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home
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
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
Quarterly Performance Reports
EVENTS
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Event Schedule
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Event Schedule
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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
Tax-Free Income Seminar
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(TSX:
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Dow Futures Edge Lower As Investors Exercise Caution Amid Government Shutdown: OXY, BRK, FRMI, TSLA Among Stocks To Watch
↗
October 02, 2025
Via
Stocktwits
Topics
Stocks
Warren Buffett's Berkshire Hathaway To Buy Occidental's OxyChem For $9.7 Billion
↗
October 02, 2025
Warren Buffett's Berkshire Hathaway to buy Occidental Petroleum's OxyChem for $9.7 billion, marking its largest deal since 2022.
Via
Benzinga
OXY Stock Rises As Warren Buffett’s Berkshire Hathaway Reaches Deal To Acquire OxyChem For $9.7 Billion
↗
October 02, 2025
Via
Stocktwits
Berkshire Hathaway Inc. to Acquire OxyChem
October 02, 2025
From
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Via
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2 Warren Buffett Stocks to Buy Hand Over Fist in October
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October 02, 2025
American Express and Visa have dominated the payments industry for decades.
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Why Occidental Petroleum Stock Rose In After-Hours Today?
↗
September 30, 2025
Via
Stocktwits
Occidental Petroleum Stock In Focus As Oil Firm Looks To Sell Oxychem Unit For $10B: Report
↗
September 28, 2025
Via
Stocktwits
Warren Buffett Is One of the World's Most Successful Investors but These 3 Berkshire Stocks Have Vastly Underperformed the Market in the Past 5 Years
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October 02, 2025
Even the best investors aren't immune from picking bad stocks.
Via
The Motley Fool
History Suggests 1 Trillion-Dollar Artificial Intelligence (AI) Stock Makes for a No-Brainer Buy, While Another Is Treading in Dangerous Territory
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October 02, 2025
Although history doesn't repeat to a "t" on Wall Street, it does have a tendency to rhyme.
Via
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Artificial Intelligence
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October 02, 2025
Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the...
Via
StockStory
Government Shutdown: Here's What Investors Need to Know (and Maybe Do) Now
↗
October 01, 2025
Gridlock continues in D.C., but the investing world keeps turning. Here's how investors should be thinking today.
Via
The Motley Fool
Occidental Analyst Calls Possible OxyChem Sale A 'Big Bang' Move
↗
October 01, 2025
JPMorgan analyst weighs in on reports of Occidental Petroleum discussing $10 billion sale of OxyChem to Berkshire Hathaway. Potential tradeoffs and impact on leverage ratio noted.
Via
Benzinga
Why Buffett Is Splurging $10 Billion On OxyChem, Which Has Just $5 Billion In Revenue
↗
October 01, 2025
Warren Buffett's Berkshire Hathaway is acquiring OxyChem for $10B, despite the business generating $5B in revenue. Here's why...
Via
Benzinga
Dow Futures Fall As US Government Shuts Down: NKE, LAC, OXY, ARM Among Stocks To Watch
↗
October 01, 2025
Via
Stocktwits
Topics
Stocks
Billionaire Warren Buffett Sold 41% of Berkshire's Stake in Bank of America and Has Piled Into a Cheap Legal Monopoly in 3 of the Last 4 Quarters
↗
October 01, 2025
The Oracle of Omaha continues to build a sizable position in one of Wall Street's few legal monopolies.
Via
The Motley Fool
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Warren Buffett's Berkshire In Talks To Buy OxyChem For $10 Billion: Report
↗
September 30, 2025
Warren Buffett's Berkshire is in talks to buy Occidental Petroleum's chemical unit, OxyChem, in a deal valued at roughly $10 billion.
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1 Reason This Healthcare Stock's Turnaround Is on the Horizon
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September 30, 2025
This turnaround will take time, but it's coming.
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Earnings
Market Expert Jay Woods Highlights 'Interesting' Trades By Warren Buffett: 'Is The Style Of Berkshire Getting More Active Than Passive?'
↗
September 29, 2025
The latest quarterly filing from Berkshire Hathaway (NYSE: BRK)(NYSE: BRK) revea
Via
Benzinga
1 Reason Young Investors Should Pay Attention to This Leading Financial Stock
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September 29, 2025
Berkshire Hathaway is still a great stock for younger investors to buy, hold, and forget.
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The 3 Best Warren Buffett Stocks to Buy With $1,000 Right Now
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September 29, 2025
These Buffett gems are primed for big things to come.
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Warren Buffett Is Leaving Successor Greg Abel With a Highly Concentrated Portfolio That Has More Than 50% of Berkshire's $307 Billion Invested in 3 Stocks
↗
September 29, 2025
Approximately $155 billion of Berkshire Hathaway's $307 billion investment portfolio is currently put to work in three brand-name businesses.
Via
The Motley Fool
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Artificial Intelligence
Is It Time to Throw in the Towel on BYD Company?
↗
September 28, 2025
It's never ideal to hear that the world's most famous investor sold his stake of a company, but should investors follow?
Via
The Motley Fool
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Electric Vehicles
Regulatory Compliance
3 Surprising Reasons to Not Buy Coca-Cola Stock
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September 28, 2025
Coca-Cola stock may leave a bitter taste in the mouths of investors.
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Warren Buffett Sold Berkshire's Entire Stake in This Incredible Stock Up 3,980% Since He First Bought It
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September 28, 2025
It may go down as one of the best investments Buffett and Munger ever made.
Via
The Motley Fool
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Economy
Electric Vehicles
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Warren Buffett Has $193 Billion Invested in 9 Forever Stocks. Here's the Best of the Bunch.
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September 28, 2025
While one forever stock in Buffett's portfolio wins on points, another one arguably wins on potential.
Via
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Warren Buffett Just Dumped His Stake in an EV Stock That Berkshire Hathaway Made 20x Gains On. Is the Stock Still a Buy?
↗
September 28, 2025
Buffett and the Berkshire team took an interest in electric vehicles while the sector was still in the early innings.
Via
The Motley Fool
Topics
Electric Vehicles
BYD Thanks Warren Buffett, Charlie Munger For Belieiving After Stake Sale, Says They 'Loved' Chinese Auto Giant: 'It's Not Because They Don't Like Us'
↗
September 27, 2025
Chinese auto maker BYD Co.
Via
Benzinga
2 Warren Buffett Stocks To Buy Hand Over Fist and 1 To Avoid
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September 27, 2025
Most of them are always worth buying. Every now and then, even the Oracle of Omaha misses something important.
Via
The Motley Fool
Topics
Credit Cards
3 Top Buffett Stocks to Buy and Hold for the Long Haul
↗
September 27, 2025
The Oracle of Omaha has several "forever" stocks. Here are three of the best.
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Artificial Intelligence
1 Warren Buffett Stock Down 7% to Buy Now and Hold Forever
↗
September 27, 2025
This beverage giant has a business that is built to flourish for the long haul.
Via
The Motley Fool
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