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home
about us
Investment Approach
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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
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 CL00
Recent news which mentions CL00
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U.S. stock futures drop ahead of CPI, with oil prices rising, no progress in Ukraine-Russia talks
March 10, 2022
Tickers
AMZN
DJIA
SPX
Tags
CL/1
BTCUSD
GCJ22
From
MarketWatch
‘We are actually living through the consequences’ of the climate-change crisis with Russia’s attack of Ukraine, Kerry says
March 09, 2022
Tags
CL00
NG00
UK:BRN00
From
MarketWatch
Gasoline vouchers worth $300 a month? Some economists back new government aid as prices at pump soar
March 09, 2022
Tags
CL00
RB00
From
MarketWatch
$200 crude? ‘Anything could happen’ to oil prices as market grapples with Russia sanctions, says top commodity trader
March 09, 2022
Tags
UK:BRNZ23
UK:BRN00
CL00
From
MarketWatch
Airlines and travel stocks lead the gains in London as bargain hunters step in
March 09, 2022
Tickers
BP
RIO
SHEL
Tags
UK:GLEN
BP
CL00
From
MarketWatch
12 stocks in clean energy, fossil fuels and uranium expected to keep soaring — up to 79% from here
March 09, 2022
Tickers
CCJ
CVE
EDPFY
FANG
Tags
CCJ
ICLN
CL00
From
MarketWatch
Oil prices pull back from nearly 14-year highs
March 09, 2022
Tags
UK:BRN00
CL00
CL/1
From
MarketWatch
‘We can’t stay in a state of panic.’ Forecaster who predicted a series of rolling bear markets has just turned bullish.
March 09, 2022
Tickers
AAPL
AMC
GE
GME
Tags
XX:SXXP
DXY
MCD
From
MarketWatch
Why the U.S. ban on Russian oil imports differs from the 1970s embargo for markets
March 08, 2022
Tickers
BP
COMP
DJIA
SHEL
Tags
DJIA
XOM
CL00
From
MarketWatch
Dirty coal powered the COVID recovery and could hold its status as natural-gas prices soar
March 08, 2022
Tickers
ICLN
JETS
Tags
NG00
JETS
ICLN
From
MarketWatch
Biden to ban imports of Russian oil over Ukraine invasion, reports say
March 08, 2022
Tags
CL/1
CL00
From
MarketWatch
Stocks could be headed for a mid-March bottom, if this historical pattern holds up
March 08, 2022
Tickers
AAPL
AMC
BBBY
CEI
Tags
AAPL
UK:SHEL
NIO
From
MarketWatch
Russian minister warns of $300 oil if energy sanctions are imposed
March 08, 2022
Tags
CL00
UK:BRN00
From
MarketWatch
Bipartisan group of lawmakers pushes not just for ban on Russian oil, but broad trade halt
March 07, 2022
Tags
CL00
UK:BRN00
From
MarketWatch
What soaring crude prices mean for the U.S. stock market, amid talk of Russian oil sanctions
March 07, 2022
Tickers
COMP
DJIA
SPX
Tags
DJIA
CL/1
CL00
From
MarketWatch
Wall Street is beginning to cut S&P 500 forecasts as oil prices surge
March 07, 2022
Tickers
SPX
Tags
CL00
SPX
UK:BRN00
From
MarketWatch
Warren Buffett says never to hold money during a war. Here’s a stagflation playbook for stocks.
March 07, 2022
Tickers
AAPL
AMC
AXP
BBBY
Tags
MULN
AAPL
W00
From
MarketWatch
Here’s what copper and oil prices predict about the chance of recession in 2022
March 07, 2022
Tickers
SPX
Tags
SPX
CL00
HG00
From
MarketWatch
‘I think we’re going to see some spectacular returns,’ says ARK’s Cathie Wood
March 07, 2022
Tickers
ARKK
SPX
Tags
UK:BRN00
SPX
CL00
From
MarketWatch
U.S. oil prices soar Sunday, briefly punching above $130 as talk of Russia oil embargo heats up
March 06, 2022
Tags
UK:BRN00
CLJ22
UK:BRNK22
From
MarketWatch
Oil prices headed for biggest weekly gain since May 2020 as Russia-Ukraine war drives supply fears
March 04, 2022
Tags
NGJ22
UK:BRN00
RBJ22
From
MarketWatch
FTSE 100 slumps over 1%, as the handful of Russian stocks left in London are barely hanging on
March 03, 2022
Tickers
BP
Tags
UK:BP
UK:EVR
CL00
From
MarketWatch
Citi is moving back into U.S. equities because they see a rebound coming for this beaten-down sector
March 03, 2022
Tickers
AAPL
AMC
AVGO
BIG
Tags
YM00
XX:SXXP
USDRUB
From
MarketWatch
Republicans urge U.S. oil and gas ‘stability’ as answer to Russia, other security threats
March 02, 2022
Tickers
BP
ICLN
SHEL
TSLA
Tags
NG00
CL00
ICLN
From
MarketWatch
U.N. will push ahead with first ever legally-binding treaty to cut plastic waste
March 02, 2022
Tickers
DOW
XOM
Tags
CL00
XOM
DOW
From
MarketWatch
Stoxx Europe 600 rises, while Sberbank announces withdrawal from Europe as Russian markets remain closed a third day
March 02, 2022
Tickers
BP
ERIC
SHEL
TTE
Tags
TTE
DE:SBNC
UK:FIXP
From
MarketWatch
These two energy companies are shoveling cash to investors and their stock prices are cheap
March 02, 2022
Tickers
EQT
PXD
SPX
XOM
Tags
EQT
CL/1
CL00
From
MarketWatch
As wheat prices keep surging over Russia’s invasion of Ukraine, here’s how to think about U.S. food costs
March 02, 2022
Tags
NG00
W00
C00
From
MarketWatch
Wheat futures surge to 14-year high on fears of war-driven supply shortages
March 02, 2022
Tags
W00
C00
CL00
From
MarketWatch
Oil surges, but history says prices eventually fall after countries release emergency reserves
March 01, 2022
Tickers
COMP
DJIA
SPX
Tags
CL/1
CL00
CLJ22
From
MarketWatch
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