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home
about us
Investment Approach
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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
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
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Williams Companies
(NY:
WMB
)
72.88
-1.16 (-1.57%)
Streaming Delayed Price
Updated: 2:58 PM EDT, Apr 8, 2026
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7 Trustworthy Dividend Stocks to Steadily Build Your Portfolio
↗
July 24, 2024
With political rumblings poised to make things exciting, investors may turn to the stability of trustworthy dividend stocks.
Via
InvestorPlace
Williams to Report Second-Quarter 2024 Financial Results on Aug. 5; Earnings Conference Call and Webcast Scheduled for Aug. 6
July 16, 2024
From
Williams
Via
Business Wire
7 High-Yield Dividend Stocks Beating Inflation
↗
July 16, 2024
High-yield dividend stocks are one of the surest paths to beating inflation as the cost of everything remains high in mid-2024.
Via
InvestorPlace
Topics
Economy
A Glimpse Into The Expert Outlook On Williams Companies Through 9 Analysts
↗
July 12, 2024
Via
Benzinga
WILLIAMS COS INC (NYSE:WMB) Technical Analysis observations.
↗
July 12, 2024
Promising Signs: WILLIAMS COS INC Setting the Stage for a Breakout.
Via
Chartmill
The Analyst Verdict: Williams Companies In The Eyes Of 11 Experts
↗
June 20, 2024
Via
Benzinga
Uncovering Noteworthy Technical Analysis Findings for WILLIAMS COS INC (NYSE:WMB).
↗
June 07, 2024
WILLIAMS COS INC (NYSE:WMB) has a strong technical rating of 10 out of 10, indicating a potential breakout.
Via
Chartmill
Expert Ratings For Williams Companies
↗
June 04, 2024
Via
Benzinga
Top Oil Stocks Primed to Surge Ahead of Buffett's Occidental Move
July 08, 2024
Two oil stocks are making headways into beating Occidental Petroleum even after being chosen by Warren Buffett himself, analysts agree on EPS and price targets
Via
MarketBeat
Topics
Artificial Intelligence
Economy
Williams Companies: A Thriving Natural Gas Transportation Play With A Solid Yield
↗
July 06, 2024
The federal government recently released the first-quarter gross output data, with mixed results. Meanwhile, natural gas distributor The Williams Companies Inc. is doing great, up approximately 25%...
Via
Talk Markets
Topics
Energy
Beyond Nvidia: AI Could Fuel High-Powered Growth for These Underappreciated Stocks.
↗
July 06, 2024
Rising power usage should fuel robust demand for natural gas in the coming years.
Via
The Motley Fool
Topics
Artificial Intelligence
Energy
3 High-Yield Dividend ETFs to Buy to Generate Passive Income
↗
July 06, 2024
These exchange-traded funds should keep the income flowing in regularly.
Via
The Motley Fool
Topics
ETFs
Peering Into Williams Companies's Recent Short Interest
↗
May 31, 2024
Via
Benzinga
Looking Into Williams Companies's Recent Short Interest
↗
May 15, 2024
Via
Benzinga
WILLIAMS COS INC is setting up nicely for a breakout.
↗
May 13, 2024
A technical analysis of WILLIAMS COS INC (NYSE:WMB) shows it may be setting up for a breakout.
Via
Chartmill
Prediction: These Could Be the Best-Performing Value Stocks Through 2030
↗
June 26, 2024
Midstream stocks look poised to outperform over the next several years.
Via
The Motley Fool
Top 3 Stocks to Buy Now as Energy Sector Hits Buy Zone
June 20, 2024
After showing relative strength in the first quarter, the energy sector has trended lower in the second quarter toward its 200-day, recouping most of its gains.
Via
MarketBeat
Topics
ETFs
3 Energy Stocks to Buy Now on a Nvidia-Driven Surge
↗
June 07, 2024
Artificial intelligence requires a shocking amount of energy, creating substantial opportunities for energy stocks to buy.
Via
InvestorPlace
Topics
Artificial Intelligence
The S&P 500 Is at All-Time Highs, and These 3 Stocks Are Still High-Yield Buys
↗
June 04, 2024
These companies still offer compelling yields despite the market's continued rally.
Via
The Motley Fool
Topics
Stocks
This Vanguard ETF Looks Like a No-Brainer Buy Right Now
↗
June 02, 2024
There are some compelling reasons to buy this ETF sooner rather than later.
Via
The Motley Fool
Topics
ETFs
7 Oil Stocks to Watch as Middle East Politics Take Center Stage
↗
May 31, 2024
With flaring Middle East tensions once again threatening to unsettle hydrocarbon supply chains, these are the oil stocks to watch.
Via
InvestorPlace
These High-Yield Dividend Stocks See Value (and Growth) in This Overlooked Space
↗
May 26, 2024
Energy infrastructure companies believe their investments in natural gas storage assets will pay big dividends.
Via
The Motley Fool
Topics
Energy
Is Energy Transfer the Best-High Yield Energy Stock for You?
↗
May 25, 2024
The quick answer is probably not, but comparing it to a more reliable alternative will help explain why.
Via
The Motley Fool
A Look Back At Energy Transfer
↗
May 12, 2024
Energy Transfer is the pipeline company most often directly owned by the financial advisors we talk to. It seems perennially cheap, and that’s in part due to their controversial history of treating...
Via
Talk Markets
Pipeline Earnings Keep Climbing
↗
May 08, 2024
The energy transition is going pretty well and it’s fair to say it has been better for investors in traditional energy than renewables.
Via
Talk Markets
US Stocks Eye Fourth Positive Session Despite Hawkish Fed Remarks; Disney, Palantir Tumble; Treasury Yields Fall: What's Driving Markets Tuesday?
↗
May 07, 2024
Wall Street experienced a quiet session during morning trading on Tuesday, influenced by a lack of significant economic data and minimal updates on earnings from major large-cap companies.
Via
Benzinga
Topics
Economy
Wall Street Stutters After Disney, Palantir Earnings Frustrate: Apple Event, Hawkish Fed Speech In Focus While Analyst Insists 'Bull Market Is Back'
↗
May 07, 2024
The recent market recovery shows signs of a slight falter. Index futures indicate a mixed open on Tuesday.
Via
Benzinga
Topics
Economy
WMB Stock Earnings: Williams Companies Beats EPS, Beats Revenue for Q1 2024
↗
May 06, 2024
WMB stock results show that Williams Companies beat analyst estimates for earnings per share and beat on revenue for the first quarter of 2024.
Via
InvestorPlace
Williams Delivers Strong First-Quarter Results; Positioned to Hit Top Half of 2024 Financial Guidance Range
May 06, 2024
From
Williams
Via
Business Wire
Stocks On Track For Third Green Session, Palantir Ignites Rally In Chipmakers, Commodities Rebound: What's Driving Markets Monday?
↗
May 06, 2024
The stock market is poised to mark a third consecutive session of gains, with major indices all trading in the green during midday trading in New York on Monday, as traders continue to react positively...
Via
Benzinga
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