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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
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EVENTS
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Read FULL Seminar Here
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home
about us
Investment Approach
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Market Analysis Summary
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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
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Midstream/MLP Buybacks Jumped in 2Q25
August 19, 2025
Tickers
AM
AMCCD
AMNA
AMZ
Tags
AMZ
GEI
EPD
From
ETF Trends
P/E Ratio Insights for Western Midstream
August 18, 2025
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NEWS
WES
Tags
Benzinga
WES
Intraday Update
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Benzinga
3 Ultra-High-Yield Pipeline Stocks to Buy With $1,000 and Hold Forever
August 16, 2025
Tickers
ARIS
EPD
ET
OXY
Tags
Market News
EPD
WES
From
Motley Fool
2Q25 MLP/Midstream Dividend Recap: MLPs Deliver Growth
August 12, 2025
Tickers
AM
AMNA
AMZ
ARIS
Tags
HESM
DKL
Distributions
From
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Forget Energy Transfer? The Smartest High-Yield Energy Stocks to Buy With $100 Right Now.
August 10, 2025
Tickers
ET
PAA
WES
Tags
PAA
WES
Recent Press Releases
From
Motley Fool
Western Midstream (WES) Earnings Transcript
August 07, 2025
Tickers
WES
Tags
Recent Press Releases
WES
Market News
From
Motley Fool
Earnings Scheduled For August 6, 2025
August 06, 2025
Tickers
AACG
ABNB
ACAD
ACB
Tags
PAYC
PKOH
NTR
From
Benzinga
Wall Street's Most Accurate Analysts Give Their Take On 3 Energy Delivering High-Dividend Yields
July 30, 2025
Tickers
NEWS
PAA
USAC
WES
Tags
Trading Ideas
PAA
Markets
From
Benzinga
3 Ultra-High-Yield Dividend Stocks I Don't Plan on Ever Selling
July 26, 2025
Tickers
EPD
ET
OXY
WES
Tags
OXY
ET
Recent Press Releases
From
Motley Fool
Better Dividend Stock: Western Midstream vs. Energy Transfer
July 24, 2025
Tickers
ET
WES
Tags
ET
Recent Press Releases
WES
From
Motley Fool
1 Dividend Giant Yielding Over 9%, With Big Things Coming
July 15, 2025
Tickers
WES
Tags
WES
Recent Press Releases
Market News
From
Motley Fool
5 Brilliant High-Yield Midstream Stocks to Buy Now and Hold for the Long Term
July 12, 2025
Tickers
EPD
ET
KMI
MPLX
Tags
ET
WES
Recent Press Releases
From
Motley Fool
What Does the Market Think About Western Midstream?
July 09, 2025
Tickers
WES
Tags
BZI/SHORTHIST
Short Ideas
WES
From
Benzinga
Wall Street's Most Accurate Analysts Weigh In On 3 Energy Stocks With Over 8% Dividend Yields
July 01, 2025
Tickers
PAA
VTS
WES
Tags
Expert Ideas
Dividends
Price Target
From
Benzinga
What Are the 5 Best Pipeline Stocks to Buy Right Now?
June 30, 2025
Tickers
EPD
ET
GEL
UBS
Tags
WMB
EPD
Recent Press Releases
From
Motley Fool
Investor Making $1,000 a Day in Dividends Shares Top 6 Stocks in Portfolio – 'Stay Focused and Ride Out Market Crashes'
June 19, 2025
Tickers
CRBG
EPD
JPM
META
Tags
CRBG
news access
WES
From
Benzinga
What's Driving the Market Sentiment Around Western Midstream?
June 16, 2025
Tickers
WES
Tags
Market News
WES
Benzinga
From
Benzinga
Here Are My Top 5 High-Yield Midstream Stocks to Buy Now
June 16, 2025
Tickers
EPD
ET
GEL
MPLX
Tags
WES
Recent Press Releases
ET
From
Motley Fool
Here Are My Top 3 High-Yield Pipeline Stocks to Buy Now
May 31, 2025
Tickers
EPD
ET
WES
Tags
Market News
EPD
WES
From
Motley Fool
3 High-Yield Dividend Stocks to Buy Right Now to Boost Your Passive Income
May 25, 2025
Tickers
CVX
D
WES
Tags
CVX
Recent Press Releases
WES
From
Motley Fool
Looking Into Western Midstream's Recent Short Interest
May 22, 2025
Tickers
WES
Tags
Short Sellers
Trading Ideas
Market News
From
Benzinga
Wall Street Rallies After US Seals First Trade Deal: 'You Better Go Out And Buy Stock,' Trump Says
May 08, 2025
Tickers
AKAM
ATO
AXON
BA
Tags
MCK
AKAM
BTC
From
Benzinga
Wall Street Mixed Ahead Of Fed Meeting, Alphabet Sinks: What's Driving Markets Wednesday?
May 07, 2025
Tickers
AAXN
AFRM
AIZ
AKAM
Tags
JKHY
MCHP
Broad U/S/ Equity ETFs
From
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Earnings Scheduled For May 7, 2025
May 07, 2025
Tickers
ACAD
ACDC
ACRE
ACVA
Tags
MCRB
BLZE
DGII
From
Benzinga
Wall Street's Most Accurate Analysts Weigh In On 3 Energy Stocks With Over 7% Dividend Yields
May 02, 2025
Tickers
ET
NEWS
VTS
WES
Tags
Dividends
Expert Ideas
ET
From
Benzinga
What Does the Market Think About Western Midstream?
April 24, 2025
Tickers
WES
Tags
Trading Ideas
Short Sellers
WES
From
Benzinga
Wall Street's Most Accurate Analysts Give Their Take On 3 Energy Stocks With Over 5% Dividend Yields
April 16, 2025
Tickers
DK
NE
NEWS
WES
Tags
Price Target
dividend yield
Market News
From
Benzinga
Wall Street's Most Accurate Analysts Weigh In On 3 Energy Stocks With Over 8% Dividend Yields
April 03, 2025
Tickers
DKL
KRP
NEWS
WES
Tags
Pro Project
Analyst Ratings
energy stocks
From
Benzinga
What's Driving the Market Sentiment Around Western Midstream?
April 02, 2025
Tickers
WES
Tags
Market News
Short Ideas
BZI/SHORTHIST
From
Benzinga
3 Pipeline Stocks to Buy With $1,000 and Hold Forever
March 31, 2025
Tickers
EPD
ET
WES
Tags
ET
Recent Press Releases
WES
From
Motley Fool
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