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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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
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Holly Energy Partners, L.P. Common Stock
(NY:
HEP
)
N/A
UNCHANGED
Last Price
Updated: 7:00 PM EST, Nov 30, 2023
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Tom Lee Says Energy Over Oil: Here Are 15 Stocks To Play The Idea
↗
March 15, 2022
Tom Lee is a managing partner and head of research at Fundstrat Global Advisors. On CNBC’s "Fast Money," he continued his bullish bias Tuesday on energy stocks...
Via
Benzinga
HollyFrontier and Holly Energy Partners Announce Completion of Transactions with The Sinclair Companies and Establishment of New Parent Company, HF Sinclair Corporation
March 14, 2022
From
HF Sinclair Corporation and Holly Energy Partners, L.P.
Via
Business Wire
Holly Energy Partners: Q4 Earnings Insights
↗
February 22, 2022
Holly Energy Partners (NYSE:HEP) reported its Q4 earnings results on Tuesday, February 22, 2022 at 06:30 AM. Here's what investors need to know about the announcement....
Via
Benzinga
Holly Energy Partners, L.P. Reports Fourth Quarter Results
February 22, 2022
From
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Via
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Earnings Scheduled For February 22, 2022
↗
February 22, 2022
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April 16, 2021
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Holly Energy Partners's Ex-Dividend Date Is Sunday, Here's What You Need To Know
↗
January 26, 2022
Sunday marks the last chance for investors to receive the next dividend payout from Holly Energy Partners. What's Happening (NY...
Via
Benzinga
Holly Energy Partners Announces Quarterly Distribution of $0.35 Per LP Unit
January 21, 2022
From
Holly Energy Partners, L.P.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For January 20, 2022
↗
January 20, 2022
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Holly Energy Partners Fourth Quarter 2021 Earnings Release and Conference Webcast
January 13, 2022
From
Holly Energy Partners, L.P.
Via
Business Wire
Holly Energy Partners, LP (HEP) Q3 2021 Earnings Call Transcript
↗
November 02, 2021
HEP earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
Holly Energy Partners, L.P. Reports Third Quarter Results
November 02, 2021
From
Holly Energy Partners, L.P.
Via
Business Wire
Holly Energy Partners Announces Officer Retirement
October 29, 2021
From
Holly Energy Partners, L.P.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For December 16, 2021
↗
December 16, 2021
Upgrades According to B of A Securities, the prior rating for Generac Holdings Inc (NYSE:
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Holly Energy Partners Announces Quarterly Distribution of $0.35 per LP unit
October 21, 2021
From
Holly Energy Partners, L.P.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For October 19, 2021
↗
October 19, 2021
Upgrades Maxim Group upgraded the previous rating for Indaptus Therapeutics Inc (NASDAQ:
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Benzinga
Holly Energy Partners Third Quarter 2021 Earnings Release and Conference Webcast
October 04, 2021
From
Holly Energy Partners, L.P.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For August 4, 2021
↗
August 04, 2021
Upgrades For Meritage Homes Corp (NYSE:
Via
Benzinga
Holly Energy Partners, LP (HEP) Q2 2021 Earnings Call Transcript
↗
August 03, 2021
HEP earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
Holly Energy Partners, L.P. Reports Second Quarter Results
August 03, 2021
From
Holly Energy Partners, L.P.
Via
Business Wire
HollyFrontier Corporation and Holly Energy Partners Announce Combination with Sinclair Oil and Formation of HF Sinclair Corporation
August 03, 2021
From
HollyFrontier Corporation
Via
Business Wire
Holly Energy Partners Announces Quarterly Distribution of $0.35 Per LP Unit
July 22, 2021
From
Holly Energy Partners, L.P.
Via
Business Wire
Holly Energy Partners Second Quarter 2021 Earnings Release and Conference Webcast
June 23, 2021
From
Holly Energy Partners, L.P.
Via
Business Wire
Holly Energy Partners LP (HEP) Q1 2021 Earnings Call Transcript
↗
May 04, 2021
HEP earnings call for the period ending March 31, 2021.
Via
The Motley Fool
Topics
Earnings
Benzinga's Top Ratings Upgrades, Downgrades For May 13, 2021
↗
May 13, 2021
Upgrades According to B of A Securities, the prior rating for Funko Inc (NASDAQ:FNKO) was changed from Underperform to Buy. For the first quarter, Funko had an EPS of $0....
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Benzinga
Holly Energy Partners, L.P. Reports First Quarter Results
May 04, 2021
From
Holly Energy Partners, L.P.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For April 27, 2021
↗
April 27, 2021
Upgrades According to JP Morgan, the prior rating for BP Midstream Partners LP (NYSE:BPMP) was changed from Neutral to Overweight. For the fourth quarter, BP Midstream...
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Holly Energy Partners Announces Quarterly Distribution of $0.35 per LP unit
April 22, 2021
From
Holly Energy Partners, L.P.
Via
Business Wire
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