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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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Back Dated Performance Reports
Quarterly Performance Reports
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Energy Select Sector SPDR
(NY:
XLE
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Updated: 3:01 PM EST, Dec 30, 2025
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Leading And Lagging Sectors For September 23, 2025
↗
September 23, 2025
Via
Benzinga
Leading And Lagging Sectors For September 22, 2025
↗
September 22, 2025
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Wall Street Extends Gains, Apple Jumps To Highest Since February: What's Moving Markets Friday?
↗
September 19, 2025
Wall Street kept driving equity valuations higher on Friday, extending the momentum from Thursday when all major U.S. benchmarks closed at record highs following the Federal Reserve's rate cut.
Via
Benzinga
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Economy
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September 19, 2025
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September 18, 2025
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September 17, 2025
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September 16, 2025
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September 15, 2025
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Bill Gates Backs Utah Geothermal Plant As Fervo Energy Targets 500 MW Capacity At Cape Station
↗
September 14, 2025
Bill Gates and Breakthrough Energy support Fervo Energy's Cape Station project, aiming to generate 500 MW of geothermal power.
Via
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Leading And Lagging Sectors For September 12, 2025
↗
September 12, 2025
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Wall Street Soars To Records On Fed Rate Bets: What's Moving Markets Thursday?
↗
September 11, 2025
All three major U.S. equity benchmarks — the S&P 500, Nasdaq 100, and Dow Jones — surged to fresh record highs on Thursday, as investors piled into risk assets on growing bets that interest rates will...
Via
Benzinga
Topics
Economy
Stocks
Leading And Lagging Sectors For September 11, 2025
↗
September 11, 2025
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Leading And Lagging Sectors For September 10, 2025
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September 10, 2025
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Poland Shoots Down Russian Drones, First Direct NATO-Russia Clash Since Ukraine War Began
↗
September 09, 2025
Poland's armed forces intercepted and shot down Russian drone-type objects in its airspace on Wednesday morning.
Via
Benzinga
Wall Street Rebounds After Jobs Revision Shock, UnitedHealth Rallies: What's Moving Markets Tuesday?
↗
September 09, 2025
Investors were initially caught off guard Tuesday by a sweeping revision to U.S.
Via
Benzinga
Leading And Lagging Sectors For September 9, 2025
↗
September 09, 2025
Via
Benzinga
Phillips 66 To Acquire Cenovus Stake In WRB Refining For $1.4 Billion Cash Deal
↗
September 09, 2025
Phillips 66 to acquire remaining 50% stake in WRB Refining LP from Cenovus Energy for $1.4 billion, gaining full ownership of two US refineries and simplifying operations.
Via
Benzinga
Diversified Energy Expands Oklahoma Operations With $550 Million Canvas Energy Deal
↗
September 09, 2025
Diversified Energy Co. (NYSE: DEC) will acquire Canvas Energy for $550 million, expanding its presence in Oklahoma and boosting production and cash flow.
Via
Benzinga
Leading And Lagging Sectors For September 8, 2025
↗
September 08, 2025
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Benzinga
Wall Street Retreats, Broadcom Rallies, Gold Smashes $3,600: What's Moving Markets Friday?
↗
September 05, 2025
A rather disappointing jobs report is challenging Wall Street's optimism over looming rate cuts, as labor market weakness stirs fresh concerns about the economy.
Via
Benzinga
Leading And Lagging Sectors For September 5, 2025
↗
September 05, 2025
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After India, Trump Accuses Europe Of Funding Ukraine War Through Russian Oil, Urges Economic Pressure On China: Report
↗
September 05, 2025
President Donald Trump has reportedly accused European leaders of indirectly funding the war in Ukraine by purchasing Russian oil. He has urged them to cut off Russia and pressurize China to do the...
Via
Benzinga
Topics
Government
The Great Rebalancing: Market Shifts Beyond Tech Giants to a Diversified Future
September 04, 2025
The financial markets are currently undergoing a profound and structural transformation, aptly termed the "Great Rebalancing." This pivotal shift signifies a deliberate rotation of capital away from...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Leading And Lagging Sectors For September 4, 2025
↗
September 04, 2025
Via
Benzinga
Exxon Weighs Sale Of European Chemical Units Worth Up To $1B Amid Tariffs, China Pressure: Report
↗
September 04, 2025
Plants in Fife and Belgium could be on the block, but the outcome remains uncertain, according to the FT.
Via
Stocktwits
Topics
Government
World Trade
Alphabet, Apple Fuel Tech Rebound, Gold Defies Gravity: What's Moving Markets Wednesday?
↗
September 03, 2025
Wall Street staged a tentative rebound on Wednesday after two straight sessions of heavy tech losses, as rallies in Alphabet Inc.
Via
Benzinga
Leading And Lagging Sectors For September 3, 2025
↗
September 03, 2025
Via
Benzinga
Diamondback Unlocks Over $1 Billion From Deep Blue Deal And EPIC Crude Divestiture
↗
September 02, 2025
Diamondback Energy (FANG) sells Environmental Disposal Systems for $750M to Deep Blue Midland Basin, secures 15-year commitment. Also sells EPIC Crude interest for $500M.
Via
Benzinga
Leading And Lagging Sectors For September 2, 2025
↗
September 02, 2025
Via
Benzinga
Scott Bessent Slams Russia For Continued 'Despicable' Attacks On Ukraine, Warns Of Upcoming Sanctions As Putin Blames West
↗
September 02, 2025
Treasury Secretary Scott Bessent has indicated that the United States is considering imposing sanctions on Russia due to its ongoing attacks on Ukraine.
Via
Benzinga
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