Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Featured Articles
Contrarian Notes Blog
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
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about CAD
Recent news which mentions CAD
US Stocks Likely To Open Higher, Investors Eye Fed Policy Meet Next Week: Broadcom, RH, Costco In Focus
December 13, 2024
Tickers
ADBE
AMTM
AVGO
CAD
Tags
Economics
Federal Reserve
Stories That Matter
From
Benzinga
USD/CAD forecast ahead of BoC decision, US inflation data
April 09, 2024
Tickers
CAD
USD
Tags
CAD
Central Banks
Bank of Canada
From
Invezz
USD/CAD forecast after the US and Canada jobs reports
April 05, 2024
Tickers
CAD
USD
Tags
USD
Forex
Trading Ideas
From
Invezz
Canadian Dollar Seeks Opportunities For Growth
March 14, 2024
Tickers
CAD
Tags
Forex
Benzinga
CAD
From
Benzinga
2024 EBITDA Guidance: Midstream/MLPs See Growth
March 12, 2024
Tickers
AM
AMNA
CAD
DTM
Tags
2025
WES
AMNA
From
ETF Trends
4Q23 Caps Solid Year for Midstream/MLP Buybacks
March 05, 2024
Tickers
AM
AMNA
CAD
ENB
Tags
Energy ETFs
KMI
energy infrastructure channel
From
ETF Trends
USD/CAD forecast ahead of BoC decision, US NFP data
March 02, 2024
Tickers
CAD
USD
Tags
Trading Ideas
CAD
USD
From
Invezz
AUD/CAD potential long opportunity as key resistance becomes support
February 20, 2024
Tickers
AUD
CAD
Tags
Trading Ideas
Technical Analysis
CAD
From
Invezz
USD/CAD long opportunity as the price approaches a key support level
February 16, 2024
Tickers
CAD
USD
Tags
CAD
Technical Analysis
Trading Ideas
From
Invezz
CAD/CHF long opportunity as the price breaks above a key resistance area
February 13, 2024
Tickers
CAD
Tags
Forex
CHF
CAD
From
Invezz
USD/CAD forecast: signal after the strong Canada jobs data
February 09, 2024
Tickers
CAD
USD
Tags
Trading Ideas
CAD
USD
From
Invezz
NZD/CAD technical analysis: potential buy opportunity as the price breaks a key resistance
February 09, 2024
Tickers
CAD
NZD
Tags
Forex
NZD
CAD
From
Invezz
GBP/CAD, USD/CAD analysis: Bank of Canada (BoC) decision preview
January 23, 2024
Tickers
CAD
USD
Tags
Trading Ideas
Bank of Canada
CAD
From
Invezz
USD/CAD: Loonie on edge ahead of Canada inflation report
January 15, 2024
Tickers
CAD
USD
Tags
USD
Forex
CAD
From
Invezz
USD/CAD forex: signal ahead of NFP and Canada jobs data
January 04, 2024
Tickers
CAD
USD
Tags
USD
Forex
CAD
From
Invezz
CAD/JPY sell prospects amidst a strengthening Japanese yen
December 11, 2023
Tickers
CAD
USD
Tags
Technical Analysis
USD
CAD
From
Invezz
USD/CAD analysis and Bank of Canada (BoC) decision preview
December 05, 2023
Tickers
CAD
USD
Tags
CAD
Bank of Canada
Trading Ideas
From
Invezz
USD/CAD forecast: signal after the US PCE, Canada GDP data
November 30, 2023
Tickers
CAD
USD
Tags
Trading Ideas
CAD
USD
From
Invezz
AUD/CAD buy signal: riding the emerging bullish trend
November 02, 2023
Tickers
AUD
CAD
Tags
CAD
Technical Analysis
Trading Ideas
From
Invezz
USD/CAD forecast: signal as the BoC leaves rates intact
October 25, 2023
Tickers
CAD
USD
Tags
CAD
Trading Ideas
Bank of Canada
From
Invezz
CAD/JPY price forecast ahead of the Bank of Canada’s rate decision
October 25, 2023
Tickers
CAD
Tags
Interest Rate
Trading Ideas
Bank of Canada
From
Invezz
CAD/JPY buy signal: riding the trend continuation
September 26, 2023
Tickers
CAD
Tags
Forex
CAD
Trading Ideas
From
Invezz
GBP/CAD buy opportunity emerges amidst exhausting bearish trend
September 21, 2023
Tickers
CAD
GBP
Tags
Technical Analysis
GBP
Trading Ideas
From
Invezz
NZD/CAD sell alert: New Zealand Dollar weakens against Canadian Dollar
September 18, 2023
Tickers
CAD
NZD
Tags
Forex
NZD
CAD
From
Invezz
Bottom Fishing Opportunity: CAD/CNH Pair Signals Potential Rebound
July 21, 2023
Tickers
CAD
Tags
Markets
CAD
Chinese Yuan
From
Benzinga
EUR/CAD Signals Bearish Trend As Euro Faces Economic Pressure
July 21, 2023
Tickers
CAD
EURO
Tags
Markets
euro
CAD
From
Benzinga
CAD Inflation Data: Following the US Trend with Potential Slowdown!
July 17, 2023
Tickers
CAD
Tags
Forex
Canadian dollar
Canada Inflation Rate
From
Benzinga
NFP forecast May 2022: Three forex pairs to trade after today data release
May 06, 2022
Tickers
CAD
EUR
GBP
USD
Tags
USD
GBP
Market Analysis
From
Invezz
NFP Forecast March 2022: 3 FX pairs to watch after today’s data release
March 04, 2022
Tickers
CAD
EUR
GBP
USD
Tags
Market Analysis
GBP
USD
From
Invezz
HOOPS Exchange Helps AVEVA Establish 3D Model Foundation for Digital Twin Platform
February 15, 2022
Tickers
CAD
Tags
CAD
Chemicals
design & engineering
From
PRUnderground
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.