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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
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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
Bond Fund Seminar
RSVP-Signup Form
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Latest News about CL/1
Recent news which mentions CL/1
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EIA forecasts higher heating-oil and diesel prices as U.S. distillate supply marks lowest end-of-October level in over 70 years
November 08, 2022
Tags
UK:BRNF23
CLZ22
UK:BRN00
From
MarketWatch
Oil weakens as investors assess China demand outlook
November 08, 2022
Tags
CL/1
HOZ22
NGZ22
From
MarketWatch
Oil ticks lower as hopes fade for China’s relaxation of COVID restrictions
November 07, 2022
Tags
HOZ22
CL/1
CL00
From
MarketWatch
Here’s how much China stocks still could rally from zero-COVID, say Goldman Sachs strategists
November 07, 2022
Tickers
AAPL
AMC
AMZN
ATVI
Tags
SPX
AAPL
NIO
From
MarketWatch
U.S. oil benchmark tops $90 a barrel on China reopening hopes
November 04, 2022
Tags
CL/1
RBZ22
CLZ22
From
MarketWatch
Traders are loading up on bets against the stock market — and this time, it’s not a contrarian signal, says Citi
November 04, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
AMZN
CL/1
BABA
From
MarketWatch
‘Extraordinarily low’ U.S. diesel supplies keep prices for the fuel high at the pump
November 03, 2022
Tags
CLZ22
FORTX
CL00
From
MarketWatch
Oil slumps as fears rise Fed rate hikes will crimp crude demand, dollar jumps
November 03, 2022
Tags
RBZ22
CLZ22
UK:BRNF23
From
MarketWatch
‘Oh my gosh, why am I not in the market?’ This forecaster says investors will be shocked by what’s about to happen next
November 03, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
PYPL
NFLX
UK:BRN00
From
MarketWatch
Oil struggles for direction as investors await supply data and Fed interest rate decision
November 02, 2022
Tags
RBZ22
CLZ22
UK:BRNF23
From
MarketWatch
The best way to play the Fed decision is do absolutely nothing, this industry veteran says
November 02, 2022
Tickers
AAPL
ABNB
AMC
AMD
Tags
HOOD
CZR
BX:TMUBMUSD10Y
From
MarketWatch
It’s ‘just ridiculous’ to expect oil companies to rapidly increase production, even as Biden and Republicans bear down
November 01, 2022
Tickers
BKR
BP
CHK
COP
Tags
PXD
CVX
CL/1
From
MarketWatch
Oil rises as dollar softens, traders eye China COVID policy
November 01, 2022
Tags
RBZ22
CLZ22
UK:BRNF23
From
MarketWatch
Dow futures climb as traders jostle for position before Fed decision
November 01, 2022
Tickers
ABNB
AMD
COMP
DJIA
Tags
SPX
ES00
AMD
From
MarketWatch
Oil slides as China factory gauge slumps; natural-gas futures snap back sharply higher
October 31, 2022
Tags
UK:BRN00
CL00
RBX22
From
MarketWatch
The S&P 500 can get to 4,150 before ‘reality sets in,’ says Morgan Stanley’s normally bearish top strategist
October 31, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
BBBY
APE
AMC
From
MarketWatch
S&P 500 futures pull back from six-week highs as traders eye looming Fed meeting
October 31, 2022
Tickers
AMZN
COMP
DJIA
GOOG
Tags
ES00
SPX
CL/1
From
MarketWatch
Oil slips as China expands COVID curbs, but on track for weekly gains
October 28, 2022
Tags
CL/1
HOX22
UK:BRNZ22
From
MarketWatch
Stocks usually do well after the midterms. Not this time, forecasts BlackRock
October 28, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
BX:TMUBMUSD10Y
NIO
AAPL
From
MarketWatch
Oil aims for 3-day winning streak
October 27, 2022
Tags
UK:BRNZ22
HOX22
CL/1
From
MarketWatch
Why valuation reversals for big tech companies may just be getting started
October 27, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
TWTR
F
META
From
MarketWatch
Oil ticks higher, shaking off industry data showing rise in U.S. crude stocks
October 26, 2022
Tags
UK:BRNZ22
HOX22
CL/1
From
MarketWatch
Depleting strategic oil reserves could prove ‘painful in the months to come’: Saudi energy minister
October 25, 2022
Tags
CL/1
CL00
From
MarketWatch
The first ‘truly global energy crisis’ is here, says International Energy Agency chief
October 25, 2022
Tags
UK:BRNF23
CLZ22
CL/1
From
MarketWatch
Oil falls for second day as demand worries continue
October 25, 2022
Tags
UK:BRN00
NGX22
CL00
From
MarketWatch
The housing market is cratering. This fund manager finds more than a dozen ‘best-in-class’ real-estate firms selling for cheap.
October 25, 2022
Tickers
AAPL
AMC
APE
BABA
Tags
TWTR
APE
GM
From
MarketWatch
Oil loses ground as traders weigh China demand worries
October 24, 2022
Tags
CLZ22
UK:BRNF23
RBX22
From
MarketWatch
This hedge fund manager who made winning bets in 2020, says investors should brace for a decades-long bear market
October 24, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
CL/1
AMZN
BABA
From
MarketWatch
Oil ticks higher; natural gas heads for steep weekly loss
October 21, 2022
Tags
CL/1
HOZ22
UK:BRNZ22
From
MarketWatch
What’s needed for stocks to rally is capitulation, but that could come from unexpected sources, strategist says
October 21, 2022
Tickers
AAPL
AMC
APE
AXP
Tags
VZ
CL/1
SPX
From
MarketWatch
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