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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
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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
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Recent news which mentions CL/1
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Oil prices rise as OPEC+ approves small production increase
August 03, 2022
Tags
HOU22
CL/1
CL00
From
MarketWatch
The bond market has a strong opinion on inflation — but what is it saying about a recession?
August 03, 2022
Tags
BX:TMUBMUSD10Y
CL/1
From
MarketWatch
Keep running with the bond bulls says Bank of America
August 03, 2022
Tickers
AMC
AMD
AMTD
AMZN
Tags
JP:NIK
HKD
MRNA
From
MarketWatch
Will OPEC+ deliver an oil-production increase? What investors need to know.
August 02, 2022
Tags
UK:BRNV22
CLU22
UK:BRN00
From
MarketWatch
The dollar will weaken and these stocks could outperform, says Evercore
August 02, 2022
Tickers
AAPL
ABNB
AMC
AMD
Tags
CL/1
AMZN
BABA
From
MarketWatch
Oil prices retreat as investors await OPEC+ meeting
August 01, 2022
Tags
HOU22
CL/1
UK:BRNV22
From
MarketWatch
FAANGs ain’t what they used to be, so beware the bear-market bounce says this hedge fund manager
August 01, 2022
Tickers
AAPL
AMC
AMZN
ATVI
Tags
NVDA
L
ATVI
From
MarketWatch
Oil prices climb, set to finish week higher despite U.S. recession fears
July 29, 2022
Tags
RBU22
HOU22
CL/1
From
MarketWatch
This strategist said hold on to stocks at the June lows. Now he says it’s time to cut exposure.
July 29, 2022
Tickers
AAPL
AMC
AMZN
BABA
Tags
NVDA
GOOGL
MSFT
From
MarketWatch
Stock futures boosted by jumps for Apple and Amazon after earnings
July 29, 2022
Tickers
AAPL
AMZN
COMP
DJIA
Tags
BX:TMUBMUSD10Y
SPX
ES00
From
MarketWatch
U.S. oil benchmark rises back toward $100 a barrel
July 28, 2022
Tags
HOQ22
UK:BRN00
CL00
From
MarketWatch
These clean energy ETFs have been outperforming — and there’s a fundamental reason why
July 28, 2022
Tickers
AAPL
AMC
AMZN
ENPH
Tags
MSFT
MRK
XELA
From
MarketWatch
Oil higher ahead of inventory data, Fed decision
July 27, 2022
Tags
CL/1
RBQ22
NGQ22
From
MarketWatch
The Fed will cut rates next year, says BofA. Here’s what will happen to Treasurys.
July 27, 2022
Tickers
AAPL
AMC
AMZN
BA
Tags
META
F
AMC
From
MarketWatch
Europe risks protracted gas crisis after Russian makes deeper cuts to natural gas flows, says economists
July 26, 2022
Tags
CL/1
CL00
NGQ22
From
MarketWatch
Oil rises as natural gas hits 6-week high
July 26, 2022
Tags
HOQ22
UK:BRN00
CL00
From
MarketWatch
Here’s a trade to outperform the market during periods of high inflation
July 26, 2022
Tickers
AAPL
AMC
AMZN
GE
Tags
WMT
NIO
XLP
From
MarketWatch
What a Fed ‘pivot’ would mean for markets, according to JPMorgan
July 25, 2022
Tickers
COMP
DJIA
SPX
Tags
COMP
CL/1
UK:BRNU22
From
MarketWatch
These 20 stocks still have at least 48% upside, analysts say, despite the S&P 500’s 8% gain from its lows
July 25, 2022
Tickers
ALK
AMZN
APA
CZR
Tags
PENN
APA
MTCH
From
MarketWatch
Oil prices move higher to kick off week ahead of Fed meeting
July 25, 2022
Tags
HOQ22
UK:BRN00
CL00
From
MarketWatch
This robot-driven macro fund is outperforming its peers. Here’s the good and bad news it has for markets.
July 25, 2022
Tickers
AAPL
AMC
AMZN
GME
Tags
CL/1
AMZN
NQ00
From
MarketWatch
U.S. stock futures hold near five-week highs as investors await earnings wave and Fed decision
July 25, 2022
Tickers
AAPL
AMZN
COMP
DJIA
Tags
SPX
RUT
AAPL
From
MarketWatch
Oil heads for weekly loss as gasoline demand falters
July 22, 2022
Tags
RBQ22
NGQ22
CL/1
From
MarketWatch
UBS isn’t yet a believer in the rally. Here’s its advice on what to do now.
July 22, 2022
Tickers
AAPL
AMC
AMZN
AXP
Tags
SLB
ES00
BX:TMUBMUSD10Y
From
MarketWatch
Oil down sharply as falling gasoline demand allows fuel inventories to rise
July 21, 2022
Tags
CL/1
NGQ22
RBQ22
From
MarketWatch
Here’s the incredibly strong signal for stocks that is coming from the corporate bond market
July 21, 2022
Tickers
AA
AAPL
AMC
AMZN
Tags
CL/1
AMZN
NQ00
From
MarketWatch
Stock futures ease back after strong run as investors eye earnings, ECB meeting
July 21, 2022
Tickers
ARKK
BX
COMP
DJIA
Tags
TRV
TSLA
GC00
From
MarketWatch
Biden to unveil modest actions on climate after collapse of bigger bill
July 20, 2022
Tickers
ICLN
Tags
CL00
CL/1
ICLN
From
MarketWatch
Oil futures pull back ahead of U.S. supply data
July 20, 2022
Tags
UK:BRN00
HOQ22
CL00
From
MarketWatch
Short-term pain for long-term gains. Investors need to settle in for the long haul, says Bernstein.
July 20, 2022
Tickers
AA
AAPL
ABT
AMC
Tags
JP:NIK
NVDA
YM00
From
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