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about us
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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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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
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Event Schedule
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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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These 4 Energy Stocks Are Rising As Russia Cuts Off German Gas Supply
August 31, 2022
Tickers
AR
CHK
EQT
GAS
Tags
UNG
gas
EQT
From
Benzinga
Energy ETFs Maintain Momentum on OPEC+ Supply Outlook
August 29, 2022
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BNO
USO
XLE
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marygold cos inc
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Cannabis, crypto and meme stocks rally Monday as stock-market selloff continues
August 29, 2022
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APA
BBBY
COMP
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CA:CRON
COMP
MSOS
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How to Profit Off of Europe’s Energy Crisis
August 25, 2022
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XLE
Tags
XLE
Market News
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Energy ETFs May Be Undervalued
August 24, 2022
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BNO
FENY
IYE
USO
Tags
IYE
Fidelity
USO
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Energy ETFs Jump on Speculation of OPEC+ Output Cuts
August 23, 2022
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IEZ
OIH
USO
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Why Are Energy Stocks Up Today?
August 19, 2022
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CVX
XLE
XOM
Tags
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Energy ETFs Rally as a Strong Economy Supports a Steady Demand Outlook
August 18, 2022
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IEZ
PXI
USO
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ETF Prime: Lara Crigger on Clean Energy and ESG Investing
August 16, 2022
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DBMF
DRLL
EAGG
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'The Bigger The Base, The Higher The Space': Analyst Sees 45% Upside Potential On This Mining Play
August 15, 2022
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CVX
XLE
XOM
Tags
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From
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Why ExxonMobil Stock Was Slipping Today
August 15, 2022
Tickers
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XOM
Tags
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XLE
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Energy remains a sweet spot for investors. Here’s a list of ‘energized’ stocks to think about.
August 15, 2022
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CTRA
MRO
SLB
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SPX
MRO
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Energy Sector ETFs Could Be Providing More Value to Investors
August 11, 2022
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IEO
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Oil prices are down, but energy companies’ earnings estimates keep rising — these stocks are cheap
August 11, 2022
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CVE
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XLE
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The Inflation Trade 'Isn't Dead Yet': This Analyst Sees 23% Upside On This Energy Play
August 11, 2022
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Why There Could Be More Volatility Ahead For Energy
August 11, 2022
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Energy ETFs Strengthen After Russia Stops Oil Flows Across Ukrainian Pipeline
August 10, 2022
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Energy ETFs Are “Down, But Not Out”
August 08, 2022
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August 05, 2022
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August 05, 2022
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ETF Prime: Tom Hendrickson’s Top 10 Researched ETFs
August 02, 2022
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PDBC
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Retail Investors Buck Flows Trend To Add To Energy ETFs
August 01, 2022
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Energy stocks have a sustainable future: their dividends
July 31, 2022
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Energy ETFs Surged as Chevron, Exxon Enjoyed Record Quarterly Profits on High Oil Prices
July 29, 2022
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IYE
VDE
XLE
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The 3 Best Market Sectors for the Second Half of 2022
July 27, 2022
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GSK
MRK
PFE
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XLE
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PFE
From
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How to hedge ‘the most catalyst-packed week of the summer’ for markets, according to BofA
July 26, 2022
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AMZN
COMP
DJIA
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SPX
FXI
From
MarketWatch
Energy ETFs Are Gaining Momentum
July 25, 2022
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BNO
PSCE
USO
XES
Tags
PSCE
XLE
BNO
From
ETF Trends
Here are the top 5 energy stocks, according to Goldman Sachs
July 25, 2022
Tickers
CHK
EQT
FANG
OVV
Tags
OVV
CHK
SPX
From
MarketWatch
These 20 stocks still have at least 48% upside, analysts say, despite the S&P 500’s 8% gain from its lows
July 25, 2022
Tickers
ALK
AMZN
APA
CZR
Tags
CZR
RCL
GNRC
From
MarketWatch
7 Energy Stocks to Buy on the Dip
July 25, 2022
Tickers
CNQ
DINO
ENB
SU
Tags
XLE
NYSE:VLO,NYSE:DINO,NYSE:XOM,NYSE:SU,NYSE:CNQ,NYSE:TRP,NYSE:ENB,NYSEARCA:XLE
Stocks to Buy
From
InvestorPlace
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