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home
about us
Investment Approach
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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
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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
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Russian Oil Trade In Limbo - Threatening Global Supply
March 03, 2022
Tickers
BP
OIL
SHEL
XOM
Tags
Market News
SHEL
XOM
From
Benzinga
Rosneft Stock Is Back in Focus As Exxon Mobil Exits Russian Oil
March 02, 2022
Tickers
BP
OGZPY
OJSCY
SBRCY
Tags
XOM
SHEL
OJSCY
From
InvestorPlace
Republicans urge U.S. oil and gas ‘stability’ as answer to Russia, other security threats
March 02, 2022
Tickers
BP
ICLN
SHEL
TSLA
Tags
TSLA
CL00
NG00
From
MarketWatch
6 Of The Best Energy Stocks To Buy And Hold As Oil Prices Surge
March 02, 2022
Tickers
COP
CVX
EOG
MPC
Tags
energy
Markets
Trading Ideas
From
Benzinga
Stoxx Europe 600 rises, while Sberbank announces withdrawal from Europe as Russian markets remain closed a third day
March 02, 2022
Tickers
BP
ERIC
SHEL
TTE
Tags
UK:SBER
CL00
UK:NVTK
From
MarketWatch
12 Energy Stocks Moving In Wednesday's Pre-Market Session
March 02, 2022
Tickers
BORR
EXTN
FLNG
FRO
Tags
INSW
PHX
Pre/Market Outlook
From
Benzinga
Should I Buy Oil Stocks Now? 3 Picks to Consider as Russia-Ukraine Impacts Play Out
March 01, 2022
Tickers
CVX
SHEL
XOM
Tags
XOM
SHEL
Stocks to Buy
From
InvestorPlace
Exxon Mobil under pressure to exit Russian ventures
March 01, 2022
Tickers
BP
SHEL
SPX
TTE
Tags
NL:SHELL
TTE
SHEL
From
MarketWatch
FTSE 100 skids lower, and U.K. gilt rates fall as investors head to safety amid Ukraine conflict
March 01, 2022
Tickers
AZN
BP
RIO
SHEL
Tags
UK:BRN00
UK:POLY
CL00
From
MarketWatch
SHEL, BP Stocks Dip as Oil Producers Dump Russian Stakes: 7 Things to Know
February 28, 2022
Tickers
BP
EQNR
OGZPY
OJSCY
Tags
OGZPY
EQNR
XOM
From
InvestorPlace
SHEL Stock Continues to Fall as Shell Ends Partnership With Russia’s Gazprom
February 28, 2022
Tickers
SHEL
Tags
NYSE:SHEL
SHEL
Today's Market
From
InvestorPlace
A Double Ouch For Gazprom: Shell, UEFA End Deals With Russian Energy Giant
February 28, 2022
Tickers
OGZPY
SHEL
Tags
News
UEFA
Gazprom
From
Benzinga
Lordstown Motors News: Why Is RIDE Stock Tanking Today?
February 28, 2022
Tickers
REGI
RIDE
SHEL
Tags
Market News
SHEL
RIDE
From
InvestorPlace
REGI Stock: 9 Key Things for Renewable Energy Investors to Know About the Chevron Deal
February 28, 2022
Tickers
CVX
EBAY
REGI
SHEL
Tags
Market News
NASDAQ:REGI,NYSE:CVX,NYSE:SHEL,NASDAQ:EBAY
EBAY
From
InvestorPlace
SHEL Stock Tumbles on Gazprom Pressures. 7 Things to Know.
February 28, 2022
Tickers
BP
EQNR
OGZPY
OJSCY
Tags
NYSE:SHEL,NYSE:BP,NYSE:EQNR,OTCMKTS:OJSCY,OTCMKTS:OGZPY
Today's Market
OGZPY
From
InvestorPlace
BP Stock Alert: What to Know as BP Dumps Stake in Russian Rosneft
February 28, 2022
Tickers
BP
SHEL
Tags
SHEL
NYSE:BP,NYSE:SHEL
Market News
From
InvestorPlace
Oil Stocks XOM, CVX, BP, SHEL Heat Up with $4 Gas Prices in Focus
February 25, 2022
Tickers
BP
CVX
SHEL
XOM
Tags
CVX
Today's Market
Market News
From
InvestorPlace
Need A Refill? Growing Fuel-Delivery Service Providers Are Looking To Have Your Back
February 24, 2022
Tickers
EZFL
SHEL
XOM
Tags
EZFL
Markets
Partner Content
From
Benzinga
‘Want to stop making Putin rich? Renewables’: Does the Russia-Ukraine crisis speed up or slow Europe’s green energy push?
February 23, 2022
Tickers
ICLN
SHEL
Tags
UK:BRN00
NG00
SHEL
From
MarketWatch
7 New ETFs To Consider if You Want To Play Today’s Top Trends
February 22, 2022
Tickers
ABBV
AMKBY
ATVI
BMY
Tags
KROP
PENN
LVS
From
InvestorPlace
As Russia moves into Ukraine, here are the oil stocks that might benefit the most
February 22, 2022
Tickers
BP
CNQ
COP
CVE
Tags
BP
FR:TTE
PSXP
From
MarketWatch
Shell a lone bright spot as European stocks tumble, energy prices soar on Russia-Ukraine tensions
February 22, 2022
Tickers
BP
HSBC
SHEL
Tags
UK:SHEL
YM00
FR:PX1
From
MarketWatch
Banks and pharmaceutical companies lead in London, while Synairgen, Morses shares tumble
February 21, 2022
Tickers
AZN
BP
HSBC
NWG
Tags
UK:BME
UK:UKX
XX:SXXP
From
MarketWatch
3 Great Foreign Companies to Invest in Right Now
February 17, 2022
Tickers
ENB
SHEL
TTE
Tags
ENB
Market News
Recent Press Releases
From
Motley Fool
Tailwinds Should Keep Pushing Exxon Mobil Upward
February 16, 2022
Tickers
CVX
SHEL
USO
XOM
Tags
NYSE:XOM,NYSE:USO,NYSE:CVX,NYSE:SHEL
Stocks to Buy
Market News
From
InvestorPlace
European stocks struggle to hold on to gains as Ericsson tumbles over Iraq corruption findings
February 16, 2022
Tickers
BP
ERIC
HSBC
SHEL
Tags
UK:UKX
XX:SXXP
UK:BP
From
MarketWatch
London stocks join global bounce, with AstraZeneca leading on positive drug news
February 15, 2022
Tickers
AZN
BP
RIO
SHEL
Tags
UK:AAL
BP
UK:SHEL
From
MarketWatch
Why Oil Companies Are Lush With Cash but Not Spending Much
February 13, 2022
Tickers
CVX
SHEL
XOM
Tags
Market News
Recent Press Releases
SHEL
From
Motley Fool
4 Strong Renewable Energy Growth Stocks
February 12, 2022
Tickers
AQN
AY
NEE
NEP
Tags
AQN
Recent Press Releases
AY
From
Motley Fool
Could This Be the Next Big Oil Trend?
February 12, 2022
Tickers
BP
MO
SHEL
XOM
Tags
Recent Press Releases
MO
BP
From
Motley Fool
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