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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
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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
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TAF sm Program
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Quarterly Performance Reports
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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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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Exxon Mobil
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Energy Trusteeship: How the Fall of Maduro and the U.S. Takeover of Venezuela’s Oil Industry are Upending Global Markets
January 05, 2026
The global energy landscape shifted on its axis this week following the dramatic execution of "Operation Absolute Resolve," a surgical U.S. military strike that resulted in the capture of Venezuelan...
Via
MarketMinute
Topics
Economy
Twin Engines: Financials and Energy Surge to Propel S&P 500 as Rate Expectations Shift
January 05, 2026
The S&P 500 climbed to start the first full trading week of 2026, bolstered by a powerful rally in the financial and energy sectors. As of the close on January 5, 2026, the S&P 500 rose 0.7% to finish...
Via
MarketMinute
Topics
Bonds
Economy
Stocks
US Energy Stocks Surge as 'Operation Absolute Resolve' Upends Venezuelan Oil Industry
January 05, 2026
HOUSTON/NEW YORK — The global energy landscape underwent a seismic shift over the weekend as U.S. markets opened Monday, January 5, 2026, to a historic rally in oil majors and service providers. The...
Via
MarketMinute
Topics
Government
Stocks
Chevron, Exxon Stocks In Focus As Trump’s Venezuela Gambit After Maduro Capture Sparks Buzz Around US Oil Majors
↗
January 04, 2026
Via
Stocktwits
Topics
Government
Operation Absolute Resolve: Defense Stocks Surge as U.S. Intervention in Venezuela Reshapes Global Risk
January 05, 2026
NEW YORK — The first trading week of 2026 has been defined by a seismic shift in both global geopolitics and capital markets. Following the weekend’s dramatic military intervention in Venezuela, known...
Via
MarketMinute
Topics
Economy
Regime Change in Caracas: Energy Stocks Rocket as U.S. Intervention Upends Global Oil Map
January 05, 2026
The global energy landscape was fundamentally reshaped over the weekend as a daring U.S. military intervention in Venezuela, dubbed "Operation Absolute Resolve," resulted in the capture of President...
Via
MarketMinute
Topics
Bonds
Economy
Geopolitical Earthquake: US Special Forces Capture Maduro as Military Strike Upends Global Energy Markets
January 05, 2026
The global geopolitical landscape was fundamentally reshaped in the opening days of 2026 as United States special operations forces, supported by a massive precision air campaign, successfully executed...
Via
MarketMinute
Topics
Bonds
Economy
Energy
Markets Pivot as Venezuela Geopolitical Shock Triggers Massive Rotation into Defense and Energy
January 05, 2026
The global financial landscape underwent a seismic shift this morning, January 5, 2026, as investors aggressively rotated capital into the Energy and Defense sectors following a weekend of...
Via
MarketMinute
Topics
Economy
Stocks
Regime Change in Caracas: US Capture of Maduro Ignites Wall Street Rally
January 05, 2026
In a weekend operation that has fundamentally reshaped the geopolitical landscape of the Western Hemisphere, U.S. special operations forces successfully captured Venezuelan President Nicolás Maduro in...
Via
MarketMinute
Topics
Government
Stocks
Truman Mox Positioned to Gain From a Rebuilding of Venezuela’s Oil Industry
January 05, 2026
Via
AB Newswire
Why Chevron Stock Popped Today
↗
January 05, 2026
American oil companies may soon be back in business in Venezuela. (Chevron already is).
Via
The Motley Fool
Topics
Government
Venezuela Fuels Broad Sector Rally But These Oil And Gas Plays Slide
↗
January 05, 2026
Venezuela news hit the stock market Monday, boosting many oil stocks, but several slid lower as natural gas prices sank.
Via
Investor's Business Daily
Topics
Energy
Nasdaq, S&P 500 Futures Edge Higher Amid Venezuela Geopolitical Jolt: Why CVX, XOM, ASML, TMSC, COIN Are On Traders' Radar Today
↗
January 05, 2026
A surprise escalation involving Venezuela injected fresh geopolitical risk into global markets.
Via
Stocktwits
Topics
ETFs
Government
Stocks
Big Oil Set For $100B Windfall? Trump Admits Tipping Them Off 'Before And After' Maduro Extraction In Venezuela
↗
January 05, 2026
Collectively, the big oil giants are set to see a boost to their valuations once the market opens following news that the U.S. is eyeing Venezuela for oil production.
