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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
Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
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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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TAF
Event Schedule
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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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Chevron Corp
(NY:
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211.15
+3.36 (+1.62%)
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Updated: 7:00 PM EDT, Mar 27, 2026
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Oil Stocks Are Soaring, But Here Are 3 Considerations For Investors Before They Buy
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This High-Yielding Dividend ETF Is Beating the Market, and Here's Why It Could Still Go Higher
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The $100 Oil Paradox: Why the S&P 500 Defies Gravity in 2026
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The Great Decoupling: Why U.S. Markets Stand Firm as Global Indexes Plunge to 2022 Lows
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The $100 Barrel No Longer Bites: Why U.S. Stocks are Shrugging Off the Crude Surge
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Market Resilience Tested as Fed Gathers Amid Energy Shock and Leadership Transition
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The Great Methane Meltdown: U.S. Natural Gas Prices Plunge 52% in Historic February Collapse
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Global Powers Unleash Historic 400-Million-Barrel Oil Reserve as Hormuz Blockade Stunner Sends Markets Reeling
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Oil Market Whiplash: Trump’s 'Short-Term Excursion' Rhetoric Triggers Historic $30 Price Swing
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The Great Oil Glut of 2026: How an ‘Americas’ Production Surge Tamed Global Energy Markets
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As of March 17, 2026, the global energy landscape is being redefined by what economists are calling the "Great Oil Glut." A historic surplus, averaging a massive 1.2 million barrels per day (mb/d), has...
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World Bank Forecasts Global Commodity Prices to Hit Six-Year Low in 2026 Amid Massive Oil Glut
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The global economic landscape is facing a definitive shift as commodity prices are projected to hit their lowest levels since the 2020 pandemic lockdowns. According to the World Bank’s March 2026...
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Energy Crisis Forces Fed's Hand: Interest Rates Hold Steady as $100 Oil Ignites Inflation Fears
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2 No Brainer Energy Dividend Stocks to Buy As Oil Tops $100
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Global Energy Security: IEA’s Historic 400-Million-Barrel Release Aims to Counter Strait of Hormuz Blockade
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In a desperate bid to stabilize a global economy reeling from a sudden and severe energy shock, the International Energy Agency (IEA) has reached a landmark agreement to release an unprecedented 400...
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Trump Administration Deploys Record 172 Million Barrels from SPR to Blunt Global Energy Shock
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Energy Giant Texas Pacific Land Corp Skyrockets 75% YTD as Permian Powerhouse Evolves into AI Infrastructure Play
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The Energy Sector’s Unstoppable Rise: Why XLE and Exxon Mobil are Dominating 2026
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The first quarter of 2026 has been defined by a dramatic and sustained rally in the energy markets, effectively decoupling the sector from a broader equity market struggling with stagflationary...
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Naval Shield: "Hormuz Coalition" Triggers 5% Oil Plunge and Wall Street Relief Rally
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Global energy markets and equity indices experienced a seismic shift on Monday, March 16, 2026, as the United States announced the formalization of the "Hormuz Coalition." The multinational naval...
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Wall Street Rebounds: Middle East De-escalation and Falling Oil Prices Snap Three-Week Losing Streak
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What to Know About This Obesity Drug Developer That Just Drew a New $7 Million Investment
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This Biotech With a Breakout MS Drug Draws $8 Million Investment Amid 30% Stock Drop
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