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home
about us
Investment Approach
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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
Total Asset Fund (TAF)
TAF sm Program
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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
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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
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Latest News about CLH22
Recent news which mentions CLH22
U.S. drivers brace for the highest prices in 9 years as oil approaches $100 a barrel
February 22, 2022
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CL/1
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From
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February 22, 2022
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Oil rises and natural gas surges 8% as Russia orders troops to Ukraine
February 21, 2022
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U.S. stock futures fall, oil prices jump as U.S. says Russia has decided to invade Ukraine
February 20, 2022
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From
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Oil falls as traders weigh Ukraine fears versus progress on Iran nuclear talks
February 17, 2022
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Oil pushes higher as uncertainty over Ukraine remains
February 16, 2022
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Biden urges Russia to ‘choose diplomacy’ over Ukraine as he calls invasion still possible
February 15, 2022
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Oil drops 3%, pulling back from 7-year high as Russia says some troops returning to base
February 15, 2022
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From
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Oil pulls back from 7-year highs as traders monitor Russia-Ukraine tensions
February 14, 2022
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What a Russian invasion of Ukraine would mean for markets as White House warns attack could come ‘any day now’
February 11, 2022
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Oil gains ground but threatens to snap streak of 7 weekly gains
February 11, 2022
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From
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Oil builds on gains scored after inventory drop
February 10, 2022
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U.S. stock futures mostly lower as investors wait for consumer price index report
February 10, 2022
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Oil edges lower ahead of supply data as traders watch Iran talks, Ukraine tensions
February 09, 2022
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From
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Wall Street heads for more gains as bond selloff takes a breather, with more earnings on the way
February 09, 2022
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U.S. oil edges below $90 a barrel ahead of further Iran talks
February 08, 2022
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Oil rally takes a breather after another round of 7-year highs
February 07, 2022
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‘This is not 1980’: What investors are watching as next U.S. inflation reading looms
February 05, 2022
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From
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Oil prices climb to new seven-year high above $91 a barrel
February 04, 2022
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CL/1
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From
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Wall Street stocks poised for a rebound after blowout Amazon and Snap results, as jobs data loom
February 04, 2022
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From
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Coal’s not dead, and won’t be for years to come
February 03, 2022
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From
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Oil pulls back from 7-year highs
February 03, 2022
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From
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Oil prices pause as traders await OPEC+ decision
February 02, 2022
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From
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Oil price surge: How OPEC+ could surprise markets and pull prices back from 7-year highs
February 01, 2022
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CL/1
From
MarketWatch
Oil prices edge lower as attention turns to OPEC+ meeting
February 01, 2022
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UK:BRNJ22
CL/1
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From
MarketWatch
Oil on track for 15% monthly rise as Ukraine worries persist
January 31, 2022
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Stock futures slip Sunday after a wild week on Wall Street
January 30, 2022
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COMP
SPX
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From
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Oil on track for 6th straight weekly gain after hitting 7-year highs
January 28, 2022
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UK:BRNJ22
From
MarketWatch
Why OPEC+ may not want $100 oil prices
January 27, 2022
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From
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Oil extends rise as Ukraine worries persist, after closing at highest levels since 2014
January 27, 2022
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