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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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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
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Williams Companies
(NY:
WMB
)
59.50
-1.66 (-2.71%)
Official Closing Price
Updated: 7:00 PM EST, Jan 6, 2026
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Sell AT&T and Verizon: Follow Warren Buffett's Approach With T-Mobile Instead
↗
July 17, 2023
Buffett outlined how income-focused investors should approach Berkshire. The same tactic should be used with T-Mobile.
Via
The Motley Fool
Williams to Report Second-Quarter 2023 Financial Results on Aug. 2; Earnings Conference Call and Webcast Scheduled for Aug. 3
July 13, 2023
From
Williams
Via
Business Wire
How Is The Market Feeling About Williams Companies?
↗
July 12, 2023
Via
Benzinga
The Latest Analyst Ratings for Williams Companies
↗
July 07, 2023
Via
Benzinga
A Bull Market Might Be Upon Us: 2 Bargain-Basement Stocks to Buy Now
↗
July 06, 2023
These stocks look cheap, heading into a potential recovery.
Via
The Motley Fool
Top 5 Energy Stocks That May Crash In July
↗
July 06, 2023
The most overbought stocks in the energy sector presents an opportunity to go short on these overvalued companies.
Via
Benzinga
3 Midstream Stocks To Watch Amid Energy Market Volatility
↗
May 26, 2023
Via
Talk Markets
Where Williams Companies Stands With Analysts
↗
May 16, 2023
Via
Benzinga
Williams Companies's Earnings: A Preview
↗
May 02, 2023
Via
Benzinga
Adobe, Zoom Video And 2 Other Stocks Insiders Are Selling
↗
June 23, 2023
The S&P 500 closed higher on Thursday, snapping a three-day losing streak. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
2 Bargain-Basement Stocks to Buy Now to Make You Richer
↗
June 20, 2023
These stocks are incredibly cheap right now, which is why they offer such attractive payouts.
Via
The Motley Fool
Enterprise Products Partners vs. Energy Transfer: Who Will Win the High-Yield Pipeline MLP Race?
↗
June 16, 2023
These two MLPs have generous yields, but one has proved to be a better steward of unitholder capital.
Via
The Motley Fool
Williams to Participate in 2023 J.P. Morgan Energy, Power and Renewables Conference
June 07, 2023
From
Williams
Via
Business Wire
Equitrans Midstream Surges 40% On Debt Ceiling Deal
June 01, 2023
Natural gas pipeline operator Equitrans Midstream surges 40% as the Mountain Valley Pipeline project's completion looks promising with the debt ceiling deal.
Via
MarketBeat
Topics
Energy
Analyst Expectations for Williams Companies's Future
↗
April 14, 2023
Via
Benzinga
How Is The Market Feeling About Williams Companies?
↗
April 12, 2023
Via
Benzinga
Medtronic, Merck, Williams Companies And More: CNBC's 'Final Trades'
↗
June 01, 2023
On CNBC’s "Halftime Report Final Trades," Anastasia Amoroso of JPMorgan Private Bank named iShares 7-10 Year Treasury Bond ETF (NASDAQ: IEF)
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For May 16, 2023
↗
May 16, 2023
Via
Benzinga
7 Oil Stocks to Snatch Up Before They Bounce Back
↗
May 15, 2023
Although energy prices may be deflated now, some experts believe the sector hit bottom, thus incentivizing oil stocks to buy.
Via
InvestorPlace
MMP Stock: Why Is Magellan Midstream Up 15% Today?
↗
May 15, 2023
OKE said that MMG's advantageous tax structure will help it earn an additional $1 billion in cash flow next year.
Via
InvestorPlace
Bunge, Shake Shack Feature On CNBC's 'Final Trades'
↗
May 05, 2023
On CNBC’s "Halftime Report Final Trades," Jenny Harrington of Gilman Hill Asset Management said The Williams Companies, Inc.
Via
Benzinga
Williams Reports Higher First-Quarter Results
May 03, 2023
From
Williams
Via
Business Wire
Williams to Host Q&A Session for Shareholders
May 01, 2023
From
Williams
Via
Business Wire
Former Williams CEO Joseph H. Williams Dies at 89
April 28, 2023
From
Williams
Via
Business Wire
The Yin And Yang Of Energy Midstream Stocks
↗
April 26, 2023
In these uncertain times for investors, energy midstream stocks offer an island of stability. This sector provides an attractive combination of current yield and dividend growth.
Via
Talk Markets
Williams Announces Quarterly Cash Dividend
April 25, 2023
From
Williams
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For April 21, 2023
↗
April 21, 2023
Via
Benzinga
Barrick Gold To Rally Over 47%? Here Are 10 Other Analyst Forecasts For Friday
↗
April 21, 2023
Keybanc raised the price target for Watsco, Inc. (NYSE: WSO) from $365 to $380. Keybanc analyst Jeffrey Hammond maintained an Overweight rating. Watsco shares gained 8.3% to close at $342.93 on...
Via
Benzinga
Williams to Report First-Quarter 2023 Financial Results on May 3; Earnings Conference Call and Webcast Scheduled for May 4
April 13, 2023
From
Williams
Via
Business Wire
Williams Employees to Donate Time and Energy to 116 Volunteer Projects Across 19 States
April 13, 2023
From
Williams
Via
Business Wire
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