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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
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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Back Dated 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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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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
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Exxon Mobil
(NY:
XOM
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136.54
-1.01 (-0.73%)
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Updated: 7:00 PM EDT, Jun 26, 2026
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Energy Sector Ignites: Crude’s Ascent Propels Markets to New Highs
March 26, 2026
The U.S. financial markets witnessed a powerful rally today, March 26, 2026, as the energy sector surged to multi-year highs, effectively hauling the broader indices into positive territory. Driven by...
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The Great Standoff: Jobless Claims Hit 205,000 as Fed’s "Hawkish Hold" Meets a Fragile Labor Market
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The U.S. labor market continues to defy gravity, or at least the gravity of high interest rates, as initial jobless claims fell to a surprising 205,000 for the mid-March reporting period. This figure,...
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Saudi Aramco CEO Warns of 'Catastrophic' Global Collapse if Middle East Conflict Persists
March 26, 2026
In a stark address that has sent shockwaves through global financial centers, Amin Nasser, the CEO of Saudi Aramco (TADAWUL: 2222), warned that the world faces "catastrophic" economic consequences if...
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The Great Commodity Respite: World Bank Forecasts Six-Year Price Lows
March 26, 2026
The global economy stands at a pivotal juncture as the World Bank’s latest Commodity Markets Outlook, released this week in March 2026, projects a significant 7% decline in global commodity prices for...
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The Americas Quintet Oil Boom: US, Brazil, and Canada Leading Non-OPEC+ Surge
March 26, 2026
The global energy map is being redrawn this spring as a powerful coalition of producers in the Western Hemisphere, dubbed the "Americas Quintet," has effectively seized control of the global oil...
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The Largest Oil Supply Shock in History: Middle East Conflict Curbs 10M b/d
March 26, 2026
The global energy landscape has been thrust into an unprecedented crisis as a widening conflict in the Middle East has effectively paralyzed the world’s most critical oil transit corridor. According to...
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Natural Gas Price Shock: US Import Prices Jump 24.7% in February
March 26, 2026
The U.S. energy landscape witnessed a staggering divergence in February 2026, as the Bureau of Labor Statistics reported a 24.7% surge in natural gas import prices. This massive spike, the largest...
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Strait of Hormuz Standoff: Brent Crude Nears $105 Amid US-Iran Tensions
March 26, 2026
As of March 26, 2026, the global energy market is standing on a knife’s edge as a tense military standoff in the Strait of Hormuz has effectively paralyzed one of the world’s most vital maritime...
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These 3 High-Yield Dividend ETFs Are Crushing the S&P 500. Here's the Best Buy for April.
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Investors are turning to dividend-paying value stocks amid market volatility.
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Surging Oil Prices Spark Market Jitters
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March 25, 2026
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2 Predictions For Oil Stocks in April
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March 25, 2026
Oil prices are rising and falling with the flow of news from the Middle East.
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Goldman Sachs Shatters Records with $14.01 EPS in Q4 2025 as Equities Trading Hits Historic High
March 25, 2026
On January 15, 2026, the Goldman Sachs Group Inc. (NYSE: GS) delivered a financial performance that has fundamentally reshaped the narrative of Wall Street’s post-pandemic "renaissance." Reporting a...
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Fueling the Rally: Energy Sector Surges as Global Supply Chokeholds Send Oil Prices Skyward
March 25, 2026
As of March 25, 2026, the energy sector has emerged as the undisputed leader of the financial markets, defying earlier predictions of a stagnant year. A dramatic confluence of geopolitical instability...
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The 2026 Fed Pivot: Navigating the Hawkish Pause and Rising Oil Costs
March 25, 2026
As we cross the threshold into late March 2026, the global financial landscape finds itself at a critical crossroads. The "Great Easing" narrative that fueled much of 2025 has encountered a formidable...
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VTI vs. VTV: Is Broad Market Diversification or Value Investing the Better Buy Right Now?
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March 25, 2026
Explore how VTV’s value focus and higher yield stack up against VTI’s tech-heavy, full-market approach.
