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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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
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Toronto-Dominion Bank
(TSX:
TD
)
131.17
+0.02 (+0.02%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 9, 2026
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Toronto's Housing Crossroads: New Renoviction Bylaw Meets Surging Mortgage Delinquencies
August 04, 2025
Toronto's real estate landscape is undergoing a significant transformation, marked by the recent implementation of a stringent "Renovictions Bylaw" designed to shield tenants from displacement,...
Via
MarketMinute
Topics
Economy
TD Bank Survey Finds Americans are Ready to Embrace AI, but Have Yet to Unlock Its Full Potential
June 17, 2025
From
TD Bank
Via
Business Wire
TD Bank Named the Official Bank of the Connecticut Sun
May 28, 2025
From
TD Bank
Via
Business Wire
Small Business Owners Are Not as Financially Prepared as They May Think, According to TD Bank Survey
May 01, 2025
From
TD Bank
Via
Business Wire
One in Three Americans Caught Flat-Footed on Financial Preparedness, TD Bank Report Reveals
April 23, 2025
From
TD Bank
Via
Business Wire
TD Announces Opening of New Layer 6 Office in New York City
April 22, 2025
From
TD Bank
Via
Business Wire
Charles Schwab Stock: Trading Up in a Down Market
April 04, 2025
Even as the stock market sells out, Schwab stock has been resilient amassing invest assets of over $10.28 trillion as shares trade up 5% YTD as of Mar 28, 2025.
Via
MarketBeat
Topics
ETFs
Economy
World Trade
TD Bank Ranks No. 1 in Florida in J.D. Power Retail Banking Study
March 28, 2025
From
TD Bank
Via
Business Wire
Ready to Sign on the Dotted Line: TD Bank Survey Reveals Majority of First-Time Homebuyers Express Optimism and Financial Readiness
March 20, 2025
From
TD Bank
Via
Business Wire
TD Awards $4 Million to U.S. Nonprofit Organizations Supporting Small Business Owners
March 19, 2025
From
TD Bank
Via
Business Wire
Commercial Property Values Drive Optimism Around 2025 Investments, TD Bank Survey Finds
February 19, 2025
From
TD Bank
Via
Business Wire
Deal Dispatch: TD Bank To Sell Charles Schwab Stake? Eyenovia, Smart Share Hit Auction Block
↗
January 10, 2025
TD Bank is considering a Charles Schwab stake sale while Disney inks deal with FuboTV. Meanwhile, bankruptcy cases spiked in 2024.
Via
Benzinga
Topics
Bankruptcy
The Future for Restaurants is Bright (and Tech-Driven), TD Bank Survey Finds
December 12, 2024
From
TD Bank
Via
Business Wire
TD Bank's Annual Survey Reveals Holiday Shoppers This Year Plan to Trim Spending & Avoid Overspending
November 19, 2024
From
TD Bank
Via
Business Wire
TD Bank Survey Finds that U.S. Homeowners are Staying Put Amid Low Housing Supply and Leveraging Home Equity to Build Wealth, Consolidate Debt and Finance Major Renovations
November 14, 2024
From
TD Bank
Via
Business Wire
U.S. Veteran-Owned and -Led Businesses Cautious on Economic Outlook, New TD Bank Survey Shows
November 12, 2024
From
TD Bank
Via
Business Wire
TD Bank Ranks No. 1 in SBA Lending for 8th Straight Year
October 30, 2024
From
TD Bank
Via
Business Wire
TD Announces $500,000 in Contributions to Aid Hurricane Helene Relief and Recovery
October 03, 2024
From
TD
Via
Business Wire
TD Bank Offers Customer Program TD Cares Following Hurricane Helene
September 27, 2024
From
TD Bank
Via
Business Wire
TD Bank Announces Andy Bregenzer and Jill Gateman as Co-Heads of U.S. Commercial Banking
September 26, 2024
From
TD Bank
Via
Business Wire
Charles Schwab’s Initiative Changes Are a Long-Term Positive
September 05, 2024
Charles Schwab is the leading retail brokerage that continues to grow. In its second quarter, it achieved record client asset growth of 17% YoY to $9.4 trillion
Via
MarketBeat
TD Bank Named a Top 50 Community-Minded Business by Chamber of Commerce for Greater Philadelphia and Points of Light
August 27, 2024
From
TD Bank
Via
Business Wire
Chris Ward Joins TD Bank as Regional President of the Mid-South Metro
August 13, 2024
From
TD Bank
Via
Business Wire
TD Bank Announces Enhancements to TD Cash Secured Credit Card
August 06, 2024
From
TD Bank
Via
Business Wire
TD Bank Survey Reveals Nearly One-third of Consumers Are Cutting Back Spending As Inflation Pains Linger
July 30, 2024
From
TD Bank
Via
Business Wire
2024 TD Ready Challenge Focuses on Addressing Systemic Barriers Faced by Underserved Small Business Owners: $10 million in Grants Available for Innovative Solutions
July 24, 2024
From
TD Bank Group
Via
Business Wire
TD Bank Celebrates 10 Years of Recognition as a "Best Place to Work for Disability Inclusion"
July 16, 2024
From
TD Bank
Via
Business Wire
TD Bank Announces Creation of Community Advisory Board to Manage Signature $20 Billion Community Impact Plan
July 11, 2024
From
TD Bank
Via
Business Wire
A Majority of Homeowners Remain Optimistic about Purchasing Homes Despite Challenges, TD Bank Survey Finds
July 10, 2024
From
TD Bank
Via
Business Wire
TD Bank Launches "Chosen First Name" Feature to Help Drive Inclusive Banking Experiences
June 13, 2024
From
TD Bank
Via
Business Wire
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