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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
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Latest News about CL/1
Recent news which mentions CL/1
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Oil prices pull back from 3-month highs ahead of Fed decision
July 26, 2023
Tags
CL/1
UK:BRNU23
From
MarketWatch
Inflation is heading to zero, according to the one factor Jerome Powell absolutely will not discuss
July 26, 2023
Tickers
AAPL
AMC
AMZN
BANC
Tags
DXY
ES00
GE
From
MarketWatch
Here’s what might lead to a 10% spike in retail gasoline prices
July 25, 2023
Tickers
PSX
XOM
Tags
PSX
XOM
CLU23
From
MarketWatch
Oil prices hover near 3-month highs
July 25, 2023
Tags
UK:BRN00
CL/1
CLU23
From
MarketWatch
Oil prices rise after 4th straight weekly gain
July 24, 2023
Tags
CLU23
UK:BRN00
CL00
From
MarketWatch
Oil prices head for 4th straight weekly gain
July 21, 2023
Tags
CL/1
NGQ23
RBQ23
From
MarketWatch
Even this long-time bull is worried about cracks in the tech stock rally. Here’s how Tom Lee expects the market to shake out.
July 21, 2023
Tickers
AAPL
AMC
AMZN
AN
Tags
AMZN
CL/1
NQ00
From
MarketWatch
Oil prices edge higher in cautious trade
July 20, 2023
Tags
CL/1
NGQ23
RBQ23
From
MarketWatch
Oil buoyed ahead of U.S. supply data
July 19, 2023
Tags
HOQ23
UK:BRN00
CL00
From
MarketWatch
Oil edges higher after back-to-back declines
July 18, 2023
Tags
UK:BRN00
CL00
HOQ23
From
MarketWatch
Extreme weather may douse sizzling stock market, warns Schwab strategist
July 18, 2023
Tickers
AAPL
AMC
AMZN
BAC
Tags
COIN
MS
YM00
From
MarketWatch
Oil prices retreat after weak China data
July 17, 2023
Tags
UK:BRNU23
RBQ23
CLQ23
From
MarketWatch
The ‘S&P 500 is hot, the Nasdaq is even hotter,’ says strategist. How traders are bracing for a pullback.
July 17, 2023
Tickers
AAPL
AMC
AMZN
ARKK
Tags
ATVI
CA:TAI
AMC
From
MarketWatch
U.S. stock futures struggle for momentum as China data weighs on sentiment
July 17, 2023
Tickers
BAC
COMP
DJIA
FBK
Tags
DJIA
MS
YM00
From
MarketWatch
The market has $11 trillion worth of ‘Magnificent 7’ questions. BofA’s Subramanian has the answers.
July 14, 2023
Tickers
AAPL
AMC
AMZN
C
Tags
GME
C
TSLA
From
MarketWatch
Oil supplies are set to tighten, but concern over weak demand growth limits price gains: EIA
July 11, 2023
Tags
NG00
UK:BRN00
NGQ23
From
MarketWatch
Howard Marks says he’s made five great market calls in his career. Here’s how he did it.
July 11, 2023
Tickers
AAPL
ADT
AMC
AMZN
Tags
NQ00
CL/1
AMZN
From
MarketWatch
It’s time to pause on U.S. stocks, say Citigroup strategists. They say invest in these places instead.
July 10, 2023
Tickers
AAPL
AMC
AMZN
BABA
Tags
DAL
WMT
RIVN
From
MarketWatch
Oil prices on track for weekly gains
July 07, 2023
Tags
UK:BRNU23
CLQ23
RBQ23
From
MarketWatch
Don’t fear the bond yield spike, stocks can rally more, reckons this analyst
July 07, 2023
Tickers
AMC
BABA
BUD
GME
Tags
CL/1
NQ00
BABA
From
MarketWatch
Oil prices edge higher as traders eye inventories
July 06, 2023
Tags
UK:BRNU23
RBQ23
CLQ23
From
MarketWatch
A generational wealth period awaits for investors ready to buy this neglected sector, says strategist
July 06, 2023
Tickers
AAL
AAPL
AMC
AMZN
Tags
FR:MC
JBLU
NVDA
From
MarketWatch
The world’s already in recession, this strategist argues — and most markets agree
July 06, 2023
Tickers
AAPL
AMZN
BRK-B
GOOGL
Tags
AAPL
SPX
JNK
From
MarketWatch
Brent oil price pulls back after weak China data
July 05, 2023
Tags
NGQ23
CL/1
CLQ23
From
MarketWatch
This value investor lunched with Warren Buffett and cornered Bill Gates. Here’s his take on AI, Nvidia and Microsoft.
July 05, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
NQ00
AMZN
CL/1
From
MarketWatch
U.S. stock futures slip as soft China data revives growth concerns, Fed minutes loom
July 05, 2023
Tickers
DJIA
SPX
Tags
YM00
HG00
CL/1
From
MarketWatch
U.S. stocks may be in for rude awakening as rate cuts may not arrive until 2026, new Fed paper finds
July 03, 2023
Tickers
COMP
DJIA
META
NVDA
Tags
CL/1
COMP
DJIA
From
MarketWatch
Oil prices buoyed as Saudis extend production cut, Russia says it will curb exports
July 03, 2023
Tags
CL00
UK:BRN00
HOQ23
From
MarketWatch
These stocks could be the next Magnificent Seven market leaders, says Goldman Sachs.
July 03, 2023
Tickers
AAPL
AMC
AMZN
BKNG
Tags
GOOGL
YM00
HK:HSI
From
MarketWatch
Gas prices are down, just in time for Fourth of July
June 30, 2023
Tags
CL/1
CLQ23
UK:BRNU23
From
MarketWatch
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