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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
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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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Client Information
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Sample Portfolio
Back Dated Performance Reports
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
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
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Event Schedule
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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
Tax-Free Income Seminar
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Shell plc
(NY:
SHEL
)
92.74
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Updated: 7:00 PM EDT, Mar 30, 2026
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Geopolitical Tension in the Strait: Iran’s Naval Drills and U.S. Diplomacy Create Tug-of-War for Global Oil Prices
February 17, 2026
LONDON/NEW YORK — February 17, 2026 — Global energy markets are currently suspended in a delicate balancing act as the Islamic Revolutionary Guard Corps (IRGC) concludes its "Smart Control of the...
Via
MarketMinute
Topics
Economy
The Hollywood Consolidation Gambit: Is Paramount Skydance (PSKY) the Ultimate Value Play or a Debt Trap?
February 17, 2026
February 17, 2026 The media landscape has reached a fever pitch. Today, Paramount Skydance Corporation (NASDAQ: PSKY) finds itself at the epicenter of a tectonic shift in global entertainment....
Via
Finterra
Topics
Artificial Intelligence
Intellectual Property
Shell PLC (NYSE:SHEL) Presents a Compelling Case for Quality Dividend Investors
↗
February 10, 2026
Via
Chartmill
Transaction in Own Shares
February 16, 2026
From
Shell plc
Via
GlobeNewswire
The 2026 Global Oil "Tug-of-War": Supply Glut vs. Geopolitical Risks
February 16, 2026
As of February 16, 2026, the global energy market finds itself trapped in a violent "tug-of-war" between gravity-defying geopolitical tensions and a relentless structural supply glut. While the...
Via
MarketMinute
Topics
Artificial Intelligence
Energy
The AI Giga-Cycle: A Deep Dive into Applied Materials (AMAT) and its 2026 Breakout
February 16, 2026
As of today, February 16, 2026, the semiconductor industry is witnessing a historic shift, and at the epicenter of this transformation sits Applied Materials, Inc. (Nasdaq: AMAT). Known as the...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
Trump Approves More Venezuela Investment From Oil Firms
↗
February 13, 2026
The Treasury Department on Friday issued a general license allowing certain large oil companies to invest in new oil-and-gas operations in the Latin American country.
Via
Stocktwits
Topics
Government
Consumer Engine Idle: Flat December Retail Sales and Shutdown Delays Ignite Stagflation Alarms on Wall Street
February 13, 2026
NEW YORK — The American consumer engine, long the primary thruster of global economic growth, appears to have sputtered to a complete halt at the close of 2025. In a highly anticipated data release...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Transaction in Own Shares
February 13, 2026
From
Shell plc
Via
GlobeNewswire
Energy Dominance: Why the S&P 500's Top Performer is Fueling the 2026 Market Rotation
February 12, 2026
As of February 12, 2026, the financial markets are witnessing a dramatic reversal of the decade-long "growth over value" narrative. In the first six weeks of the year, the S&P 500 Energy sector has...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Transaction in Own Shares
February 12, 2026
From
Shell plc
Via
GlobeNewswire
Transaction in Own Shares
February 11, 2026
From
Shell plc
Via
GlobeNewswire
Maritime Confrontation: US Tanker Seizures Ignite Fears of a 2026 Global Energy Shock
February 11, 2026
As of February 11, 2026, the global energy landscape is teetering on the edge of a significant supply disruption following a series of aggressive maritime interdictions by the United States. On...
Via
MarketMinute
Topics
Economy
Energy
Government
Transaction in Own Shares
February 10, 2026
From
Shell plc
Via
GlobeNewswire
BP Shocks Markets with Buyback Suspension as Debt Fears Mount Ahead of O’Neill Era
February 10, 2026
In a move that sent ripples through the global energy sector, BP (NYSE: BP) announced on February 10, 2026, that it would immediately suspend its $750 million quarterly share buyback program. The...
Via
MarketMinute
The Pragmatic Pivot: A Deep Dive into BP’s Strategy and Stock Outlook for 2026
February 10, 2026
As of February 10, 2026, the global energy landscape finds itself at a crossroads between the urgent demands of decarbonization and the immediate realities of energy security. At the heart of this...
Via
Finterra
Topics
Economy
Energy
Lawsuit
Director/PDMR Shareholding
February 10, 2026
From
Shell plc
Via
GlobeNewswire
Transaction in Own Shares
February 09, 2026
From
Shell plc
Via
GlobeNewswire
Energy Is Leading in 2026—But Are the Oil Majors Cracking?
↗
February 09, 2026
Via
MarketBeat
Transaction in Own Shares
February 06, 2026
From
Shell plc
Via
GlobeNewswire
Crude Oil’s Volatile U-Turn: Diplomatic Hopes at $60 Oil Threaten European Energy Buybacks
February 06, 2026
The global energy market has been jarred by a "violent reversal" in crude oil prices during the first week of February 2026. After a blistering 14% rally in January that saw West Texas Intermediate...
Via
MarketMinute
Topics
Government
Shell’s Soft Q4: Earnings Slump to Five-Year Low Amid $60 Oil and Chemical Woes
February 06, 2026
LONDON — Shell, the British energy giant, reported its weakest quarterly profit in nearly five years on February 5, 2026, as a combination of cooling global oil prices and a protracted downturn in the...
Via
MarketMinute
Topics
Earnings
Economy
Energy
Deep Dive: Shell (SHEL) Faces 5% Slide as Q4 Earnings Miss Sparks Market Recalibration
February 06, 2026
Today’s Date: February 6, 2026 Introduction As of February 6, 2026, the global energy markets are recalibrating their expectations for the "Supermajors" after a turbulent start to the earnings season....
Via
Finterra
Topics
Earnings
Economy
Electric Vehicles
Shell plc - Outcome of audit tender process
February 06, 2026
From
Shell plc
Via
GlobeNewswire
Transaction in Own Shares
February 05, 2026
From
Shell plc
Via
GlobeNewswire
Shell announces commencement of a share buyback programme
February 05, 2026
From
Shell plc
Via
GlobeNewswire
Shell plc Fourth Quarter 2025 Interim Dividend
February 05, 2026
From
Shell plc
Via
GlobeNewswire
Shell plc publishes fourth quarter 2025 press release
February 05, 2026
From
Shell plc
Via
GlobeNewswire
Shell Plc 4th Quarter 2025 and Full Year Unaudited Results
February 05, 2026
From
Shell plc
Via
GlobeNewswire
Is Chevron the Smartest Dividend Investment You Can Make in 2026?
↗
February 03, 2026
High-yield Chevron is built to be reliable in an industry known for volatility.
Via
The Motley Fool
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