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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
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
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Event Schedule
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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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Recent news which mentions UNP
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Check Out What Whales Are Doing With UNP
September 26, 2022
Tickers
UNP
Tags
Markets
Market News
UNP
From
Benzinga
Why Everyone Pays Attention to FedEx
September 24, 2022
Tickers
AAPL
ADBE
AMZN
COST
Tags
DIS
TWLO
SHOP
From
Motley Fool
Turbulent times call for a bigger, better moat. These ‘resilient’ companies will help investors get there, says Credit Suisse
September 22, 2022
Tickers
AAPL
ADSK
AIA
AMC
Tags
IN:500696
UK:EXPN
NQ00
From
MarketWatch
$1000 Invested In Union Pacific 15 Years Ago Would Be Worth This Much Today
September 21, 2022
Tickers
UNP
Tags
News
BZI/POD
Benzinga
From
Benzinga
The mighty dollar may be about to crack, says this strategist, who offers stocks to watch on either side.
September 19, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
ES00
UNP
ZM
From
MarketWatch
S&P 500 Suffers Big Weekly Loss As Investors React To More Discouraging Inflation Data
September 16, 2022
Tickers
ACB
COST
CSX
FDX
Tags
Small Cap
Benzinga
News
From
Benzinga
3 Reliable Blue Chip Dividend Stocks to Generate Passive Income in Retirement
September 16, 2022
Tickers
NEE
UNP
WTRG
Tags
Recent Press Releases
Market News
UNP
From
Motley Fool
Check Out What Whales Are Doing With UNP
September 15, 2022
Tickers
UNP
Tags
BZI/UOA
Benzinga
Options
From
Benzinga
Railroads Rally As Looming Labor Deal May Divert Disaster
September 15, 2022
Tickers
ADBE
CSX
HUM
NSC
Tags
HUM
ADBE
NSC
From
Benzinga
Why Railroad Stocks UNP, CSX, NSC Are Up Today
September 15, 2022
Tickers
BRK-B
CSX
NSC
UNP
Tags
BRK/B
CSX
Market News
From
InvestorPlace
Top Financial Media Stories Thursday, September 15: US Railway Companies, Unions Reach Tentative Agreement, Tesla To Wind Down Stores In China's Flashy Malls, Netflix Could Face Legal Action Over Sout
September 15, 2022
Tickers
AAPL
AMZN
CNI
COIN
Tags
CNI
GOOG
WMT
From
Benzinga
US Railway Companies, Unions Reach Tentative Agreement Averting Catastrophic Strike
September 15, 2022
Tickers
CNI
CP
CSX
NMM
Tags
Pre/Market Outlook
Movers
CSX
From
Benzinga
Nasdaq, S&P 500 Futures Slip Ahead Of Data-Heavy Thursday — Tesla, EV Peers And Railroad Stocks In Focus
September 15, 2022
Tickers
QQQ
SPY
TSLA
UNP
Tags
S&P 500 futures
Economics
QQQ
From
Benzinga
Ray Dalio says watch out for rates hitting this level, because Wall Street stocks will take a 20% hit
September 15, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
NSC
BBBY
CSX
From
MarketWatch
U.S. stock futures edge higher as White House says rail deal has been reached
September 15, 2022
Tickers
COMP
DJIA
SPX
UNP
Tags
ES00
DJIA
UNP
From
MarketWatch
White House says tentative pact has been reached to avoid railway strike
September 15, 2022
Tickers
CSX
NSC
UNP
Tags
NSC
NQ00
UNP
From
MarketWatch
Potential railroad strike: Why Amtrak is canceling trains, and everything else you need to know
September 14, 2022
Tickers
BRK-A
BRK-B
NSC
UNP
Tags
BRK/B
BRK/A
NSC
From
MarketWatch
Bernstein Downgrades CSX, Union Pacific As Amtrak Cancels Trains And Railroad Strike Looms
September 14, 2022
Tickers
CSX
UNP
Tags
Bernstein
David Vernon
Price Target
From
Benzinga
U.S. railroad strike hinges on dispute over attendance policies
September 14, 2022
Tickers
BRK-A
BRK-B
UNP
Tags
BRK/B
BRK/A
UNP
From
MarketWatch
10 Industrials Stocks With Whale Alerts In Today's Session
September 14, 2022
Tickers
AAL
GSL
LYFT
PLUG
Tags
GSL
Options
BZI/AUOA
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For September 14, 2022
September 14, 2022
Tickers
AGL
AKRO
ASPU
AVTR
Tags
KRON
NKLA
MDLZ
From
Benzinga
Why a possible railroad strike would cripple the supply chain, stoke inflation
September 13, 2022
Tickers
AMZN
BRK-A
BRK-B
CNI
Tags
NSC
CNI
UNP
From
MarketWatch
Railroad Stocks Alert: What Is Going on With CSX, UNP, CP, NSC Today?
September 13, 2022
Tickers
CP
CSX
NSC
UNP
Tags
NSC
UNP
NYSE:CP,NYSE:UNP,NASDAQ:CSX,NYSE:NSC
From
InvestorPlace
Railroads set to halt transport of hazardous materials ahead of strike deadline
September 12, 2022
Tickers
NSC
UNP
Tags
NSC
UNP
From
MarketWatch
Benzinga's Top Ratings Upgrades, Downgrades For September 12, 2022
September 12, 2022
Tickers
ADBE
AEM
AGL
ASH
Tags
CVNA
OXY
ATEC
From
Benzinga
12 Analysts Have This to Say About Union Pacific
September 12, 2022
Tickers
UNP
Tags
Benzinga
BZI/AAR
Analyst Ratings
From
Benzinga
This Is What Whales Are Betting On Union Pacific
August 10, 2022
Tickers
UNP
Tags
Benzinga
BZI/UOA
Options
From
Benzinga
The 7 Best Industrial Stocks to Buy Now
July 26, 2022
Tickers
BA
CAT
CMI
HON
Tags
XLI
UNP
CAT
From
InvestorPlace
What Are Whales Doing With Union Pacific
July 25, 2022
Tickers
UNP
Tags
Market News
UNP
Markets
From
Benzinga
Union Pacific Gets Mixed Reactions From Analysts After Q2 Results
July 22, 2022
Tickers
UNP
Tags
News
Price Target
Briefs
From
Benzinga
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