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SCHB vs. VTV: SCHB Targets Broad Market Reach, While VTV Focuses on Value
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As the Oil Shock Sends Energy Stocks Soaring, Buy These 3 Now
March 25, 2026
Oil prices spike on ongoing war concerns, sending energy stocks into rally mode. However, a long-term outlook is vital.
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Iran's Attacks on Qatar's Energy Infrastructure Could Have Long-Term Impacts on the Energy Market. These 3 LNG Stocks Could Capitalize on the Opportunity.
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March 25, 2026
The war with Iran could have the most significant long-term impact on the LNG market.
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The Tenuous Thaw: Global Markets Brace for Reopening as Strait of Hormuz Diplomacy Gains Traction
March 25, 2026
The world is holding its breath as a fragile five-day diplomatic pause enters its final 72 hours, offering the first real hope for the reopening of the Strait of Hormuz. Since the outbreak of the "2026...
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Global Oil Prices Crash 5% Amid Landmark Middle East Diplomatic Breakthrough
March 25, 2026
In a dramatic shift for global energy markets, crude oil prices plummeted more than 5% on Wednesday, March 25, 2026, as news broke of a potential landmark diplomatic breakthrough between the United...
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The 'Peace Dividend' Reborn: Markets Surge as U.S. Unveils 15-Point Plan to End Conflict with Iran
March 25, 2026
The 'Peace Dividend' Reborn: Markets Surge as U.S. Unveils 15-Point Plan to End Conflict with Iran Global financial markets witnessed a seismic shift on Wednesday, March 25, 2026, as the U.S....
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Gold’s Safe-Haven Status Shaken: XAU/USD Plunges 5% as Trump’s Hormuz Security Plan Cools Geopolitical Fears
March 25, 2026
WASHINGTON D.C. / NEW YORK — In a dramatic reversal that has sent shockwaves through global commodity markets, gold prices plummeted 5% on Wednesday, March 25, 2026, as a major diplomatic breakthrough...
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The Great Deflation: World Bank Projects 2026 Commodity Prices to Hit Six-Year Lows
March 25, 2026
As of March 25, 2026, the global economic landscape is undergoing a profound transformation. The World Bank’s latest Commodity Markets Outlook has delivered a sobering yet optimistic forecast for the...
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US Natural Gas Prices Plummet 52.3% in February, Neutralizing Global Energy Gains
March 25, 2026
The World Bank’s latest commodity report has revealed a staggering 52.3% decline in U.S. natural gas prices for the month of February 2026. This dramatic crash, which followed a period of extreme...
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Crude Awakening: WTI Targets $84 as Geopolitical Storm Clouds Gather Over the Strait of Hormuz
March 25, 2026
As of March 25, 2026, the energy markets are witnessing a seismic shift as West Texas Intermediate (WTI) crude oil completes a blistering 19% rally from its late February lows. Currently hovering near...
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2 of the Best Oil Stocks to Buy Now and Hold for Decades
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March 24, 2026
If you are looking at the rise in oil prices and thinking about buying an energy stock, here are two you can hold long term.
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Why Shares of ExxonMobil Gushed Higher Today
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March 24, 2026
The instability in the Persian Gulf is likely to continue, so investors should prepare for more volatility.
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Chevron Shares Hit $200 as Hess Integration and $110 Oil Prices Redefine the Energy Market
March 24, 2026
SAN RAMON, CA — Shares of Chevron Corporation (NYSE:CVX) climbed past the psychological $200 barrier this week, marking a historic high for the energy titan. The surge comes as the global energy market...
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U.S. 10-Year Treasury Yield Hits 4.37%: Inflation and Geopolitical Risks Reshape Markets
March 24, 2026
The global financial landscape is currently navigating a period of intense volatility as the benchmark U.S. 10-year Treasury yield surged toward 4.37% today, March 24, 2026. This move, which marks a...
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Energy Markets in Turmoil: Brent Crude Shatters $100 Ceiling as Middle East Diplomacy Crumbles
March 24, 2026
LONDON/NEW YORK — Global energy markets have entered a state of high-velocity panic as Brent crude oil surged past the psychological $100 barrier this week, with West Texas Intermediate (WTI) following...
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