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What We Buy Currently
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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Read FULL Seminar Here
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
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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Energy Edition: 2021 Review & 2022 Preview
December 24, 2021
Tickers
BAM
BKR
BP
COP
Tags
KMI
BKR
DVN
From
Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For December 17, 2021
December 17, 2021
Tickers
ABBV
ACMR
AEIS
ALLE
Tags
AEIS
SBUX
MDT
From
Benzinga
Should You Scoop Up These 10 Highest-Yielding Dividend Stocks of 2021?
December 17, 2021
Tickers
KMI
LUMN
MO
OKE
Tags
^GSPC
KMI
PPL
From
Motley Fool
Here’s a list of favored dividend stocks with room to pay more for investors worried about 2022
December 10, 2021
Tickers
ACC
ADC
AHH
BMY
Tags
CTRE
MRK
FNB
From
MarketWatch
This 5.7%-Yielding Dividend Stock Has Plenty of Fuel to Continue Growing
November 03, 2021
Tickers
WMB
Tags
Market News
WMB
From
Motley Fool
The Williams Companies, inc (WMB) Q3 2021 Earnings Call Transcript
November 02, 2021
Tickers
WMB
Tags
WMB
Market News
From
Motley Fool
Earnings Scheduled For November 1, 2021
November 01, 2021
Tickers
ADC
ADTN
ADUS
AKTS
Tags
TKR
OIS
VRNS
From
Benzinga
The Impact of Natural Gas Prices on Economic Recovery and Emerging Economies as Prices Soar More Than 90%
October 21, 2021
Tickers
GASX
GASXF
PTR
WMB
Tags
GASX
Penny Stocks
General
From
Benzinga
28 Stocks To Benefit From Inflation, According To Jim Cramer
October 20, 2021
Tickers
ADBE
AMAT
AMD
AMZN
Tags
Media
CRM
WDAY
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For October 19, 2021
October 19, 2021
Tickers
ACI
ALB
ARBE
ARGX
Tags
Initiation
INDP
EPD
From
Benzinga
Five quality energy stocks with high dividend yields propelled by soaring oil prices
October 14, 2021
Tickers
ALTM
AM
AROC
CVX
Tags
AM
VLO
REPX
From
MarketWatch
9 Energy Stocks With Unusual Options Alerts In Today's Session
October 04, 2021
Tickers
BTU
COP
DVN
EQT
Tags
WMB
DVN
MTDR
From
Benzinga
The 1 Bright Spot in the Stock Market Today
October 04, 2021
Tickers
CPE
DJI
DVN
ENPH
Tags
XLE
JKS
SPWR
From
Motley Fool
Better Dividend Stock: The Williams Companies vs. Enbridge
October 02, 2021
Tickers
ENB
WMB
Tags
Market News
WMB
ENB
From
Motley Fool
10 Energy Stocks Showing Unusual Options Activity In Today's Session
September 27, 2021
Tickers
AR
BP
COP
MPC
Tags
OXY
Benzinga
SLCA
From
Benzinga
Wall Street sees as much as 70% upside for these highly rated energy stocks in rally mode
September 15, 2021
Tickers
BCEI
BKR
CHK
CHX
Tags
WMB
BCEI
OAS
From
MarketWatch
Like Dividends? You'll Love These 3 Stocks
September 13, 2021
Tickers
BAC
FITB
IBM
WFC
Tags
Market News
WMB
BAC
From
Motley Fool
Energy stocks are on a big run — and still have some catching up to do
September 10, 2021
Tickers
AM
APA
BKR
CLR
Tags
DTM
HAL
NOV
From
MarketWatch
Biden administration to roll out cybersecurity steps as president meets with CEOs from Silicon Valley, other sectors
August 24, 2021
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AAPL
ADP
AMZN
BAC
Tags
ADP
PCG
WMB
From
MarketWatch
Return on Capital Employed Overview: Williams Companies
August 16, 2021
Tickers
WMB
Tags
Earnings
WMB
BZI/ROCE
From
Benzinga
Return on Capital Employed Insights for Williams Companies
August 09, 2021
Tickers
WMB
Tags
Earnings
WMB
BZI/ROCE
From
Benzinga
The Williams Companies, inc (WMB) Q2 2021 Earnings Call Transcript
August 03, 2021
Tickers
WMB
Tags
WMB
Market News
From
Motley Fool
Williams Companies: Q2 Earnings Insights
August 02, 2021
Tickers
WMB
Tags
Benzinga
Market News
Earnings
From
Benzinga
Earnings Scheduled For August 2, 2021
August 02, 2021
Tickers
ACHC
ADUS
ADXN
ALX
Tags
GPN
OGS
CINR
From
Benzinga
Videogames entered the mainstream in the pandemic, but the industry faces a rough transition
August 01, 2021
Tickers
AAPL
ABC
ABMD
AEE
Tags
XYL
EVRG
HWM
From
MarketWatch
Analyzing Williams Companies's Unusual Options Activity
July 30, 2021
Tickers
WMB
Tags
WMB
Benzinga
Market News
From
Benzinga
Williams Companies Earnings Preview
July 30, 2021
Tickers
WMB
Tags
WMB
Earnings
Benzinga
From
Benzinga
A Look Into Williams Companies Debt
July 29, 2021
Tickers
WMB
Tags
Benzinga
Intraday Update
Markets
From
Benzinga
The Changing Energy Landscape Won't Kill These Energy Companies
July 24, 2021
Tickers
RDS-B
TTE
WMB
Tags
WMB
RDS/B
TTE
From
Motley Fool
Expert Ratings For Williams Companies
July 21, 2021
Tickers
WMB
Tags
WMB
BZI/AAR
Analyst Ratings
From
Benzinga
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