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What We Buy Currently
What We Normally Don’t Buy
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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MARKET RESEARCH
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home
about us
Investment Approach
Client Service Approach
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
Featured Articles
Contrarian Notes Blog
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Williams Companies
(NY:
WMB
)
78.47
+0.95 (+1.23%)
Official Closing Price
Updated: 7:00 PM EDT, May 22, 2026
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3 High-Yield Energy Stocks to Buy Now and Hold Forever
↗
March 19, 2026
These energy companies should have plenty of fuel to continue growing their high-yielding dividends in the decades ahead.
Via
The Motley Fool
Topics
Energy
Williams Cos Inc (NYSE:WMB) Shows Bull Flag Setup for Potential Breakout
↗
March 16, 2026
Via
Chartmill
Devon and Coterra Announce Massive $58 Billion Merger Amid Global Oil Disruptions
March 11, 2026
The American energy landscape has shifted once again as Devon Energy (NYSE:DVN) and Coterra Energy (NYSE:CTRA) officially announced a definitive merger agreement valued at $58 billion. This massive...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Williams Leadership to Share Insights on Energy Infrastructure and Innovation at CERAWeek 2026
March 10, 2026
From
Williams
Via
Business Wire
Devon Energy and Coterra Energy Announce $58 Billion Mega-Merger to Create "Super-Independent" Powerhouse
March 09, 2026
In a move that has sent shockwaves through the global energy sector, Devon Energy (NYSE: DVN) has announced a definitive agreement to acquire Coterra Energy (NYSE: CTRA) in an all-stock transaction...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Williams’ Transco Commences Registered Exchange Offer for Its 5.100% Senior Notes Due 2036 and 5.750% Senior Notes Due 2056
March 09, 2026
From
Williams
Via
Business Wire
Best 2 Blue Chip Stocks to Buy After Last Week's Market Pullback
↗
March 07, 2026
Williams Brothers and Apple both tumbled last week.
Via
The Motley Fool
Topics
Economy
Is MPLX Stock Going to $100?
↗
March 03, 2026
MPLX has the fuel to continue growing value for its investors.
Via
The Motley Fool
2 Tariff-Proof Energy Stocks to Buy Now
↗
February 28, 2026
Thanks to their focus on the domestic energy sector, Dominion Energy and Williams Companies don't have to worry much about tariffs.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Energy
3 High-Yield Pipeline Stocks to Buy Now and Hold Forever
↗
February 21, 2026
These pipeline stocks can produce durable and steadily rising dividend income.
Via
The Motley Fool
Topics
Energy
Cushing Asset Management Sells $32 Million of Hess Midstream Despite Its Steady Income Profile
↗
February 19, 2026
Hess Midstream has long been viewed as a steady income name in energy. Investors may want to watch its distribution coverage and debt levels to assess whether that stability remains intact.
Via
The Motley Fool
Topics
Energy
Williams Companies Stock Climbs as Investors Focus on Gas Demand
↗
February 11, 2026
Via
MarketBeat
Choke Point: Pipeline Constraints Threaten US Industrial Recovery and Energy Security
February 11, 2026
As the United States grapples with a harsh winter season and an unprecedented surge in energy demand from the burgeoning artificial intelligence (AI) sector, a critical vulnerability has emerged in the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Which S&P500 stocks are moving before the opening bell on Tuesday?
↗
February 10, 2026
Via
Chartmill
Williams Delivers Another Year of Record Results; Company to Host Analyst Day Event Today Starting at 8:30 a.m. ET
February 10, 2026
From
Williams
Via
Business Wire
Energy Is Leading in 2026—But Are the Oil Majors Cracking?
↗
February 09, 2026
Via
MarketBeat
Williams Leads Industry Across Major Sustainability Rankings
February 03, 2026
From
Williams
Via
Business Wire
CapWealth Loads Up on Lumen Technologies (LUMN) By Purchasing 704,970 Shares
↗
February 02, 2026
Lumen Technologies delivers integrated communications and fiber infrastructure services to business and residential customers worldwide.
Via
The Motley Fool
Looking for Growth and Income? These 3 High-Yield Dividend Stocks Just Hiked Their Payouts Again.
↗
January 31, 2026
These pipeline stocks offer high-octane total return potential.
Via
The Motley Fool
Winter’s Grip: Arctic Blast Triggers Historic Natural Gas Volatility and $40 Price Spikes
January 30, 2026
The final week of January 2026 has etched itself into the annals of energy market history as a brutal Arctic front, dubbed "Winter Storm Fern," paralyzed much of the United States. This extreme weather...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Cushing Asset Nearly Doubles Number of Kinetik Shares
↗
January 27, 2026
The asset management firm added 855,000 shares.
Via
The Motley Fool
Topics
Energy
Regulatory Compliance
Williams Increases Quarterly Cash Dividend by 5%
January 27, 2026
From
Williams
Via
Business Wire
Should You Buy Energy Transfer Stock While It's Below $20?
↗
January 25, 2026
Energy Transfer generates strong cash flows to back its lofty 7.5% yield, but is that enough to make it a buy?
Via
The Motley Fool
Topics
Energy
Williams Sets February Dates for Clean Energy & Technology Expo and 2026 Analyst Day
January 22, 2026
From
Williams
Via
Business Wire
Meta Unveils ‘Meta Compute’: A Gigawatt-Scale Blueprint for the Era of Superintelligence
January 21, 2026
In a move that signals the dawn of the "industrial AI" era, Meta Platforms (NASDAQ: META) has officially launched its "Meta Compute" initiative, a massive strategic overhaul of its global...
Via
TokenRing AI
Topics
Artificial Intelligence
Energy
The AI Gold Rush Needs Energy: 3 Stocks That Could Benefit Most
↗
January 20, 2026
These energy companies could deliver high-powered total returns in the coming years.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Energy
Energy Markets at Odds: Crude Oil Slumps as Natural Gas Rallies Amid Mid-Winter Divergence
January 19, 2026
As of January 19, 2026, the global energy landscape is witnessing a rare and stark decoupling of its two most vital commodities. While West Texas Intermediate (WTI) crude oil has slid toward the $59...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
The Great Rebalancing: Energy’s 2.9% Foothold in the S&P 500 Sparks a Massive 2026 Value Rotation
January 15, 2026
As of mid-January 2026, the U.S. stock market is witnessing a historic shift in investor sentiment that many are calling "The Great Rebalancing." For years, the S&P 500 has been increasingly dominated...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
The Gilded Age of Infrastructure: Why 2026 is the Breakout Year for US Midstream and Energy
January 13, 2026
The United States energy sector has entered a transformative "harvest" phase in early 2026, marking a structural shift from heavy capital investment to aggressive cash-flow generation and operational...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Midstream Resilience: Energy Infrastructure Giants Forecast Robust 2026 EBITDA Despite Sliding Crude Prices
January 13, 2026
As the global energy market enters the first quarter of 2026, a striking divergence has emerged between the price of raw commodities and the financial health of the companies that transport them. While...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
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