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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
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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)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Back Dated Performance Reports
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Event Schedule
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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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Energy Select Sector SPDR
(NY:
XLE
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Updated: 9:49 AM EST, Jan 2, 2026
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Wall Street Wavers As UNH Tumbles, Foot Locker Soars: What's Driving Markets Thursday?
↗
May 15, 2025
U.S. stocks traded mixed Thursday, with major indices posting timid midday gains as investors digested fresh economic data revealing signs of consumer strain and disinflationary pressure stemming from...
Via
Benzinga
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World Trade
Leading And Lagging Sectors For May 15, 2025
↗
May 15, 2025
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Leading And Lagging Sectors For May 14, 2025
↗
May 14, 2025
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Leading And Lagging Sectors For May 13, 2025
↗
May 13, 2025
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Phillips 66 In Focus After ISS Backs All 4 Elliott Nominees In Proxy Fight, Retail Feels Boardroom Shakeup ‘Looks Inevitable’
↗
May 12, 2025
ISS advised shareholders to vote for all four candidates, citing their experience and independence, which Phillips 66 requires.
Via
Stocktwits
BP Buyout Buzz Puts Spotlight on Transocean’s Comeback Potential
May 12, 2025
There is a new potential bidding war for BP going on, as the broader oil industry seems to be headed to a cyclically low valuation.
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Leading And Lagging Sectors For May 12, 2025
↗
May 12, 2025
Via
Benzinga
Phillips 66 Stock In Focus After Glass Lewis Backs Elliott Nominees For Board Elections
↗
May 12, 2025
The proxy advisory firm recommended voting for three of Elliott’s nominees at Phillips 66’s annual shareholder meeting on May 21.
Via
Stocktwits
3 Best Energy Stocks To Buy Right Now
↗
May 09, 2025
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Benzinga
Stocks Slip As Gold Rebounds To $3,330, Bitcoin Holds $102,000: What's Driving Markets Friday?
↗
May 09, 2025
Wall Street traded slightly lower by midday Friday, as investors adopted a wait-and-see stance ahead of a potential trade breakthrough, with high-stakes negotiations between U.S. officials—led by...
Via
Benzinga
Leading And Lagging Sectors For May 9, 2025
↗
May 09, 2025
Via
Benzinga
Wall Street Rallies After US Seals First Trade Deal: 'You Better Go Out And Buy Stock,' Trump Says
↗
May 08, 2025
U.S. stocks rallied Thursday after the Trump administration signed its first major trade agreement with the United Kingdom, igniting optimism about further global deals — especially with China — and...
Via
Benzinga
Topics
Government
Leading And Lagging Sectors For May 8, 2025
↗
May 08, 2025
Via
Benzinga
What Oil, Value, and Growth Correlations Say About the Market
May 07, 2025
A new signal is showing up all over the market, warning investors that the worst might not be over yet for the S&P 500 and the economy.
Via
MarketBeat
Topics
ETFs
Economy
Stocks
Leading And Lagging Sectors For May 7, 2025
↗
May 07, 2025
Via
Benzinga
Devon Energy In Spotlight After Q1 Profit Miss, Oil Production Forecast Raise: Retail’s Divided
↗
May 07, 2025
The company raised its full-year 2025 oil production forecast by 1% to a range of 382,000 to 388,000 barrels per day.
Via
Stocktwits
Utilities Hit Highest Levels Since 2024 As Trade Jitters Drive Investors To Safety
↗
May 06, 2025
Utility stocks hit new highs amid trade policy uncertainty, with Utilities Select Sector SPDR Fund up 6.3% YTD. Constellation Energy Corp. jumps 11.87%.
Via
Benzinga
Top 3 Sectors Where Valuations Are Most Below Market Levels
May 06, 2025
See these three ETFs that closely track three S&P 500 sectors that are trading well below the market based on their forward price-to-earnings ratios.
Via
MarketBeat
Topics
ETFs
Stocks
World Trade
Oil Soars Above $59 As Middle East Airstrikes Jolt Markets
↗
May 06, 2025
WTI crude prices surge over 3.6% to $59.10 per barrel on geopolitical tensions in Middle East. Energy stocks show muted response.
Via
Benzinga
Leading And Lagging Sectors For May 6, 2025
↗
May 06, 2025
Via
Benzinga
Coterra Energy To Cut Permian Activity Amid Low Oil Prices, Retail’s Still Bullish Despite Q1 Revenue Miss
↗
May 06, 2025
Its adjusted net income of $0.80 per share for the first quarter was in line with estimates.
Via
Stocktwits
Analysts Still Like Chevron, Cite Strong FCF & Balance Sheet As Key Amid OPEC And Recession Fears
↗
May 05, 2025
B of A Securities analyst maintains Buy rating on Chevron Corp. despite mixed Q1 earnings. Reiterates attractive investment due to strong cash flow and financial position. RBC Capital Markets also...
Via
Benzinga
Topics
Economy
Stocks Pause Gains As Treasury Yields Rise: What's Driving Markets Monday?
↗
May 05, 2025
Wall Street kicked off the week with a cautious tone, as major stock indices hovered near the flatline by midday in New York. Investors digested fresh signs of inflationary pressure in the services...
Via
Benzinga
Goldman Sachs Issues Bearish $40 Oil Forecast As OPEC+ Pumps More: Energy Stocks Sink
↗
May 05, 2025
OPEC+ hike in production and Goldman's oil price forecast decrease led to a selloff in US energy stocks. Brent and WTI may drop to $40s by 2026.
Via
Benzinga
Leading And Lagging Sectors For May 5, 2025
↗
May 05, 2025
Via
Benzinga
Oil Prices Tumble After Reported OPEC+ Supply Hike: Exxon, Chevron, Shell Stocks Slide Pre-Market
↗
May 05, 2025
The United States Oil Fund fell 1.4% as Brent crude futures slipped 0.7% to trade just under $60 a barrel in early U.S. trading Monday, while West Texas Intermediate futures dropped 1.1% to $57.65.
Via
Stocktwits
Topics
Economy
Government
Stocks
Coterra Energy Q1 Preview: Oil And Gas Output In Spotlight; Macroeconomic Factors To Drive Chatter
↗
May 05, 2025
Wall Street expects the company to report adjusted earnings of $0.79 per share on revenue of $1.88 billion.
Via
Stocktwits
Topics
Energy
Oil Prices Decline After Saudi-led OPEC+ Agrees To Lift Output, Analysts Raise Oversupply Alarms
↗
May 05, 2025
Brent crude futures fell 3.3% to $59.25 per barrel, while West Texas Intermediate crude futures slipped 3.4% to $56.29 per barrel.
Via
Stocktwits
Topics
Government
World Trade
Wall Street Roars Back From April Tariff Sell-Off: Which Sectors Are Still Underwater?
↗
May 02, 2025
Via
Benzinga
Leading And Lagging Sectors For May 2, 2025
↗
May 02, 2025
Via
Benzinga
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