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home
about us
Investment Approach
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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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Quarterly Performance Reports
Market Value Securities (MVS)
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Back Dated Performance Reports
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TAV Program
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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)
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Additional Information
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Investing During Uncertain Times
Read FULL Seminar Here
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Chevron Exits Myanmar's Yadana Gas Field: Report
↗
April 09, 2024
Chevron Corp. has left Yadana gas field in Myanmar over human rights concerns, after redistributing stake to remaining shareholders.
Via
Benzinga
Guyana's Oil Spigot Sputters: Production Delays Reportedly Hit Revenue
↗
April 08, 2024
Guyana's oil and gas production faces delays and legal battles, threatening $1B in revenue. Exxon's part of $1B project will be ready by year-end.
Via
Benzinga
Exxon's Earnings Amidst Oil Price Challenges Has Bright Spots, Says Analyst
↗
April 04, 2024
Goldman Sachs analyst Neil Mehta notes Exxon Mobil's (NYSE: XOM) projections, indicating higher-than-expected earnings across Upstream, Downstream, and Chemicals segments.
Via
Benzinga
Energy Woes: Exxon Mobil Warns Of Lower Q1 Earnings
↗
April 04, 2024
Exxon Mobil expects weaker Q1 results due to gas and liquid price fluctuations, but projects positive impact from industry margins and derivatives.
Via
Benzinga
Chevron JV Launches New Drilling Campaign In Venezuela: Report
↗
April 02, 2024
Chevron's joint venture with PDVSA in Venezuela launched a new drilling campaign, aided by eased U.S. sanctions.
Via
Benzinga
Drill, Baby, Drill?
↗
June 25, 2021
Examining three oil-themed ETFs: IEO, IEZ and IYE. All have performed well recently during the value rotation and still show market-relative value characteristics.
Via
Talk Markets
Exxon Mobil Sounds The Alarm: Reportedly Warns On Sharp Drop In Australia's Gas Supply
↗
March 26, 2024
ExxonMobil warns about Australia's gas supply, urges investment for energy security and affordability. Domestic gas supply may decrease by 44% by 2030.
Via
Benzinga
Exxon Mobil's LNG Expansion On Track To Double By 2030: Report
↗
March 22, 2024
Exxon Mobil Corp. is ahead of schedule to double its LNG portfolio to 40 mtpa by 2030. It plans to focus on selling its own gas and sees Asia as a key market.
Via
Benzinga
5 Secret Santa ETFs That Might Surprise You This Christmas
↗
December 16, 2023
Wall Street has been sizzling hot this holiday season. This is likely to continue, given that the Santa Claus rally is on the way. Against such a backdrop, there are some hidden gems which could...
Via
Talk Markets
Topics
ETFs
ETFs In Focus On Exxon-Pioneer Deal Talks
↗
October 08, 2023
In a landmark development, the largest U.S. oil producer Exxon Mobil Corp. is in talks to acquire Pioneer Natural Resources. Investors seeking to tap into the opportunity arising from the projected...
Via
Talk Markets
Topics
ETFs
Oil Price Continues To Rise
↗
September 06, 2023
Oil prices recently hit a year-to-date high as major oil producers double-down on their attempts to control supply now that the USA is no longer able to suppress prices using the SPR.
Via
Talk Markets
Making The Case For High Oil Prices
↗
August 01, 2023
Crude oil prices have started to trend upward, and there are some reasons to believe that they will continue to go up over the remainder of this year. This article outlines a few reasons for the...
Via
Talk Markets
4 Sectors Warren Buffett Loves: ETFs In Focus
↗
February 26, 2023
Billionaire investor Warren Buffett is known for his value investing style. Many want to mirror the legend’s investing strategy and emerge a winner.
Via
Talk Markets
Uncertainties On Fed Policy, Geopolitics, And Earnings Cloud 2023 Outlook, But Trends Are Promising
↗
January 17, 2023
The future direction of both stocks and bonds hinges on the trajectory of corporate earnings and interest rates, both of which are largely at the mercy of inflation, Fed monetary policy, and the state...
Via
Talk Markets
Oil Prices Cannot Decline Too Much From Today's Levels
↗
January 17, 2023
Oil is down slightly from its 2022 highs and has declined a bit over the past twelve months. However, it cannot decline more than 10% from today's levels for a variety of reasons.
Via
Talk Markets
Best ETFs, Funds, and Stocks of 2022. A Preview to 2023.
↗
January 14, 2023
In 2022, high inflation and rising bond yields emerged as headwinds for stocks. The S&P 500 declined by over 18%, marking its worst yearly showing since 2008.
Via
Talk Markets
The S&P 500 Continues To Look Expensive
↗
January 10, 2023
The S&P 500 is at best fairly valued despite its steep fall over the past year. Many signs point to it still being overvalued and poised for a decline.
Via
Talk Markets
3 Best Index Funds to Buy Now
↗
July 05, 2022
These exchange-traded funds offer a great way for investors to gain exposure to the stock market at affordable prices.
Via
InvestorPlace
Why Value ETFs May Outdo Growth For The Rest Of 2022
↗
April 26, 2022
Red-hot inflation and the resultant faster Fed rate hikes have made value investing a darling in 2022. Value stocks have a low price-to-book ratio (P/B)— a measure of the market cap relative to...
Via
Talk Markets
Bet on Energy ETFs Post Exxon, Chevron Q4 Earnings
↗
February 02, 2022
Following the results, energy ETFs with the largest allocation to the energy behemoths are in focus.
Via
Talk Markets
Entering Q4 with mix of optimism and caution suggests hedged long positioning
↗
October 19, 2021
While the cap-weighted indexes have surged to new highs as recently as early September, the equal-weight and small-cap indexes have been trading sideways since March.
Via
Talk Markets
Blowout earnings, low interest rates, and dovish Fed, but have stocks hit a peak?
↗
September 09, 2021
Another positive month for the major indexes, despite plenty of new bricks in the proverbial Wall of Worry.
Via
Talk Markets
Topics
Economy
Exxon, Chevron Turns To Profit In Q1: Energy ETFs In Focus
↗
May 03, 2021
Exxon Mobil posted big profits with better-than-expected earnings while Chevron results were mixed. Following the results, energy ETFs with the largest allocation to the energy behemoths are in focus.
Via
Talk Markets
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