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 SLF
Recent news which mentions SLF
10 Top Canadian Dividend Stocks, Ranked In Order
August 22, 2025
Tickers
BSRTF
DNGDF
FSV
MGA
Tags
WFG
BSRTF
FSV
From
TalkMarkets
Earnings Scheduled For August 7, 2025
August 07, 2025
Tickers
AAOI
ABCL
ABL
ACA
Tags
GSAT
FOXF
FWONK
From
Benzinga
Earnings Scheduled For May 8, 2025
May 08, 2025
Tickers
AAOI
ABCL
ABEV
ABL
Tags
OUST
GRWG
H
From
Benzinga
Earnings Scheduled For February 12, 2025
February 12, 2025
Tickers
ACRE
ADN
AEIS
AEMD
Tags
GROW
RGLD
VRT
From
Benzinga
Sun Life Financial Analysts Highlight Strong Q2 Earnings, Driven By Canadian, Asian Growth
August 13, 2024
Tickers
SLF
Tags
Top Stories
SLF
RBC Capital Markets
From
Benzinga
SLF Stock Earnings: Sun Life Financial Beats EPS, Beats Revenue for Q2 2024
August 12, 2024
Tickers
SLF
Tags
Market News
NYSE:SLF
Earnings Reports
From
InvestorPlace
Dow Settles Higher But Records Weekly Loss: Greed Index Remains In 'Extreme Fear' Zone
August 12, 2024
Tickers
BEKE
DOCS
ITI
MNDY
Tags
ITI
MNDY
Market News
From
Benzinga
Monday.com, Sun Life Financial And 3 Stocks To Watch Heading Into Monday
August 12, 2024
Tickers
BEKE
BRT
FTRE
MNDY
Tags
BEKE
Markets
Trading Ideas
From
Benzinga
SLF Stock Earnings: Sun Life Financial Misses EPS for Q1 2024
May 09, 2024
Tickers
SLF
Tags
Market News
NYSE:SLF
Earnings Reports
From
InvestorPlace
Earnings Scheduled For February 7, 2024
February 07, 2024
Tickers
ACLS
ADN
ADNT
ALCO
Tags
BARK
PNNT
NWSA
From
Benzinga
A Preview Of Sun Life Financial's Earnings
February 06, 2024
Tickers
SLF
Tags
Market News
Benzinga
BZI/EP
From
Benzinga
Sun Life Financial's Ex-Dividend Date Is Tuesday, Here's What You Need To Know
November 23, 2023
Tickers
SLF
Tags
Market News
Benzinga
BZI/ExDiv
From
Benzinga
Earnings Scheduled For November 13, 2023
November 13, 2023
Tickers
AACG
ABL
ABOS
ACIC
Tags
VEV
ELUT
NXGL
From
Benzinga
Monday Is Your Last Chance To Buy Sun Life Financial Before The Dividend Payout
August 24, 2023
Tickers
SLF
Tags
BZI/ExDiv
Benzinga
Market News
From
Benzinga
Credit Suisse Maintains Outperform Rating for Sun Life Financial: Here's What You Need To Know
August 10, 2023
Tickers
SLF
Tags
SLF
Market News
Benzinga
From
Benzinga
Analyst Forecasts Bright Future For Sun Life Financial: Upgrades To Outperform, Expecting Strong EPS Growth
May 15, 2023
Tickers
SLF
Tags
Large Cap
Analyst Color
Benzinga
From
Benzinga
Earnings Scheduled For May 11, 2023
May 11, 2023
Tickers
RAIN
RCEL
REAX
RGTI
Tags
VSTA
SCL
TOVX
From
Benzinga
Earnings Outlook For Sun Life Financial
May 10, 2023
Tickers
SLF
Tags
SLF
Earnings
BZI/EP
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For February 10, 2023
February 10, 2023
Tickers
AAWH
ABBV
AFRM
APO
Tags
STX
FREY
MLM
From
Benzinga
Earnings Outlook For Sun Life Financial
February 07, 2023
Tickers
SLF
Tags
SLF
Earnings
Benzinga
From
Benzinga
Preview: Sun Life Financial's Earnings
February 07, 2023
Tickers
SLF
Tags
Earnings
SLF
BZI/EP
From
Benzinga
Will Investors Notice Exciting Sign On Sun Life Finl's Chart?
January 18, 2023
Tickers
SLF
Tags
Benzinga
BZI/CROSS
Trading Ideas
From
Benzinga
Earnings Scheduled For November 2, 2022
November 02, 2022
Tickers
QMCO
QRVO
RACE
RARE
Tags
SMG
SHC
RVLV
From
Benzinga
Earnings Outlook For Sun Life Financial
November 01, 2022
Tickers
SLF
Tags
Earnings
SLF
BZI/EP
From
Benzinga
7 Best Insurance Stocks to Buy Now
July 19, 2022
Tickers
AFL
ALL
MET
PGR
Tags
SLF
UNH
Market News
From
InvestorPlace
3 Under-the-Radar Stocks That Could Make You Boatloads of Passive Income
June 17, 2022
Tickers
NTB
SLF
STOR
Tags
SLF
NTB
STOR
From
Motley Fool
BMO Capital Cuts Sun Life Financials' Price Target By 4%
June 01, 2022
Tickers
SLF
Tags
Analyst Ratings
Market News
Canada
From
Benzinga
Earnings Scheduled For May 11, 2022
May 11, 2022
Tickers
CSTE
CTKB
CYCC
CYN
Tags
SLF
PAAS
ICL
From
Benzinga
A Preview Of Sun Life Financial's Earnings
May 10, 2022
Tickers
SLF
Tags
BZI/EP
Benzinga
Market News
From
Benzinga
Will Chart Analysts Notice Bad Omen on Sun Life Finl's Chart
April 27, 2022
Tickers
SLF
Tags
SLF
Market News
Movers
From
Benzinga
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.