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about us
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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
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
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Sample Portfolio
Back Dated Performance Reports
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Back Dated Performance Reports
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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
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EVENTS
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Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Canadian Rail Potash Pact, Productivity Rebound in British Columbia
December 27, 2021
Tickers
CNI
CP
Tags
CNI
Benzinga
Partner Content
From
Benzinga
Canadian Pacific Railway, Canpotex Ink New Long-Term Agreement
December 23, 2021
Tickers
CP
Tags
Market News
Benzinga
Contracts
From
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Hopeful Golden Cross Forms On Canadian Pacific Railway's Chart
December 21, 2021
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CP
Tags
Market News
Movers
Trading Ideas
From
Benzinga
CP, KCS Now Shipping Heavy Canadian Crude to Gulf Coast
December 16, 2021
Tickers
CP
KSU
Tags
Commodities
Freightwaves
Market News
From
Benzinga
Canadian Pacific's Megadeal for Kansas City Southern Is Done... Sorta
December 15, 2021
Tickers
CNI
CP
KSU
Tags
Market News
Recent Press Releases
CNI
From
Motley Fool
Jim Cramer Shares His Thoughts On Canadian Pacific Railway, Royalty Pharma And More
December 10, 2021
Tickers
CP
DAC
IONS
KSU
Tags
Trading Ideas
Jim Cramer
KSU
From
Benzinga
GameStop Is Falling, But This Big-Cap Star Is Playing to Win
December 08, 2021
Tickers
CP
DJI
EPAM
GME
Tags
^GSPC
GME
^DJI
From
Motley Fool
EPAM Stock Alert: Mark Your Calendars for Dec. 14 as EPAM Systems Joins the S&P 500
December 08, 2021
Tickers
CP
EPAM
KSU
Tags
Market News
NYSE:EPAM,NYSE:KSU,NYSE:CP
CP
From
InvestorPlace
CN Reopens Key Port of Vancouver Rail Line — Again
December 06, 2021
Tickers
CNI
CP
Tags
Benzinga
Market News
CNI
From
Benzinga
Jim Cramer Weighs In On Carnival, Canadian Pacific Railway And More
December 02, 2021
Tickers
CCL
CP
DCRC
FLGT
Tags
Market News
NCLH
Media
From
Benzinga
Deutsche Bank Slows Approach to Transportation Stocks in 2022
November 29, 2021
Tickers
CP
CSX
DB
FDX
Tags
CSX
KSU
Partner Content
From
Benzinga
CSX, Canadian Pacific Lauded for Efforts to Reduce GHGs
November 29, 2021
Tickers
CP
CSX
GBX
WAB
Tags
Freight
CP
CSX
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For November 29, 2021
November 29, 2021
Tickers
ACXP
ADGI
AFRM
ALLE
Tags
UPS
HPP
APLS
From
Benzinga
Union Pacific Wants STB to Put CP-KCS Merger Application on Ice
November 22, 2021
Tickers
CNI
CP
CSX
KSU
Tags
Freight
CP
Benzinga
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For November 16, 2021
November 16, 2021
Tickers
ADBE
ADSK
ALGT
ANIK
Tags
ZI
WEN
ZEN
From
Benzinga
Surface Transportation Board Proposes Schedule to Review CP-KCS Merger
November 03, 2021
Tickers
CP
KSU
Tags
Regulations
Benzinga
Government
From
Benzinga
Is Canadian National a Buy After Its Unsuccessful Merger Attempt With Kansas City Southern?
November 03, 2021
Tickers
CNI
CP
KSU
SNOW
Tags
SNOW
CP
KSU
From
Motley Fool
Key Takeaways From Canadian National's Q3 Earnings Report
November 03, 2021
Tickers
BTC
CNI
CP
IBKR
Tags
CNI
KSU
BTC
From
Motley Fool
Canadian Pacific Gets CA$15M Grant for Hydrogen Locomotive Conversions
November 03, 2021
Tickers
CP
Tags
Freightwaves
Market News
Partner Content
From
Benzinga
3 Railroad Stocks to Board Before a Breakout
November 03, 2021
Tickers
CP
JPM
KSU
NSC
Tags
KSU
NSC
CP
From
InvestorPlace
CP and KCS File Merger Application, CN Adds Board Member
November 01, 2021
Tickers
BRK-B
CNI
CP
KSU
Tags
Benzinga
CNI
M&A
From
Benzinga
After a Derailed Merger, Canadian National Gets Back on Track
October 21, 2021
Tickers
CNI
CP
KSU
Tags
CP
KSU
Market News
From
Motley Fool
Canadian Pacific Railway Limited (CP) Q3 2021 Earnings Call Transcript
October 20, 2021
Tickers
CP
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Market News
CP
From
Motley Fool
Canadian Pacific Railway Clocks 4% Revenue Growth In Q3; Cuts FY21 Volume Growth Outlook
October 20, 2021
Tickers
CP
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Briefs
Earnings
Guidance
From
Benzinga
Earnings Scheduled For October 20, 2021
October 20, 2021
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ABT
ANTM
ASML
BANR
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XM
SCL
LAD
From
Benzinga
A Preview Of Canadian Pacific Railway's Earnings
October 19, 2021
Tickers
CP
Tags
CP
Earnings
BZI/EP
From
Benzinga
Sparks From CN, CP Trains Did Not Cause Lytton Fire
October 18, 2021
Tickers
CNI
CP
Tags
Commodities
General
Freightwaves
From
Benzinga
CN, Shareholder Publicly Scuffle Over Railway's Leadership and Direction
October 06, 2021
Tickers
CNI
CP
KSU
UNP
Tags
CNI
Benzinga
KSU
From
Benzinga
CN, Canadian Pacific Foresee Lower Grain Volumes, Colder-Than-Normal Winter
October 04, 2021
Tickers
CNI
CP
Tags
News
Commodities
Market News
From
Benzinga
STB Keeps Busy With Mergers, Last-Mile Data, Reciprocal Switching
September 22, 2021
Tickers
CP
KSU
NSC
UNP
Tags
General
News
Commodities
From
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