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 Phillips 66
Recent news which mentions Phillips 66
Daily Digest: Zuckerberg shutters tuition-free school; Affordable housing tax breaks in question
April 22, 2025
Tags
Moss Adams LLP
Residential Real Estate
Roundup
From
Business Journals
Activist Elliott has unfinished business at Phillips 66. How its plan to build value may unfold
February 15, 2025
Tags
Phillips 66
Commentary
Hedge Funds
From
CNBC.com News
5 things: Citrus Heights footwear company Bearpaw opens relocated outlet store
August 02, 2024
Tags
Apparel & Textiles
Eric Schnetz
Retailing
From
Business Journals
Activist Elliott builds roughly 13% stake in Etsy, secures board seat
February 01, 2024
Tags
Pinterest Inc
Breaking News: Business
Dropbox Inc
From
CNBC.com News
Match shares surge on report activist investor Elliott takes $1 billion stake
January 09, 2024
Tags
Mobile
Phillips 66
Social media
From
CNBC.com News
Crown Castle CEO to retire, handing win to activist investor Elliott
December 07, 2023
Tags
Breaking news
Investing
Technology
From
CNBC.com News
Here’s how activist Elliott could build shareholder value amicably at Phillips 66
December 02, 2023
Tags
Investment strategy
Phillips 66
Commentary
From
CNBC.com News
Cramer points to signs the market is broadening beyond the 'Magnificent Seven'
November 29, 2023
Tags
Rover Group Inc
Stock Picks
Foot Locker Inc
From
CNBC.com News
Elliott takes $1 billion stake in Phillips 66, plans to seek two board seats, sources say
November 29, 2023
Tags
Breaking News: Markets
Markets
Phillips 66
From
CNBC.com News
Stocks making the biggest moves midday: Sunnova Energy, Cal-Maine Foods, Marathon Petroleum and more
October 04, 2023
Tags
Intel Corp
Sunrun Inc
Stock markets
From
CNBC.com News
Stocks making the biggest moves premarket: Nvidia, Discover Financial, D.R. Horton and more
August 15, 2023
Tags
Citigroup Inc
Market Insider
NVIDIA Corp
From
CNBC.com News
Stocks making the biggest moves midday: Lululemon, Micron, Carnival Foot Locker & more
March 29, 2023
Tags
Stock markets
Dave & Buster's Entertainment Inc
Market Insider
From
CNBC.com News
Google, Xcel cancel data center; Revlon makes bankruptcy deal: The National Observer Dec. 22, 2022
December 22, 2022
Tags
Phillips 66
Xcel Energy Services Inc/
The National Observer
From
Business Journals
Phillips 66 cuts; Redfin shutters flipping biz: The National Observer Nov. 10, 2022
November 10, 2022
Tags
The National Observer
Phillips 66
Microsoft Corp/
From
Business Journals
Stocks making the biggest moves midday: Meta Platforms, ServiceNow, Teladoc, Credit Suisse & more
October 27, 2022
Tags
Keurig Dr Pepper Inc
AutoNation Inc
ServiceNow Inc
From
CNBC.com News
Stocks making the biggest moves midday: Tesla, Enphase Energy, Exxon Mobil and more
October 05, 2022
Tags
Market Insider
Lumen Technologies Inc
Schlumberger NV
From
CNBC.com News
Stocks making the biggest moves midday: Hertz, Ford, Keurig Dr. Pepper and more
September 27, 2022
Tags
Phillips 66
Economy
Lucid Group Inc
From
CNBC.com News
Stocks making the biggest moves premarket: Kohl's, BJ's Wholesale, Estee Lauder and more
August 18, 2022
Tags
Business
Cisco Systems Inc
Kohl's Corp
From
CNBC.com News
Stocks making the biggest moves midday: FedEx, Continental Resources, Oracle and more
June 14, 2022
Tags
Twitter Inc
National Vision Holdings Inc
Oracle Corp
From
CNBC.com News
Propel Fuels sues petroleum giant, alleging theft of trade secrets
May 19, 2022
Tickers
INNO
Tags
Energy
Rob Elam
Renewable Energy
From
Business Journals
Stocks making the biggest moves midday: Robinhood, Chewy, RH, Lululemon and more
March 30, 2022
Tickers
RH
Tags
BioNTech SE
stocks
RH
From
CNBC.com News
What to watch today: Dow futures cut sharp losses as $130 crude comes a bit off the boil
March 07, 2022
Tags
Uber Technologies Inc
Mastercard Inc
Citigroup Inc
From
CNBC.com News
Stocks making the biggest moves premarket: Oil stocks, Bed Bath & Beyond, Visa and more
March 07, 2022
Tickers
OIL
Tags
Visa Inc
Retail industry
Investment strategy
From
CNBC.com News
Stocks making the biggest moves midday: Under Armour, Zillow, Affirm and more
February 11, 2022
Tags
stocks
Stock markets
Yelp Inc
From
CNBC.com News
Activist investors and a 'greenwashing' backlash: Change is coming to the corporate world
January 25, 2022
Tickers
CEO
Tags
United Nations Climate Change Conference
Europe News
Business News
From
CNBC.com News
Energy lags in past month, but traders bet on return to strength in 2022. Here's how to play it
December 09, 2021
Tags
Devon Energy Corp
Energy
Diamondback Energy Inc
From
CNBC.com News
Southwest to buy more than 200M gallons of sustainable aviation fuel in 15-year agreement
November 10, 2021
Tags
American Airlines Group Inc/
Transportation
Travel
From
Business Journals
Why Shell battle with activist Dan Loeb is bigger for Big Oil's future than Exxon board war
October 28, 2021
Tickers
OIL
Tags
Marathon Petroleum Corp
BP PLC
Conocophillips
From
CNBC.com News
Big Tech earnings in the week ahead could test stocks' recent rally
October 22, 2021
Tags
Aon PLC
Kimberly/Clark Corp
Check Point Software Technologies Ltd
From
CNBC.com News
These two worst-performing stocks in Q3 could be poised for a rebound
October 01, 2021
Tags
Beyond Meat Inc
Roku Inc
Trading Nation
From
CNBC.com News
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.