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about us
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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
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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
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TAF sm Program
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
Services, Fees and Compensation
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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
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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Phillips 66
(NY:
PSX
)
188.28
+4.27 (+2.32%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 27, 2026
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Here's How Much $100 Invested In Phillips 66 5 Years Ago Would Be Worth Today
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March 27, 2026
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March 25, 2026
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Phillips 66 to announce first-quarter financial results
March 23, 2026
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As of March 20, 2026, Chevron Corporation (NYSE: CVX) stands as a titan of industrial discipline in a global energy market defined by geopolitical friction and a massive shift in how power is consumed....
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Okta, Phillips 66 And More: CNBC's 'Final Trades'
↗
March 20, 2026
Okta shares rose 3% to close at $80.76 on Thursday while Phillips 66 shares gained 3.2% to settle at $178.34.
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March 19, 2026
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$100 Invested In Phillips 66 5 Years Ago Would Be Worth This Much Today
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March 16, 2026
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March 16, 2026
Today’s Date: March 16, 2026 Introduction As global energy markets navigate a period of intense volatility and supply-side constraints, PBF Energy (NYSE: PBF) has emerged as a central figure in the...
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March 14, 2026
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March 12, 2026
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March 12, 2026
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March 12, 2026
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March 11, 2026
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March 10, 2026
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Phillips 66 Appoints Howard Ungerleider and Kevin Meyers to Board of Directors
March 08, 2026
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Marathon Petroleum Stock: Is MPC Outperforming the Energy Sector?
March 04, 2026
Marathon Petroleum has outpaced the broader energy sector over the past year and analysts are fairly bullish about its future prospects.
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Is Phillips 66 Stock Outperforming the Dow?
March 04, 2026
Phillips 66 has outpaced the Dow Jones Industrial Average over the past year, and analysts remain fairly optimistic about the stock’s prospects.
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The Venezuela Oil Influx: Assessing the Market Impact of 50 Million Barrels of "Liberated" Crude
March 03, 2026
As of March 3, 2026, the global energy market is grappling with a sudden and massive infusion of heavy crude oil, as a fleet of tankers carrying approximately 50 million barrels of previously...
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March 03, 2026
As the global energy landscape undergoes its most significant transformation in a century, Valero Energy Corporation (NYSE: VLO) stands as a testament to the enduring power of industrial adaptation....
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Marathon Petroleum (MPC): The Capital Return Machine in an Era of Geopolitical Volatility
March 03, 2026
As of March 3, 2026, the global energy landscape is undergoing a period of intense volatility and strategic recalibration. At the center of this storm sits Marathon Petroleum Corporation (NYSE: MPC),...
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Marathon Petroleum Corporation (MPC): The Refining Giant as a Capital Return Powerhouse
March 02, 2026
As of March 2, 2026, Marathon Petroleum Corporation (NYSE: MPC) stands as a titan of the American energy landscape. Headquartered in Findlay, Ohio, the company has successfully navigated a decade of...
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The Refining Giant’s Green Pivot: A Deep Dive into Valero Energy (VLO)
March 02, 2026
As of March 2, 2026, the energy landscape is characterized by a delicate balancing act between traditional fossil fuel demand and the accelerating transition toward low-carbon solutions. Standing at...
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Phillips 66 to speak at Morgan Stanley Energy & Power Conference
March 02, 2026
From
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Riyadh’s 'Optical' Tightening: Saudi Arabia Squeezes US Supply to Mask Global Glut
February 24, 2026
As of February 24, 2026, the global energy market is caught in a high-stakes game of psychological warfare. Saudi Arabia has reportedly intensified its “US oil tap” strategy, a tactical maneuver...
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