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home
about us
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Firm ADV PDFs
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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
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TAF sm Program
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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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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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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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Exxon Mobil
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XOM
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165.38
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Updated: 7:00 PM EDT, Mar 24, 2026
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January CPI Report: Inflation Cools to 2.4% as Energy Prices Slump
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The Great Sector Rotation of 2026: Why Wall Street is Swapping Silicon Valley for Smokestacks
February 17, 2026
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Diplomacy in Geneva: U.S. and Iran Signal Breakthrough as Nuclear Talks Resume
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MarketMinute
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January Inflation Data: CPI Hits 2.4% Annual Rate
February 17, 2026
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ExxonMobil to Speak at Morgan Stanley Energy & Power Conference
February 17, 2026
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Natural Gas Plunges Below Key $3.20 Support Level as Mild Weather and Sluggish Inventory Draws Weigh on Sentiment
February 17, 2026
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February 17, 2026
In a move that has fundamentally recalibrated the global energy landscape, the United States has aggressively eased its long-standing sanctions on Venezuela’s oil and gas sectors. As of February 17,...
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Geopolitical Tension in the Strait: Iran’s Naval Drills and U.S. Diplomacy Create Tug-of-War for Global Oil Prices
February 17, 2026
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Want Decades of Passive Income? 3 Stocks to Buy Right Now
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The Nvidia Anchor: How a Single Stock’s Friday Slump Sent the S&P 500 Reeling
February 16, 2026
On Friday, February 13, 2026, the fragility of a highly concentrated stock market was laid bare as a 2.2% decline in Nvidia (NASDAQ:NVDA) single-handedly erased gains across dozens of other sectors. As...
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Energy Powerhouse: The 2026 Resurgence of a Forgotten Giant
February 16, 2026
The first quarter of 2026 has delivered a stunning reversal of fortune for the global energy sector. After three grueling years of earnings contraction and market apathy, the sector exploded out of the...
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The Seven-Thousand Siege: S&P 500’s Historic Breach and the Great Tech Pivot of 2026
February 16, 2026
In a watershed moment for global equity markets, the S&P 500 (INDEXSP:.INX) briefly conquered the psychological 7,000-point milestone in late January 2026, marking the fastest 1,000-point ascent in the...
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The $26 Billion Shale Shake-Up: Devon and Coterra Forge a New ‘Super-Independent’ for the AI Era
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In a move that has sent shockwaves through the Houston energy corridor and solidified the 2026 "merger mania" trend, Devon Energy (NYSE:DVN) and Coterra Energy (NYSE:CTRA) officially announced a...
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Energy Stocks Are Printing Cash — So Why Are They Still Cheap?
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Energy stocks like Exxon and Chevron are generating massive cash flows, yet still trade at deep discounts to the broader market.
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