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home
about us
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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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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
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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
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Shell plc
(NY:
SHEL
)
94.56
+1.82 (+1.96%)
Streaming Delayed Price
Updated: 11:24 AM EDT, Mar 31, 2026
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Exxon Mobil's Strategic Reshaping: A New Chapter in Energy Efficiency and Commodity Outlook
October 06, 2025
Exxon Mobil Corporation (NYSE: XOM) has embarked on a significant global restructuring, announcing approximately 2,000 job cuts—representing 3-4% of its global workforce—alongside a major operational...
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JPMorgan Chase, Archer Aviation, Capital One Financial And An Energy Stock On CNBC's 'Final Trades'
↗
October 06, 2025
Joshua Brown says Archer Aviation Inc was named a conviction long for the fourth quarter at Deutche. Sechan likes JPM setup before quarterly earnings, Raskin names Shell as final trade, Link picks...
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October 03, 2025
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BP Moves Forward With $5B Tiber-Guadalupe Project In Gulf Of America Amid Renewed Fossil Fuel Bets
↗
September 29, 2025
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Notorious Ransomware Group Hits Oracle, Data Leaks Confirmed
↗
October 03, 2025
Oracle applications targeted by ransomware group claiming $50 million ransom demand, Google and cybersecurity experts confirm.
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Transaction in Own Shares
October 02, 2025
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GlobeNewswire
Oil's Shifting Tides: How Crude Fluctuations Are Redhaping Gold and Silver Markets Amidst Inflationary Pressures
October 01, 2025
October 1, 2025 - Global financial markets are currently navigating a complex interplay between fluctuating crude oil prices, persistent inflationary pressures, and the unwavering allure of precious...
Via
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ETFs
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Transaction in Own Shares
October 01, 2025
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GlobeNewswire
Here's How Much You Would Have Made Owning Shell Stock In The Last 5 Years
↗
September 30, 2025
Via
Benzinga
Green Energy Transition Fuels Commodity Market Volatility and Investment Surge
September 30, 2025
The global push towards a green energy future is profoundly reshaping commodity markets, driving unprecedented demand for critical materials while simultaneously igniting significant volatility and new...
Via
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Topics
Artificial Intelligence
Economy
Emissions
Transaction in Own Shares
September 30, 2025
From
Shell plc
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GlobeNewswire
Voting Rights and Capital
September 30, 2025
From
Shell plc
Via
GlobeNewswire
Energy Sector Reels as OPEC+ Speculation and EPS Woes Drive ConocoPhillips Decline
September 29, 2025
New York, NY – September 29, 2025 – The energy sector faced significant headwinds today, emerging as the worst-performing segment in the S&P 500. This downturn was largely spearheaded by a notable...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Transaction in Own Shares
September 29, 2025
From
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GlobeNewswire
Director/PDMR Shareholding
September 29, 2025
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GlobeNewswire
Transaction in Own Shares
September 26, 2025
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GlobeNewswire
The Smartest Pipeline Stocks to Buy With $1,000 Right Now
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September 26, 2025
These two pipeline stocks have strong upside potential from here.
Via
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Artificial Intelligence
Energy
Transaction in Own Shares
September 25, 2025
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Shell plc
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GlobeNewswire
Transaction in Own Shares
September 24, 2025
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GlobeNewswire
Transaction in Own Shares
September 23, 2025
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Shell plc
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GlobeNewswire
Geopolitical Tensions Stoke Market Volatility: A New Era of Uncertainty for Global Markets
September 23, 2025
Global financial markets are currently navigating a turbulent landscape, with escalating geopolitical tensions emerging as a primary catalyst for heightened volatility. From contentious trade disputes...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
ExxonMobil Navigates Energy Transition with Dual Strategy: Dividends and Diversification
September 22, 2025
In a rapidly evolving global energy landscape, ExxonMobil (NYSE: XOM) is forging a distinct path, aiming to reconcile the world's enduring demand for traditional fossil fuels with the imperative of a...
Via
MarketMinute
Topics
Economy
Electric Vehicles
Emissions
Transaction in Own Shares
September 22, 2025
From
Shell plc
Via
GlobeNewswire
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
↗
September 21, 2025
The Benzinga Stock Whisper Index highlights five stocks seeing increased attention from readers during the past week and a look at the potential catalysts.
Via
Benzinga
$1000 Invested In Shell 5 Years Ago Would Be Worth This Much Today
↗
September 19, 2025
Via
Benzinga
Energy Sector Navigates Volatile Waters: ExxonMobil Adapts Amidst Shifting Sands of Demand and Decarbonization
September 19, 2025
The global energy sector is currently charting a complex course, wrestling with the dual forces of accelerating demand and an imperative shift towards decarbonization. This dynamic environment presents...
Via
MarketMinute
Topics
Artificial Intelligence
Climate Change
Economy
Transaction in Own Shares
September 19, 2025
From
Shell plc
Via
GlobeNewswire
Transaction in Own Shares
September 18, 2025
From
Shell plc
Via
GlobeNewswire
Transaction in Own Shares
September 17, 2025
From
Shell plc
Via
GlobeNewswire
Transaction in Own Shares
September 16, 2025
From
Shell plc
Via
GlobeNewswire
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