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home
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
member log-in
contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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Back Dated Performance Reports
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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
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Client's Responsibilities
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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
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Additional Information
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Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
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Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Bank of Montreal
(NY:
BMO
)
141.73
+1.90 (+1.36%)
Official Closing Price
Updated: 7:00 PM EST, Feb 6, 2026
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Chipotle Falls About 9% After Hours Following Q2 Results
↗
July 24, 2025
After Chipotle Mexican Grill Inc. (NYSE: CMG) second-quarter earnings report was released, the stocks saw a dip 9.81% in its stock value during after-hours trading on Wednesday.
Via
Benzinga
Alterra IOS Secures $343 Million Loan Commitment from Truist, Bank of Montreal
July 16, 2025
Transaction brings total financing commitments across Alterra’s fully discretionary IOS funds to over $1.5 billion
From
Alterra IOS
Via
GlobeNewswire
Chevron Reportedly Seeking Buyers For Singapore Refinery Stake Amid Cost-Cutting Drive
↗
June 20, 2025
According to a Reuters report, the ownership stake in the refinery could fetch hundreds of millions of dollars.
Via
Stocktwits
Earnings Scheduled For February 25, 2025
↗
February 25, 2025
Via
Benzinga
Earnings Outlook For Bank of Montreal
↗
December 04, 2024
Via
Benzinga
Bank of Montreal Stock In Focus After $465M Burgundy Asset Deal, Retail’s Split
↗
June 20, 2025
Burgundy has assets under management worth $27 billion as of May 31, 2025.
Via
Stocktwits
Topics
Government
Azul Stock Sees 3400% Spike In Retail Chatter After Bankruptcy Filing
↗
May 29, 2025
The Brazilian airline stated that the agreements would help eliminate over $2 billion in debt.
Via
Stocktwits
Topics
Bankruptcy
Bank of Montreal Stock On Retail Radar After Q2 Profit Beat, Dividend Raise: Retail’s Extremely Bullish
↗
May 29, 2025
Its net income for the quarter ended April 30 rose to C$1.96 billion, or C$2.50 per share, compared with C$1.87 billion, or C$2.36 per share, a year earlier.
Via
Stocktwits
Topics
Economy
World Trade
Earnings Scheduled For May 28, 2025
↗
May 28, 2025
Via
Benzinga
Why Verve Therapeutics Zoomed 40% Higher This Week
↗
April 18, 2025
Via
The Motley Fool
Topics
Intellectual Property
Illya Bailey Elevates Global Market Confidence as THEBAILEYOFFI Investment Consortium Executes Sovereign-Scale Financial Transactions Across Capital Systems
April 15, 2025
Via
Get News
Canadian Banks Ranking 2025 – Which Bank To Hold?
↗
April 12, 2025
Whether you already hold one of these financial giants or are considering adding a bank to your portfolio, this will help you understand key strengths, weaknesses, and long-term investment potential.
Via
Talk Markets
Topics
Stocks / Equities
Make Big Bets on Gold With These 3 Leveraged Mining Funds
April 09, 2025
Explore three leveraged gold ETFs—GDXU, NUGT, and JNUG—as investors seek safe havens amid market turmoil. Learn how each fund plays gold’s 2025 surge.
Via
MarketBeat
Topics
ETFs
Economy
World Trade
Bank Of Montreal Expands Investment Offerings With New ETNs, Bitcoin Bet
↗
February 21, 2025
Leveraged and inverse ETNs cater to active traders looking for higher exposure to high-momentum sectors.
Via
Benzinga
Infinum, Your Majesty Join Forces to Form 400-Person Digital Powerhouse
February 21, 2025
Amsterdam, The Netherlands--(Newsfile Corp. - February 21, 2025) - Tech consultancy Infinum has acquired the renowned digital agency Your Majesty,...
Via
Newsfile
3 Unstoppable Dividend Stocks That Can Be Pillars to Build Your Portfolio Around
↗
January 23, 2025
Via
The Motley Fool
Justin Trudeau Will Step Down As Canada Faces Tension Over Trump Tariffs
↗
January 06, 2025
Trudeau announces resignation after 10 years as Canadian Prime Minister. Political turmoil may impact U.S.-traded stocks of Canadian companies.
Via
Benzinga
Topics
Government
Earnings Scheduled For December 5, 2024
↗
December 05, 2024
Via
Benzinga
Goldman Sachs, Morgan Stanley, Bank Of Montreal Cut Positions In Marvell Technology — Invesco, T. Rowe Price Doubled Down
↗
December 02, 2024
Via
Benzinga
Pineapple Announces Strategic Partnership with BMO to Expand Homeownership Accessibility in Canada
November 25, 2024
Toronto, Ontario--(Newsfile Corp. - November 25, 2024) - Pineapple Financial (NYSE American: PAPL) is excited to announce its strategic partnership...
Via
Newsfile
Over 20% of Billionaire Bill Ackman's Portfolio Is Invested in This Artificial Intelligence (AI) Stock -- and Wall Street Thinks It Will Soar More Than 20%
↗
October 16, 2024
Ackman has made a big bet on a company he thinks "will be a dominant player in AI for the very, very long term."
Via
The Motley Fool
Topics
Artificial Intelligence
Bank Of Montreal (BMO) Investigation: Bronstein, Gewirtz & Grossman, LLC Encourages Investors to Contact the Firm to Learn More About the Investigation
September 08, 2024
From
Bronstein, Gewirtz & Grossman, LLC
Via
Business Wire
Bank Of Montreal (BMO) Investigation: Bronstein, Gewirtz & Grossman, LLC Encourages Investors to Seek Compensation for Alleged Wrongdoings
August 30, 2024
From
Bronstein, Gewirtz & Grossman, LLC
Via
Business Wire
Why Bank of Montreal Stock Tanked on Tuesday
↗
August 27, 2024
Notably higher provisioning affected the bank's fundamentals.
Via
The Motley Fool
5 Top Bank Stocks To Watch And Trade In Canada In 2025
↗
August 14, 2024
As we look ahead to 2025, Canada’s banking sector continues to be a cornerstone of the nation’s financial stability and growth.
Via
Talk Markets
Jim Cramer Says This Utilities Stock 'Will Continue To Win,' Recommends Buying AMD
↗
August 01, 2024
Advanced Micro Devices, or AMD, is a buy, Jim Cramer said. The "Mad Money" host also recommended buying Bank of Montreal.
Via
Benzinga
BMO Stock Price Lags Its Canadian Peers: Is It A Good Buy Now?
↗
July 31, 2024
The Bank of Montreal stock price is the worst-performer among the big 4 Canadian banks this year. It has dropped by over 13% this year while TD has dropped by 5.10% and Bank of Nova Scotia is barely...
Via
Talk Markets
AMZN Stock Consensus: Why Wall Street Remains Bullish on Amazon
↗
July 30, 2024
The consensus view on Wall Street is that AMZN stock is undervalued and has upside potential, making now a great time to take a position.
Via
InvestorPlace
Hot Stocks: Top 3 Analyst Upgrades You Can’t Ignore in July
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July 26, 2024
Don't miss out on these three sizzling hot stocks, each handpicked for their recent analyst upgrades and the potential to boost portfolios.
Via
InvestorPlace
3 Green Energy Stocks That Could Grow Your Wealth
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July 19, 2024
Investors should consider these green energy stocks, each of which is a leader and delivers outsized returns to investors.
Via
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