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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Williams Companies
(NY:
WMB
)
72.46
-1.58 (-2.13%)
Streaming Delayed Price
Updated: 1:15 PM EDT, Apr 8, 2026
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Cruise Lines Among S&P 500's Top October Performers: Can Royal Caribbean, Norwegian Earnings Sustain The Momentum?
↗
October 28, 2024
US cruise stocks surge in October with Royal Caribbean, Norwegian, and Carnival among S&P 500's top performers. Investors await earnings reports to see if strong booking trends can sustain momentum....
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October 27, 2024
Bill Gross believes MLPs are really attractive right now.
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October 23, 2024
Natural gas prices are set to stay low, driving demand and profits for midstream operators like Kinder Morgan, Williams, and TC Energy through steady cash flow.
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$1000 Invested In This Stock 5 Years Ago Would Be Worth $2,100 Today
↗
October 08, 2024
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Cracking The Code: Understanding Analyst Reviews For Williams Companies
↗
October 04, 2024
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If You Invested $1000 In This Stock 5 Years Ago, You Would Have $2,000 Today
↗
October 02, 2024
Via
Benzinga
Price Over Earnings Overview: Williams Companies
↗
October 01, 2024
Via
Benzinga
Williams to Report Third-Quarter 2024 Financial Results on Nov. 6; Earnings Conference Call and Webcast Scheduled for Nov. 7
October 17, 2024
From
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Business Wire
2 No-Brainer, High-Yield Dividend Stocks to Buy Right Now for Less Than $1,000
↗
October 12, 2024
The world will need a lot more natural gas in the coming years.
Via
The Motley Fool
Topics
Energy
Kinder Morgan's 'Core Business Is Robust Now,' BofA Upgrades Stock
↗
October 11, 2024
BofA Securities upgraded Kinder Morgan to Buy, citing strong growth potential in natural gas pipelines amid rising demand. The company is set to announce Q3 2024 earnings, with analysts estimating...
Via
Benzinga
Topics
Energy
US Energy Stocks Notch Biggest Weekly Gains In 2 Years, Exxon Hits Record Highs As Crude Surges To $75 On Israel-Iran Jitters
↗
October 04, 2024
U.S. energy stocks surge due to fears of a wider conflict in the Middle East between Iran and Israel driving oil prices to $75 per barrel. Exxon and Chevron among top performers, with over $300 million...
Via
Benzinga
Topics
ETFs
Analyst Scoreboard: 6 Ratings For Williams Companies
↗
September 18, 2024
Via
Benzinga
Williams Companies's Options Frenzy: What You Need to Know
↗
August 30, 2024
Via
Benzinga
(WMB) - Analyzing Williams Companies's Short Interest
↗
August 30, 2024
Via
Benzinga
This Morgan Stanley Analyst Turns Bullish; Here Are Top 5 Upgrades For Friday
↗
October 04, 2024
Via
Benzinga
Is Energy Transfer Still a Buy After Its Nearly 20% Rally?
↗
September 25, 2024
The master limited partnership has produced a prodigious total return this year.
Via
The Motley Fool
Got $1,000? Here's How to Turn It Into a High-Octane, Passive-Income Stream.
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September 17, 2024
Pipeline companies can produce lots of passive income.
Via
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Oneok’s Deal Makes Everyone Happy
↗
September 02, 2024
Oneok is developing a habit of surprising the market with their acquisitions. Last year’s deal with Magellan Midstream was roundly criticized, including by us, because of few obvious synergies and an...
Via
Talk Markets
3 Can't-Miss Dividend Stocks to Buy Hand Over Fist This September
↗
September 01, 2024
Chevron, Brookfield Renewable, and Williams look like great buys now.
Via
The Motley Fool
Evaluating Williams Companies: Insights From 8 Financial Analysts
↗
August 19, 2024
Via
Benzinga
WILLIAMS COS INC (NYSE:WMB) Technical Analysis observations.
↗
August 05, 2024
WILLIAMS COS INC (NYSE:WMB) showing some interesting technicals. Here's why.
Via
Chartmill
The Latest Analyst Ratings For Williams Companies
↗
July 30, 2024
Via
Benzinga
Williams CEO to Present at 2024 Barclays CEO Energy-Power Conference
August 27, 2024
From
Williams
Via
Business Wire
Cogent Communications To Rally Around 12%? Here Are 10 Top Analyst Forecasts For Monday
↗
August 19, 2024
Via
Benzinga
Williams Prices $1.5 Billion of Senior Notes
August 08, 2024
From
Williams
Via
Business Wire
WMB Stock Earnings: Williams Companies Beats EPS, Misses Revenue for Q2 2024
↗
August 05, 2024
WMB stock results show that Williams Companies beat analyst estimates for earnings per share but missed on revenue for the second quarter of 2024.
Via
InvestorPlace
Williams Delivers Strong Second-Quarter Results
August 05, 2024
From
Williams
Via
Business Wire
Williams Reports Progress on Environmental Performance Metrics
July 31, 2024
From
Williams
Via
Business Wire
Williams Announces Quarterly Cash Dividend
July 30, 2024
From
Williams
Via
Business Wire
4 Top Dividend Stocks Yielding Over 4% to Buy Hand Over Fist Right Now for Decades of Passive Income
↗
July 28, 2024
These companies offer high-yielding dividends that should continue rising.
Via
The Motley Fool
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