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about us
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Team Biographies
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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
MARKET RESEARCH
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Tuesday's Market Minute: Winter Is Coming: The Rise Of Liquefied Natural Gas In The Energy Market – Not Everyone Will Be A Winner
September 12, 2023
Tickers
CVX
SHEL
XOM
Tags
SHEL
Markets
Benzinga
From
Benzinga
Winter Is Coming: The Rise Of Liquefied Natural Gas In The Energy Market – Not Everyone Will Be A Winner
September 12, 2023
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CVX
SHEL
XOM
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XOM
Market News
From
Benzinga
As Carbon Capture Advances in US, Midstream Can Help
September 12, 2023
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CF
COP
DAC
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1PointFive
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From
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Shell's Cambo Exit: Ithaca Energy Acquires Remaining 30% Stake In The Development
September 12, 2023
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SHEL
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SHEL
Media
Markets
From
Benzinga
Oil Prices Are on the Rise: 3 Dividend Stocks to Play the Energy Rally
September 10, 2023
Tickers
COP
DVN
PXD
SHEL
Tags
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SHEL
PXD
From
Motley Fool
The 3 Best Energy Stocks to Buy Now: September 2023
September 08, 2023
Tickers
BRK-A
BRK-B
CVX
OXY
Tags
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From
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'Bidenomics And Fed Rate Hikes Have Both Failed': Peter Schiff Warns That Markets Are 'Completely Wrong' And Inflation Will Get Worse. Here's What He Likes For Protection
September 08, 2023
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EQNR
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OR
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(SHEL) - Analyzing Shell's Short Interest
September 08, 2023
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SHEL
Tags
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Benzinga
Trading Ideas
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Shell's Bold Play- Prelude LNG Revamp Trimmed To Meet Winter Demand Surge: Report
September 07, 2023
Tickers
SHEL
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SHEL
Media
Markets
From
Benzinga
Shell And Trinidad NGC's Imminent $1B Deal Poised To Ignite Venezuela's Stalled Gas Industry
September 05, 2023
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SHEL
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SHEL
News
Equities
From
Benzinga
Power Play: Shell Divests Home Energy Business In UK & Germany To Octopus Energy
September 01, 2023
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From
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3 Sorry Energy Stocks to Sell in August Before It’s Too Late
August 20, 2023
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NKLA
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From
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Peering Into Shell's Recent Short Interest
August 15, 2023
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A Billionaire’s Bet: 3 Stocks Dan Loeb Thinks You Should Own
August 10, 2023
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DHR
J
SHEL
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J
DHR
Market News
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InvestorPlace
Shell Unusual Options Activity
August 09, 2023
Tickers
SHEL
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Market News
Benzinga
SHEL
From
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Sell Alert: 3 Energy Stocks to Dump ASAP
August 01, 2023
Tickers
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TRP
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Market News
From
InvestorPlace
Here's Why CEO Mike Wirth's Extension Is Great News for Chevron Stock
July 28, 2023
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CVX
EQNR
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7 Energy Stocks Primed to Give Your Portfolio a Massive Charge
July 28, 2023
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DEN
ETRN
HNRG
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XOM
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3 Reasons Why Chevron Keeps Delivering on Its Promises
July 28, 2023
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How Is The Market Feeling About Shell?
July 27, 2023
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SHEL
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Benzinga
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Benzinga
Shell Misses On Q2 Earnings, Announces $3B Share Buyback Program
July 27, 2023
Tickers
SHEL
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SHEL
Markets
Market News
From
Benzinga
Shell launches $3 billion buyback as earnings slide to $5.1 billion
July 27, 2023
Tickers
SHEL
Tags
UK:SHEL
SHEL
From
MarketWatch
Shell Plans To Sell Stake In Indonesia's Masela Block For Around $650M
July 25, 2023
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Benzinga
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Porsche Taycan Makes Fastest EV Journey From Thailand To Singapore: Here's How Long It Took
July 25, 2023
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SHEL
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7 Blue-Chip Stocks That Are Screaming Buys Right Now: July 2023
July 23, 2023
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July 21, 2023
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T
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The 3 Most Undervalued Oil Stocks to Buy Now: July 2023
July 18, 2023
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CVX
OXY
SHEL
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NYSE:OXY,NYSE:CVX,NYSE:SHEL
OXY
Market News
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Shell's Debt Overview
July 14, 2023
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SHEL
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Benzinga
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This Is What Whales Are Betting On Shell
July 13, 2023
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SHEL
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Shell & BP File Lawsuit Against Venture Global, Claim Billions Of Dollars Sales Loss: Report
July 12, 2023
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BP
EIX
REPYY
SHEL
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Briefs
Legal
News
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