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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
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Mogo Inc. - Common Shares
(NQ:
MOGO
)
1.560
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EDT, Oct 31, 2025
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Press Releases about Mogo Inc. - Common Shares
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Mogo to Announce Q3 2025 Financial Results November 7, 2025
October 31, 2025
From
Mogo Inc.
Via
Business Wire
Mogo Applies to Extend the Expiry Date of Certain Warrants
September 19, 2025
From
Mogo Inc.
Via
Business Wire
Mogo Announces Appointment of Joanna Floyd to Board of Directors
September 16, 2025
From
Mogo Inc.
Via
Business Wire
Mogo to Present at the H.C. Wainwright 27th Annual Global Investment Conference
September 03, 2025
From
Mogo Inc.
Via
Business Wire
Mogo Reports Positive Net Income and Strong Growth in Wealth and Payments in Q2 2025
August 07, 2025
From
Mogo Inc.
Via
Business Wire
Mogo Monetizes $13.8 Million of WonderFi Stake and Increases Bitcoin Holdings
August 04, 2025
From
Mogo Inc.
Via
Business Wire
Mogo Files Early Warning Report Following Partial Disposition of Shares of WonderFi Technologies
August 01, 2025
From
Mogo Inc.
Via
Business Wire
Mogo to Announce Q2 2025 Financial Results August 7, 2025
August 01, 2025
From
Mogo Inc.
Via
Business Wire
Mogo Initiates Process to Obtain Full Crypto Regulatory Approval in Canada
July 30, 2025
From
Mogo Inc.
Via
Business Wire
Mogo’s WonderFi Stake Set for Monetization Following Shareholder Approval of Robinhood Acquisition
July 21, 2025
From
Mogo Inc.
Via
Business Wire
Mogo Acquires 9% Stake in Bitcoin & Gold Treasury Company Digital Commodities Capital Corp.
July 11, 2025
From
Mogo Inc.
Via
Business Wire
Mogo Repurchases 2% of Outstanding Shares in Q2 2025
July 07, 2025
From
Mogo Inc.
Via
Business Wire
Synergy’s (NASDAQ: SNYR) “FOCUSfactor” Massive 50,000 Store Expansion Including Walmart (NYSE: WMT) Canada – Alongside MOGO, ELWS, DAIC – Stocks Under $5 to Watch
July 02, 2025
Via
AB Newswire
Topics
Initial Public Offering
Intellectual Property
Mogo Announces $50 Million Bitcoin Treasury Authorization and Strategic Alignment with Bitcoin Across the Organization
July 02, 2025
From
Mogo Inc.
Via
Business Wire
Mogo Announces Results of its Annual General Meeting of Shareholders
June 30, 2025
From
Mogo Inc.
Via
Business Wire
Mogo Applies to Extend the Expiry Dates of Certain Warrants
June 13, 2025
From
Mogo Inc.
Via
Business Wire
Mogo Portfolio Company WonderFi Announces Definitive Agreement to be Acquired by Robinhood Markets
May 13, 2025
From
Mogo Inc.
Via
Business Wire
Mogo to Participate in the D. Boral Capital Inaugural Global Conference
May 09, 2025
From
Mogo Inc.
Via
Business Wire
Mogo Reports Results for Q1 2025
May 08, 2025
From
Mogo Inc.
Via
Business Wire
Mogo to Announce Q1 2025 Financial Results May 8, 2025
May 02, 2025
From
Mogo Inc.
Via
Business Wire
Mogo Reports Results for Q4 & FY 2024
March 20, 2025
From
Mogo Inc.
Via
Business Wire
Mogo to Announce Q4 2024 Financial Results March 20, 2025
March 19, 2025
From
Mogo Inc.
Via
Business Wire
Mogo Announces Three-Year Extension to Credit Facility with Fortress Investment Group
February 28, 2025
From
Mogo Inc.
Via
Business Wire
Mogo’s Digital Payments Subsidiary Carta Worldwide Reports 23% Increase in Quarterly Transaction Volume to Record $3.0 Billion
November 12, 2024
From
Mogo Inc.
Via
Business Wire
Mogo Reports Results for Q3 2024 and Expects Positive Adjusted Net Income for 2025
November 06, 2024
From
Mogo Inc.
Via
Business Wire
Mogo to Announce Q3 2024 Financial Results November 6, 2024
October 28, 2024
From
Mogo Inc.
Via
Business Wire
Mogo to Participate in the H.C. Wainwright 26th Annual Global Investment Conference
September 05, 2024
From
Mogo Inc.
Via
Business Wire
Mogo Reports Results for Q2 2024
August 08, 2024
From
Mogo Inc.
Via
Business Wire
Mogo to Announce Q2 2024 Financial Results August 8, 2024
July 29, 2024
From
Mogo Inc.
Via
Business Wire
Mogo Becomes Exclusive Canadian Partner of Top-Ranked Wall Street Investment Strategist Tom Lee & Fundstrat to Bring Their Equity Market Research to Mogo’s Digital Wealth Customers
July 23, 2024
From
Mogo Inc.
Via
Business Wire
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