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home
about us
Investment Approach
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Firm ADV PDFs
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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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
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
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Event Schedule
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Event Schedule
Total Asset Market (TAM sm) Presentation
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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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Exxon Mobil
(NY:
XOM
)
144.57
-2.01 (-1.37%)
Official Closing Price
Updated: 7:00 PM EDT, May 8, 2026
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Fuel cards for stronger expense control
Today 7:41 EDT
Every dollar a driver spends at the pump without oversight is a dollar that could quietly erode your margins. For companies running five vehicles or five hundred, the difference between profitable...
Via
PulseBulletin.com
Topics
Credit Cards
Energy
Fleet fuel cards for driver accountability
Today 7:30 EDT
Fuel fraud costs U.S. businesses an estimated 5 to 15 percent of their total fuel spend, according to a 2024 Shell Fleet Solutions report. For a fleet burning through $50,000 a month in diesel alone,...
Via
PulseBulletin.com
Topics
Energy
Fraud
What Are Horizontal Mergers and Acquisitions?
May 08, 2026
Via
BusinesNews Wire
Topics
Economy
ExxonMobil Announces First-Quarter 2026 Results
May 01, 2026
From
Exxon Mobil Corporation
Via
Business Wire
Law Firm Warns Contract Workers of Secondary Injury Risks After Refinery Fires, Explosions, and Industrial Accidents
April 30, 2026
Via
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Tomorrow's World Today Hits Major Milestone with 10th Season and 100th Episode
April 18, 2026
TWT Announces Season 10 Airing on April 18th on the Science Channel
Via
PR Leap
ExxonMobil to Release First Quarter 2026 Financial Results
April 16, 2026
From
Exxon Mobil Corporation
Via
Business Wire
Energy Security in a Shifting World: Why New Supply Frontiers Matter
April 08, 2026
Via
Investor Brand Network
NetworkNewsBreaks – Greenland Energy Company (NASDAQ: GLND) Positioned at Center of Energy Independence Push Amid Global Supply Risks
April 08, 2026
Via
Investor Brand Network
Is 2026 The Year of Resource Equity? (XOM, AEM, GSKR, IBG,)
March 19, 2026
Via
AB Newswire
Topics
Artificial Intelligence
ETFs
Economy
Fleet-Fuel-Cards.com Launches Fuel Card Comparison Platform to Help Businesses Maximize Fuel Savings
March 18, 2026
Via
AB Newswire
The Boulder Group Arranges Sale of Net Leased Walgreens in North Carolina
March 12, 2026
Via
AB Newswire
ExxonMobil Board Unanimously Recommends Redomiciling the Company from New Jersey to Texas
March 10, 2026
From
Exxon Mobil Corporation
Via
Business Wire
Expert Matchmaker in Houston Report by CX Research Institute
March 05, 2026
Via
AB Newswire
ExxonMobil to Speak at Morgan Stanley Energy & Power Conference
February 17, 2026
From
Exxon Mobil Corporation
Via
Business Wire
2026 China Oil & Gas Engineering Technology Exchange Conference to Be Held in Chengdu This April
February 10, 2026
Via
Press Release Distribution Service
ExxonMobil Announces 2025 Results
January 30, 2026
From
Exxon Mobil Corporation
Via
Business Wire
Dirtyships.org Unveils Comprehensive Resource on the Vital Role of Dirty Tankers in Global Energy Supply
January 19, 2026
Via
AB Newswire
Topics
Emissions
ExxonMobil to Release Fourth Quarter 2025 Financial Results
January 13, 2026
From
Exxon Mobil Corporation
Via
Business Wire
Truman Mox Positioned to Gain From a Rebuilding of Venezuela’s Oil Industry
January 05, 2026
Via
AB Newswire
Robbins Geller Rudman & Dowd LLP Announces Pending Class Action Lawsuit in the ExxonMobil Securities Litigation
December 29, 2025
From
Robbins Geller Rudman & Dowd LLP
Via
Business Wire
ExxonMobil Raises Its 2030 Plan – Transformation Delivering Higher Earnings, Stronger Cash Flow, and Greater Returns
December 09, 2025
From
Exxon Mobil Corporation
Via
Business Wire
Green Energy Investments and Pension Funds Take Bold Steps Towards Climate Resilience and Accountability
November 30, 2025
Via
PRLog
Topics
Climate Change
Lawsuit
Retirement
Prime Dumpster Announces Expanded Porta Potty Services Across Baton Rouge
November 10, 2025
Via
AB Newswire
The Energy Breakthrough That Could Power the AI Era
November 10, 2025
Via
Investor Brand Network
Topics
Artificial Intelligence
ExxonMobil Announces Third-Quarter 2025 Results
October 31, 2025
From
Exxon Mobil Corporation
Via
Business Wire
Gregory C. Garland Named to ExxonMobil Board of Directors
October 29, 2025
From
Exxon Mobil Corporation
Via
Business Wire
Halper Sadeh LLC Encourages Exxon Mobil Corporation Shareholders to Contact the Firm to Discuss Their Rights
October 22, 2025
From
Halper Sadeh LLC
Via
Business Wire
Mediakix recognzied as first ever Influencer Marketing Agency
October 20, 2025
Via
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ExxonMobil to Release Third Quarter 2025 Financial Results
October 13, 2025
From
Exxon Mobil Corporation
Via
Business Wire
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