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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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
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 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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Emera
(TSX:
EMA
)
70.13
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Feb 23, 2026
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Emera Incorporated Announces Dividend Rates for Series F and Series G First Preferred Shares
January 16, 2025
From
Emera Inc.
Via
Business Wire
Emera Declares Quarterly Dividends
January 13, 2025
From
Emera Inc.
Via
Business Wire
Emera Incorporated Announces Conversion Privilege of Cumulative Rate Reset First Preferred Shares, Series F
January 08, 2025
From
Emera Inc.
Via
Business Wire
Emera Announces Commencement of Exchange Offer
December 13, 2024
From
Emera Inc.
Via
Business Wire
Emera Announces Strategic Initiatives and Growth Plans at Investor Day
December 04, 2024
From
Emera Inc.
Via
Business Wire
Emera Announces Board Chair Transition
November 14, 2024
From
Emera Inc.
Via
Business Wire
Emera Reports 2024 Third Quarter Financial Results
November 08, 2024
From
Emera Inc.
Via
Business Wire
Emera Teleconference on November 8 to Discuss Q3 2024 Results
October 15, 2024
From
Emera Inc.
Via
Business Wire
Emera Declares Quarterly Dividends
October 11, 2024
From
Emera Inc.
Via
Business Wire
Tropical Storm Helene Set To Become Hurricane: Generac, Duke Energy Stocks React As Florida Braces
↗
September 25, 2024
Forecasted to become a hurricane, Tropical Storm Helene is expected to hit Florida on Thursday, causing potential flooding and affecting multiple companies
Via
Benzinga
Federal Government Loan Guarantee Agreement Finalized To Help Manage Replacement Energy Costs for Nova Scotia Power Customers
September 24, 2024
From
Emera Inc.
Via
Business Wire
Emera Announces Increase in Common Dividend, Marking 18 Consecutive Years of Growth
September 18, 2024
From
Emera Inc.
Via
Business Wire
Emera Reports 2024 Second Quarter Financial Results
August 09, 2024
From
Emera Inc.
Via
Business Wire
Emera Announces Sale of New Mexico Gas Company to Bernhard Capital Partners
August 05, 2024
From
Emera Inc.
Via
Business Wire
Emera Declares Quarterly Dividends
July 12, 2024
From
Emera Inc.
Via
Business Wire
Emera Teleconference on August 9 to Discuss Q2 2024 Results
July 09, 2024
From
Emera Inc.
Via
Business Wire
Emera Appoints New Director to the Board
June 26, 2024
From
Emera Inc.
Via
Business Wire
Emera Announces Strategic Reallocation of Capital to Drive Long-Term Growth; Updates Growth Guidance
June 28, 2024
From
Emera Inc.
Via
Business Wire
Emera Incorporated announces the closing of the offering of US$500 million Aggregate Principal Amount of Fixed-to-Fixed Reset Rate Junior Subordinated Notes
June 18, 2024
From
Emera Inc.
Via
Business Wire
Emera Completes Transaction to Transfer Equity Interest in Labrador Island Link
June 04, 2024
From
Emera Inc.
Via
Business Wire
Labrador Island Link Welcomes New Investor
May 28, 2024
From
Emera Inc.
Via
Business Wire
Emera Inc. Subsidiary Nova Scotia Power Reaches Settlement Agreement on General Rate Application, Including Fuel and Non-fuel Rates for 2023 and 2024
November 24, 2022
From
Emera Inc.
Via
Business Wire
Emera Teleconference on November 11 to Discuss Q3 2022 Results
October 11, 2022
From
Emera Inc.
Via
Business Wire
Emera Declares Quarterly Dividends
October 12, 2021
From
Emera Inc.
Via
Business Wire
Tampa Electric Reaches Unanimous Settlement Agreement in Rate Case
August 06, 2021
From
Emera Inc.
Via
Business Wire
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