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home
about us
Investment Approach
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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
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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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Latest News about CL/1
Recent news which mentions CL/1
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‘Gradually, then suddenly.’ Earnings expectations may be about to drop, says Morgan Stanley strategist.
April 17, 2023
Tickers
AAPL
AMC
APE
BAC
Tags
APE
AMC
BBBY
From
MarketWatch
Oil prices lifted as IEA warns OPEC+ cuts will leave market with bigger deficit sooner than expected
April 14, 2023
Tags
CLK23
RBK23
NGK23
From
MarketWatch
Saudi-led oil cuts risk worsening inflation and harming global growth, warns IEA
April 14, 2023
Tags
CL/1
From
MarketWatch
Oil prices consolidate after U.S. benchmark breaks out to nearly 5-month high
April 13, 2023
Tags
HOK23
CL00
UK:BRNM23
From
MarketWatch
Beware of these popular Dow heavyweights — expensive and loaded with debt, says this analyst
April 13, 2023
Tickers
AMC
AMZN
APE
BA
Tags
FRC
NVDA
UNH
From
MarketWatch
U.S. stock market ‘pretty expensive’ as investors parse inflation report in choppy trade
April 12, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
CL00
From
MarketWatch
Oil prices edge higher ahead of data on inflation, crude inventories
April 12, 2023
Tags
NGK23
CL/1
RBK23
From
MarketWatch
Global oil production growth will soon ‘shift’ away from OPEC, says EIA
April 11, 2023
Tags
CLK23
UK:BRN00
CL/1
From
MarketWatch
Oil prices slip on global recession fears after boost from OPEC+ production cuts
April 11, 2023
Tags
CL00
UK:BRN00
UK:BRNM23
From
MarketWatch
Left for dead, the once-popular 60/40 investment strategy is about to make a comeback
April 11, 2023
Tickers
AAPL
AMC
BABA
BBBY
Tags
AAPL
NIO
UK:BRN00
From
MarketWatch
Oil steadies after last week’s surge sparked by OPEC+ cuts
April 10, 2023
Tags
CL00
UK:BRN00
UK:BRNM23
From
MarketWatch
Oil on track for third straight weekly gain after OPEC+ production cuts
April 06, 2023
Tags
RBK23
CLK23
CL/1
From
MarketWatch
15 oil and gas stocks expected to be backed by ample cash flow through 2024
April 05, 2023
Tickers
AR
CTRA
CVX
EQT
Tags
SWN
NEX
CTRA
From
MarketWatch
Oil ticks lower ahead of U.S. inventory data
April 05, 2023
Tags
CLK23
RBK23
NGK23
From
MarketWatch
The commodity supercycle is still young, these strategists say. Here’s why.
April 05, 2023
Tickers
AAPL
AI
AMC
APE
Tags
BBBY
APE
AMC
From
MarketWatch
Here’s what is really behind OPEC+ oil-production cuts, say energy analysts
April 04, 2023
Tags
CL00
CLK23
UK:BRNM23
From
MarketWatch
Oil-production cuts threw ‘another log on the fire’ in Fed’s inflation fight after ‘mini banking crisis,’ but fixed-income investors ‘getting paid to be patient,’ says BlackRock’s Rick Rieder
April 04, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD02Y
SPX
BX:TMUBMUSD10Y
From
MarketWatch
Oil prices build on gains after OPEC+ surprise production cuts
April 04, 2023
Tags
RBK23
CLK23
CL/1
From
MarketWatch
Should you buy stocks? Watch these crucial levels on the S&P 500 and Nasdaq for answers, says strategist.
April 04, 2023
Tickers
AAPL
AMC
APE
BABA
Tags
TSLA
GME
BBBY
From
MarketWatch
U.S. stock futures hold near seven-week highs as bond yields and oil prices stabilize
April 04, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
YM00
NQ00
From
MarketWatch
Why OPEC+ cut oil production: 6 things investors need to know
April 03, 2023
Tickers
XLE
Tags
XLE
CL/1
UK:BRN00
From
MarketWatch
How billions are being pledged for the clean energy race in the U.S., Europe
April 03, 2023
Tickers
BLK
COMP
DJIA
SPX
Tags
DJIA
CL00
BLK
From
MarketWatch
Energy ETFs jump after OPEC+’s unexpected oil-production cut, soaring past S&P 500 in Monday trade
April 03, 2023
Tickers
COMP
DJIA
SPX
SPY
Tags
CL/1
VDE
COMP
From
MarketWatch
Oil prices holding big gains after surprise OPEC+ production cut
April 03, 2023
Tags
CLK23
RBK23
CL/1
From
MarketWatch
Underweight stocks now, says JPMorgan, because there’s a risk-free alternative paying 5%
April 03, 2023
Tickers
AAPL
AMC
AMZN
BBBY
Tags
MULN
NVDA
FRC
From
MarketWatch
Trigger for Saudi oil production move was comment that U.S. would not refill SPR this year, report says
April 03, 2023
Tags
CL/1
UK:BRN00
BX:TMUBMUSD02Y
From
MarketWatch
U.S. stock futures mostly lower after surprise OPEC move on oil
April 03, 2023
Tickers
COMP
CVX
DJIA
GS
Tags
ES00
SPX
GS
From
MarketWatch
Oil market braces for volatile open after Saudi Arabia leads coordinated OPEC+ cuts totaling more than 1 million barrels a day
April 02, 2023
Tags
UK:BRNM23
CL/1
UK:BRN00
From
MarketWatch
Natural gas is among the worst-performing commodities in the first quarter, while steel, iron ore strengthen
March 31, 2023
Tickers
NBCM
Tags
GC00
XX:SPGSEN
UK:NCFK23
From
MarketWatch
Oil prices advance to cap off bruising March
March 31, 2023
Tags
CLK23
UK:BRNK23
NGK23
From
MarketWatch
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