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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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Bank of Nova Scotia
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+0.09 (+0.12%)
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Updated: 7:00 PM EST, Dec 26, 2025
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Press Releases about Bank of Nova Scotia
The Bank of Nova Scotia (NYSE: BNS) Highlighted for Surprising Price Action
February 27, 2024
Via
Investor Brand Network
Topics
Credit Cards
Nova Credit Expands into Canada, Partnering with Scotiabank as First Canada-Based Bank to Serve Newcomers with Global Credit Underwriting
July 25, 2023
From
Nova Credit
Via
Business Wire
3 Canadian Banks That Just Increased Their Dividends
March 06, 2023
Three of the largest Canadian banks, the Royal Bank of Canada, the Bank of Montreal, and the Bank of Novia Scotia all raised their dividends recently.
Via
MarketBeat
Topics
ETFs
Today is Talk With Our Kids About Money Day Across Canada
April 14, 2021
SOURCE: Scotiabank
Via
3BL Media
Scotiabank Targets $10 Billion Commitment in Support of Affordable Housing in Canada
April 12, 2021
SOURCE: Scotiabank
Via
3BL Media
Scotiabank and BNP Paribas launch structured products on MSCI Food Revolution and Ageing Society Indexes
August 09, 2022
From
BNP Paribas
Via
Business Wire
Scotiabank Grows Net Zero Research Fund to $10 Million
November 15, 2021
SOURCE: Scotiabank
Via
3BL Media
Topics
Climate Change
Economy
Emissions
Scotiabank Expands Mental Health Benefit to $10,000 Per Year and Launches Mental Health Workshops for Employees in Canada
November 11, 2021
SOURCE: Scotiabank
Via
3BL Media
The Edge of Energy Ep. 8: Taking on the Climate Crisis With a Renewed Energy
November 04, 2021
SOURCE: Scotiabank
Via
3BL Media
Scotiabank Announces Further Support for Canadian Literary Arts With Little Free Library and Scotiabank Giller Prize Collaboration
November 02, 2021
SOURCE: Scotiabank
Via
3BL Media
Teaming up to Support Emergency Physicians - Md Financial Management Inc. And Scotiabank Renew Agreement With Canadian Association of Emergency Physicians
October 29, 2021
SOURCE: Scotiabank
Via
3BL Media
Pandenomics Podcast Ep. 18: Small Businesses Look to Bounce Back With Community Support
September 01, 2021
SOURCE: Scotiabank
Via
3BL Media
Topics
Economy
Scotiabank Stepping up Fight to End Human Trafficking With New Funding for Innovative Programs
August 25, 2021
SOURCE: Scotiabank
Via
3BL Media
Topics
Credit Cards
Scotiabank Issues USD 1 Billion Sustainability Bond
August 19, 2021
SOURCE: Scotiabank
Via
3BL Media
Topics
Bonds
Economy
Emissions
Scotiabank's Net Zero Research Fund Now Accepting Applications in Celebration of World Environment Day
June 04, 2021
SOURCE: Scotiabank
Via
3BL Media
Topics
Climate Change
Economy
Al Monaco, President and Chief Executive Officer of Enbridge, Presents at Scotiabank ESG Conference
June 04, 2021
SOURCE: Enbridge
Via
3BL Media
Add This Podcast to Your List: The Edge of Energy, Presented by Scotiabank and Produced by the Walrus Lab
April 23, 2021
SOURCE: Scotiabank
Via
3BL Media
Topics
Climate Change
Economy
Emissions
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