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What We Buy Currently
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Yield Difference
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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
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TAF sm Program
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EVENTS
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Event Schedule
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Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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MARKET RESEARCH
Featured Quarterly Newsletter
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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
Featured Articles
Contrarian Notes Blog
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Latest News about CL/1
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Iran nuclear deal: What’s at stake for oil prices as Tehran prepares response to EU proposal
August 15, 2022
Tags
CL00
CL/1
UK:BRN00
From
MarketWatch
Energy remains a sweet spot for investors. Here’s a list of ‘energized’ stocks to think about.
August 15, 2022
Tickers
COP
CTRA
MRO
SLB
Tags
CTRA
CL/1
XOP
From
MarketWatch
Oil futures slide 4% as China growth worries dominate
August 15, 2022
Tags
HOU22
CL/1
RB00
From
MarketWatch
Ready to cash out some gains on this stock market run? An exit path is about to emerge, says this strategist
August 15, 2022
Tickers
AAPL
AMC
AMD
AMZN
Tags
ES00
CSCO
DXY
From
MarketWatch
U.S. stock futures slip as gamboling bulls pause for breath
August 15, 2022
Tickers
VIX
Tags
BTCUSD
GC00
YM00
From
MarketWatch
‘Irrational expectations’ are keeping commodity prices unsustainably low, warns Goldman
August 12, 2022
Tags
UK:BRN00
CL/1
XX:SPGSCI
From
MarketWatch
Oil prices set for weekly rise as recession worries ease
August 12, 2022
Tags
CL00
UK:BRN00
UK:BRNV22
From
MarketWatch
It’s a Tom Jones rally but it may be overbought, say analysts
August 12, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
LFC
VIX
BNGO
From
MarketWatch
U.S. stock futures rise as investors await consumer-sentiment report
August 12, 2022
Tickers
COMP
DJIA
SPX
Tags
YM00
COMP
CL/1
From
MarketWatch
Oil prices are down, but energy companies’ earnings estimates keep rising — these stocks are cheap
August 11, 2022
Tickers
CNQ
CVE
DVN
IMO
Tags
IXC
UK:BP
CL/1
From
MarketWatch
OPEC cuts 2022 oil demand-growth forecast, citing COVID, geopolitical worries
August 11, 2022
Tags
CL/1
UK:BRN00
From
MarketWatch
Oil prices lifted as IEA boosts demand forecast
August 11, 2022
Tags
CL/1
HOU22
UK:BRN00
From
MarketWatch
Here are some stock moves to consider now that CPI has eased up, says Jefferies
August 11, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
NVTA
SIU22
YM00
From
MarketWatch
U.S. stock futures rally to three-month high amid peak inflation optimism
August 11, 2022
Tickers
AAPL
COMP
DIS
DJIA
Tags
BX:TMUBMUSD10Y
ES00
AAPL
From
MarketWatch
Gas prices fall below $4 per gallon for the first time in months
August 11, 2022
Tags
UK:BRN00
CL/1
From
MarketWatch
Oil sees renewed pressure ahead of U.S. supply data
August 10, 2022
Tags
HOU22
CL/1
CL00
From
MarketWatch
U.S. stock futures edge higher as wary traders eye crucial inflation report
August 10, 2022
Tickers
COIN
COMP
DJIA
MU
Tags
DXY
ES00
SPX
From
MarketWatch
ARK’s Cathie Wood: U.S. already is in a recession, may exit in 2023
August 09, 2022
Tickers
ARKK
COMP
DJIA
RLG
Tags
RLG
CL/1
HG00
From
MarketWatch
Why are gas prices falling? National average below $4 a gallon for first time since March: GasBuddy
August 09, 2022
Tags
CL/1
RBU22
From
MarketWatch
Oil turns higher as Russia halts key pipeline flows
August 09, 2022
Tags
UK:BRNV22
RBU22
CLU22
From
MarketWatch
The red flag that preceded a halving of global equities in 2000 and 2007 is back, warns Citi
August 09, 2022
Tickers
AAPL
AMC
AMZN
ARKK
Tags
BX:TMUBMUSD10Y
DXY
ES00
From
MarketWatch
U.S. stock futures struggling for momentum ahead of crucial inflation report
August 09, 2022
Tickers
COIN
COMP
DJIA
NVDA
Tags
HK:HSI
YM00
GC00
From
MarketWatch
Oil renews slide as supply fears fade, demand worries remain
August 08, 2022
Tags
UK:BRNV22
CLU22
RBU22
From
MarketWatch
U.S. stock futures rise as summer bounce resumes
August 08, 2022
Tickers
COMP
DJIA
SPX
Tags
HK:HSI
BTCUSD
GC00
From
MarketWatch
Weekend reads: The jobs market isn’t cracking — gloom turns to boom in the economy
August 05, 2022
Tickers
AAPL
AMZN
IRBT
SPX
Tags
SPX
AAPL
CL/1
From
MarketWatch
Oil on track for 10% weekly tumble as recession fears mount
August 05, 2022
Tags
HOU22
CL/1
UK:BRNV22
From
MarketWatch
U.S. stock futures flat as investors await July jobs report
August 05, 2022
Tickers
AMC
BYND
COMP
CVNA
Tags
CL/1
NQ00
UK:UKX
From
MarketWatch
It’s a ‘topsy-turvy’ recession and this is what it means for the market
August 05, 2022
Tickers
AAPL
AMC
AMD
AMZN
Tags
TWTR
AMC
GME
From
MarketWatch
Oil prices mixed after rout sends U.S. benchmark to 6-month low
August 04, 2022
Tags
NGU22
CLU22
UK:BRNV22
From
MarketWatch
Chips are not yet on the menu for this strategist
August 04, 2022
Tickers
AAPL
AMC
AMTD
AMZN
Tags
LCID
BABA
Z
From
MarketWatch
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