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home
about us
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Firm ADV PDFs
Form CRS
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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
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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
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
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
Tax-Free Income Seminar
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Genesis Energy, L.P. Common Units
(NY:
GEL
)
15.28
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Jul 30, 2026
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Genesis Energy, L.P. to Participate in the BofA Securities 2021 Virtual Leveraged Finance Conference
November 30, 2021
From
Genesis Energy, L.P.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For November 23, 2021
↗
November 23, 2021
Upgrades Keefe, Bruyette & Woods upgraded the previous rating for CBRE Group Inc (NYSE:
Via
Benzinga
Earnings Scheduled For February 17, 2022
↗
February 17, 2022
Companies Reporting Before The Bell • Palantir Technologies (NYSE:PLTR) is estimated to report quarterly earnings at $0.04 per share on revenue of $417.69 million.
Via
Benzinga
Earnings Outlook For Genesis Energy
↗
February 16, 2022
Genesis Energy (NYSE:GEL) is set to give its latest quarterly earnings report on Thursday, 2022-02-17. Here's what investors need to know before the announcement. Analysts estimate that Genesis Energy...
Via
Benzinga
Genesis Energy, L.P. Sets Date for Release of Fourth Quarter Results and Conference Call
February 03, 2022
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. Declares Quarterly Distribution
January 13, 2022
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. to Participate in Investor Conferences
December 06, 2021
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. Sells 36% Minority Equity Interest in its Cameron Highway Oil Pipeline System
November 18, 2021
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. to Participate in Investor Conferences
November 16, 2021
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy (GEL) Q3 2021 Earnings Call Transcript
↗
November 05, 2021
GEL earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
Genesis Energy, L.P. Reports Third Quarter 2021 Results
November 04, 2021
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. Sets Date for Release of Third Quarter Results and Conference Call
October 15, 2021
From
Genesis Energy, L.P.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For October 14, 2021
↗
October 14, 2021
Upgrades According to Roth Capital, the prior rating for Ring Energy Inc (AMEX:
Via
Benzinga
10 Biggest Price Target Changes For Thursday
↗
October 14, 2021
Morgan Stanley lowered the price target on Bed Bath & Beyond Inc. (NASDAQ:
Via
Benzinga
Genesis Energy, L.P. Declares Quarterly Distribution
October 06, 2021
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. to Present at the Citi One-on-One Midstream and Energy Infrastructure Virtual Conference
August 18, 2021
From
Genesis Energy, L.P.
Via
Business Wire
Why Phillips 66, Genesis Energy, and W&T Offshore Stocks are Getting Crushed Today
↗
August 04, 2021
A combination of falling oil prices, worries about the delta coronavirus variant, and reactions to earnings is sending most oil stocks down on Wednesday.
Via
The Motley Fool
Genesis Energy, L.P. Reports Second Quarter 2021 Results
August 04, 2021
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. Sets Date for Release of Second Quarter Results and Conference Call
July 23, 2021
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. Declares Quarterly Distribution
July 08, 2021
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. to Present at the BofA Securities 2021 Energy Credit Conference
June 09, 2021
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. to Present at the 2021 EIC Investor Conference
May 18, 2021
From
Genesis Energy, L.P.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For May 13, 2021
↗
May 13, 2021
Upgrades According to B of A Securities, the prior rating for Funko Inc (NASDAQ:FNKO) was changed from Underperform to Buy. For the first quarter, Funko had an EPS of $0....
Via
Benzinga
Genesis Energy, L.P. to Present at the Citi 2021 Global Energy and Utilities Virtual Conference
May 11, 2021
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy (GEL) Q1 2021 Earnings Call Transcript
↗
May 05, 2021
GEL earnings call for the period ending March 31, 2021.
Via
The Motley Fool
Topics
Earnings
Genesis Energy, L.P. Reports First Quarter 2021 Results
May 05, 2021
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. Sets Date for Release of First Quarter Results and Conference Call
April 21, 2021
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. Upsizes and Prices Public Offering of Additional 8.0% Senior Notes Due 2027
April 20, 2021
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. Announces Public Offering of $200 Million of Additional 8.0% Senior Notes Due 2027
April 19, 2021
From
Genesis Energy, L.P.
Via
Business Wire
Genesis Energy, L.P. Enters into a New Facility Extending Its Secured Credit Availability into March 2024 and Provides an Operational Update
April 12, 2021
From
Genesis Energy, L.P
Via
Business Wire
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