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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
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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated 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
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Shell plc
(NY:
SHEL
)
89.92
UNCHANGED
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Updated: 7:00 PM EDT, Aug 13, 2026
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Water Tower Research Publishes Initiation of Coverage Report on Aduro Clean Technologies, Inc., "A Generational Step Change in Hydrocarbon Chemistry & $290 Billion Multi-Sector Opportunity"
August 04, 2026
August 4, 2026, ST. PETERSBURG, FL – Water Tower Research (www.watertowerresearch.com) has published an Initiation of Coverage Report on Aduro Clean Technologies, Inc. (NASDAQ: ADUR) titled, “A...
Via
TheNewswire.com
Press Advantage Reveals What Low Cost Distribution Services Don't Disclose About Content Placement
August 04, 2026
Las Vegas, NV - August 04, 2026 - Press Advantage, a full-service press release distribution company, has released new educational content addressing widespread misconceptions about budget press...
Via
Press Advantage
Why Seasonal Festivals Demand a Smarter Wardrobe Strategy
August 04, 2026
Most people make the same mistake every year. They grab whatever feels warm enough the night before a fall festival, throw it over jeans, and call it done. Then they spend six hours wishing they had...
Via
Worldnewswire
Transaction in Own Shares
August 04, 2026
From
Shell plc
Via
GlobeNewswire
Shell (SHEL) Q2 2026 Earnings Call Transcript
↗
August 03, 2026
Record refinery utilization and $9.8B earnings powered strong cash generation.
Via
The Motley Fool
Topics
Earnings
TotalEnergies Boosts Clean Energy Growth With Shell Deal
↗
August 03, 2026
TotalEnergies agreed to acquire Shell’s European onshore renewables business while selling a 50% stake in a renewable portfolio to KKR.
Via
Benzinga
Transaction in Own Shares
August 03, 2026
From
Shell plc
Via
GlobeNewswire
Voting Rights and Capital
August 03, 2026
From
Shell plc
Via
GlobeNewswire
3 Bold Oil Predictions for the Second Half of 2026
↗
August 02, 2026
The geopolitical conflict in the Middle East is raging again, leaving investors in an uncertain position... again.
Via
The Motley Fool
Topics
Economy
Energy
Shell Says Oil Prices Are Headed Higher for Years. Here's the Case for Buying Oil Stocks.
↗
August 01, 2026
Green energy is growing, but that doesn't mean that oil and natural gas are out of the picture.
Via
The Motley Fool
Topics
Economy
Energy
Shell Q2 Earnings Call Highlights
↗
July 31, 2026
Shell (NYSE:SHEL) reported second-quarter 2026 adjusted earnings of $9.8 billion and more than $21 billion in cash flow from operations, as strong operational execution and LNG trading helped offset...
Via
MarketBeat
Topics
Earnings
Lew Rivers’ “The Artificial Conspiracy: The Seduction” Receives Literary Titan Book Award
July 31, 2026
Via
Get News
Topics
Artificial Intelligence
Director/PDMR Shareholding
July 31, 2026
From
Shell plc
Via
GlobeNewswire
Shell Cashes Out of Cyprus Gas Field in $720 Million Deal
↗
July 31, 2026
Shell exits the Aphrodite gas field, selling its 35% stake in Cyprus Block 12 to MOL Group for up to $720M.
Via
Benzinga
Global Thermally Expandable Microspheres Market to Reach USD 997 Million by 2034, Growing at a CAGR of 7.8%
↗
July 31, 2026
Thermally Expandable Microspheres Market was valued at USD 597 million in 2025 and is projected to reach USD 997 million by 2034, exhibiting a remarkable C
Via
Talk Markets
Topics
Emissions
Transaction in Own Shares
July 31, 2026
From
Shell plc
Via
GlobeNewswire
Decorating Devices With Custom Laptop Stickers
↗
July 31, 2026
Custom laptop stickers offer a simple way to make plain computers look unique and interesting. People use them to show off personal tastes or share busines
Via
Talk Markets
Topics
Supply Chain
How to Earn $1,000 a Month From Enterprise Products Partners Stock
↗
July 31, 2026
The midstream operator has increased its dividend for 28 years.
Via
The Motley Fool
Shell (SHEL) Q2 2026 Earnings Call Transcript
↗
July 30, 2026
Record refinery utilization and $9.8B earnings powered strong cash generation.
Via
The Motley Fool
Topics
Earnings
AI in Forensic Audit: How Artificial Intelligence is Changing the Way We Detect Financial Fraud
↗
July 30, 2026
Remember the Satyam scam? Or the Punjab National Bank fraud? Both cases had one thing in common — the fraud went undetected for years despite regular audit
Via
Talk Markets
Topics
Artificial Intelligence
Fraud
thegeekconf Mini 2026, Powered by GeekyAnts, Set to Address the Agentic AI Production Gap
July 30, 2026
KARNATAKA, India, July 30, 2026 (SEND2PRESS NEWSWIRE) -- thegeekconf Mini 2026 will convene product builders, engineering leaders, AI practitioners, founders, and technology decision-makers on August 1...
Via
Send2Press
Topics
Artificial Intelligence
Tortilla Town Highlights Authentic Handcrafted Gorditas as Paso Robles Culinary Destination
July 30, 2026
PASO ROBLES, CA - July 30, 2026 - Tortilla Town, a Mexican restaurant located on 24th Street in Paso Robles, California, is drawing increased attention for its handcrafted gorditas, thick...
Via
Press Advantage
Energy Giant Shell Unveils $3 Billion Stock Buyback
↗
July 30, 2026
Shell (NYSE: SHEL) stock rose in premarket after launching a $3B share buyback & crushing Q2 earnings estimates despite mixed revenue.
Via
Benzinga
Directorate change
July 30, 2026
From
Shell plc
Via
GlobeNewswire
Shell announces commencement of a share buyback programme
July 30, 2026
From
Shell plc
Via
GlobeNewswire
Shell plc Second Quarter 2026 Interim Dividend
July 30, 2026
From
Shell plc
Via
GlobeNewswire
Shell plc publishes second quarter 2026 press release
July 30, 2026
From
Shell plc
Via
GlobeNewswire
Shell Plc 2nd and half year Quarter 2026 Unaudited Results
July 30, 2026
From
Shell plc
Via
GlobeNewswire
Automotive Cybersecurity News Q2 2026 – Threat Intelligence from PCA shows auto cybersecurity vulnerabilities more than double
July 29, 2026
Via
AB Newswire
Topics
Artificial Intelligence
PPGI Steel Coil Guide: Key Advantages of PPGI Coated and Prepainted Galvanized Coil
July 29, 2026
Via
AB Newswire
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