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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
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EVENTS
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Investing During Uncertain Times
Read FULL Seminar Here
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MARKET RESEARCH
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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
Featured Quarterly Newsletter
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Latest News about CL/1
Recent news which mentions CL/1
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Oil attempts to snap 3-day losing streak
May 04, 2023
Tags
CL/1
CLM23
CL00
From
MarketWatch
Here’s when history says the post-Fed rally should start — and the two unlikely sectors to benefit
May 04, 2023
Tickers
AAPL
AIG
AMC
AMZN
Tags
ARNC
ZION
ES00
From
MarketWatch
Oil prices extend slump ahead of Fed decision
May 03, 2023
Tags
CL/1
CLM23
CL00
From
MarketWatch
This top-performing macro fund is about to load up on cyclical stocks. Here’s why.
May 03, 2023
Tickers
AAPL
AMD
BBBY
BUD
Tags
MULN
F
ES00
From
MarketWatch
Why First Republic’s rescue isn’t arresting a selloff in U.S. regional bank stocks
May 02, 2023
Tickers
COMP
DJIA
FRC
JPM
Tags
SPX
CL00
CLM23
From
MarketWatch
Oil prices lower as traders fret over economic outlook
May 02, 2023
Tags
UK:BRN00
CL00
CL/1
From
MarketWatch
More than 90% of Apple’s production is still in China. Why Morgan Stanley says that’s a problem.
May 02, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
NVDA
CL/1
TW:1304
From
MarketWatch
Oil under renewed pressure ahead of this week’s Fed meeting
May 01, 2023
Tickers
FRC
Tags
UK:BRN00
CL/1
CLM23
From
MarketWatch
A volatile summer is coming as Fed pause, debt tussle meet. Shelter in these stocks, says strategist
May 01, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
BX:TMUBMUSD02Y
AMZN
SI00
From
MarketWatch
Oil prices on track for April decline despite OPEC+ production cuts
April 28, 2023
Tags
NGM23
UK:BRNN23
CL00
From
MarketWatch
S&P 500 should be sold above 4,200, says Bank of America
April 28, 2023
Tickers
AAPL
AMC
AMZN
BBBY
Tags
GC00
TSLA
AAPL
From
MarketWatch
Oil steadies after erasing rally scored after OPEC+ rate cuts
April 27, 2023
Tags
UK:BRN00
RBK23
HOK23
From
MarketWatch
An undiscovered universe of stocks is trading at ‘near generational lows,’ asset manager says
April 27, 2023
Tickers
AAL
AMC
AMZN
ATVI
Tags
MSFT
EBAY
ES00
From
MarketWatch
Oil edges lower as traders weigh recession fears versus U.S. inventory data
April 26, 2023
Tags
NGK23
UK:BRNM23
CL/1
From
MarketWatch
Oil prices lose ground after back-to-back gains
April 25, 2023
Tags
UK:BRN00
HOK23
RBK23
From
MarketWatch
These fund managers have been holding Microsoft and Meta for decades. Here’s why.
April 25, 2023
Tickers
AAPL
AMC
AMZN
BBBY
Tags
MULN
COIN
FRC
From
MarketWatch
Gasoline prices may have already reached a summer-season peak
April 24, 2023
Tags
CLM23
CL/1
From
MarketWatch
Oil edges lower, extending last week’s slump
April 24, 2023
Tags
CL00
NGK23
UK:BRNM23
From
MarketWatch
Even without an ‘earnings apocalypse,’ stocks still need to drop 15%, says strategist
April 24, 2023
Tickers
AAPL
AMC
AMZN
BA
Tags
GOOGL
AMZN
SI00
From
MarketWatch
Oil on track for 6% weekly tumble on demand worries
April 21, 2023
Tags
CL/1
CLM23
UK:BRNM23
From
MarketWatch
A Fed pause looms. Be careful what you wish for, say these analysts.
April 21, 2023
Tickers
AAPL
AMC
AMZN
BBBY
Tags
ES00
MULN
SLB
From
MarketWatch
Oil prices crashed below zero 3 years ago, with the spotlight back on demand and volatility
April 20, 2023
Tags
CLK23
CL/1
From
MarketWatch
Inflation protection for your portfolio? This fund has an allocation strategy that can work to your advantage.
April 20, 2023
Tickers
EINC
GDX
IGF
MOO
Tags
SLX
IGF
GDX
From
MarketWatch
U.S. oil benchmark extends drop below $80 a barrel on recession fears
April 20, 2023
Tags
UK:BRN00
RBK23
DXY
From
MarketWatch
These five synchronized assets are pointing to a ‘black swan event,’ says market veteran
April 20, 2023
Tickers
AAPL
ADBE
AMC
AXP
Tags
TSM
AXP
AMC
From
MarketWatch
‘Deep, lingering, persistent’ skepticism over China’s growth potential is keeping global financial markets from embracing its reopening
April 19, 2023
Tickers
COMP
DJIA
MCHI
SPX
Tags
CL/1
HK:HSI
CL00
From
MarketWatch
Oil resumes slide on demand worries
April 19, 2023
Tags
CLK23
UK:BRN00
RBK23
From
MarketWatch
Oil edges lower, giving up gains scored after China GDP data
April 18, 2023
Tags
CLK23
UK:BRN00
RBK23
From
MarketWatch
If King Dollar is wobbling, this asset is your best investment, says Citi
April 18, 2023
Tickers
AAPL
AGQ
AMC
BABA
Tags
SIZ23
BX:TMUBMUSD02Y
AMC
From
MarketWatch
Oil drifts lower ahead of China economic data
April 17, 2023
Tags
CLK23
HOK23
RBK23
From
MarketWatch
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