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home
about us
Investment Approach
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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
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Client Contact with Portfolio Manager(s)
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
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
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Featured Quarterly Newsletter
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TotalEnergies SE Ordinary Shares
(NY:
TTE
)
89.78
-1.20 (-1.32%)
Official Closing Price
Updated: 4:10 PM EDT, Apr 1, 2026
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Share Buybacks Will Be Key Theme In Second Half Of 2021
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August 04, 2021
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Series Of Big Announcements Spark Excitement In Namibia’s Kavango Oil Play
August 03, 2021
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July 31, 2021
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Is Now the Time to Buy Oil Stocks?
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July 31, 2021
The global energy landscape is changing. What does that mean for investors looking to buy oil stocks? Here are some things to consider.
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Earnings Scheduled For July 29, 2021
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July 29, 2021
Companies Reporting Before The Bell • Smith & Nephew (NYSE:SNN) is projected to report earnings for its second quarter. • Cohen & Co (AMEX:COHN) is...
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The Changing Energy Landscape Won't Kill These Energy Companies
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July 24, 2021
These energy stocks are changing with the times.
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Stocks That Hit 52-Week Lows On Tuesday
↗
July 20, 2021
Before 10 a.m. ET Tuesday, 64 stocks made new 52-week lows. Key Facts: TotalEnergies (NYSE:TTE) was the largest, in terms of market cap, to set a new 52-week low....
Via
Benzinga
Stocks That Hit 52-Week Lows On Friday
↗
July 16, 2021
On Friday morning, 68 companies hit new 52-week lows. Points of Interest: TotalEnergies (NYSE:TTE) was the biggest company by market cap to set a new 52-week low....
Via
Benzinga
Stocks That Hit 52-Week Lows On Monday
↗
July 19, 2021
Stocks That Hit 52-Week Lows On Monday Monday morning, 285 companies reached new 52-week lows. Noteworthy Points: The largest company by market cap to set a new 52-week...
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Benzinga
Trends To Watch As Oil Prices Explode
July 16, 2021
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FinancialNewsMedia
My Top Oil Stock to Buy Right Now
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July 15, 2021
When you look at the oil industry, this European giant still stands out as the best mix of risk and reward.
Via
The Motley Fool
Stocks That Hit 52-Week Lows On Thursday
↗
July 15, 2021
During the morning session on Thursday, 152 stocks hit new 52-week lows. Interesting Points: TotalEnergies (NYSE:TTE) was the biggest company by market cap to set a new 52...
Via
Benzinga
The Best Ways To Capitalize On The $30 Trillion ESG Boom
July 07, 2021
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Renault Strives To Decrease EV Battery Costs 60% This Decade: Bloomberg
↗
June 30, 2021
Renault SA (OTC: RNSDF) aims to cut the cost of its batteries by 60% this decade to drive the electric vehicles market, Bloomberg reports. Renault also plans to lower...
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Exxon Has Rallied, but I'm Still Glad I Switched to This Stock Instead
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June 29, 2021
U.S. oil giant Exxon has had a great run, but that doesn't change one Fool's mind about the big switch he made during the 2020 energy downturn.
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Topics
Economy
Energy
China's Envision Group To Construct $2.4B Renault Battery Plant In France: Bloomberg
↗
June 28, 2021
China's Envision Group plans to spend up to €2 billion ($2.4 billion) on a northern France battery plant to power an affordable range of Renault SA (OTC: RNLSY...
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Benzinga
Amazon, Microsoft, Google, Facebook Strive To Turn Carbon Neutral By Massively Investing On Cleaner Energy Procurement: WSJ
↗
June 23, 2021
Amazon.com Inc (NASDAQ: AMZN) planned to announce commitments to buy 1.5 gigawatts of production capacity from 14 new global solar and wind plants to purchase enough...
Via
Benzinga
36 Firms Going Ex-Dividend Next Week, Including Philip Morris, Medtronic And Total Energies
↗
June 19, 2021
Ex-dividend dates are important to dividend investors because one must own a stock prior to its ex-dividend date in order to be eligible to receive its next dividend.
Via
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