Via
Stocktwits
Topics
Government
Better Dividend ETF: Vanguard's VYM vs. ProShares' NOBL
↗
January 04, 2026
Expense-conscious investors weighing sector breadth and portfolio focus will find key differences between these two dividend ETFs.
Via
The Motley Fool
Topics
ETFs
The First Energy Stock I Plan to Buy in 2026
↗
January 04, 2026
Enterprise Products Partners can return even more cash to investors in 2026.
Via
The Motley Fool
4 Stocks to Buy in January That Could Join Nvidia in the $1 Trillion Club by 2030
↗
January 04, 2026
Visa, ExxonMobil, Oracle, and Netflix have multi-year compounding potential for patient investors.
Via
The Motley Fool
Topics
Artificial Intelligence
3 Bold Oil Market Predictions for 2026
↗
January 03, 2026
A look at what 2026 could bring for the oil patch.
Via
The Motley Fool
Better Dividend ETF: Vanguard's VYM vs. iShares' HDV
↗
January 03, 2026
Explore how differences in sector focus, yield, and portfolio breadth set these two high-dividend ETFs apart for investors.
Via
The Motley Fool
Topics
ETFs
Energy Sector Ignites 2026 Market Rally as Supply Constraints and AI Power Demand Fuel Gains
January 02, 2026
The United States stock market kicked off 2026 with an unexpected surge, led not by the high-flying technology giants of the previous decade, but by the stalwarts of the "Physical Economy." On January...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
The Great 2026 Rebalancing: Institutional Giants Pivot from AI Hype to Industrial Execution
January 02, 2026
As the opening bell rang for the first trading session of 2026, the financial world witnessed the commencement of what analysts are calling "The Great Rebalancing." Institutional fund managers,...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Here's How Much You Would Have Made Owning Exxon Mobil Stock In The Last 5 Years
↗
January 02, 2026
Via
Benzinga
3 Cash-Flow Machines Investors May Want Heading Into 2026
↗
January 02, 2026
Via
MarketBeat
New Year, New Bull: Can 2026 Momentum Overcome the $1 Trillion Debt Wall?
January 02, 2026
As the sun rises on January 2, 2026, the global financial markets find themselves at a precarious but tantalizing crossroads. Investors are entering the new year with a "New Year, New Bull" sentiment,...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Geopolitical Volatility: IDF Strikes on Hezbollah Targets Reshape Market Sentiment and Boost Defense, Energy Sectors
January 02, 2026
As the global markets open for the first full trading sessions of 2026, the geopolitical landscape in the Middle East has once again taken center stage, dictating the tempo for investors. Following a...
Via
MarketMinute
Topics
Economy
Yields on the Rise: The 2026 Bond Sell-Off and the New American Economic Reality
January 02, 2026
As the first trading week of 2026 unfolds, the U.S. financial landscape is being reshaped by a significant retreat in Treasury bond prices. This downward pressure on bonds, which has pushed the...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Crude Awakening: Light Sweet Crude Struggles as "Sell on Strength" Mentality Grips the Market
January 02, 2026
As the 2026 trading year opens, the light sweet crude market is finding itself trapped in a persistent bearish channel, with West Texas Intermediate (WTI) struggling to maintain any upward momentum....
Via
MarketMinute
Topics
ETFs
Economy
CF Industries (NYSE: CF): From the Cornfields to the Carbon Frontier
January 02, 2026
In the shifting landscape of global agriculture and industrial decarbonization, few companies have managed to pivot as strategically as CF Industries Holdings, Inc. (NYSE: CF). As of January 2, 2026,...
Via
PredictStreet
Topics
Economy
Emissions
Energy
The 2026 Oil Standoff: Geopolitical Sanctions Clash with a Looming Global Surplus
January 02, 2026
As the global financial markets open for the first week of 2026, the energy sector finds itself paralyzed by a high-stakes tug-of-war between two diametrically opposed forces. On one side, a tightening...
Via
MarketMinute
Topics
Bankruptcy
Economy
Electric Vehicles
Nigeria’s Oil Output Hits 1.6 Million BPD: A Fragile Recovery in a Saturated Global Market
January 02, 2026
Nigeria has reported a significant milestone in its energy sector recovery, with the state-owned Nigerian National Petroleum Company Limited (NNPC) announcing that total crude oil and condensate...
Via
MarketMinute
Topics
Economy
Energy
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