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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
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
MARKET RESEARCH
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Williams Companies
(NY:
WMB
)
78.47
+0.95 (+1.23%)
Official Closing Price
Updated: 7:00 PM EDT, May 22, 2026
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2 High-Yield Energy Stocks to Buy and Hold Forever
↗
Today 11:05 EDT
HF Sinclair and Williams Companies deliver above-average dividends and stable growth.
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Here's Why Buying The Williams Companies (WMB) Today Could Be the Best Financial Decision You Ever Make
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May 20, 2026
Williams is a pure play on the surging demand for natural gas-fired electricity.
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3 Monster Energy Stocks to Hold for the Next 10 Years
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May 16, 2026
Chevron, Williams, and Brookfield Renewable are all reliable long-term energy plays.
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WMB Q1 Earnings Beat But Revenue Miss Triggers After-Hours Dip
↗
May 04, 2026
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WMB Technical Breakout Setup: Williams Cos Inc Scores 8 on Setup Quality
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April 27, 2026
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MarketBeat Week in Review – 05/04 - 05/08
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May 09, 2026
Stocks had a strong week, with the NASDAQ and S&P 500 hitting record highs; but next week's infation readings will determine the short-term direction.
Via
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Artificial Intelligence
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How Williams Companies Is Cashing in on the AI Power Boom
↗
May 06, 2026
Williams Companies benefits from rising natural gas demand and AI-driven data center growth, positioning WMB for steady income and near-term upside
Via
MarketBeat
Topics
Artificial Intelligence
Energy
Williams (WMB) Q1 2026 Earnings Transcript
↗
May 05, 2026
Williams (WMB) Q1 2026 Earnings Transcript
Via
The Motley Fool
Topics
Energy
Williams Announces Record First-Quarter 2026 Results
May 04, 2026
From
Williams
Via
Business Wire
Williams (WMB) Q3 2025 Earnings Transcript
↗
May 04, 2026
Williams (WMB) Q3 2025 Earnings Transcript
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Prediction: Energy Transfer Will Hit $25 in 2026
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May 01, 2026
Energy Transfer has plenty of fuel to continue rallying in 2026.
Via
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Why Cushing Sold Out of Hess Midstream LP -- and What It Means for Investors
↗
April 28, 2026
Hess Midstream LP operates critical U.S. energy infrastructure and offers a high dividend yield in the midstream sector.
Via
The Motley Fool
Topics
Energy
Williams Announces Quarterly Cash Dividend
April 28, 2026
From
Williams
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April 22, 2026
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Setting up an automatic dividend reinvestment could generate monster total returns from these dividend stocks in the coming decade.
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Oil Prices Are Soaring. These 3 Energy Stocks Are the Ones to Buy in April.
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April 18, 2026
These energy stocks have ample fuel to grow even if oil prices fall.
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4 Dividend Stocks to Double Up On Right Now
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April 17, 2026
Chevron, Williams, Coca-Cola, and Altria are great income-generating stocks.
Via
The Motley Fool
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Economy
Energy
2 Dividend Stocks That Are Obvious Buys While the Broader Market Struggles
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April 16, 2026
Kinder Morgan and The Williams Companies are rock-solid energy dividend plays.
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The Motley Fool
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Chickasaw Sells 144K Plains GP Holdings Shares
↗
April 15, 2026
Plains GP Holdings delivers pipeline and storage services for crude oil and NGLs to producers and refiners across North America.
Via
The Motley Fool
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Regulatory Compliance
The Backbone of the AI Revolution: A Comprehensive Research Feature on Kinder Morgan, Inc. (KMI)
April 15, 2026
Today's Date: April 15, 2026 Introduction In the spring of 2026, the North American energy landscape has found its center of gravity not in the oil fields of West Texas, but in the sprawling network of...
Via
Finterra
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Earnings
Economy
Williams to Report First-Quarter 2026 Financial Results on May 4; Earnings Conference Call and Webcast Scheduled for May 5
April 14, 2026
From
Williams
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Business Wire
Williams Breaks Ground on NESE Project to Deliver Reliable, Affordable Clean Energy to the Northeast
April 14, 2026
From
Williams
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The Energy Boom Is Real. These 3 Stocks Are the Smartest Long-Term Buys.
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April 11, 2026
Natural gas demand is surging to support growing power demand by AI data centers and other catalysts.
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Investment Manager Bets Big on HTO With $10 Million Buy, According to Recent SEC Filing
↗
April 08, 2026
This regulated utility delivers water and wastewater services to over 1.5 million people across four U.S. states.
Via
The Motley Fool
Topics
Regulatory Compliance
15.9% Growth Forecast: How AI and Data Centers are Driving a Global Infrastructure Supercycle in 2026
April 06, 2026
As of April 6, 2026, the global financial landscape is witnessing a historic transformation of its most traditionally "boring" sectors. New consensus forecasts released this week project a staggering...
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The AI Power Play: How the Oil and Gas M&A Super-Cycle is Fueling the Data Center Revolution
April 02, 2026
The North American energy landscape has undergone a seismic transformation over the last two years, culminating in a historic wave of consolidation that shows no signs of slowing down as of April 2026....
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The Electron Super-Cycle: Energy Sector Hits 100% Technical Breadth as AI Power Demand Surges
April 02, 2026
In a historic shift for the equity markets, the energy sector has officially transitioned from a defensive laggard to a primary growth engine. As of April 2, 2026, the Energy Select Sector SPDR Fund...
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U.S. Natural Gas Hits Multi-Year Highs: Why 2026 is the Year of the Export Boom
April 01, 2026
As of April 1, 2026, the U.S. natural gas market has officially entered a new era of scarcity and global dominance. Following a winter defined by record-breaking export volumes and a rapid succession...
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3 Rock-Solid Dividend Stocks to Buy Before a Downturn
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March 26, 2026
Two midstream operators and a business development corporation deliver dependable high-yielding dividends.
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ONEOK Shares Surge as Midstream Giant Capitalizes on Rising Energy Infrastructure Demand and AI-Driven Natural Gas Needs
March 20, 2026
TULSA, Okla. — Shares of midstream powerhouse ONEOK, Inc. (NYSE: OKE) climbed more than 4% in early trading on Friday, March 20, 2026, as investors rallied around the company’s strategic positioning in...
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