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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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
EVENTS
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
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Helmerich & Payne
(NY:
HP
)
35.65
+1.80 (+5.32%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 13, 2026
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Don't Be Fooled By The Price Of Oil
↗
April 22, 2023
After spending the first four days of the week dropping, the United States Oil ETF USO saw a bump on Friday. Traders and investors alike were losing their minds. This won't last. It can't last.
Via
Talk Markets
Analyst Expectations for Helmerich & Payne's Future
↗
April 18, 2023
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 18, 2023
↗
April 18, 2023
Via
Benzinga
The Latest Analyst Ratings for Helmerich & Payne
↗
March 27, 2023
Via
Benzinga
Earnings Preview For Helmerich & Payne
↗
January 27, 2023
Via
Benzinga
The Latest Analyst Ratings for Helmerich & Payne
↗
January 19, 2023
Via
Benzinga
NVIDIA To Rally Over 31%? Here Are 10 Other Analyst Forecasts For Tuesday
↗
April 18, 2023
Wells Fargo cut the price target for Marathon Oil Corporation (NYSE: MRO) from $40 to $38. Wells Fargo analyst Roger Read maintained an Overweight rating. Marathon Oil shares fell 0.3% to $24.72 in...
Via
Benzinga
Helmerich & Payne, Inc. Announces Fiscal Second Quarter 2023 Conference Call and Webcast
April 05, 2023
From
Helmerich & Payne, Inc.
Via
Business Wire
Helmerich & Payne, Inc. To Participate in Conferences in March 2023
March 16, 2023
From
Helmerich & Payne, Inc.
Via
Business Wire
Helmerich & Payne Stock, A Lot More Upside Than Meets the Eye
March 06, 2023
Massive investor benefits coming to HP, along with a revised prediction for higher oil prices pushing further alpha in the stock's target price.
Via
MarketBeat
Topics
Economy
AMD Anticipates Long Term Market Share Gains In Client Computing And Data Center: Analyst
↗
February 14, 2023
Benchmark analyst Cody Acree maintained Advanced Micro Devices Inc (NASDAQ: AMD) with a Buy and
Via
Benzinga
Market Rally Powers Higher On Tame Fed, Meta Earnings; Apple, Google, Amazon In Focus: Weekly Review
↗
February 03, 2023
The major indexes continued to run despite mixed-to-weak earnings.
Via
Investor's Business Daily
Helmerich & Payne, Inc. Announces Fiscal First Quarter Results
January 30, 2023
From
Helmerich & Payne, Inc.
Via
Business Wire
Earnings Scheduled For January 30, 2023
↗
January 30, 2023
Companies Reporting Before The Bell • Franklin Resources (NYSE:BEN) is expected to report quarterly earnings at $0.54 per share on revenue of $1.86 billion.
Via
Benzinga
Whirlpool, Ryanair And 3 Stocks To Watch Heading Into Monday
↗
January 30, 2023
With US stock futures trading lower this morning on Monday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Fear & Greed Index Remains In 'Greed' Zone As Nasdaq Record Gains For Fourth Straight Week
↗
January 30, 2023
The CNN Money Fear and Greed index remained in the "Greed" zone on Friday after stocks closed mostly higher on Friday. The Nasdaq index gained around 4.3% last week, notching gains for the fourth...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 19, 2023
↗
January 19, 2023
Via
Benzinga
Helmerich & Payne, Inc. Announces Fiscal First Quarter 2023 Conference Call and Webcast
January 09, 2023
From
Helmerich & Payne, Inc.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For January 9, 2023
↗
January 09, 2023
Via
Benzinga
Dell Eyes Reducing Dependence On China - India, Latin America Likely To Be Beneficiaries, Analysts Say
↗
January 05, 2023
Via
Benzinga
Bulls In A Bear Market: These 10 Stocks Clocked Gains In Excess Of 100% In 2022
↗
December 31, 2022
2022 would go down as one of the worst years for the financial markets. The sell-off has been all-pervasive, with stocks, bonds and cryptos all selling off indiscriminately. Even as high-fliers like...
Via
Benzinga
Helmerich & Payne, Inc. To Participate in Conferences in January 2023
December 30, 2022
From
Helmerich & Payne, Inc.
Via
Business Wire
Will Energy Stocks Have Another Strong Year in 2023?
↗
December 20, 2022
Energy was one of the few areas of the stock market that held up well in 2022, but what about next year?
Via
The Motley Fool
Helmerich & Payne, Inc. Announces Release of its 2022 Sustainability Report
December 13, 2022
From
Helmerich & Payne, Inc.
Via
Business Wire
Here Are the 5 Big Moves Warren Buffett Made in 2022
↗
December 12, 2022
Warren Buffett made five big buys this year, showing an affinity for energy and tech.
Via
The Motley Fool
CBOE's Weekly Market Recap: Nov.14-18 – Biogen's Alzheimer's Drug Captures Investors' Attention
↗
November 23, 2022
The market has experienced some relief from bearish price action in November, continuing October’s push to usher the SPDR S&P 500 ETF (NYSEARCA: SPY) toward $400.
Via
Benzinga
Carvana, Crocs And Other Big Losers From Monday
↗
November 22, 2022
U.S. stocks closed lower on Monday, with the Nasdaq dropping more than 100 points. Here is the list of some big stocks recording losses in the previous session.
Via
Benzinga
Why Drive Shack Shares Jumped Over 23%; Here Are 76 Biggest Movers From Yesterday
↗
November 22, 2022
Gainers Imago BioSciences, Inc. (NASDAQ: IMGO) shares climbed 104.5% to close at $35.59 on Monday after Merck announced it would acquire the company for $36 per share in cash.
Via
Benzinga
Why TuanChe Shares Are Trading Lower By 76%? Here Are 48 Stocks Moving In Monday's Mid-Day Session
↗
November 21, 2022
Gainers Imago BioSciences, Inc. (NASDAQ: IMGO) shares jumped 104% to $35.50 after Merck announced it would acquire the company for $36 per share in cash.
Via
Benzinga
OPEC Rumors, Energy Stocks Drag Wall Street
↗
November 21, 2022
The Dow Jones Industrial Average and Nasdaq Composite are both down over 90 points midday, while the S&P 500 Index sits comfortably below fair value as well.
Via
Talk Markets
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