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What We Buy Currently
What We Normally Don’t Buy
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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
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home
about us
Investment Approach
Client Service Approach
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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
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7 Oil Stocks to Buy Heading Into April
March 29, 2022
Tickers
BP
CNQ
CTRA
MUR
Tags
Market News
SHEL
NYSE:MUR,NYSE:CTRA,NYSE:TTE,NYSE:BP,NYSE:SHEL,NYSE:VET,NYSE:CNQ,NYSEARCA:SPY
From
InvestorPlace
7 Oil and Gas Stocks With Good Yields That Value Investors Like Now
March 29, 2022
Tickers
CHK
CVX
DVN
MRO
Tags
Stocks to Buy
CVX
CHK
From
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Oil Giant Shell Partners With Buffett-Backed EV Company, Offers Tesla Subscriptions In Germany
March 24, 2022
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BRK-A
BRK-B
BYD
BYDDY
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BYD
Electric Vehicle Stocks
From
Benzinga
SinglePoint Reports That Its Growth-By-Acquisition Strategy Is Helping More Homeowners Switch To Solar
March 24, 2022
Tickers
BP
CWEN
FSLR
SHEL
Tags
SPWR
Markets
BP
From
Benzinga
ESG Stocks And ETFs To Watch As SEC Weighs Greenhouse Gas Disclosure Requirement
March 22, 2022
Tickers
AAPL
AMZN
BP
BTU
Tags
Specialty ETFs
GOOG
NEE
From
Benzinga
CNBC's Final Trades: Home Depot, Shell, FedEx And This Health Care Stock That Has Reached A Record High
March 22, 2022
Tickers
FDX
HD
SHEL
UNH
Tags
Options
Markets
Shannon Saccocia
From
Benzinga
7 Penny Oil Stocks Worth Picking Up Now
March 18, 2022
Tickers
ATHOF
AXAS
BTEGF
CGXEF
Tags
Stocks to Buy
FECCF
BTEGF
From
InvestorPlace
On-Demand Fuel Service Provider EzFill Announces Acquisition And Expansion Readiness
March 17, 2022
Tickers
EZFL
GM
SHEL
XOM
Tags
Benzinga
Partner Content
XOM
From
Benzinga
CEO Calls C3.ai Stock a ‘Screaming Buy,’ But Do Your Due Diligence
March 15, 2022
Tickers
AI
LYB
SHEL
Tags
Market News
SHEL
NYSE:AI,NYSE:SHEL,NYSE:LYB
From
InvestorPlace
European stocks give back gains as ECB meeting looms; Goldman Sachs cuts growth outlook over Ukraine
March 10, 2022
Tickers
CS
SHEL
TTE
Tags
SHEL
NL:SHELL
DX:DAX
From
MarketWatch
Airlines and travel stocks lead the gains in London as bargain hunters step in
March 09, 2022
Tickers
BP
RIO
SHEL
Tags
BP
UK:GLEN
CL00
From
MarketWatch
12 stocks in clean energy, fossil fuels and uranium expected to keep soaring — up to 79% from here
March 09, 2022
Tickers
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CVE
EDPFY
FANG
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FANG
EDPFY
PSX
From
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3 Oil Stocks to Buy as Crude Prices Continue to Gush Higher
March 09, 2022
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BRK-A
BRK-B
IMO
OXY
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NYSE:XOM,NYSE:BRK/B,NYSE:BRK/A,NYSE:OXY,NYSE:SHEL,NYSEAMERICAN:IMO
Stocks to Buy
OXY
From
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Why the U.S. ban on Russian oil imports differs from the 1970s embargo for markets
March 08, 2022
Tickers
BP
COMP
DJIA
SHEL
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XOM
DJIA
SPX
From
MarketWatch
BP And Shell Shares Step On The Gas: What's Fueling The Move?
March 08, 2022
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SHEL
Tags
Trading Ideas
why it's moving
Benzinga
From
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BofA Names Top 5 European Energy Stocks To Buy During Oil Shock
March 08, 2022
Tickers
BP
E
EQNR
SHEL
Tags
Market News
Analyst Ratings
SHEL
From
Benzinga
10 Energy Stocks With Whale Alerts In Today's Session
March 08, 2022
Tickers
BP
CPE
CVX
EOG
Tags
Benzinga
OXY
XOM
From
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Why Vertex Energy Stock Rocketed 23% at the Open Today
March 08, 2022
Tickers
SHEL
VTNR
Tags
VTNR
Recent Press Releases
SHEL
From
Motley Fool
Russia Braces For Deep Recession Amid Corporate Exodus
March 08, 2022
Tickers
AAPL
ASIA
BA
BP
Tags
Commodities
contributors
DIS
From
Benzinga
London stocks rise, but mining stocks under pressure
March 08, 2022
Tickers
BCS
HSBC
LYG
RIO
Tags
UK:SHEL
UK:POLY
UK:RIO
From
MarketWatch
7 Best Long-Term Stocks to Buy for 2022
March 08, 2022
Tickers
ASML
BRK-A
BRK-B
GOOG
Tags
ASML
PFE
MA
From
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2 Top Oil Stocks to Buy for the Long Haul
March 08, 2022
Tickers
BP
CVX
SHEL
XOM
Tags
SHEL
Recent Press Releases
BP
From
Motley Fool
Stocks could be headed for a mid-March bottom, if this historical pattern holds up
March 08, 2022
Tickers
AAPL
AMC
BBBY
CEI
Tags
GC00
TSLA
UK:BRN00
From
MarketWatch
10 Best Oil Stocks to Buy Now for March 2022
March 08, 2022
Tickers
COP
CVX
DVG
EOG
Tags
EOG
SLB
CVX
From
InvestorPlace
Shell to halt spot purchases of Russian crude oil
March 08, 2022
Tickers
SHEL
Tags
UK:SHEL
SHEL
From
MarketWatch
10 Energy Stocks With Whale Alerts In Today's Session
March 07, 2022
Tickers
BTU
DVN
FANG
HAL
Tags
MRO
PBR
NOV
From
Benzinga
Looking At Shell's Recent Whale Trades
March 07, 2022
Tickers
SHEL
Tags
Markets
SHEL
Market News
From
Benzinga
Stocks That Hit 52-Week Lows On Friday
March 04, 2022
Tickers
SANA
SAP
SERA
SEV
Tags
SHEL
SYF
SPIR
From
Benzinga
Weighed by worries over Russia-Ukraine war, European stocks face worst week since October 2020
March 04, 2022
Tickers
BP
FB
HSBC
SHEL
Tags
UK:WIZZ
DX:DAX
UK:SHEL
From
MarketWatch
List of Companies Cutting Ties With Russia: 4 Stocks to Watch
March 03, 2022
Tickers
BP
DIS
F
GOOS
Tags
GOOS
NFLX
Market News
From
InvestorPlace
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