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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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Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Back Dated Performance Reports
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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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Shell plc
(NY:
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Transaction in Own Shares
March 04, 2026
From
Shell plc
Via
GlobeNewswire
J&E Roofing Solutions Expands Metal Roof Replacement Services in Shell Knob Missouri
March 04, 2026
March 04, 2026 - PRESSADVANTAGE - J&E Roofing Solutions, a leading roofing contractor serving Southwest Missouri and Northwest Arkansas, announces the expansion of its metal roofing services to better...
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Rare Earth Stocks: REalloys Takes Off In 2nd Week; MP, USAR Set Up
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March 04, 2026
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March 04, 2026
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Shell plc
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J&E Roofing Solutions Expands Metal Roofing Services Throughout Southwest Missouri
March 03, 2026
March 03, 2026 - PRESSADVANTAGE - J&E Roofing Solutions, a family-owned roofing contractor serving Southwest Missouri and Northwest Arkansas for over 18 years, announces expanded metal roofing services...
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Grandparent 101: The Modern Grandparent’s Playbook
March 03, 2026
(BPT) - One of the most beautiful aspects of growing older is how gracefully we navigate the changing roles that accompany each new phase of life. An exciting phase that brings an abundance of joy -...
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Transaction in Own Shares
March 03, 2026
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GlobeNewswire
Xuyuan professional custom processing LED sunflower heat sink
March 03, 2026
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AB Newswire
The Venezuela Oil Influx: Assessing the Market Impact of 50 Million Barrels of "Liberated" Crude
March 03, 2026
As of March 3, 2026, the global energy market is grappling with a sudden and massive infusion of heavy crude oil, as a fleet of tankers carrying approximately 50 million barrels of previously...
Via
MarketMinute
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Core Scientific (CORZ) Q4 2025 Earnings Transcript
↗
March 02, 2026
Core Scientific (CORZ) Q4 2025 Earnings Transcript
Via
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IRGC Blocks Strait of Hormuz Following US-Israel Strikes; Brent Crude Tests $100
March 02, 2026
LONDON / SINGAPORE — The global economy is reeling this Monday, March 2, 2026, following a weekend of unprecedented military escalation in the Middle East that has culminated in the Islamic...
Via
MarketMinute
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Flight to the Greenback: U.S. Dollar Surges 1% as Middle East Conflict and Inflationary Spikes Shutter Global Risk Appetite
March 02, 2026
The global financial landscape underwent a seismic shift on March 2, 2026, as the U.S. Dollar Index (DXY) surged by approximately 1%, breaching the critical 98.50 level. This sharp ascent marks a...
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MarketMinute
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Transaction in Own Shares
March 02, 2026
From
Shell plc
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GlobeNewswire
Gold Smashes $5,200 as Silver Surges Past $89 in Geopolitical "Fear Trade"
March 02, 2026
In a day of extraordinary volatility that has sent shockwaves through global markets, gold prices have shattered the psychological $5,200 resistance level, while silver has surged more than 5% to trade...
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Geopolitical Firestorm: WTI Crude Surges Past $70.65 as Military Strikes in Iran Ignite Supply Fears
March 02, 2026
Energy markets shifted into a state of high alert on March 2, 2026, as West Texas Intermediate (WTI) crude oil prices surged past the $70.65 per barrel mark. The dramatic jump follows a weekend of...
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The Atlantic Margin Transition: A Deep Dive into Kosmos Energy (KOS) in 2026
March 02, 2026
As of March 2, 2026, Kosmos Energy Ltd. (NYSE/LSE: KOS) stands at a pivotal crossroads in its twenty-three-year history. Once the darling of frontier oil exploration, the company is now navigating a...
Via
Finterra
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Energy Markets on Edge: Strait of Hormuz Crisis Threatens to Triple European Gas Prices as TTF Volatility Returns
March 02, 2026
The European natural gas market, long considered to be stabilizing after the energy shocks of the early 2020s, has been plunged back into a state of high-alert volatility. As of March 2, 2026, the...
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Strait of Hormuz Closure: Global Energy Markets Braced for Massive Shock After Iran Strikes US and UK Vessels
March 02, 2026
MANAMA, Bahrain — The world’s most critical energy artery is at a virtual standstill today, March 2, 2026, as the Strait of Hormuz faces a de facto closure following a series of high-stakes military...
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MarketMinute
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Energy Markets in Turmoil: Oil Prices Skyrocket as US-Israeli Strikes on Iran Ignite Middle East Conflict
March 02, 2026
HOUSTON/LONDON – Global energy markets were thrown into a state of frantic volatility on Monday, March 2, 2026, as oil prices staged one of their most dramatic single-day rallies in recent years. West...
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Exxon Mobil (XOM) in 2026: The Titan of the ‘And’ Equation
March 02, 2026
This content is intended for informational purposes only and is not financial advice. Introduction As of March 2, 2026, Exxon Mobil Corporation (NYSE: XOM) stands as a titan at the crossroads of a...
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Chevron in the Post-Hess Era: A 2026 Deep Dive Research Feature
March 02, 2026
As of March 2, 2026, Chevron Corporation (NYSE: CVX) has entered a definitive new era. Following the high-profile completion of its acquisition of Hess Corporation in mid-2025—a deal that survived a...
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How to Add Phone Calls to OpenClaw Easily with Call24x7
February 28, 2026
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Affordable James Taylor Tour 2026 Tickets – Cheap Seats + Promo Code CITY10 CapitalCityTickets.com
February 27, 2026
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A Mega-Media Titan Emerges: Paramount Skydance and Warner Bros. Discovery Agree to Historic $111 Billion Merger
February 27, 2026
In a move that fundamentally redraws the map of the global entertainment industry, Paramount Skydance Corporation (NASDAQ: PARA) and Warner Bros. Discovery (NASDAQ: WBD) officially announced a...
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Here's How Much You Would Have Made Owning Shell Stock In The Last 5 Years
↗
February 27, 2026
Via
Benzinga
Transaction in Own Shares
February 27, 2026
From
Shell plc
Via
GlobeNewswire
Director/PDMR Shareholding
February 27, 2026
From
Shell plc
Via
GlobeNewswire
The New Sovereign of Cinema: Paramount’s $111 Billion Conquest and the Future of Media
February 27, 2026
In the most audacious consolidation move in Hollywood history, Paramount Global (NASDAQ: PARA) has emerged as the definitive victor in the high-stakes bidding war for Warner Bros. Discovery (NASDAQ:...
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Finterra
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Intellectual Property
Voting Rights and Capital
February 27, 2026
From
Shell plc
Via
GlobeNewswire
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