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home
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
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Latest News about CLQ22
Recent news which mentions CLQ22
Oil futures pull back ahead of U.S. supply data
July 20, 2022
Tags
HOQ22
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UK:BRNV22
From
MarketWatch
Energy and materials stocks face rough ride as commodity prices come off the boil, says economist
July 19, 2022
Tickers
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Tags
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Oil pulls back after Monday bounce
July 19, 2022
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Oil prices flirt with $100, as buyers pounce after last week’s sharp selloff
July 18, 2022
Tags
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From
MarketWatch
Oil prices bounce as report dampens expectations for Saudi output rise after Biden visit
July 15, 2022
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From
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Oil prices extend slide, erasing much of the gain seen after Russia’s invasion of Ukraine
July 14, 2022
Tags
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China’s commodities imports might be close to a bottom, but demand remains soft, says economist
July 13, 2022
Tags
UK:BRNU22
CLQ22
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From
MarketWatch
Oil selloff puts crude near ‘inflection point’ as investors weigh inflation outlook
July 13, 2022
Tags
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From
MarketWatch
Oil ticks higher after selloff sends crude below $100 a barrel
July 13, 2022
Tags
CL00
CL/1
UK:BRN00
From
MarketWatch
Oil slumps over 4% as U.S. benchmark slides back below $100 a barrel
July 12, 2022
Tags
EURUSD
UK:BRN00
UK:BRNU22
From
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Why Biden’s trip to the Middle East may do little to help ease tight oil supplies
July 12, 2022
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CL/1
CLQ22
From
MarketWatch
Oil prices sink as China tightens COVID-19 restrictions
July 11, 2022
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CL00
CL/1
UK:BRNU22
From
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Commodity price declines may shape Fed’s rate-hike path, says economist
July 08, 2022
Tags
CL/1
GCQ22
CL00
From
MarketWatch
Oil steady but heads for weekly losses as recession fears swirl
July 08, 2022
Tags
HOQ22
RBQ22
NGQ22
From
MarketWatch
Oil steadies after 2-day rout pushes U.S. crude into bear market below $100 a barrel
July 07, 2022
Tags
RBQ22
HOQ22
NGQ22
From
MarketWatch
Oil selloff overshoots, says Goldman, as U.S. crude extends dive below $100 a barrel
July 06, 2022
Tags
HOQ22
RBQ22
CL/1
From
MarketWatch
U.S. oil benchmark ticks back above $100 a barrel after Tuesday rout
July 06, 2022
Tags
HOQ22
RBQ22
NGQ22
From
MarketWatch
U.S. stock futures struggle to make headway as traders await Fed minutes
July 06, 2022
Tickers
ARKK
COMP
DJIA
SPX
Tags
SI00
BTCUSD
GBPUSD
From
MarketWatch
Recession worries pull U.S. oil prices below $100, but ‘bleak’ supply picture suggests a bargain
July 05, 2022
Tags
UK:BRN00
UK:BRNU22
CLQ22
From
MarketWatch
Oil lower as dollar soars, investors weigh recessionary fears
July 05, 2022
Tags
CL/1
CL00
EURUSD
From
MarketWatch
Enjoy the dip in gasoline prices because it may not last
July 01, 2022
Tags
CL/1
CLQ22
From
MarketWatch
Oil trades higher as supply worries provide lift
June 29, 2022
Tags
CL00
CL/1
UK:BRN00
From
MarketWatch
Oil futures rise as supply fears move back into spotlight
June 28, 2022
Tags
NGN22
CL/1
CL00
From
MarketWatch
Oil ticks higher as G-7 weighs price cap on Russian crude
June 27, 2022
Tags
UK:BRNQ22
CLQ22
UK:BRNU22
From
MarketWatch
‘Cyclical growth’ could lead 10% ‘relief rally’ for S&P 500 this summer, says Stifel’s Barry Bannister
June 24, 2022
Tickers
SPX
Tags
SPX
CL/1
CLQ22
From
MarketWatch
Don’t expect any surprises from OPEC+, even as recession worries weigh on oil prices
June 24, 2022
Tags
UK:BRN00
CLQ22
UK:BRNQ22
From
MarketWatch
Oil prices move higher, but set for weekly loss amid demand worries
June 24, 2022
Tags
CL00
CL/1
NGN22
From
MarketWatch
Gold prices slip, copper tumbles to 16-month lows on recession fears
June 23, 2022
Tickers
DJIA
Tags
BX:TMUBMUSD10Y
PA00
PAU22
From
MarketWatch
Oil remains under pressure as recession fears rise
June 23, 2022
Tags
UK:BRNQ22
HOQ22
UK:BRN00
From
MarketWatch
Why a gas tax holiday is actually ‘bullish energy prices’
June 22, 2022
Tags
CLQ22
UK:BRNQ22
RBN22
From
MarketWatch
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