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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
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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)
TAF® Program
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Additional Information
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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Energy Select Sector SPDR
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Leading And Lagging Sectors For October 10, 2025
↗
October 10, 2025
Via
Benzinga
Leading And Lagging Sectors For October 9, 2025
↗
October 09, 2025
Via
Benzinga
Chevron To Kick Off Korikori-1 Drilling Offshore Suriname
↗
October 09, 2025
Chevron Suriname to begin Korikori-1 well drilling this month in Block 5, with a goal to assess offshore reserves in Suriname-Guyana Basin.
Via
Benzinga
Leading And Lagging Sectors For October 8, 2025
↗
October 08, 2025
Via
Benzinga
This Energy ETF Is Heading Toward Its Worst Week In Four Months — Can A Late Rebound Save The Day?
↗
October 03, 2025
Via
Stocktwits
Topics
ETFs
Why Occidental Petroleum Stock Rose In After-Hours Today?
↗
September 30, 2025
Via
Stocktwits
ExxonMobil Seeks Security Assurances For $30B Mozambique LNG Project From President Chapo: Report
↗
September 30, 2025
Via
Stocktwits
Leading And Lagging Sectors For October 7, 2025
↗
October 07, 2025
Via
Benzinga
Tesla And Amazon Just Became A Problem For The Entire Discretionary Sector
↗
October 06, 2025
The consumer discretionary sector is underperforming due to stock concentration in Tesla and Amazon, but smaller companies in the sector are quietly delivering steady gains.
Via
Benzinga
Trump's 'Drill Baby Drill' Drumbeat Bites The Dust In ETF Land
↗
October 06, 2025
Crude prices have plunged and U.S. drilling activity is shrinking — leaving major energy ETFs tied to crude producers deep in the red.
Via
Benzinga
Topics
ETFs
Government
Leading And Lagging Sectors For October 6, 2025
↗
October 06, 2025
Via
Benzinga
Dallas Fed President Lorie Logan Warns Against Premature Rate Cuts, Prioritizing Inflation Fight
October 03, 2025
Federal Reserve Bank of Dallas President Lorie Logan delivered a stark warning on October 2nd and reiterated it today, October 3rd, 2025, emphasizing the paramount importance of tackling persistent...
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Leading And Lagging Sectors For October 3, 2025
↗
October 03, 2025
Via
Benzinga
Nvidia's Value Reaches $4.6 Trillion, Bitcoin Eyes $120,000: What's Moving Markets Thursday?
↗
October 02, 2025
On the second day of the U.S. government shutdown, Wall Street remains largely subdued, with indexes showing only slight midday declines after touching fresh record highs at the open.
Via
Benzinga
Leading And Lagging Sectors For October 2, 2025
↗
October 02, 2025
Via
Benzinga
Leading And Lagging Sectors For October 1, 2025
↗
October 01, 2025
Via
Benzinga
Tamboran Acquires Falcon, Consolidating Australia's Busy Oil Basin
↗
September 30, 2025
Tamboran and Falcon merge in Beetaloo Basin, creating a company with 2.9 million acres and $500 million market cap.
Via
Benzinga
Leading And Lagging Sectors For September 30, 2025
↗
September 30, 2025
Via
Benzinga
Robinhood Soars, Oil Dips And Gold Defies Gravity: What's Moving Markets Monday?
↗
September 29, 2025
Wall Street kicked off the week with modest gains in technology and growth names, while small caps and blue chips stalled as investors braced for a flood of economic data, culminating on Friday with...
Via
Benzinga
Leading And Lagging Sectors For September 29, 2025
↗
September 29, 2025
Gainers Symbol Name Price Change ($) Change (%) Volume (NYSE: XLB)
Via
Benzinga
BP Just Approved A $5 Billion Oil Project
↗
September 29, 2025
BP Plc (NYSE: BP) approved a $5 billion oil and gas project in the Gulf of America, reinforcing its commitment to the
Via
Benzinga
Intel, Boeing Rally As Silver Hits $46 And Bitcoin Slips Below $110,000: What's Moving Markets Friday?
↗
September 26, 2025
Wall Street moved modestly higher by midday Friday, yet major indexes remain on pace to break a three-week winning streak. At midday, the S&P 500 was up 0.4% to 6,630, while the Nasdaq 100 gained 0.2%...
Via
Benzinga
Leading And Lagging Sectors For September 26, 2025
↗
September 26, 2025
Gainers Symbol Name Price Change ($) Change (%) Volume (NYSE: XLV)
Via
Benzinga
Wall Street, Bitcoin Drop As Dollar, Treasury Yields Rebound: What's Moving Markets Thursday?
↗
September 25, 2025
Wall Street retreated on Thursday, with major indexes heading for a third straight day of losses as stronger-than-expected economic data reduced hopes for near-term Fed rate cuts and lifted the...
Via
Benzinga
Topics
Economy
Wall Street Slips, Energy Stocks Surge On Oil Gains: What's Moving Markets Wednesday?
↗
September 24, 2025
Wall Street traded lower on Wednesday, extending the previous day's risk-off mood sparked by Federal Reserve Chair Jerome Powell's remarks
Via
Benzinga
Topics
Economy
Leading And Lagging Sectors For September 24, 2025
↗
September 24, 2025
Via
Benzinga
Wall Street Pauses For A Breather, Small Caps Soar: What's Moving Markets Tuesday?
↗
September 23, 2025
Wall Street paused on Tuesday after three straight sessions of strong gains that pushed major large-cap indices to fresh records.
Via
Benzinga
Sempra Sells Stake To Fund US Utility Growth
↗
September 23, 2025
Sempra to sell 45% stake in Sempra Infrastructure Partners for $10 billion to KKR and Canada Pension Plan.
Via
Benzinga
Leading And Lagging Sectors For September 23, 2025
↗
September 23, 2025
Via
Benzinga
Leading And Lagging Sectors For September 22, 2025
↗
September 22, 2025
Via
Benzinga
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