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about us
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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
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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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AI Stock Alert: Is a Major Short Squeeze Brewing in C3.ai?
March 03, 2023
Tickers
AI
SHEL
Tags
AI
NYSE:AI,NYSE:SHEL
Today's Market
From
InvestorPlace
What Is the Best Energy Stock to Buy Now? Our 7 Top Picks.
March 01, 2023
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CEIX
CVX
IMO
KMI
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Stocks to Buy
XOM
From
InvestorPlace
Royal Philips Dragged Down by Ever-Expanding Ventilator Recall
March 01, 2023
Tickers
PHG
SHEL
Tags
Recent Press Releases
SHEL
Market News
From
Motley Fool
Oil Giant Shell Gets An Upgrade From Goldman Sachs Citing Strong Balance Sheet, Analyst Sees 38% Upside
February 27, 2023
Tickers
SHEL
Tags
Briefs
Commodities
Price Target
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For February 27, 2023
February 27, 2023
Tickers
ACMR
AMWL
BBY
BZUN
Tags
VFF
ENPH
BZI/Ratings
From
Benzinga
The Top 7 Growth Stocks in the Hot Hydrogen Industry
February 26, 2023
Tickers
APD
BE
BLDP
FCEL
Tags
Stocks to Buy
OTCMKTS:NLLSF,NYSE:SHEL,NYSE:APD,NYSE:BE,NASDAQ:FCEL,NASDAQ:BLDP,NASDAQ:PLUG
APD
From
InvestorPlace
7 Dynamite Dividend Stocks for Income and Growth in 2023
February 24, 2023
Tickers
AVGO
CVX
LLY
MDLZ
Tags
PM
Market News
SHEL
From
InvestorPlace
Alibaba Cloud Cuts Deal With Shell China To Reduce Carbon Footprint
February 24, 2023
Tickers
BABA
SHEL
TECH
Tags
BABA
Market News
SHEL
From
Benzinga
The Next Big Thing in AI: 3 Stocks to Watch in 2023
February 18, 2023
Tickers
AI
BIDU
META
SHEL
Tags
AI
NASDAQ:BIDU,NASDAQ:META,NYSE:AI,NYSE:SHEL
META
From
InvestorPlace
Exxon Is Not Letting Dividend Investors Down, Despite the Lack of a Dividend Hike
February 11, 2023
Tickers
BP
CVX
SHEL
TTE
Tags
TTE
BP
XOM
From
Motley Fool
3 Things to Know as NANC ETF, KRUZ ETF Start Trading
February 08, 2023
Tickers
AMZN
CRM
ET
GOOG
Tags
GOOG
GOOGL
MMP
From
InvestorPlace
Why Exxon Mobil, Phillips 66 And Shell Are All Seeing Blue Skies Tuesday
February 07, 2023
Tickers
BP
PSX
SHEL
XOM
Tags
SHEL
Market News
Earnings
From
Benzinga
Not Beyond Petroleum after all — BP says it’s increasing investment in oil and gas as much as it’s boosting renewable spending
February 07, 2023
Tickers
BP
CVX
SHEL
XOM
Tags
CL/1
SHEL
UK:BP
From
MarketWatch
The 7 Best Hydrogen Stocks to Buy for February 2023
February 06, 2023
Tickers
AFGYF
APD
BE
ITMPF
Tags
APD
ITMPF
LIN
From
InvestorPlace
These 2 global energy stocks look cheap now because of their ‘ESG discount’ — but maybe not for long
February 06, 2023
Tickers
CVX
OXY
SHEL
TTE
Tags
SHEL
HMSFX
ARTGX
From
MarketWatch
Big Oil Companies Report Strong Earnings
February 03, 2023
Tickers
CVX
SHEL
XOM
Tags
CVX
XOM
Market Analysis
From
InvestorPlace
No, Shell didn’t make a record profit in 2022, if you drill into the numbers
February 02, 2023
Tickers
SHEL
Tags
SHEL
UK:SHEL
From
MarketWatch
This trader nailed two big market calls in 2022. She says investors are ‘being paid to wait’ so should steer clear of stocks for 2023.
February 02, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
PA00
GILD
GC00
From
MarketWatch
Shell Posts Record Profits For 2022, Helped By Higher Energy Prices
February 02, 2023
Tickers
SHEL
Tags
Earnings
Large Cap
Markets
From
Benzinga
Shell adjusted profit of $9.8 billion beats forecasts, boosted by soaring energy prices
February 02, 2023
Tickers
CVX
SHEL
Tags
SHEL
NL:SHELL
UK:SHEL
From
MarketWatch
Shell to reduce size of executive committee from nine to seven members
January 30, 2023
Tickers
SHEL
Tags
SHEL
From
MarketWatch
3 EV Penny Stocks Worth Picking Up for Under $1
January 28, 2023
Tickers
SHEL
SOLO
VLTA
XOS
Tags
Stocks to Buy
Market News
XOS
From
InvestorPlace
Why Is C3.ai (AI) Stock Up 15% Today?
January 27, 2023
Tickers
AI
ENGIY
SHEL
Tags
NYSE:AI,NYSE:SHEL,OTCMKTS:ENGIY
Market News
ENGIY
From
InvestorPlace
Here's Why I Prefer Investing in Old Companies and You Should Too
January 27, 2023
Tickers
ETN
GM
HRL
IBM
Tags
ETN
Market News
SHEL
From
Motley Fool
10 Energy Stocks With Whale Alerts In Today's Session
January 26, 2023
Tickers
BTU
CTRA
CVX
HAL
Tags
Market News
SHEL
BTU
From
Benzinga
Shell Earnings Conference Call Is Coming Up, Here's What You Need To Know
January 25, 2023
Tickers
SHEL
Tags
Earnings
BZI/CONF
Market News
From
Benzinga
Why Exxon or Chevron may want to swoop overseas and buy a rival, Citi analysts say
January 25, 2023
Tickers
AAPL
AMC
AMZN
ASML
Tags
BBBY
SHEL
GME
From
MarketWatch
7 Stocks to Buy on the Fed’s Climate Change Concerns
January 23, 2023
Tickers
CCJ
ENPH
HD
NEE
Tags
ORA
ENPH
NYSE:NEE,NASDAQ:ENPH,NYSE:RSG,NYSE:SHEL,NYSE:HD,NYSE:CCJ,NYSE:ORA
From
InvestorPlace
Better Buy: Nio vs. ChargePoint Stock
January 22, 2023
Tickers
CHPT
NIO
SHEL
VLTA
Tags
NIO
CHPT
SHEL
From
Motley Fool
10 Energy Stocks With Whale Alerts In Today's Session
January 20, 2023
Tickers
APA
BP
COP
CVX
Tags
APA
EOG
Options
From
Benzinga
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