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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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
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Recent news which mentions CL/1
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Oil pulls back from nearly 1-month high as traders weigh economic worries versus supply concerns
August 30, 2022
Tags
HOU22
NGV22
CL/1
From
MarketWatch
Watch these market leaders. If they give up, it’s time to ‘get out of dodge,’ says this money manager.
August 30, 2022
Tickers
AAPL
AMC
AMD
APE
Tags
BIG
BBY
CL/1
From
MarketWatch
U.S. stock futures recover some ground after Powell-inspired selloff
August 30, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
BTCUSD
GC00
From
MarketWatch
Oil prices buoyed on prospect of OPEC production cut
August 29, 2022
Tags
CLV22
UK:BRNX22
CL/1
From
MarketWatch
This asset class is poised to rise 38% because markets overestimate risk of global recession, Goldman says
August 29, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
NIO
BX:TMUBMUSD02Y
ES00
From
MarketWatch
U.S. stock futures slip as investors await Fed Chairman Powell’s Jackson Hole address
August 26, 2022
Tickers
COMP
DELL
DJIA
GPS
Tags
YM00
GPS
NG00
From
MarketWatch
‘It’s the first step to eviction.’ Why 20 million U.S. homes are struggling to pay their utility bills.
August 26, 2022
Tags
NG00
CL/1
RBU22
From
MarketWatch
Here are 5 reasons why energy stocks look like a buy despite rising 74% in a year
August 25, 2022
Tickers
CVX
DVN
HAL
OXY
Tags
OXY
CVX
CLV22
From
MarketWatch
Oil futures mostly lower as traders weigh prospects for an Iran nuclear deal and OPEC output cuts
August 25, 2022
Tags
HOU22
CL/1
CLV22
From
MarketWatch
Fed heroics or no, the S&P 500 level is destined for a retest of lows. These are the levels to watch, says this strategist
August 25, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
YM00
SNOW
PTON
From
MarketWatch
U.S. stock futures get a boost ahead of Jackson Hole meeting
August 25, 2022
Tickers
COMP
CRM
DJIA
NVDA
Tags
SNOW
CN:SHCOMP
HK:HSI
From
MarketWatch
Brent crude holds above $100 a barrel as supply worries fester
August 24, 2022
Tags
CL/1
UK:BRN00
NG00
From
MarketWatch
There’s a new supercycle emerging for the economy, and these are the stocks that would benefit, strategist says
August 24, 2022
Tickers
AAPL
AMC
AMZN
APE
Tags
BBY
NQ00
AMZN
From
MarketWatch
Stock futures stuck near two-week lows as Fed fears reverberate
August 24, 2022
Tickers
BBBY
COMP
CRM
DJIA
Tags
BBBY
DJIA
NVDA
From
MarketWatch
Oil prices rebound, natural gas lingers at 14-year high as supply worries bite
August 23, 2022
Tags
UK:BRNV22
RBU22
NGU22
From
MarketWatch
Bill Ackman says fast-food chains are an inflationary shield. Here’s two he likes, and one he just sold.
August 23, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
AMC
BBBY
DPZ
From
MarketWatch
U.S. stock futures show Wall Street struggling to regain footing after Fed fears prompt sharp pullback
August 23, 2022
Tickers
COMP
DJIA
SPX
Tags
BTCUSD
YM00
GC00
From
MarketWatch
Once offering the worst return on Wall Street, cash is now looking like the best asset to own, says Morgan Stanley
August 22, 2022
Tickers
AAPL
AGG
AMC
AMZN
Tags
TSLA
ENDP
GME
From
MarketWatch
Dow futures slump around 300 points as traders question Fed pivot thesis
August 22, 2022
Tickers
COMP
DJIA
SPX
Tags
COMP
XX:SXXP
CL/1
From
MarketWatch
Oil prices track perceived riskier assets lower; ING cuts forecasts on sticky Russian crude output
August 19, 2022
Tags
UK:BRN00
CLU22
UK:BRNV22
From
MarketWatch
Here’s what a leading bull and bear are saying comes next as markets stall
August 19, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
GME
ENDP
EURUSD
From
MarketWatch
U.S. stock futures pull back, with tech under pressure as bond yields climb
August 19, 2022
Tickers
COMP
DE
DJIA
KSS
Tags
ES00
BX:TMUBMUSD02Y
TGT
From
MarketWatch
Oil prices continue to climb as traders digest sharp drop in supplies
August 18, 2022
Tags
HOU22
CL/1
RBU22
From
MarketWatch
This contrarian investor gave a timely warning for the last big tech top. He now sees the biggest drop of this bear market dead ahead.
August 18, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
AMC
BBBY
BLUE
From
MarketWatch
U.S. stock futures steady as inflation fallout fears resurface
August 18, 2022
Tickers
COMP
DJIA
SPX
Tags
COMP
CL/1
NQ00
From
MarketWatch
Oil edges lower as traders weigh recession fears, prospects of Iran deal
August 17, 2022
Tags
CL00
UK:BRN00
UK:BRNV22
From
MarketWatch
U.S. stock futures slip from 3-month highs as traders await Fed minutes and retail sales data
August 17, 2022
Tickers
COMP
DJIA
HD
LOW
Tags
COMP
NQ00
CL/1
From
MarketWatch
Oil extends decline on global economic worries
August 16, 2022
Tags
UK:BRN00
CL00
NGU22
From
MarketWatch
The housing market isn’t in a bubble, but here are the defensive moves to make, says one money manager
August 16, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
TJX
NIO
UK:BRN00
From
MarketWatch
U.S. stock futures point to cautious open after rally to three-month high
August 16, 2022
Tickers
COMP
DJIA
HD
KSS
Tags
BTCUSD
GC00
YM00
From
MarketWatch
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