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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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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
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Southwestern Energy
(NY:
SWN
)
7.110
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Updated: 7:00 PM EDT, Sep 30, 2024
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9 Energy Stocks With Unusual Options Alerts In Today's Session
↗
May 25, 2021
This unusual options alert can help traders track potentially big trading opportunities. Traders often look for circumstances when the market estimation of an option diverges away...
Via
Benzinga
Stocks That Hit 52-Week Highs On Monday
↗
May 17, 2021
Before 10 a.m. ET on Monday, 131 companies set new 52-week highs. Areas of Significance: The largest company by market cap to set a new 52-week high was JPMorgan...
Via
Benzinga
Peregrine Acquires Additional Royalties in Appalachian Basin
May 04, 2021
Acquisition is first in Ohio County, WV for Peregrine
Via
EIN Presswire
Topics
Energy
Southwestern Energy Co (SWN) Q1 2021 Earnings Call Transcript
↗
April 30, 2021
SWN earnings call for the period ending March 31, 2021.
Via
The Motley Fool
Topics
Earnings
Earnings Scheduled For April 29, 2021
↗
April 29, 2021
Companies Reporting Before The Bell • OSI Systems (NASDAQ:OSIS) is estimated to report quarterly earnings at $1.33 per share on revenue of $290.51 million. •...
Via
Benzinga
Why Is It Moving? Looking Into Why Southwestern Energy's Stock is Trading Lower Today
↗
April 23, 2021
The Price And Volume Action In Southwestern Energy's Stock Today Southwestern Energy's (NYSE:
Via
Benzinga
Stocks That Hit 52-Week Highs On Wednesday
↗
May 12, 2021
During Wednesday's morning trading, 57 companies set new 52-week highs. Noteworthy Mentions: The largest company by market cap to set a new 52-week high was...
Via
Benzinga
Recap: Southwestern Energy Q1 Earnings
↗
April 29, 2021
Shares of Southwestern Energy (NYSE:SWN) rose in after-market trading after the company reported Q1 results. Quarterly Results Earnings per share were up 190.00% over the...
Via
Benzinga
Southwestern Energy Announces First Quarter 2021 Results
April 29, 2021
From
Southwestern Energy Company
Via
Business Wire
Southwestern Energy's Earnings Outlook
↗
April 28, 2021
Southwestern Energy (NYSE:SWN) announces its next round of earnings this Thursday, April 29. Here is Benzinga's look at Southwestern Energy's Q1 earnings report....
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 23, 2021
↗
April 23, 2021
Upgrades According to Northland Capital Markets, the prior rating for Clearfield Inc (NASDAQ:CLFD) was changed from Market Perform to Outperform. For the second quarter,...
Via
Benzinga
Southwestern Energy Schedules First Quarter Conference Call for April 30, 2021
April 12, 2021
From
Southwestern Energy Company
Via
Business Wire
44 Biggest Movers From Yesterday
↗
April 09, 2021
Gainers Chemomab Therapeutics Ltd. (NASDAQ: CMMB) shares jumped 111.5% to close at $55.00 on Thursday. ORBCOMM Inc. (NASDAQ: ORBC) gained 52.1% to close at $11.51 on Thursday. GI...
Via
Benzinga
25 Stocks Moving In Thursday's Mid-Day Session
↗
April 08, 2021
Gainers Vericity, Inc. (NASDAQ: VERY) shares jumped 78% to $17.90. ORBCOMM Inc. (NASDAQ: ORBC) surged 51% to $11.44. GI Partners has agreed to acquire Internet of Things (IoT)...
Via
Benzinga
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