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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
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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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EVENTS
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Event Schedule
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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
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SM Energy Company Common Stock
(NY:
SM
)
19.13
+0.43 (+2.30%)
Official Closing Price
Updated: 7:00 PM EST, Jan 2, 2026
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Benzinga's Top Ratings Upgrades, Downgrades For August 16, 2023
↗
August 16, 2023
Via
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Occidental Petroleum To Rally Around 18%? Here Are 10 Other Analyst Forecasts For Wednesday
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August 16, 2023
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What 5 Analyst Ratings Have To Say About SM Energy
↗
July 24, 2023
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SM Energy Shares Up On Revised Q2 And 2023 Outlook
↗
June 21, 2023
SM Energy Co (NYSE: SM) provided an update on activity and revised guidance for Q2 2023 and 2023, reflecting
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What 9 Analyst Ratings Have To Say About SM Energy
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May 19, 2023
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7 Analysts Have This to Say About SM Energy
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April 21, 2023
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The Latest Analyst Ratings for SM Energy
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March 24, 2023
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Stocks That Hit 52-Week Lows On Wednesday
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On Wednesday, 479 stocks made new 52-week lows.
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$5M Bet On FIGS? Check Out These 3 Stocks Insiders Are Buying
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March 09, 2023
Although US stocks closed mixed on Wednesday, there were a few notable insider trades.
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ETF Winners And Losers: Medium-Cap Returns - Regional Banks Bounce While Lithium Stocks Slump, KRE Up 7.54%, LIT Down 4.18%
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A Look Into Energy Sector Value Stocks
↗
June 29, 2023
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Northern Midland Basin Expansion Set To Boost SM Energy: Analyst Lifts EPS Estimates
↗
June 22, 2023
Susquehanna analyst Biju Perincheril reiterated a Neutral rating on the shares of SM Energy Company (NYSE: SM),
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Crude Oil Rises 2%; LumiraDx Shares Spike Higher
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June 21, 2023
U.S. stocks traded lower toward the end of trading, with Nasdaq Composite dropping over 100 points on Wednesday. The Dow traded down 0.04% to 34,040.13 while the NASDAQ fell 0.77% to 13,562.00. The S&P...
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Nasdaq Tumbles 1%; Patterson Companies Earnings Beat Views
↗
June 21, 2023
U.S. stocks traded mostly lower midway through trading, with Nasdaq Composite dropping over 100 points on Wednesday.
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Analyst Expectations for SM Energy's Future
↗
February 22, 2023
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Earnings Outlook For SM Energy
↗
February 21, 2023
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Analyst Ratings for SM Energy
↗
January 26, 2023
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Earnings Scheduled For April 27, 2023
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April 27, 2023
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Pioneer Natural Resources Jumps On Reported Exxon Takeover Talks
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April 10, 2023
Exxon Mobil is reportedly looking to spend its record 2022 profits on a Permian Basin driller.
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Is Gold Predicting The Fed's Move?
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March 20, 2023
Bullish option trades on gold and precious metals stocks were aplenty today as we head into the FOMC policy statement on Wednesday.
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$140M Bet On Southwest Gas? Check Out These 4 Stocks Insiders Are Buying
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March 13, 2023
Although US stocks closed lower on Friday, there were a few notable insider trades.
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Stocks React To February Jobs Report: The Winners And Losers
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March 10, 2023
The markets have offered investors a rollercoaster ride this week, with a flurry of activity and developments that have sent shockwaves through various sectors.
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Stocks That Hit 52-Week Lows On Friday
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March 24, 2023
On Friday, 469 companies hit new 52-week lows.
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Benzinga's Top Ratings Upgrades, Downgrades For March 1, 2023
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March 01, 2023
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Top 5 Energy Stocks Which Could Rescue Your Portfolio This Month
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February 23, 2023
The most oversold stocks in the energy sector presents an opportunity to buy into undervalued companies.
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Earnings Scheduled For February 22, 2023
↗
February 22, 2023
Companies Reporting Before The Bell • Rio Tinto (NYSE:RIO) is projected to report earnings for its Fiscal Year 2022.
Via
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