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home
about us
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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
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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
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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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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
RSVP-Signup Form
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Phillips 66
(NY:
PSX
)
188.28
+4.27 (+2.32%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 27, 2026
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Five Energy Stocks That Should Win Big With Higher Oil And Gas Prices
↗
October 11, 2022
The decision by OPEC+ to slash oil production by 2 million barrels a day has put the threat of $100 oil back on the table. One analyst said we could see $110 oil before the year is done, and if he’s...
Via
Talk Markets
7 Energy Stocks to Buy on the Historic OPEC Production Cuts
↗
October 10, 2022
With global oil supplies likely to take a hit because of the OPEC+ cuts, investors should consider these energy stocks to buy.
Via
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Phillips 66 Announces Quarterly Dividend
October 07, 2022
From
Phillips 66
Via
Business Wire
10 Energy Stocks Whale Activity In Today's Session
↗
October 07, 2022
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity...
Via
Benzinga
What 4 Analyst Ratings Have To Say About Phillips 66
↗
September 21, 2022
Phillips 66 (NYSE:PSX) has observed the following analyst ratings within the last quarter:
Via
Benzinga
Where Phillips 66 Stands With Analysts
↗
September 21, 2022
Phillips 66 (NYSE:PSX) has observed the following analyst ratings within the last quarter:
Via
Benzinga
Phillips 66: Q2 Earnings Insights
↗
July 29, 2022
Phillips 66 (NYSE:PSX) reported its Q2 earnings results on Friday, July 29, 2022 at 07:00 AM. Here's what investors need to know about the announcement.
Via
Benzinga
Looking At Phillips 66's Recent Whale Trades
↗
October 05, 2022
A whale with a lot of money to spend has taken a noticeably bearish stance on Phillips 66. Looking at options history for Phillips 66 (NYSE:PSX) we detected 11 strange trades.
Via
Benzinga
These 2 High Yielders Could Benefit From The Supply Crunch Caused By The Russia-Ukraine War
↗
September 29, 2022
Since the Energy Select Sector SPDR FUN (ARCA: XLE) is down roughly 16% over the past month, it may be a good time to shop around for oversold equities in the oil and gas sector. Although investors are...
Via
Benzinga
Will Chart Analysts Notice Bad Omen on Phillips 66's Chart
↗
September 29, 2022
If history is any guide, there may be trouble ahead for shares of Phillips 66 (NYSE:PSX). A so-called "death cross" has formed on its chart and, not surprisingly, this could be bearish for the stock.
Via
Benzinga
What Are Whales Doing With Phillips 66
↗
September 26, 2022
Someone with a lot of money to spend has taken a bearish stance on Phillips 66 (NYSE:PSX). And retail traders should know. We noticed this today when the big position showed up on publicly available...
Via
Benzinga
5 Value Stocks To Watch In The Energy Sector
↗
September 22, 2022
What are Value Stocks? A value stock is traditionally defined in terms of how investors in the marketplace are valuing that company's future growth prospects. Low P/E multiples are good base indicators...
Via
Benzinga
Costco To Surge Around 16%? Plus This Analyst Predicts $190 For NVIDIA
↗
September 21, 2022
Deutsche Bank boosted the price target for Costco Wholesale Corporation (NASDAQ: COST) from $579 to $581. Costco shares rose 0.7% to $502.93 on Wednesday.
Via
Benzinga
Global Recession Fears Rise As FedEx Reports Lower Global Shipping Volumes
↗
September 16, 2022
(Friday Market Open) U.S. equity futures were pointing to another down day ahead of the market open, which has the S&P 500 futures retracing the entire rally that opened the month of September and...
Via
Benzinga
Our 7 Favorite Oil Stocks Heading Into Q4
↗
September 15, 2022
With the hydrocarbon sector likely to come into sharp focus later this year, these are the oil stocks to buy for concerned investors.
Via
InvestorPlace
Phillips 66 to Announce Third-Quarter Financial Results
September 12, 2022
From
Phillips 66
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For September 15, 2022
↗
September 15, 2022
Upgrades
Via
Benzinga
The Best Play On The Shrinking MLP Universe
↗
August 30, 2022
The surviving MLPs are financially stable and pay attractive yields. Plus, most are growing distributions.
Via
Talk Markets
3 Dividend Paying Energy Stocks Benefiting From High Oil Prices
↗
August 19, 2022
Energy stocks have a growth tailwind from high oil prices, and are sharing their windfalls with investors in the form of rising dividends.
Via
Talk Markets
Financial Advisers Recommend These 3 Alternative Investments Over The Standard 60/40 Stock-To-Bond Portfolio
↗
August 18, 2022
For years, many financial advisers recommended a mix of stock and bond investments to their average retail clients, including the standard 60/40 stock-to-bond portfolio.
Via
Benzinga
Phillips 66 Announces Offer to Acquire Outstanding Publicly Held Common Units of DCP Midstream, LP
August 17, 2022
From
Phillips 66
Via
Business Wire
Phillips 66 Enhances NGL Platform with Wellhead to Market Integration Through Increased Economic Interest in DCP Midstream
August 17, 2022
From
Phillips 66
Via
Business Wire
75 Firms Going Ex-Dividend Next Week, Including Target, Amgen And Chevron
↗
August 13, 2022
Ex-dividend dates are important to dividend investors because one must own a stock prior to its ex-dividend date in order to be eligible to receive its next dividend.
Via
Talk Markets
Phillips 66 Announces Expansion Open Season for Seminoe Pipeline
August 12, 2022
From
Phillips 66
Via
Business Wire
7 Undervalued Income Stocks to Buy for Safety
↗
August 08, 2022
With economic pressures finally weighing on companies, investors ought to consider undervalued income stocks to buy for safety.
Via
InvestorPlace
Phillips 66 Reports Second-Quarter 2022 Financial Results
July 29, 2022
From
Phillips 66
Via
Business Wire
5 Hot Energy Earnings Charts
↗
July 26, 2022
This is a big week for earnings with over 800 companies expected to report. Included on the list are a bunch of energy stocks.
Via
Talk Markets
Earnings Scheduled For July 29, 2022
↗
July 29, 2022
Companies Reporting Before The Bell • Capital Product Partners (NASDAQ:CPLP) is expected to report quarterly earnings at $1.13 per share on revenue of $72.73 million.
Via
Benzinga
Phillips 66 and H2 Energy Europe close on joint venture to create European network of hydrogen refueling stations
July 19, 2022
From
Phillips 66
Via
Business Wire
Phillips 66 Appoints Two New Directors
July 12, 2022
From
Phillips 66
Via
Business Wire
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