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home
about us
Investment Approach
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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
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
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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
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3 Top High-Yield Utility Stocks to Buy in September
September 07, 2024
Tickers
BAM
BEP
BEPC
BKH
Tags
WEC
BEPC
Market News
From
Motley Fool
This Overlooked Utility Outshines NextEra. Is It Time to Buy?
September 07, 2024
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NEE
WEC
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WEC
NEE
Recent Press Releases
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Top 3 Utilities Stocks You May Want To Dump In August
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PCG
RSI
WAVE
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News
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WAVE
From
Benzinga
Peeling Back The Layers: Exploring WEC Energy Group Through Analyst Insights
August 20, 2024
Tickers
WEC
Tags
WEC
Benzinga
BZI/AAR
From
Benzinga
7 Recession-Resistant Stocks to Hold Onto for Dear Life in 2024
August 15, 2024
Tickers
AWK
BIP
JNJ
MDLZ
Tags
Market News
BIP
WEC
From
InvestorPlace
Top 2 Utilities Stocks That Should Keep You Up At Night In Q3
August 06, 2024
Tickers
ED
NEWS
RSI
WEC
Tags
News
Overbought stocks
ED
From
Benzinga
Here's Why I Just Bought This High-Yield Dividend Stock
August 04, 2024
Tickers
WEC
Tags
Recent Press Releases
WEC
Market News
From
Motley Fool
Afraid of a Bear Market? 3 High-Yield Stocks That Could Be Your Safe Haven in a Storm.
August 03, 2024
Tickers
ENB
NWN
WEC
Tags
Recent Press Releases
WEC
ENB
From
Motley Fool
The Analyst Landscape: 4 Takes On WEC Energy Group
July 22, 2024
Tickers
WEC
Tags
Market News
Analyst Ratings
BZI/AAR
From
Benzinga
The Ultimate Dividend Growth Stock to Buy With $500 Right Now (and It Isn't NextEra Energy)
July 22, 2024
Tickers
NEE
WEC
XLU
Tags
XLU
Market News
WEC
From
Motley Fool
3 No-Brainer High-Yield Stocks to Buy With $1,000 Right Now
July 20, 2024
Tickers
BEP
BEPC
ENB
WEC
Tags
BEP
Market News
WEC
From
Motley Fool
Forget NextEra Energy: Buy This Magnificent High-Yield Stock Instead.
July 20, 2024
Tickers
NEE
WEC
XLU
Tags
Market News
XLU
WEC
From
Motley Fool
3 Recession-Proof Utility Stocks to Power Up Your Portfolio This July
July 13, 2024
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MSFT
NEE
SO
WEC
Tags
Stocks to Buy
NEE
NYSE:NEE,NYSE:SO,NYSE:WEC,NASDAQ:MSFT
From
InvestorPlace
2 Dividend Growth Stocks With Yields up to 5.5% That Are Screaming Buys in July
July 08, 2024
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BAM
BEP
BEPC
MSFT
Tags
BEP
BAM
Market News
From
Motley Fool
3 High-Yield Energy Stocks That Are Screaming Buys in July
July 06, 2024
Tickers
EPD
TTE
WEC
Tags
TTE
WEC
Recent Press Releases
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From ‘Degen’ to Disciplined: Why Trading Utility Stocks Beats Chasing Meme Stock Jackpots
June 18, 2024
Tickers
CNP
EXC
GME
WEC
Tags
GME
NYSE:GME,NYSE:EXC,NYSE:WEC,NYSE:CNP
Market News
From
InvestorPlace
WEC Stock Earnings: WEC Energy Group Beats EPS, Misses Revenue for Q1 2024
May 01, 2024
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WEC
NYSE:WEC
Earnings Reports
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What's Going On With WEC Energy Shares Monday?
April 29, 2024
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ECLN
NEWS
PUI
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Stories That Matter
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Benzinga
Peeling Back The Layers: Exploring WEC Energy Group Through Analyst Insights
April 19, 2024
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Tags
Analyst Ratings
Market News
BZI/AAR
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Benzinga
What Analysts Are Saying About WEC Energy Group Stock
February 08, 2024
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WEC
Tags
Benzinga
WEC
BZI/AAR
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Amazon To Rally Over 41%? Here Are 10 Top Analyst Forecasts For Friday
February 02, 2024
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AMZN
DECK
GFI
HOLX
Tags
Market News
News
M
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Benzinga
Recap: WEC Energy Group Q4 Earnings
February 01, 2024
Tickers
WEC
Tags
Market News
Earnings
Benzinga
From
Benzinga
Earnings Scheduled For February 1, 2024
February 01, 2024
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AAPL
ALGM
AMZN
ATI
Tags
BC
COLM
HII
From
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Earnings Outlook For WEC Energy Group
January 31, 2024
Tickers
WEC
Tags
Earnings
Market News
WEC
From
Benzinga
Forecasting The Future: 7 Analyst Projections For WEC Energy Group
January 22, 2024
Tickers
WEC
Tags
BZI/AAR
Analyst Ratings
Market News
From
Benzinga
The 7 Best High-Yield Dividend Utilities Stocks to Buy Now
January 19, 2024
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AEP
BKH
D
DUK
Tags
NYSE:BKH,NYSE:DUK,NYSE:ETR,NYSE:D,NASDAQ:AEP,NYSE:WEC,NYSE:NEE
DUK
D
From
InvestorPlace
If You Invested $1000 In This Stock 20 Years Ago, You Would Have $5,200 Today
January 05, 2024
Tickers
NEWS
WEC
Tags
WEC
Benzinga
Trading Ideas
From
Benzinga
Keybanc Maintains Overweight Rating for WEC Energy Group: Here's What You Need To Know
January 04, 2024
Tickers
WEC
Tags
Benzinga
WEC
BZI/AAR/UPDATE
From
Benzinga
Here's How Much $100 Invested In WEC Energy Group 20 Years Ago Would Be Worth Today
January 02, 2024
Tickers
NEWS
WEC
Tags
Benzinga
WEC
Trading Ideas
From
Benzinga
How Is The Market Feeling About WEC Energy Group?
December 29, 2023
Tickers
WEC
Tags
BZI/SHORTHIST
Short Ideas
WEC
From
Benzinga
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