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home
about us
Investment Approach
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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
MARKET RESEARCH
Featured Quarterly Newsletter
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NRG Energy
(NY:
NRG
)
137.65
+0.73 (+0.53%)
Official Closing Price
Updated: 7:00 PM EDT, May 22, 2026
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The Agentic Shift: How Meta and Anthropic Fueled a High-Octane Rally Before the "SaaSocalypse" Market Reset
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NRG Energy Announces Appointment of Caroline Golin as Chief Growth and Policy Officer
March 04, 2026
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NRG Energy Inc (NYSE:NRG) Reports Strong Q4 2025 Earnings Beat and Reaffirms 2026 Outlook
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NRG Energy Prices Upsized $2.3B Offering as LS Power Exits Portion of Stake
March 03, 2026
HOUSTON — March 3, 2026 — NRG Energy (NYSE: NRG) sent ripples through the utility and power generation markets today as it announced the pricing of an upsized secondary offering of 14.3 million shares....
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NRG Energy Announces Pricing of Upsized Secondary Common Stock Offering
March 03, 2026
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NRG Energy Announces Launch of Secondary Common Stock Offering
March 02, 2026
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Vistra Corp (VST) Q4 Earnings Analysis: Reality Check for the AI-Power Trade
February 27, 2026
The "AI-Power" trade, which has propelled utility stocks to tech-like heights over the past two years, hit a significant speed bump this week. Vistra Corp (NYSE:VST) reported fourth-quarter 2025...
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NRG Energy Crushes Q4 Expectations as AI Power Demand Ignites Utility Sector Gains
February 24, 2026
HOUSTON – In a definitive signal that the "power demand supercycle" is no longer a forecast but a financial reality, NRG Energy, Inc. (NYSE:NRG) reported fourth-quarter earnings of $1.04 per share...
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NRG Energy, Inc. Reports Full Year 2025 Financial Results
February 24, 2026
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The AI Power Hunger: Energy Giants Consolidate as Devon and Coterra Lead a $58 Billion Charge into the ‘AI Supercycle’
February 11, 2026
The global race for artificial intelligence supremacy has officially moved from the silicon of the data center to the shale of the American heartland. On February 2, 2026, the energy sector witnessed a...
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Winter’s Fury: Behind the 78.4% Surge in U.S. Natural Gas Prices
February 06, 2026
The U.S. energy market was rocked in January 2026 as natural gas prices skyrocketed by a staggering 78.4%, catapulting from a December average of $4.25 per million BTU to a peak average of $7.58. This...
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NRG Energy Announces Appointment of New Independent Director
February 04, 2026
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NRG Energy Updates 2026 Guidance and Announces Full Year and Fourth Quarter 2025 Earnings Call
February 02, 2026
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NRG Energy Completes Acquisition of 13 GW of Power Generation and C&I VPP Portfolio from LS Power
January 30, 2026
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Business Wire
NRG Energy Receives All Regulatory Approvals for LS Power Portfolio Acquisition
January 26, 2026
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Business Wire
NRG Energy, Inc. Announces Quarterly Dividend
January 23, 2026
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Business Wire
Utility 2.0: The Deep-Dive on Vistra Corp’s (VST) AI-Powered Transformation
January 22, 2026
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Power, Intelligence, and Integration: A Deep Dive into NRG Energy (NRG) in 2026
January 22, 2026
Date: January 22, 2026 Introduction As of early 2026, the energy landscape in the United States has undergone a fundamental shift, moving from a commodity-driven utility model to a high-stakes race for...
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The Nuclear Renaissance: Why Vistra Corp is the Bedrock of the AI Era
January 19, 2026
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January 09, 2026
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Vistra Corp (VST) Deep Dive: The AI-Power Proxy of 2026
January 09, 2026
Today, January 9, 2026, Vistra Corp (NYSE: VST) stands at the epicenter of a historic realignment in the global energy sector. Once viewed as a cyclical utility play, Vistra has successfully rebranded...
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