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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Latest News about CL/1
Recent news which mentions CL/1
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Oil prices attempt to snap 3-day losing streak
August 17, 2023
Tags
CL/1
CLU23
CL00
From
MarketWatch
Here are the stocks to buy and the ones to sell if interest rates stay high, says Jefferies
August 16, 2023
Tickers
AAPL
ABBV
ADBE
ADP
Tags
NIO
AMC
TJX
From
MarketWatch
Oil prices tick slightly lower as traders weigh China worries against tight supplies
August 16, 2023
Tags
UK:BRN00
UK:BRNV23
CLU23
From
MarketWatch
Fund managers are the least bearish in more than a year, says Bank of America, wiping out a buy signal.
August 15, 2023
Tickers
A
AAPL
AMC
AMD
Tags
UBER
AAPL
HK:HSI
From
MarketWatch
Oil edges lower after weak China data
August 15, 2023
Tags
UK:BRNV23
UK:BRN00
CLU23
From
MarketWatch
Russian ruble slides to 16-month low against U.S. dollar as capital flight, shrinking trade surplus bite
August 14, 2023
Tags
USDRUB
CL/1
From
MarketWatch
Oil prices edge lower after 7th straight weekly gain
August 14, 2023
Tags
CLU23
CL/1
CL00
From
MarketWatch
U.S. energy stocks are back on top as sector leads Wall Street for first time since last year
August 11, 2023
Tickers
APA
XOM
Tags
XX:SP500/10
APA
XX:SP500/50
From
MarketWatch
Oil edges higher on forecasts for supply deficit
August 11, 2023
Tags
UK:BRN00
CLU23
CL/1
From
MarketWatch
If America debt spiral gets worse, here’s the stock that may benefit, says fund manager
August 11, 2023
Tickers
AAPL
AMC
CANO
CME
Tags
NQ00
DXY
CME
From
MarketWatch
U.S. oil benchmark edges down from 2023 high
August 10, 2023
Tags
UK:BRNV23
UK:BRN00
CL00
From
MarketWatch
Why Dr. Copper has lost its degree in forecasting the economy
August 10, 2023
Tickers
AAPL
AMC
CPRI
DIS
Tags
BX:TMUBMUSD30Y
CPRI
ES00
From
MarketWatch
Oil prices buoyed by industry data showing U.S. crude inventory drop
August 09, 2023
Tags
NGU23
HOU23
RBU23
From
MarketWatch
Stagflation has disappeared from the lexicon. These analysts are bringing it back.
August 09, 2023
Tickers
AAPL
AMC
BN
DIS
Tags
RSP
PENN
WE
From
MarketWatch
Why one Wall Street strategist says the U.S. may not have added any jobs at all in July
August 08, 2023
Tickers
AAPL
AMC
AMZN
BYND
Tags
NVO
UPS
RIVN
From
MarketWatch
Oil prices fall after disappointing China trade data
August 08, 2023
Tags
CL/1
CLU23
CL00
From
MarketWatch
U.S. stock futures slip after weak China data damps sentiment
August 08, 2023
Tickers
AMC
COMP
DJIA
GOLD
Tags
NQ00
CL/1
SPX
From
MarketWatch
Mortgage rates and gas prices push consumer ‘pain points’ to highest in over 20 years
August 07, 2023
Tickers
COMP
DJIA
FMCC
SPX
Tags
FMCC
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
Oil on track for 6th straight weekly rise after supply cuts
August 04, 2023
Tags
NGU23
HOU23
UK:BRNV23
From
MarketWatch
Markets are mostly punishing earnings reports — except these stocks
August 04, 2023
Tickers
AAPL
AMC
AMZN
COMP
Tags
QQQ
BX:TMUBMUSD10Y
TQQQ
From
MarketWatch
Why are gasoline prices going up? Saudi production cuts matter.
August 03, 2023
Tags
CL/1
CL00
UK:BRN00
From
MarketWatch
Oil prices edge lower, extending drop after Fitch downgrade rattles markets
August 03, 2023
Tags
CL/1
CLU23
CL00
From
MarketWatch
Apple and Amazon results may hold the key to any market rebound. Here’s the technical set-up.
August 03, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
MRNA
WBD
SHAK
From
MarketWatch
Oil prices rise after industry data shows big drop in U.S. crude inventories
August 02, 2023
Tags
UK:BRN00
UK:BRNV23
CL00
From
MarketWatch
U.S. oil benchmark pulls back from 3-month high
August 01, 2023
Tags
UK:BRNV23
UK:BRN00
CL00
From
MarketWatch
U.S. stock futures start August on the back foot after five-month winning streak
August 01, 2023
Tickers
CAT
COMP
DJIA
PFE
Tags
DJIA
HG00
ES00
From
MarketWatch
The ‘narrow breadth’ chorus has fallen silent. What broadening participation in stock-market rally means for investors.
July 31, 2023
Tickers
AAPL
AMZN
COMP
DJIA
Tags
AAPL
COMP
XX:SP500/45
From
MarketWatch
Oil prices on track for largest monthly gain in over a year
July 31, 2023
Tags
RBQ23
HOQ23
NGU23
From
MarketWatch
Oil pulls back, but heads for 5th straight weekly gain
July 28, 2023
Tags
CLU23
CL/1
CL00
From
MarketWatch
Oil prices bounce back toward 3-month highs
July 27, 2023
Tags
RBQ23
HOQ23
NGQ23
From
MarketWatch
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