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home
about us
Investment Approach
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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 CLF22
Recent news which mentions CLF22
Oil on track for weekly loss as omicron continues to spread
December 17, 2021
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December 16, 2021
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December 15, 2021
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Oil dips after IEA says omicron will slow recovery in demand
December 14, 2021
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U.S. stock futures mixed as Fed meeting kicks off, omicron variant worries simmer
December 14, 2021
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Oil prices move lower as traders monitor omicron spread
December 13, 2021
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Oil futures rebound Friday, head for best weekly gain in over 3 months
December 10, 2021
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U.S. oil prices retreat from a 2-week high
December 09, 2021
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U.S. oil turns higher, heads for longest string of gains in a month
December 08, 2021
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December 07, 2021
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Oil futures climb sharply to end tumultuous week after OPEC+’s latest move
December 03, 2021
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OPEC+ takes unusual tack by keeping existing production policy, while keeping its meeting ‘in session’
December 02, 2021
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Oil futures trade mixed as investors watch for OPEC+ decision amid omicron
December 02, 2021
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The omicron panic is overdone. Buy the dips in these stocks, says JPMorgan.
December 02, 2021
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OPEC+ at a crossroads as oil prices post worst monthly drop since the pandemic began
November 30, 2021
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Oil prices drop 4% on worries over vaccine effectiveness against omicron variant
November 30, 2021
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Stock futures tumble anew as Moderna CEO predicts existing vaccines will be less effective against omicron variant
November 30, 2021
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Oil prices claw back some of Fridays rout, as OPEC reportedly set to delay technical meetings
November 29, 2021
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Crude tumbles on fears of demand hit from new COVID variant as OPEC meeting looms for next week
November 26, 2021
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Dow futures tumble 400 points on fears over new COVID variant detected in South Africa
November 26, 2021
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Here’s how a ban on U.S. oil exports would backfire, according to Goldman Sachs
November 24, 2021
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Oil prices edge lower as traders await response to Strategic Petroleum Reserve release
November 24, 2021
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Why oil prices are rising after the U.S. leads global release of strategic reserves
November 23, 2021
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Oil prices mixed after U.S. Strategic Petroleum Reserve release
November 23, 2021
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U.S. taps Strategic Petroleum Reserve in bid to push down gasoline prices
November 23, 2021
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Oil ticks lower amid potential reserve releases, COVID worries
November 22, 2021
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U.S. oil benchmark hits 7-year high with tight supply in focus
October 25, 2021
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