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home
about us
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Firm ADV PDFs
Form CRS
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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Featured Quarterly Newsletter
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Chevron to buy PDC Energy in an all-stock deal valued at $6.3 billion, at premium of nearly 11%
May 22, 2023
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CVX
DJIA
PDCE
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From
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May 17, 2023
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Tags
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May 12, 2023
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CTVA
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Tags
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From
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May 11, 2023
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Tags
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From
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May 05, 2023
Tickers
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Tags
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April 28, 2023
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HON
UNH
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XLE
Benzinga
CNBC
From
Benzinga
Remember OPEC+ Surprise Production Cut? Now, Recession Fears Drag Oil Prices Back To Square One
April 27, 2023
Tickers
OPEC
USO
XLE
Tags
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Inflation protection for your portfolio? This fund has an allocation strategy that can work to your advantage.
April 20, 2023
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OUNZ
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From
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Canary CEO Dan Eberhart Slams Biden Administration For Missing 'Golden Window' To Replenish Strategic Petroleum Reserve
April 12, 2023
Tickers
OIL
OPEC
USO
XLE
Tags
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Commodities
From
Benzinga
U.S. oil refiners looking at ‘record’ Q1 profits ahead of peak summer season
April 06, 2023
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MPC
PBF
SPX
VLO
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From
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Recession Playbook In Action: Cooling Labor Market Triggers Rally In Treasuries, Gold; Stocks Decline
April 04, 2023
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Yellen Says OPEC+ Production Cut 'Unconstructive' And 'Burdens At A Time When Inflation Is Already High'
April 04, 2023
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PSCE
USO
VDE
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From
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Why OPEC+ cut oil production: 6 things investors need to know
April 03, 2023
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MarketWatch
How billions are being pledged for the clean energy race in the U.S., Europe
April 03, 2023
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Energy ETFs jump after OPEC+’s unexpected oil-production cut, soaring past S&P 500 in Monday trade
April 03, 2023
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From
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Energy Companies Are Rewarding Shareholders With Share Buybacks
April 03, 2023
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April 02, 2023
Tickers
OPEC
PSCE
USO
VDE
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ETF Analysis: Is The Energy Sector (XLE) Still A Long-Term Buying Opportunity?
March 29, 2023
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Occidental Petroleum’s stock rallies after Warren Buffett boosts stake by $216 million
March 28, 2023
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Financials Remain in Focus but Not All ETFs Are the Same
March 27, 2023
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XLU
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ETF Trends
Oil Price Dips Weigh On Energy Stocks As US Government Denies Urgent SPR Refill
March 24, 2023
Tickers
XLE
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Biden The Master Oil Trader Part Deux? Crude Prices Plummet. Is A Government Windfall Coming?
March 15, 2023
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AAA
SIVB
XLE
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Joe Biden
SIVB
From
Benzinga
4 Stocks That Moved the Market in February
March 09, 2023
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CRWD
CVX
GOOG
GOOGL
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PANW
XLE
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Weekly Asset Flows: There’s Gold in Those ETFs
March 08, 2023
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GLDM
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IAU
IJH
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ETF Trends
Energy stocks have been at this discount to the broader market just 5% of the time, strategist says
March 02, 2023
Tickers
SPX
XLE
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SPX
XLE
From
MarketWatch
VettaFi Voices On: The 2023 Outlook for Commodities
February 24, 2023
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CUT
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XLE
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‘The short end of the curve is very sexy today’: But where should ETF investors bet on bonds?
February 09, 2023
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Year Of Volatility: Stocks Exposed To Russia-Ukraine War See Big Gains/Losses
February 07, 2023
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CAT
CRWD
CTVA
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ETFs
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Benzinga
The most unpopular portfolio in America wins in 2022 — again
January 18, 2023
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FCOM
FEZ
FLGB
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VWO
FLJP
FLGB
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MarketWatch
To pick 2023’s winners, look to 2022’s losers
January 14, 2023
Tickers
DJIA
XLE
Tags
DJIA
XX:SP1500
XLE
From
MarketWatch
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