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home
about us
Investment Approach
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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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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
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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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How Russia has ‘upended global trade flows’ in the year since its invasion of Ukraine
February 09, 2023
Tags
CL/1
CLH23
From
MarketWatch
Oil steady after shaking off rise in U.S. crude supplies
February 09, 2023
Tags
NGH23
CLH23
RBH23
From
MarketWatch
Believe the hype? Morgan Stanley says AI chatbots will have more staying power than meme and pot stocks
February 09, 2023
Tickers
AAPL
ABBV
AMC
AMZN
Tags
CA:WEED
NQ00
CL/1
From
MarketWatch
Oil rises for third day as rate worries fade
February 08, 2023
Tags
CL00
HOH23
UK:BRN00
From
MarketWatch
U.S. stock futures slip as ahead of a busy day for Fed speakers
February 08, 2023
Tickers
COMP
CVS
DIS
DJIA
Tags
DJIA
DIS
UBER
From
MarketWatch
Oil futures get lift on China demand hopes
February 07, 2023
Tags
CL00
UK:BRNJ23
HOH23
From
MarketWatch
‘Mr. Market is a drunken psycho.’ Why this hedge-fund manager is shorting some of the market’s biggest names.
February 07, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
CMG
DXY
ES00
From
MarketWatch
Not Beyond Petroleum after all — BP says it’s increasing investment in oil and gas as much as it’s boosting renewable spending
February 07, 2023
Tickers
BP
CVX
SHEL
XOM
Tags
UK:BP
CVX
CL/1
From
MarketWatch
Oil ticks higher after last week’s slide
February 06, 2023
Tags
CL00
UK:BRNJ23
UK:BRN00
From
MarketWatch
The next few days may reveal whether investors have been riding one big suckers rally, says this strategist.
February 06, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
YM00
TSN
MULN
From
MarketWatch
Oil ticks lower, headed for weekly drop, as traders await clarity on China demand
February 03, 2023
Tags
CL00
UK:BRNJ23
UK:BRN00
From
MarketWatch
Oil extends slide after drop to 3-week low
February 02, 2023
Tags
CL/1
NGH23
RBH23
From
MarketWatch
This trader nailed two big market calls in 2022. She says investors are ‘being paid to wait’ so should steer clear of stocks for 2023.
February 02, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
HK:9888
BX:TMUBMUSD10Y
DXY
From
MarketWatch
Oil edges higher ahead of OPEC+ committee meeting, Fed decision
February 01, 2023
Tags
HOH23
UK:BRN00
UK:BRNJ23
From
MarketWatch
Oil prices on track for January loss
January 31, 2023
Tags
NGH23
UK:BRNH23
CLH23
From
MarketWatch
This newsletter editor has been recommending stocks and bonds this year and says the rally has room to run
January 31, 2023
Tickers
AAPL
AMC
AMD
AMGN
Tags
TH:SET
XX:000300
GNS
From
MarketWatch
What drone attacks on Iran mean for oil prices
January 30, 2023
Tags
CL/1
CLH23
UK:BRNH23
From
MarketWatch
Oil steadies ahead of expected rate hikes, OPEC committee meeting
January 30, 2023
Tags
RBG23
CL/1
NGH23
From
MarketWatch
Time to short Goldilocks? Why this major bank’s strategist is now turning cautious.
January 30, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
BX:TMUBMUSD02Y
GEHC
BX:TMUBMUSD10Y
From
MarketWatch
Russia’s invasion of Ukraine will reduce oil and gas consumption while speeding up transition to cleaner fuels, BP says
January 30, 2023
Tickers
BP
Tags
BP
CL/1
From
MarketWatch
OPEC+ committee meets next week with ample oil uncertainties to discuss
January 27, 2023
Tags
UK:BRNH23
CLH23
CL/1
From
MarketWatch
Oil prices climb as U.S. economic hopes brighten; natural gas trades at lowest since 2021
January 27, 2023
Tags
CLH23
UK:BRNH23
NGH23
From
MarketWatch
Investors beware. It’s the market relationship with data that may pivot when the Fed pauses, says Citi.
January 27, 2023
Tickers
AAPL
AMC
AMZN
BBBY
Tags
BX:TMUBMUSD10Y
NIO
SPX
From
MarketWatch
Gas prices jump to $3.50 a gallon in January, pose threat to Fed’s inflation fight
January 26, 2023
Tickers
SPX
Tags
CL/1
CL00
CLH23
From
MarketWatch
Oil higher as traders focus on China; natural-gas extends January fall
January 26, 2023
Tags
CL00
UK:BRN00
UK:BRNJ23
From
MarketWatch
Fed rate cuts always lead to stock-market gains — but this one thing must happen too, veteran Wall Street strategist says
January 26, 2023
Tickers
AAPL
AMC
AMZN
BBBY
Tags
BBBY
HLBZ
AMC
From
MarketWatch
Oil bounces after Tuesday pullback
January 25, 2023
Tags
HOG23
UK:BRN00
UK:BRNJ23
From
MarketWatch
Why Exxon or Chevron may want to swoop overseas and buy a rival, Citi analysts say
January 25, 2023
Tickers
AAPL
AMC
AMZN
ASML
Tags
T
CL/1
AMZN
From
MarketWatch
Oil edges higher as traders remain optimistic on China demand
January 24, 2023
Tags
UK:BRNJ23
CL00
HOG23
From
MarketWatch
How a money drain in 2023 could upset the banks again and cause another market meltdown, investor warns
January 24, 2023
Tickers
AAPL
AMC
AMZN
APE
Tags
GME
TRV
LMT
From
MarketWatch
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