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Default Rates
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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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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Oil prices shake off mild pullback
September 27, 2023
Tickers
DJIA
SPX
Tags
CL/1
DJIA
CLZ23
From
MarketWatch
OPEC can’t control long-term prices, and other lessons from departing Goldman commodity research chief Jeff Currie
September 27, 2023
Tags
CL/1
UK:BRN00
From
MarketWatch
The stock market can’t catch a break. Good news is bad news, and now bad news is bad news, too.
September 27, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
COST
AMZN
CL/1
From
MarketWatch
Cooling inflation could still hurt the stock market and your portfolio, JPMorgan strategists warn
September 26, 2023
Tickers
COMP
DJIA
SPX
Tags
CL/1
COMP
DJIA
From
MarketWatch
U.S. oil prices extend retreat from $90-a-barrel threshold
September 26, 2023
Tags
CL/1
CL00
UK:BRNX23
From
MarketWatch
Gundlach fears a recession. Here are his low-risk, income-generating investment picks.
September 26, 2023
Tickers
AAPL
AMC
AMZN
COST
Tags
NQ00
COST
AMZN
From
MarketWatch
Oil prices at $90 a barrel unlikely to derail the U.S. economy or consumer spending, Goldman Sachs says
September 25, 2023
Tags
CL/1
UK:BRN00
CL00
From
MarketWatch
Oil could hit $150, sending ‘shock through system,’ says top shale CEO
September 25, 2023
Tags
CL/1
UK:BRN00
CL00
From
MarketWatch
Oil futures struggle for direction as investors weigh tight supplies against demand worries
September 25, 2023
Tags
CLX23
UK:BRNX23
HOV23
From
MarketWatch
Nine in ten with student debt are worried they can’t meet expenses starting next week. Retailers, look out.
September 25, 2023
Tickers
AAPL
AMC
AMZN
BRBR
Tags
URBN
PARA
TSLA
From
MarketWatch
Bill Ackman says go short the long bond. Here’s why.
September 22, 2023
Tickers
AAPL
AMC
AMZN
ATVI
Tags
SCHL
BX:TMUBMUSD10Y
BX:TMUBMUSD02Y
From
MarketWatch
JPMorgan says there may be many oil crises this decade as it lifts rating on energy stocks
September 22, 2023
Tickers
ATVI
BKR
MPC
TS
Tags
XX:SXEP
BKR
AU:ALD
From
MarketWatch
The economy is about to slow down. That’s the time for retail stocks, says Goldman Sachs.
September 21, 2023
Tickers
AAPL
AMC
AMZN
CART
Tags
TJX
CART
NIO
From
MarketWatch
U.K. property stocks bounce as falling inflation cuts chances of Bank of England rate hike to 50/50
September 20, 2023
Tags
DX:DAX
UK:BDEV
UK:LAND
From
MarketWatch
Stick with Berkshire Hathaway, says this long-time investor, who’s wary of Nvidia and Tesla
September 20, 2023
Tickers
AAPL
AMC
AMZN
BRK-B
Tags
MSFT
TTOO
YM00
From
MarketWatch
Treasury yields ease from 16-year highs as oil slips and Fed awaited
September 20, 2023
Tags
BX:TMUBMUSD02Y
BX:TMUBMUSD30Y
BX:TMUBMUSD10Y
From
MarketWatch
S&P 500 futures stall as traders hunker down ahead of Fed comments
September 20, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
DJIA
SPX
From
MarketWatch
Could rising oil prices tip the U.S. into a recession? Here’s why investors are nowhere near having to worry about it
September 19, 2023
Tickers
COMP
DJIA
SPX
Tags
CL/1
CLV23
COMP
From
MarketWatch
‘We’re not in there for the next 20%, we’re in there for the next 300%.’ Two veteran managers on a neglected asset.
September 19, 2023
Tickers
AAPL
AMC
AMZN
ARM
Tags
ES00
AAPL
NKLA
From
MarketWatch
Chevron CEO predicts crude will return to $100 a barrel as prices set fresh highs
September 19, 2023
Tags
CLV23
RBV23
CL/1
From
MarketWatch
Investors should stick to the ‘late cycle playbook’ and buy these sectors, says Morgan Stanley’s Mike Wilson
September 18, 2023
Tickers
ACN
AZO
BMRN
BSX
Tags
AZO
BSX
RUT
From
MarketWatch
Oil extends rise above $90-a-barrel to kick off week
September 18, 2023
Tags
HOV23
CL00
UK:BRN00
From
MarketWatch
Treasury yields hold near 16-year highs ahead of Fed decision midweek
September 18, 2023
Tags
CL/1
BX:TMUBMUSD10Y
BX:TMUBMUSD30Y
From
MarketWatch
Stock-index futures struggle to rebound as Treasury yields hold near 16-year highs, Fed meeting eyed.
September 18, 2023
Tickers
COMP
DJIA
SPX
Tags
YM00
COMP
NQ00
From
MarketWatch
Consumers take notice as inflation bites, and oil prices top $90 a barrel
September 15, 2023
Tags
CL/1
CLV23
From
MarketWatch
Oil futures extend push above $90 a barrel
September 15, 2023
Tags
CL/1
UK:BRN00
CL00
From
MarketWatch
U.S. crude-oil benchmark presses toward $90 a barrel
September 14, 2023
Tags
CL00
UK:BRN00
CL/1
From
MarketWatch
S&P 500 futures steady ahead of August inflation report
September 13, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
ES00
SPX
From
MarketWatch
Oil prices climb, eyeing highest settlement since November as U.S. inflation report looms
September 12, 2023
Tags
NGV23
UK:BRNX23
CLV23
From
MarketWatch
Wall Street’s most bullish strategist warns of choppiness in stocks, still sees the S&P 500 touching a record high this year
September 11, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
CL/1
CLV23
COMP
From
MarketWatch
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