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home
about us
Investment Approach
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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
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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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Vistra Corp.
(NY:
VST
)
136.75
UNCHANGED
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Updated: 7:00 PM EDT, May 18, 2026
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An Investor's Take on the WWE-Netflix Partnership
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January 10, 2025
Via
The Motley Fool
Constellation Energy Jumps On $26 Billion Deal For Geothermal, Natural Gas Giant Calpine
↗
January 10, 2025
The Calpine deal adds geothermal and more natural gas to Constellation's portfolio.
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Here's Why Vistra Was a Top Performer in the S&P 500 in 2024
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January 10, 2025
Via
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3 Stocks That Could Drive AI Data Center Demand
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January 09, 2025
Nuclear and power grid utility stocks could have big years.
Via
Talk Markets
Topics
Artificial Intelligence
Stocks / Equities
Nuclear Stocks Surged Last Year, But Are They A Buy Or A Sell In 2025?
↗
January 09, 2025
Nuclear stocks rode the AI wave last year but what will happen in 2025?
Via
Investor's Business Daily
Topics
Artificial Intelligence
Vistra Unusual Options Activity
↗
January 03, 2025
Via
Benzinga
$1000 Invested In Vistra 5 Years Ago Would Be Worth This Much Today
↗
December 27, 2024
Via
Benzinga
Smart Money Is Betting Big In VST Options
↗
December 26, 2024
Via
Benzinga
Investors Look Back at 2024
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January 06, 2025
The S&P 500 had a great year.
Via
The Motley Fool
Topics
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Hydrogen Finally Gets A Price Tag: S&P 500 New Energy Plays Soar Along With This Amazon Vendor
↗
January 06, 2025
The clean hydrogen tax credit criteria has been finalized and many stocks look set to capitalize.
Via
Investor's Business Daily
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Stocks
Focus On High Cash Flow Companies. You Are The Company You Keep.
↗
January 05, 2025
There are too many stocks acting well to expect a bear market right now.
Via
Talk Markets
Topics
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Rivian, Mobileye And Arm Are Among Top Large Cap Gainers Last Week (Dec 30-Jan 3): Are The Others In Your Portfolio?
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January 05, 2025
Top performing large-cap stocks last week: RIVN, FTAI, VST, MBLY, EQNR, CEG, EC, PR, DVN, ARM. Do you have them in your portfolio?
Via
Benzinga
Vistra's Options: A Look at What the Big Money is Thinking
↗
December 19, 2024
Via
Benzinga
Stock Indices Finished Holiday-Shortened Week With A Bullish Rally; Two New Swing Positions
↗
January 04, 2025
In this video, I review the overall market structure, some recent long signals, and two new swing positions for next week.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Rivian Automotive, Cerence, Nu Skin Enterprises And Other Big Stocks Moving Higher On Friday
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January 03, 2025
Via
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Nuclear Energy Stocks Enter 2025 On A High. AI Data Centers Need Them, A Lot.
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January 03, 2025
Nuclear energy stocks glowed last year as AI data centers locked down a future's worth of power. And 2025 started strong with a big new deal.
Via
Investor's Business Daily
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$840 Million Government Contract For Nuclear Power 'Positive' For Future Deals
↗
January 03, 2025
Nuclear stocks soared Thursday after Constellation Energy announced a 10-year contract with the federal government.
Via
Investor's Business Daily
Vistra Stock: Powered for Continued Gains in the New Year
January 03, 2025
Vistra's impressive growth trajectory reflects a successful strategy of expanding into renewable energy and making strategic acquisitions.
Via
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Topics
Energy
S&P 500 Nuclear Stocks Start 2025 With A Bang On $840 Million Government Contract
↗
January 02, 2025
Nuclear stocks ran higher on Thursday after Constellation Energy announced a nearly $1 billion contract to supply power to U.S. government agencies.
Via
Investor's Business Daily
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These 2 Stocks Beat Nvidia In 2024 Gains: Here’s Where They Could Go In 2025
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December 31, 2024
Chipmaker Nvidia was all the rage in 2024. Palantir Technologies that specialises in software platforms for big data analytics, has seen a whopping 365% rise YTD, followed by Vistra Corp, that has...
Via
Talk Markets
Topics
Stocks / Equities
Wall Street Stories Of 2024 Likely To Stay Hot In 2025: Key Picks
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December 30, 2024
Wall Street has been on a historic rally, buoyed by the artificial intelligence (AI) craze and rate-cut optimism.
Via
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Artificial Intelligence
Stocks / Equities
3 Market-Beating Growth Stocks to Watch in 2025
December 30, 2024
These three growth stocks have delivered market-beating performance in 2024 and analysts believe these stocks are on pace for an encore performance in 2025
Via
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Palantir Is 2024's S&P 500 King. These 9 Stocks Also Had Huge Gains.
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December 30, 2024
Palantir Technologies has more than quadrupled this year.
Via
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These Are the 5 Top-Performing Stocks in the S&P 500 With 2024 Almost Over
↗
December 27, 2024
Via
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The Year of Concentration, Crypto, China
↗
December 25, 2024
2024 was another stellar year for investors, but a lot of money is piling into the same places in the U.S. and globally.
Via
The Motley Fool
S&P 500 Hits 57 All-Time Highs In Record-Breaking 2024: Magnificent 7 Drive 30% Of Nasdaq's Surge
↗
December 25, 2024
The year of milestones, 2024, has seen an unperturbed rise in the bull market, we recap 2024's landmark junctures in the U.S. stock market.
Via
Benzinga
Topics
Stocks
Bull of the Day: Vistra - Tuesday, December 24
↗
December 24, 2024
Artificial intelligence and Nvidia were the talk of Wall Street throughout 2024. Yet, nuclear and energy transition powerhouse Vistra stock crushed Nvidia and every other S&P 500 stockout outside of...
Via
Talk Markets
Topics
Artificial Intelligence
Stocks
Stocks / Equities
5 High-Flying Stocks In Dan Loeb's Portfolio: Cinemark, Corpay, Amazon Lead
↗
December 20, 2024
Dan S. Loeb, founder of Third Point, a $7B hedge fund, is known for bold activist strategies that drive transformation in global companies.
Via
Benzinga
The Top 5 S&P 500 Stocks Of 2024
↗
December 17, 2024
The S&P 500 had a much stronger year than most experts anticipated, as the consensus was for high single-digit to low-double-digit gains.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
Vistra, Entergy, NiSource, PG&E: 4 Utilities Power Up For Bullish 2025, Says JPMorgan
↗
December 17, 2024
JPMorgan analysts predict North American utilities are poised for a strong 2025, with top picks including Vistra, Entergy, NiSource and PG&E.
Via
Benzinga
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