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What We Buy Currently
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Read FULL Seminar Here
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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
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These 20 energy stocks are worth a look if you think oil prices will soar in 2023
December 28, 2022
Tickers
CIVI
COP
CVX
EOG
Tags
UK:SHEL
AU:ALD
TRGP
From
MarketWatch
Oil edges lower as traders monitor surge in China COVID cases
December 28, 2022
Tags
UK:BRNH23
NGF23
CL/1
From
MarketWatch
This asset will crush all others in 2023, says hedge-fund manager who nailed one big call of 2022
December 28, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
CL/1
AMZN
NQ00
From
MarketWatch
Oil prices boosted by China optimism, U.S. winter storm
December 27, 2022
Tags
RBF23
CLG23
CL/1
From
MarketWatch
‘Manna from heaven’ inflation and ‘a world that’s not ending.’ A top strategist offers ideas on investing in a brighter future.
December 27, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
AMZN
CL/1
NQ00
From
MarketWatch
U.S. stock futures rise ahead of last trading week of 2022
December 26, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
ES00
DXY
From
MarketWatch
Oil gains ground on Russia supply worries, heads for weekly gain
December 23, 2022
Tags
UK:BRNH23
CLG23
RBF23
From
MarketWatch
MarketWatch’s 2022 stock of the year: Warren Buffett, oil and a 120% return
December 22, 2022
Tickers
APA
BRK-B
ENPH
EQT
Tags
SPX
SLB
XOM
From
MarketWatch
Oil extends gains after drop in U.S. crude inventories
December 22, 2022
Tags
NGF23
CL/1
RBF23
From
MarketWatch
Ahead of a year of big unknowns, here are two sectors investors should consider, says this money manager
December 22, 2022
Tickers
AAL
AAPL
AMC
AMZN
Tags
LLY
YM00
HK:HSI
From
MarketWatch
Oil prices lifted by data showing fall in U.S. crude inventories
December 21, 2022
Tags
HOF23
CL00
UK:BRNG23
From
MarketWatch
The Fed has succeeded in one way — wealth inequality is now a tiny bit less stark, this analysis finds
December 21, 2022
Tickers
AAPL
AMC
APE
CEI
Tags
CL/1
NQ00
NKE
From
MarketWatch
Dow futures climb over 200 points after Wall Street snaps a losing run
December 21, 2022
Tickers
COMP
DJIA
FDX
NKE
Tags
NKE
COMP
YM00
From
MarketWatch
Oil buoyed as dollar weakens
December 20, 2022
Tags
HOF23
CLF23
DXY
From
MarketWatch
Oil rises as investors weigh China’s demand outlook
December 19, 2022
Tags
UK:BRNG23
UK:BRN00
CL00
From
MarketWatch
Their trash, your treasure. These tossed-out stocks could be your best foot forward for 2023, says strategist
December 19, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
COSM
XX:000300
JP:NIK
From
MarketWatch
Oil prices fall as central banks stoke global growth fears
December 16, 2022
Tags
CL00
UK:BRNG23
UK:BRN00
From
MarketWatch
Given up on Wall Street? Here’s how stocks could rally 20% next year, says veteran analyst
December 16, 2022
Tickers
AAPL
ADBE
AMC
AMZN
Tags
GC00
ADBE
TSLA
From
MarketWatch
Dow futures drop over 300 points on investor angst over expected aggressive central bank action into 2023
December 16, 2022
Tickers
COMP
DJIA
SPX
Tags
BX:TMBMKGB/10Y
YM00
EURUSD
From
MarketWatch
Oil prices steady after Fed rate hike
December 15, 2022
Tags
CLF23
RBF23
CL/1
From
MarketWatch
Tesla and four other laggards should be avoided next year, this technical analyst says
December 15, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
GME
OLLI
DWAC
From
MarketWatch
Oil prices boosted by stronger demand outlook
December 14, 2022
Tags
CL00
UK:BRNG23
UK:BRN00
From
MarketWatch
IEA raises oil demand view on gas-to-oil switching
December 14, 2022
Tags
UK:GAS00
CL/1
UK:BRN00
From
MarketWatch
Oil extends bounce as supply worries rise
December 13, 2022
Tags
NGF23
CLF23
RBF23
From
MarketWatch
Oil has crashed more than 40% from its peak. Here’s how, and why, one trader is getting back in.
December 13, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
NQ00
AMZN
CL/1
From
MarketWatch
Gasoline prices are down 5 week in a row, but an end to the declines may be on tap: GasBuddy
December 12, 2022
Tags
CLF23
CL/1
From
MarketWatch
U.S. oil benchmark slides toward $70 a barrel
December 12, 2022
Tags
UK:BRN00
UK:BRNG23
CL00
From
MarketWatch
Retail capitulation may be a new year’s gift for the stock market, says this analyst
December 12, 2022
Tickers
AAPL
AMC
AMGN
AMZN
Tags
HZNP
BX:TMUBMUSD02Y
HK:175
From
MarketWatch
Oil futures edge higher, eye a weekly loss of roughly 10%
December 09, 2022
Tags
CL00
UK:BRN00
UK:BRNG23
From
MarketWatch
Sam Bankman-Fried’s next appearance in front of politicians may not be as pleasant
December 09, 2022
Tickers
SPX
Tags
CL/1
SPX
From
MarketWatch
< Previous
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2
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