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home
about us
Investment Approach
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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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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Rogers Communications
(NY:
RCI
)
36.29
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Jan 28, 2026
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Rogers Announces Pricing of Cash Tender Offers for Eight Series of U.S. Dollar Debt Securities
July 18, 2025
From
Rogers Communications, Inc.
Via
GlobeNewswire
Rogers Launches Satellite-to-Mobile Service in Canada
July 15, 2025
From
Rogers Communications Canada Inc.
Via
GlobeNewswire
Rogers Announces Cash Tender Offers for Eight Series of U.S. Dollar Debt Securities
July 11, 2025
From
Rogers Communications, Inc.
Via
GlobeNewswire
Earnings Scheduled For April 23, 2025
↗
April 23, 2025
Via
Benzinga
Rogers Announces Cash Tender Offers for Six Series of Debt Securities
July 11, 2025
From
Rogers Communications, Inc.
Via
GlobeNewswire
Rogers Becomes Majority Owner of Maple Leaf Sports & Entertainment
July 02, 2025
From
Rogers Communications Canada Inc.
Via
GlobeNewswire
Rogers Communications 2Q25 Investment Community Teleconference July 23, 2025 at 8:00 a.m. ET
June 26, 2025
From
Rogers Communications, Inc.
Via
GlobeNewswire
Rogers closes CDN$7 billion equity investment transaction
June 20, 2025
From
Rogers Communications, Inc.
Via
GlobeNewswire
Rogers comments on CRTC’s NBA TV Canada approval
June 12, 2025
From
Rogers Communications Canada Inc.
Via
GlobeNewswire
Canada's 32-Year Stanley Cup Drought Could End In 2025: Oilers Vs. Panthers, Odds, Schedule, How To Watch
↗
June 04, 2025
Via
Benzinga
Rogers Receives League Approvals on MLSE Acquisition
June 04, 2025
From
Rogers Communications Canada Inc.
Via
GlobeNewswire
Gabelli Funds to Host 17th Annual Media & Entertainment Symposium Thursday, June 5, 2025
June 03, 2025
From
Gabelli Funds
Via
GlobeNewswire
Rogers Xfinity TV now delivers the most content in Canada
May 15, 2025
From
Rogers Communications Canada Inc.
Via
GlobeNewswire
Gabelli Funds to Host 17th Annual Media & Entertainment Symposium Thursday, June 5, 2025
May 12, 2025
From
Gabelli Funds
Via
GlobeNewswire
Rogers Communications Announces Voting Results from Annual General Meeting of Shareholders
April 23, 2025
From
Rogers Communications, Inc.
Via
GlobeNewswire
Rogers Communications Q1 Earnings Beat Expectations, Reiterates Outlook
↗
April 23, 2025
Rogers Communications beats Q1 earnings estimates and maintains FY25 service revenue growth outlook of 0%-3%.
Via
Benzinga
Topics
Earnings
Rogers Communications Reports First Quarter 2025 Results
April 23, 2025
From
Rogers Communications, Inc.
Via
GlobeNewswire
Rogers Communications Declares 50 Cents per Share Quarterly Dividend
April 23, 2025
From
Rogers Communications, Inc.
Via
GlobeNewswire
Rogers Communications Inc. Announces Successful Completion of Consent Solicitations for Senior Notes to Facilitate Subsidiary Equity Investment
April 16, 2025
From
Rogers Communications, Inc.
Via
GlobeNewswire
3 High-Yielding Dividend Stocks Near Their 52-Week Lows to Buy Right Now
↗
April 09, 2025
Via
The Motley Fool
Topics
Intellectual Property
Rogers Scores $5 Billion Blackstone Deal To Cut Debt, Unlock Wireless Infrastructure Value
↗
April 04, 2025
Blackstone and top Canadian investors will inject ~$5B into Rogers Communications for a minority stake in its wireless infrastructure unit. The deal aims to reduce Rogers' debt and enhance long-term...
Via
Benzinga
Rogers concludes definitive agreement for CDN$7 billion equity investment
April 04, 2025
From
Rogers Communications, Inc.
Via
GlobeNewswire
Trump's Tariff Push Raises NHL Concerns: League Hopes For Return To 'Normal Reality'
↗
April 03, 2025
The NHL has seven Canadian teams and pays its players in US Dollars. A look at how tariffs could impact the North American sports league.
Via
Benzinga
Topics
Government
World Trade
Rogers Communications Inc. Announces Consent Solicitations for Senior Notes to Facilitate Subsidiary Equity Investment
April 04, 2025
From
Rogers Communications, Inc.
Via
GlobeNewswire
The NHL and Rogers Announce Monumental 12-Year National Media Rights Deal
April 02, 2025
From
Rogers Communications Canada Inc.
Via
GlobeNewswire
Rogers Communications 1Q25 Investment Community Teleconference April 23, 2025 at 8:00 a.m. ET
March 25, 2025
Reminder of Annual General Meeting of Shareholders
From
Rogers Communications, Inc.
Via
GlobeNewswire
Rogers Communications Inc. Files Annual Report to Shareholders
March 06, 2025
From
Rogers Communications, Inc.
Via
GlobeNewswire
Rogers Communications Inc. Announces Pricing of Public Offering of US$2.1 billion Fixed-to-Fixed Rate Subordinated Notes and Canadian Private Placement of Cdn$1.0 billion Fixed-to-Fixed Rate Subordinated Notes
February 10, 2025
From
Rogers Communications, Inc.
Via
GlobeNewswire
Rogers Communications Q4 Earnings Miss Expectations, Amid Investments In Core Businesses
↗
January 30, 2025
Rogers Communications Q4 earnings miss expectations with lower-than-expected sales, but sees growth in wireless and media revenues.
Via
Benzinga
Topics
Earnings
Rogers Communications Declares 50 Cents per Share Quarterly Dividend
January 30, 2025
April 2, 2025 payment date following March 10, 2025 record date
From
Rogers Communications, Inc.
Via
GlobeNewswire
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