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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
MARKET RESEARCH
Featured Quarterly Newsletter
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Latest News about CLV21
Recent news which mentions CLV21
Oil bounces after Evergrande-inspired selloff
September 21, 2021
Tickers
RDS-A
RDS-B
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RDS/A
CLV21
UK:BRN00
From
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Commodities, including iron ore and copper, take a hit on potential collapse of China’s Evergrande
September 20, 2021
Tags
CLV21
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UK:BRNX21
From
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Oil loses ground as worries over China’s Evergrande lift U.S. dollar
September 20, 2021
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Oil prices edge lower, but on track for weekly rise of more than 3%
September 17, 2021
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CLV21
UK:BRN00
UK:BRNX21
From
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Oil rally stalls after hitting 7-week high
September 16, 2021
Tickers
CF
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NGV21
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CLV21
From
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Oil extends rise as industry data shows another drawdown in crude inventories
September 15, 2021
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From
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Oil trades at 6-week high as Nicholas makes landfall in Texas
September 14, 2021
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From
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Oil edges higher as U.S. production worries linger
September 13, 2021
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UK:BRN00
From
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Oil prices bounce as traders assess China crude release, Gulf of Mexico outages
September 10, 2021
Tickers
RDS-A
RDS-B
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RDS/A
CLV21
UK:BRN00
From
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Oil futures gain ground ahead of U.S. storage data
September 09, 2021
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CL00
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UK:BRN00
From
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Oil futures lifted as crude output slow to recover from Ida
September 08, 2021
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CLV21
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UK:BRNX21
From
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Oil prices remain under pressure on demand worries
September 07, 2021
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CLV21
UK:BRN00
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From
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Crude prices fall after Saudi Arabia cuts Asian prices
September 06, 2021
Tickers
BKR
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CL00
UK:BRNX21
BKR
From
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Oil futures see modest rise as investors watch for U.S. jobs report
September 03, 2021
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CLV21
UK:BRNX21
CL/1
From
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Oil futures gain traction higher, as analysts point to decline in U.S. crude storage
September 02, 2021
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CLV21
CL00
From
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OPEC+ decision to keep increasing oil output feeds expectations for a 2022 surplus
September 01, 2021
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From
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Oil edges higher ahead of OPEC+ meeting
September 01, 2021
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UK:BRNX21
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CL00
From
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Oil futures edge lower as refineries struggle to reopen after Hurricane Ida
August 31, 2021
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CL00
CLV21
From
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Here’s why this billionaire investor predicts cryptocurrencies will ‘go to zero’
August 30, 2021
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AFRM
AMZN
BAX
CCL
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CCL
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Hurricane Ida sends gasoline prices jumping as it knocks refineries offline
August 30, 2021
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CLV21
UK:BRN00
UK:BRNX21
From
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Stock futures steady as Wall Street gets ready to test records, while oil prices stumble
August 30, 2021
Tickers
COMP
SPX
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NQ00
SPX
CL00
From
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Nearly 95% of Gulf Coast oil and gas production offline as Hurricane Ida buffets Louisiana
August 29, 2021
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CLV21
NGV21
CL/1
From
MarketWatch
To pause or not to pause oil output increases is the question OPEC+ faces as it meets Wednesday
August 27, 2021
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UK:BRNV21
CLV21
CL/1
From
MarketWatch
Oil prices rise as tropical storm threatens Gulf of Mexico
August 27, 2021
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UK:BRNX21
CL00
CLV21
From
MarketWatch
Oil prices take breather after 3-day winning streak
August 26, 2021
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UK:BRN00
CLV21
UK:BRNV21
From
MarketWatch
Oil edges higher ahead of data expected to show drop in crude inventories
August 25, 2021
Tickers
BNTX
PFE
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BNTX
UK:BRNV21
UK:BRN00
From
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Oil prices build on rebound as demand worries fade, fire causes Mexico production outage
August 24, 2021
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CLV21
UK:BRNV21
UK:BRN00
From
MarketWatch
Oil jumps 3% in bid to snap 7-day losing streak as dollar retreats
August 23, 2021
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CL00
UK:BRN00
DXY
From
MarketWatch
U.S. oil benchmark on track for nearly 8% weekly fall
August 20, 2021
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CLU21
UK:BRN00
UK:BRNV21
From
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Oil prices tumble to 3-month lows on COVID worries, strong dollar
August 19, 2021
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CL/1
CL00
From
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