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home
about us
Investment Approach
Client Service 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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Genesis Energy, L.P. Common Units
(NY:
GEL
)
15.20
+0.30 (+2.01%)
Streaming Delayed Price
Updated: 1:46 PM EDT, Jul 30, 2026
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Valero Energy Stock Sees RS Rating Improve To 76
↗
July 01, 2024
Valero Energy stock saw a positive improvement to its Relative Strength (RS) Rating on Monday, rising from 69 to 76.
Via
Investor's Business Daily
Genesis Energy L.P.’s 2023 Schedule K-3 Now Available
July 01, 2024
From
Genesis Energy, L.P.
Via
Business Wire
ANSAC Increases Export Prices by US$25.00 per Metric Ton
June 10, 2024
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. to Participate in Investor Conferences
June 03, 2024
From
Genesis Energy, L.P.
Via
Business Wire
Earnings Scheduled For February 15, 2024
↗
February 15, 2024
Companies Reporting Before The Bell • Cognex (NASDAQ:CGNX) is estimated to report quarterly earnings at $0.10 per share on revenue of $188.59 million.
Via
Benzinga
Genesis Energy, L.P. to Participate in the 21st Annual Energy Infrastructure CEO & Investor Conference
May 21, 2024
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. Upsizes and Prices Public Offering of Senior Notes
May 06, 2024
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. Announces Public Offering of Senior Notes
May 06, 2024
From
Genesis Energy, L.P.
Via
Business Wire
GEL Stock Earnings: Genesis Energy Reported Results for Q1 2024
↗
May 02, 2024
Genesis Energy just reported results for the first quarter of 2024.
Via
InvestorPlace
Genesis Energy, L.P. Reports First Quarter 2024 Results
May 02, 2024
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. Sets Date for Release of First Quarter Results and Conference Call
April 19, 2024
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. Declares Quarterly Distribution
April 11, 2024
From
Genesis Energy, L.P.
Via
Business Wire
Update to 2023 K-1 Tax Packages for Genesis Energy, L.P.
April 05, 2024
From
Genesis Energy, L.P.
Via
Business Wire
2023 K-1 Tax Packages for Genesis Energy, L.P.
March 25, 2024
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. Provides an Update on 2023 K-1 Availability
March 01, 2024
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. to Participate in the J.P. Morgan 2024 Global High Yield & Leveraged Finance Conference
February 26, 2024
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. Files Form 10-K
February 23, 2024
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. Reports Fourth Quarter 2023 Results
February 15, 2024
From
Genesis Energy, L.P.
Via
Business Wire
Increasing Earnings, Adjusted Dividends: Genesis Energy Ensures Stability for Shareholders through Strategic Changes
↗
February 14, 2024
Via
Benzinga
Genesis Energy, L.P. Sets Date for Release of Fourth Quarter Results and Conference Call
January 29, 2024
From
Genesis Energy, L.P.
Via
Business Wire
3 Energy Stocks to Sell in January Before They Crash and Burn
↗
January 16, 2024
Oil prices are below their 2023 peak and will not likely recover soon. With that in mind, investors should avoid these energy stocks to sell.
Via
InvestorPlace
Genesis Energy, L.P. Declares Quarterly Distribution
January 11, 2024
From
Genesis Energy, L.P.
Via
Business Wire
Suburban Propane Stock Hits 80-Plus RS Rating, Has Big Price Swing
↗
December 21, 2023
A Relative Strength Rating upgrade for Suburban Propane shows improving technical performance.
Via
Investor's Business Daily
Genesis Energy, L.P. Releases 2022 Sustainability Report
December 21, 2023
From
Genesis Energy, L.P.
Via
Business Wire
7 Stocks to Buy if You’re Bullish on the Energy Sector
↗
December 18, 2023
Oil prices are down right now, but there are some good energy stocks to buy if you're bullish about the energy sector.
Via
InvestorPlace
Genesis Energy, L.P. Announces the Expiration of Its Tender Offer for Any and All of Aggregate Principal Amount of Its 6.500% Senior Notes Due 2025
December 06, 2023
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. to Participate in the 2023 Wells Fargo Midstream & Utilities Symposium
December 06, 2023
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. to Participate in the Capital One Securities Energy Conference
December 05, 2023
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. Upsizes and Prices Public Offering of Senior Notes
November 30, 2023
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. Announces Tender Offer for Any and All of Aggregate Principal Amount of Its 6.500% Senior Notes Due 2025
November 30, 2023
From
Genesis Energy, L.P.
Via
Business Wire
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