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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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Why Are Oil Stocks Down Today?
November 27, 2023
Tickers
AMC
COP
CVX
PBR
Tags
Today's Market
NYSE:XOM,NYSE:CVX,NYSE:SHEL,NYSE:COP,NYSE:PBR,OTCMKTS:VWAGY,NYSE:AMC
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Who Will Be the AI Winners of 2024? Here Are 2 Top Contenders
November 22, 2023
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Canadian LNG Projects Advance to Meet Asian Demand
November 21, 2023
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November 20, 2023
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3 Things You Need to Know If You Buy ExxonMobil Today
November 18, 2023
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PXD
SHEL
TTE
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XOM
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Millionaire’s Secret: Top 3 Stocks Set to Soar in the Next Market Surge
November 16, 2023
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3 EV Stocks You Will Regret Not Buying Sooner: November 2023
November 14, 2023
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BYDDF
LI
SHEL
XPEV
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BP, Shell, Edison Request US, EU To Help In Dispute With Venture Global LNG Over Undelivered Cargoes: Report
November 13, 2023
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EIX
SHEL
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From
Benzinga
Oil Giant Versus Activists - Shell Sues Greenpeace Over Protest: Report
November 09, 2023
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Benzinga
General
From
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Shell sues Greenpeace for $2.1 million after protests in the North Sea
November 09, 2023
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The 3 Best Oil Stocks for Income Investors to Buy Now
November 07, 2023
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The Importance of Brand Power: 3 Stocks to Consider
November 03, 2023
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Why ExxonMobil Stock Crushed the Market on Thursday
November 02, 2023
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XOM
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Energy Giant Shell Misses Q3 Revenue Estimates; Announces $2.5B Buyback Program
November 02, 2023
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Shell launches $3.5 billion share buyback plan as buoyant oil prices bolster profits
November 02, 2023
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Earnings Scheduled For November 2, 2023
November 02, 2023
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Shell Plans To Offload Pakistan Business To Saudi Firm: Report
November 01, 2023
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November 01, 2023
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3 Great Foreign Companies to Invest in Right Now
October 26, 2023
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London-Based Oil Giant Shell Cuts Jobs In Low-Carbon Solutions Division & Lowers Hydrogen Business Exposure: Report
October 25, 2023
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VEV Stock Alert: Vicinity Motor Receives Nasdaq Delisting Warning
October 25, 2023
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Shell Layoffs 2023: What to Know About the Latest SHEL Job Cuts
October 25, 2023
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BTAI
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Stocks to own ahead of a rally that this $15 billion fund house says is coming soon
October 25, 2023
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Can C3.ai Grow Its Revenue by 13X? Investors Might Have to Hope So.
October 25, 2023
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3 ETFs to Buy Yielding 3%-5%
October 24, 2023
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DHS
PXF
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TRPL
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Time to Cash In: 3 Stocks to Sell at 52-Week Highs
October 24, 2023
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GOOG
GOOGL
META
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Looking for More Income? These Oil Dividend Stocks Yield 4%+.
October 22, 2023
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3 Mutual Funds to Invest in for Pro Management and Low Fees
October 20, 2023
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ADBE
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Energy Transfer Just Got a Huge Vote of Confidence for a Key Growth Project
October 20, 2023
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ET
SHEL
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Recent Press Releases
Market News
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