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home
about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Latest News about UK:SHEL
Recent news which mentions UK:SHEL
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Dan Loeb says he’s boosting oil and gas positions and warns the bottom might not be in for tech stocks
May 09, 2022
Tickers
PCG
S
SHEL
SPX
Tags
UK:SHEL
UK:GLEN
PCG
From
MarketWatch
Shell profits climb as oil price gains offset $3.9 billion in Russia exit charges
May 05, 2022
Tickers
SHEL
Tags
SHEL
UK:SHEL
From
MarketWatch
Chevron, Suncor and other North American energy giants sharply lag European rivals in ‘green transition’ scorecard
April 18, 2022
Tickers
CVX
USO
XOM
Tags
CVX
CL/1
UK:SHEL
From
MarketWatch
Shell to book up to $5 billion in impairments on Russian operations
April 07, 2022
Tickers
SHEL
Tags
UK:SHEL
SHEL
From
MarketWatch
Big Oil CEOs to play defense at House hearing on ‘America’s Pain at the Pump’
April 06, 2022
Tickers
BP
DVN
PXD
XOM
Tags
UK:SHEL
DVN
XOM
From
MarketWatch
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
ES00
TTE
From
MarketWatch
Airlines and travel stocks lead the gains in London as bargain hunters step in
March 09, 2022
Tickers
BP
RIO
SHEL
Tags
UK:EZJ
UK:WIZZ
UK:SHEL
From
MarketWatch
12 stocks in clean energy, fossil fuels and uranium expected to keep soaring — up to 79% from here
March 09, 2022
Tickers
CCJ
CVE
EDPFY
FANG
Tags
SLB
FANG
IXC
From
MarketWatch
London stocks rise, but mining stocks under pressure
March 08, 2022
Tickers
BCS
HSBC
LYG
RIO
Tags
RIO
LYG
UK:SHEL
From
MarketWatch
Stocks could be headed for a mid-March bottom, if this historical pattern holds up
March 08, 2022
Tickers
AAPL
AMC
BBBY
CEI
Tags
UK:SHEL
GME
HUSA
From
MarketWatch
Shell to halt spot purchases of Russian crude oil
March 08, 2022
Tickers
SHEL
Tags
SHEL
UK:SHEL
From
MarketWatch
The SWIFT sanctions against Russia: How they work, and what’s the impact going to be
March 07, 2022
Tickers
XOM
Tags
UK:SHEL
RUBUSD
USDCNH
From
MarketWatch
European stocks pounded as oil spikes on possible ban on Russian imports
March 07, 2022
Tags
XE:CBK
UK:UKX
XX:SXXP
From
MarketWatch
Weighed by worries over Russia-Ukraine war, European stocks face worst week since October 2020
March 04, 2022
Tickers
BP
FB
HSBC
SHEL
Tags
FR:TTE
BP
GC00
From
MarketWatch
FTSE 100 slumps over 1%, as the handful of Russian stocks left in London are barely hanging on
March 03, 2022
Tickers
BP
Tags
UK:OGZD
BP
UK:BRN00
From
MarketWatch
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
ERIC
UK:FIXP
UK:SHEL
From
MarketWatch
Gazprom, Lukoil and Sberbank are now penny stocks as Russian companies collapse in London
March 02, 2022
Tags
UK:ROSN
UK:SHEL
UK:UKX
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
CL00
UK:BRN00
UK:POLY
From
MarketWatch
Russian-listed stocks tumble in London, while BP plunges on Rosneft exit
February 28, 2022
Tickers
BP
HSBC
Tags
UK:FIXP
UK:SHEL
BP
From
MarketWatch
Why Russia’s invasion of Ukraine may lift oil prices to a 14-year high
February 24, 2022
Tickers
BP
Tags
CLJ22
UK:SHEL
CL/1
From
MarketWatch
Barclays finally may be outshining its rivals, and investors are scooping up the stock
February 23, 2022
Tickers
BCS
BHP
BP
HSBC
Tags
UK:GLEN
UK:POLY
NL:SHELL
From
MarketWatch
As Russia moves into Ukraine, here are the oil stocks that might benefit the most
February 22, 2022
Tickers
BP
CNQ
COP
CVE
Tags
VLO
AU:STO
CA:ERF
From
MarketWatch
Hargreaves Lansdown shares slump, while Smith & Nephew soar as U.K. stocks grapple with geopolitics
February 22, 2022
Tickers
HSBC
SNN
Tags
UK:HSBA
GBPUSD
HSBC
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
CL00
HSBC
UK:HSBA
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:BP
XX:SXXP
From
MarketWatch
London’s main stock index under pressure pressured as commodity prices fall
February 17, 2022
Tickers
HSBC
Tags
GBPUSD
UK:BRBY
FR:KER
From
MarketWatch
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:BP
FR:AI
XX:SXXP
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
British American Tobacco and Evraz help contain losses for FTSE 100
February 14, 2022
Tickers
BP
Tags
BX:TMBMKGB/10Y
UK:WIZZ
UK:SHEL
From
MarketWatch
Shell, BP amassed cash in 2021 as energy shortage unfolded
February 11, 2022
Tickers
BP
SHEL
Tags
BP
SHEL
UK:BP
From
MarketWatch
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