
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PXD
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Benzinga
BZI/UOA
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$100 Oil Is Back! Here's What Smart Investors Should Do Now
September 25, 2023
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CVX
EPD
EQNR
MPLX
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EQNR
Market News
XOM
From
Motley Fool
Looking Into Pioneer Natural Resources's Recent Short Interest
September 21, 2023
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PXD
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PXD
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Trading Ideas
From
Benzinga
3 Oil Stocks to Buy as Crude Crosses $90 (and Barrels Toward $100)
September 21, 2023
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DVN
MRO
PXD
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Recent Press Releases
MRO
PXD
From
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Betting Big: 3 Energy Stocks Primed for a Breakout
September 20, 2023
Tickers
CVX
PXD
XOM
Tags
PXD
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NYSE:CVX,NYSE:PXD,NYSE:XOM
From
InvestorPlace
Looking At Pioneer Natural Resources's Recent Unusual Options Activity
September 20, 2023
Tickers
PXD
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Markets
Options
From
Benzinga
Expert Ratings for Pioneer Natural Resources
September 18, 2023
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Benzinga
BZI/AAR
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From
Benzinga
Oil Rockets Past $90 As Supply Crunch Meets Surging Demand: Which Energy Stocks Are Poised To Profit?
September 15, 2023
Tickers
BKR
COP
CVX
EOG
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HAL
Market News
Large Cap
From
Benzinga
$100 Invested In Pioneer Natural Resources 20 Years Ago Would Be Worth This Much Today
September 12, 2023
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Market News
BZI/POD
News
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Benzinga
The 1 Thing That Could Make Pioneer Natural Resources Skyrocket
September 10, 2023
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Motley Fool
Oil Prices Are on the Rise: 3 Dividend Stocks to Play the Energy Rally
September 10, 2023
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DVN
PXD
SHEL
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SHEL
TTE
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If You'd Invested $10,000 in Pioneer Natural Resources on July 1, 2022, This Is How Much You Would Have Today
September 10, 2023
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PXD
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Market News
PXD
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Cramer Suggests Buying Fast Food Chain Owner Of Popeye's, Burger King: Here's Why
September 07, 2023
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DVAX
IONQ
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Benzinga
These Oil Stocks Just Got a Big Boost and Could Rocket From Here
September 06, 2023
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DVN
MRO
PXD
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PXD
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Motley Fool
Why an Ultra High Dividend Yield Alone Doesn't Make a Stock a Buy
September 06, 2023
Tickers
FL
PXD
VFC
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VFC
Recent Press Releases
PXD
From
Motley Fool
This Is What Whales Are Betting On Pioneer Natural Resources
September 05, 2023
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PXD
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Benzinga
From
Benzinga
7 Stocks to Buy Based on Unusual Options Activity
September 05, 2023
Tickers
EDR
FOXA
NXST
OLN
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WB
NXST
EDR
From
InvestorPlace
How Is The Market Feeling About Pioneer Natural Resources?
September 05, 2023
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PXD
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Benzinga
2 Oil Stocks to Buy Hand Over Fist in September
September 03, 2023
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DVN
PXD
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Recent Press Releases
PXD
DVN
From
Motley Fool
Why Has Pioneer Natural Resources' Dividend Declined 78% in 16 months?
September 01, 2023
Tickers
PXD
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PXD
Market News
Recent Press Releases
From
Motley Fool
If This Oil Stock Is Right, It Will Produce a $27 Billion to $40 Billion Free-Cash-Flow Gusher in the Coming Years
August 25, 2023
Tickers
PXD
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Market News
PXD
Recent Press Releases
From
Motley Fool
Looking At Pioneer Natural Resources's Recent Unusual Options Activity
August 24, 2023
Tickers
PXD
Tags
Markets
Options
PXD
From
Benzinga
These Are the ONLY 3 Oil Stocks to Consider in August 2023
August 24, 2023
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FANG
OXY
PXD
Tags
Market News
FANG
NYSE:OXY,NYSE:PXD,NASDAQ:FANG
From
InvestorPlace
'Bond Vigilantes Got It Right': Mark Chaikin Discusses Rising Yields, Key Stocks To Watch On Benzinga's PreMarket Prep
August 17, 2023
Tickers
CAT
EOG
EQT
FDX
Tags
FDX
PXD
EQT
From
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