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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
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MVS Program
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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
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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
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Stoxx Europe 600 rises, while Sberbank announces withdrawal from Europe as Russian markets remain closed a third day
March 02, 2022
Tickers
BP
ERIC
SHEL
TTE
Tags
UK:SBER
USDRUB
SHEL
From
MarketWatch
How Is The Market Feeling About BP p.l.c. Common Stock?
March 01, 2022
Tickers
BP
Tags
Market News
Benzinga
Short Ideas
From
Benzinga
Exxon Mobil under pressure to exit Russian ventures
March 01, 2022
Tickers
BP
SHEL
SPX
TTE
Tags
SHEL
BP
XLE
From
MarketWatch
What 4 Analyst Ratings Have To Say About BP
March 01, 2022
Tickers
BP
Tags
Market News
Benzinga
BP
From
Benzinga
FTSE 100 skids lower, and U.K. gilt rates fall as investors head to safety amid Ukraine conflict
March 01, 2022
Tickers
AZN
BP
RIO
SHEL
Tags
BP
UK:EVR
RIO
From
MarketWatch
SHEL, BP Stocks Dip as Oil Producers Dump Russian Stakes: 7 Things to Know
February 28, 2022
Tickers
BP
EQNR
OGZPY
OJSCY
Tags
Market News
EQNR
OGZPY
From
InvestorPlace
SHEL Stock Tumbles on Gazprom Pressures. 7 Things to Know.
February 28, 2022
Tickers
BP
EQNR
OGZPY
OJSCY
Tags
OJSCY
SHEL
BP
From
InvestorPlace
BP Stock Alert: What to Know as BP Dumps Stake in Russian Rosneft
February 28, 2022
Tickers
BP
SHEL
Tags
Today's Market
Market News
BP
From
InvestorPlace
Russian-listed stocks tumble in London, while BP plunges on Rosneft exit
February 28, 2022
Tickers
BP
HSBC
Tags
UK:PHOR
UK:EVR
BP
From
MarketWatch
9 Energy Stocks Moving In Monday's Pre-Market Session
February 28, 2022
Tickers
BP
FRO
IMPP
KLXE
Tags
BZI/TFM
Market News
Benzinga
From
Benzinga
Oil prices surge on new Russia sanctions; Goldman eyes $115 price
February 28, 2022
Tickers
BP
EQNR
Tags
UK:BRN00
CL/1
BP
From
MarketWatch
Oil Stocks XOM, CVX, BP, SHEL Heat Up with $4 Gas Prices in Focus
February 25, 2022
Tickers
BP
CVX
SHEL
XOM
Tags
XOM
CVX
NYSE:XOM,NYSE:CVX,NYSE:BP,NYSE:SHEL
From
InvestorPlace
XOM, CVX, SLB, MRO, BP: Why Are Oil Stocks Down Today?
February 24, 2022
Tickers
BP
CVX
MRO
SLB
Tags
XOM
CVX
Market News
From
InvestorPlace
Why Russia’s invasion of Ukraine may lift oil prices to a 14-year high
February 24, 2022
Tickers
BP
Tags
UK:SHEL
CLJ22
UK:BRN00
From
MarketWatch
Sustainable Fuel For Formula 1 Even As The World Relies On Gas?
February 24, 2022
Tickers
BP
RDS-A
Tags
Startups
Markets
Fuel Gems
From
Benzinga
7 High-Yield Blue-Chip Stocks Suitable for Any Retiree
February 23, 2022
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ABBV
BP
CI
IBM
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ABBV
PEP
TDOC
From
InvestorPlace
Barclays finally may be outshining its rivals, and investors are scooping up the stock
February 23, 2022
Tickers
BCS
BHP
BP
HSBC
Tags
BP
XX:SXXP
UK:EVR
From
MarketWatch
Why Shares of BP Prudhoe Bay Royalty Trust Climbed 11.2% on Tuesday
February 22, 2022
Tickers
BP
BPT
Tags
BP
BPT
Market News
From
Motley Fool
As Russia moves into Ukraine, here are the oil stocks that might benefit the most
February 22, 2022
Tickers
BP
CNQ
COP
CVE
Tags
CA:TVE
CA:XEG
CA:PXT
From
MarketWatch
Shell a lone bright spot as European stocks tumble, energy prices soar on Russia-Ukraine tensions
February 22, 2022
Tickers
BP
HSBC
SHEL
Tags
YM00
UK:BP
DX:DAX
From
MarketWatch
Banks and pharmaceutical companies lead in London, while Synairgen, Morses shares tumble
February 21, 2022
Tickers
AZN
BP
HSBC
NWG
Tags
UK:RKT
UK:BME
UK:BP
From
MarketWatch
European stocks struggle to hold on to gains as Ericsson tumbles over Iraq corruption findings
February 16, 2022
Tickers
BP
ERIC
HSBC
SHEL
Tags
BX:TMBMKGB/10Y
UK:SHEL
ERIC
From
MarketWatch
London stocks join global bounce, with AstraZeneca leading on positive drug news
February 15, 2022
Tickers
AZN
BP
RIO
SHEL
Tags
UK:BP
UK:GLEN
AZN
From
MarketWatch
Why BP, Exxon Mobil And Marathon Oil Shares Are Falling
February 14, 2022
Tickers
BP
MRO
XOM
Tags
why it's moving
Movers
BP
From
Benzinga
British American Tobacco and Evraz help contain losses for FTSE 100
February 14, 2022
Tickers
BP
Tags
UK:BATS
UK:FRES
UK:SHEL
From
MarketWatch
Could This Be the Next Big Oil Trend?
February 12, 2022
Tickers
BP
MO
SHEL
XOM
Tags
XOM
BP
Market News
From
Motley Fool
Looking At BP's Recent Whale Trades
February 11, 2022
Tickers
BP
Tags
Market News
Benzinga
BZI/UOA
From
Benzinga
Shell, BP amassed cash in 2021 as energy shortage unfolded
February 11, 2022
Tickers
BP
SHEL
Tags
SHEL
UK:BRN00
UK:SHEL
From
MarketWatch
Oil is the hottest sector, and Wall Street analysts see upside of up to 48% for favored stocks
February 11, 2022
Tickers
BP
CNQ
COP
CVE
Tags
ERF
TRP
CA:ARX
From
MarketWatch
6 Companies That Recently Announced Large Buybacks
February 10, 2022
Tickers
BBWI
BCS
BMY
BP
Tags
Large Cap
General
BMY
From
Benzinga
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