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Preferred Custodian Settlement
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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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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
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Western Midstream Earnings Perspective: Return On Capital Employed
November 16, 2022
Tickers
WES
Tags
Market News
Earnings
WES
From
Benzinga
Why You Won't Want to Miss What's Happening With These High-Yield Dividend Stocks
November 08, 2022
Tickers
AM
CEQP
DCP
ENB
Tags
ENLC
Recent Press Releases
ENB
From
Motley Fool
Earnings Scheduled For November 2, 2022
November 02, 2022
Tickers
QMCO
QRVO
RACE
RARE
Tags
TXG
ZBH
WEAV
From
Benzinga
Thursday Is Your Last Chance To Buy Western Midstream Before The Dividend Payout
October 25, 2022
Tickers
WES
Tags
WES
Benzinga
BZI/ExDiv
From
Benzinga
This Top Warren Buffett Stock Has Enormous Overlooked Upside Potential
October 05, 2022
Tickers
BRK-A
BRK-B
ENLC
EPD
Tags
WES
BRK/B
Market News
From
Motley Fool
Recap: Western Midstream Q2 Earnings
August 03, 2022
Tickers
WES
Tags
BZI/Recaps
Benzinga
WES
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 1, 2022
August 01, 2022
Tickers
AEO
BLTE
BMBL
CE
Tags
BMBL
LYB
REI
From
Benzinga
Alphabet, Microsoft And Some Other Big Stocks Moving Higher In Today's Pre-Market Session
July 27, 2022
Tickers
CVNA
ENPH
EXPI
GOOGL
Tags
News
Market News
SEDG
From
Benzinga
Why Is F45 Training Holdings Down By 56%? Here Are 28 Stocks Moving In Wednesday's Pre-Market Session
July 27, 2022
Tickers
ACRX
AIM
AYLA
DAVE
Tags
Penny Stocks
ACRX
Market News
From
Benzinga
Thursday Is Your Last Chance To Buy Western Midstream Before The Dividend Payout
July 26, 2022
Tickers
WES
Tags
WES
Benzinga
BZI/ExDiv
From
Benzinga
Analyst Ratings for Western Midstream
July 20, 2022
Tickers
WES
Tags
WES
Benzinga
BZI/AAR
From
Benzinga
7 of the Hottest ETFs to Buy Right Now
June 09, 2022
Tickers
AMGN
AMZA
AMZN
ATASF
Tags
AMZN
GII
ETF Investing
From
InvestorPlace
Western Midstream's Return On Capital Employed Insights
June 08, 2022
Tickers
WES
Tags
WES
Benzinga
BZI/ROCE
From
Benzinga
7 No-Brainer Oil Stocks to Buy Now
May 18, 2022
Tickers
COP
CVX
MRO
PSX
Tags
WES
PSX
PTR
From
InvestorPlace
7 Analysts Have This to Say About Western Midstream
May 16, 2022
Tickers
WES
Tags
BZI/AAR
Analyst Ratings
Market News
From
Benzinga
Recap: Western Midstream Q1 Earnings
May 10, 2022
Tickers
WES
Tags
Market News
Earnings
WES
From
Benzinga
Earnings Scheduled For May 10, 2022
May 10, 2022
Tickers
NVEI
NXST
OLO
OMER
Tags
PLBY
RPID
SOPH
From
Benzinga
15 Best Dividend Stocks Across These 3 Key Sectors
May 09, 2022
Tickers
AVGO
CTXS
EC
EPD
Tags
MPLX
GLW
News
From
Benzinga
7 Best Energy Stocks To Buy With Over 6% Dividend Yields: Ecopetrol, Energy Transfer LP And More
May 03, 2022
Tickers
EC
EPD
ET
MPC
Tags
Chase Mulvehill
Analyst Ratings
Matty Zhao
From
Benzinga
Where Western Midstream Stands With Analysts
April 28, 2022
Tickers
WES
Tags
Analyst Ratings
Market News
BZI/AAR
From
Benzinga
3 Value Stocks to Buy This Earnings Season
April 28, 2022
Tickers
MFC
OXY
SPYG
SPYV
Tags
Stocks to Buy
OXY
SPYG
From
InvestorPlace
Recap: Western Midstream Q4 Earnings
February 23, 2022
Tickers
WES
Tags
Earnings
Market News
BZI/Recaps
From
Benzinga
Earnings Scheduled For February 23, 2022
February 23, 2022
Tickers
MFA
MFIN
MGNI
MGRC
Tags
OLED
Benzinga
WES
From
Benzinga
Western Midstream's Ex-Dividend Date Is Thursday, Here's What You Need To Know
January 25, 2022
Tickers
WES
Tags
Dividends
Market News
BZI/ExDiv
From
Benzinga
Oil And Gas Stocks Expected To Remain Strong: 5 Top Midstream Energy Stock Picks For 2022
January 11, 2022
Tickers
EPD
ET
OIL
TRGP
Tags
Trading Ideas
Benzinga
WES
From
Benzinga
7 of the Best Monthly Dividend Stocks for 2022 to Buy Now
December 21, 2021
Tickers
ADC
AMZN
APA
AVGO
Tags
KHC
APA
AMZN
From
InvestorPlace
5 Value Stocks To Watch In The Energy Sector
December 09, 2021
Tickers
OMP
PBR
SD
WES
Tags
News
SD
Market News
From
Benzinga
Western Midstream Partners, LP (WES) Q3 2021 Earnings Call Transcript
November 10, 2021
Tickers
WES
Tags
Market News
WES
Recent Press Releases
From
Motley Fool
Earnings Scheduled For November 9, 2021
November 09, 2021
Tickers
UWMC
VCEL
VCYT
VEC
Tags
VQS
VFF
VRM
From
Benzinga
Winning in a Hot Real Estate Market: An Interview With Howard Hughes Corp.'s CEO
October 29, 2021
Tickers
HHC
OXY
WES
Tags
Market News
HHC
OXY
From
Motley Fool
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