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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
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
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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
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Event Schedule
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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 CL00
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Investors are pouring money back into global stocks following biggest outflow of the year
September 29, 2023
Tickers
SPX
Tags
SPX
CL00
CL/1
From
MarketWatch
Oil set for 4th straight monthly rise as it resumes march toward $100 a barrel
September 29, 2023
Tags
RBV23
NGX23
HOV23
From
MarketWatch
Here’s the surprising state getting a boost from Amazon.com’s renewable-energy projects
September 28, 2023
Tickers
AMZN
TAN
Tags
AMZN
NG00
CL00
From
MarketWatch
4 reasons oil prices are surging toward $100 a barrel
September 28, 2023
Tickers
DJIA
SPX
Tags
DJIA
CL00
SPX
From
MarketWatch
Oil futures top $95 per barrel for the first time in a year
September 28, 2023
Tags
UK:BRN00
CL00
From
MarketWatch
Oil prices shake off mild pullback
September 27, 2023
Tickers
DJIA
SPX
Tags
DJIA
CLZ23
CL/1
From
MarketWatch
Is the surge in oil prices and Treasury yields ‘kryptonite’ for stocks and the economy? Here’s what history shows, according to Bespoke
September 26, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
COMP
CL00
From
MarketWatch
Cooling inflation could still hurt the stock market and your portfolio, JPMorgan strategists warn
September 26, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
BX:TMUBMUSD10Y
COMP
From
MarketWatch
Here’s how the Republican presidential candidates say they’ll whip inflation
September 26, 2023
Tickers
NLR
XLE
XOP
Tags
NG00
XOP
NLR
From
MarketWatch
‘It’s pretty dire,’ John Hancock strategist says of sentiment on Wall Street as bond yields march higher
September 26, 2023
Tickers
COMP
DJIA
SPX
TLT
Tags
UK:BRN00
SPX
TLT
From
MarketWatch
U.S. oil prices extend retreat from $90-a-barrel threshold
September 26, 2023
Tags
CL/1
UK:BRNX23
CL00
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
UK:BRN00
CLX23
CL/1
From
MarketWatch
Oil could hit $150, sending ‘shock through system,’ says top shale CEO
September 25, 2023
Tags
CL/1
CL00
UK:BRN00
From
MarketWatch
Stock market’s September drop may be tied to more than a surge in Treasury yields, says DataTrek
September 25, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
CL00
SPX
From
MarketWatch
Oil futures struggle for direction as investors weigh tight supplies against demand worries
September 25, 2023
Tags
UK:BRN00
CLX23
UK:BRNZ23
From
MarketWatch
Buy Dow’s stock for its high dividend at a ‘reasonable’ price, analyst says
September 25, 2023
Tickers
DJIA
DOW
SPX
XLB
Tags
SPX
DJIA
CL00
From
MarketWatch
Crude oil prices retreat in choppy trade after Russia bans gas and diesel exports
September 22, 2023
Tags
NGX23
HOV23
RBV23
From
MarketWatch
The new obstacle to climate innovation: activists
September 22, 2023
Tickers
ICLN
Tags
ICLN
CL00
From
MarketWatch
Oil is going to trade above $100 a barrel, says veteran commodity trader Mark Fisher
September 21, 2023
Tags
CLX23
UK:BRN00
UK:BRNX23
From
MarketWatch
Oil prices slide for 3rd day as Fed plans to keep interest-rates higher for longer
September 21, 2023
Tags
HOV23
RBV23
UK:BRN00
From
MarketWatch
Climate change leaves us at ‘gates of hell,’ says U.N.’s Guterres at event that pushes aside mega-polluters U.S., China
September 20, 2023
Tags
CL00
From
MarketWatch
Oil prices slide ahead of inventory report, Fed decision
September 20, 2023
Tags
UK:BRN00
CLV23
UK:BRNX23
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
DJIA
UK:BRN00
COMP
From
MarketWatch
S&P 500 slumps to bottom of bullish uptrend channel as investors brace for Fed Chair Powell
September 19, 2023
Tickers
SPX
Tags
CL00
SPX
From
MarketWatch
More banks need to join climate pledge, Treasury’s Yellen says in issuing new guidance
September 19, 2023
Tags
NG00
CL00
From
MarketWatch
Chevron CEO predicts crude will return to $100 a barrel as prices set fresh highs
September 19, 2023
Tags
UK:BRN00
CL/1
UK:BRNX23
From
MarketWatch
U.S. oil benchmark ‘extremely vulnerable’ to profit taking after surge above $90 a barrel: SocGen
September 18, 2023
Tags
UK:BRNX23
CL00
UK:BRN00
From
MarketWatch
What the ‘mysterious shrinking’ of Wall Street’s fear gauge means for stocks, according to DataTrek
September 18, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
COMP
SPX
DJIA
From
MarketWatch
Janet Yellen says she expects soaring oil prices to stabilize
September 18, 2023
Tags
CL00
From
MarketWatch
Oil extends rise above $90-a-barrel to kick off week
September 18, 2023
Tags
NGV23
RBV23
HOV23
From
MarketWatch
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