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home
about us
Investment Approach
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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
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
Add to My Watchlist
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Why Plug Power Shares Are Surging Today
↗
October 13, 2021
Plug Power Inc (NASDAQ: PLUG) is trading higher Wednesday after the company announced a strategic partnership with Airbus to study the feasibility of bringing green hydrogen...
Via
Benzinga
Phillips 66, Plug Power Sign Agreement to Advance Green Hydrogen
October 13, 2021
From
Phillips 66 and Plug Power Inc.
Via
Business Wire
Phillips 66 Announces Increase in Quarterly Dividend, Repayment of Debt
October 08, 2021
From
Phillips 66
Via
Business Wire
Where Phillips 66 Stands With Analysts
↗
October 06, 2021
Phillips 66 (NYSE:PSX) has observed the following analyst ratings within the ...
Via
Benzinga
Analyst Ratings For Phillips 66
↗
September 07, 2021
Within the last quarter, Phillips 66 (NYSE:PSX) has observed the following ana...
Via
Benzinga
Analyst Ratings For Phillips 66
↗
August 26, 2021
Over the past 3 months, 9 analysts have published their opinion on Phillips 66 (NYSE:
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For October 6, 2021
↗
October 06, 2021
Upgrades According to TD Securities, the prior rating for Thomson Reuters Corp (NYSE:
Via
Benzinga
10 Biggest Price Target Changes For Wednesday
↗
October 06, 2021
Goldman Sachs lowered the price target on Nucor Corporation (NYSE:
Via
Benzinga
Phillips 66 Sets Reduction Targets for Greenhouse Gas Emissions
September 30, 2021
From
Phillips 66
Via
Business Wire
Why ConocoPhillips, Phillips 66, and PBF Energy Stocks Jumped Today
↗
September 22, 2021
A key EPA ruling could be around the corner for these refining stocks.
Via
The Motley Fool
Phillips 66 to Announce Third-Quarter Financial Results
September 15, 2021
From
Phillips 66
Via
Business Wire
Morgan Stanley Initiates Coverage Of Oil Refiners, Names HollyFrontier, Valero & Marathon Top Picks
↗
September 07, 2021
Energy stocks traded lower on Tuesday, but one Wall Street firm says now is the perfect time to pull the trigger on a handful of oil refiners. ...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For September 7, 2021
↗
September 07, 2021
Upgrades BMO Capital upgraded the previous rating for BRP Inc (NASDAQ:
Via
Benzinga
Phillips 66 Contributes a Total of $1 Million to American Red Cross for Ida Relief Efforts
September 07, 2021
From
Phillips 66
Via
Business Wire
US Energy: Pensive Recovery or Primed and Ready?
↗
September 01, 2021
The energy sector has stumbled a bit after recovering to near pre-pandemic levels earlier this summer. With a new White House administration emphasizing renewable energy and...
Via
Benzinga
Phillips 66 Contributes $500,000 to American Red Cross for Hurricane Ida Relief Efforts
September 01, 2021
From
Phillips 66
Via
Business Wire
Oil, Gasoline Prices Whipsawed By Hurricane Ida, OPEC
↗
August 30, 2021
Oil prices fell after Hurricane Ida ripped through the Gulf Coast, while a key OPEC producer suggested holding off on a production increase.
Via
Investor's Business Daily
Topics
Energy
Benzinga's Top Ratings Upgrades, Downgrades For August 26, 2021
↗
August 26, 2021
Upgrades Scotiabank upgraded the previous rating for Enerplus Corp (NYSE:
Via
Benzinga
Delta Variant Dip Buying In The Energy Sector
↗
August 25, 2021
The continued spread of the delta variant raises investor concerns that broader restrictions to halt the spread will once again slow economic activity. However, investors who believe the fears are...
Via
Talk Markets
What 10 Analyst Ratings Have To Say About Phillips 66
↗
August 20, 2021
Phillips 66 (NYSE:PSX) has observed the following analyst ratings within the ...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 20, 2021
↗
August 20, 2021
Upgrades For Investors Bancorp Inc (NASDAQ:
Via
Benzinga
Why Energy Stocks Are Down This Week
↗
August 19, 2021
Energy stocks took it on the chin this week.
Via
The Motley Fool
Oil Refinery Market to Eyewitness Massive Growth by 2026 : Reliance, Phillips 66, Shell, Kuwait
↗
August 13, 2021
Stay up-to-date with Oil Refinery Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Energy
82 Firms Going Ex-Dividend Next Week, Including Target, Walgreens Boots Alliance and GlaxoSmithKline
↗
August 13, 2021
There are several well-known large-cap stocks going ex-dividend next week.
Via
Talk Markets
Phillips 66 Announces Strategic Investment in NOVONIX
August 09, 2021
From
Phillips 66
Via
Business Wire
3 Top Energy Stocks to Buy in August
↗
August 07, 2021
Three top stocks that are timely buys right now.
Via
The Motley Fool
Topics
Supply Chain
Phillips 66 Invests in Seeq, an Advanced Analytics Software Developer
August 06, 2021
From
Phillips 66
Via
Business Wire
Why Phillips 66, Genesis Energy, and W&T Offshore Stocks are Getting Crushed Today
↗
August 04, 2021
A combination of falling oil prices, worries about the delta coronavirus variant, and reactions to earnings is sending most oil stocks down on Wednesday.
Via
The Motley Fool
Phillips 66 (PSX) Q2 2021 Earnings Call Transcript
↗
August 03, 2021
PSX earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
Phillips 66 Partners LP (PSXP) Q2 2021 Earnings Call Transcript
↗
August 03, 2021
PSXP earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
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