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home
about us
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Firm ADV PDFs
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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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Toronto-Dominion Bank
(NY:
TD
)
95.45
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Feb 4, 2026
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3 Incredibly Cheap High-Yield Bank Stocks to Buy Now
↗
January 28, 2024
The yields on this trio of Canadian banks are near their highest levels of the past decade. The problems they face aren't that bad.
Via
The Motley Fool
2 Bank Stocks to Buy Hand Over Fist and 1 to Avoid
↗
January 26, 2024
Toronto-Dominion Bank and Bank of America look attractively priced today, but you might want to stay away from Wells Fargo.
Via
The Motley Fool
TD Bank Targets $20 Billion to Spark Economic Opportunities for Low- and Moderate-Income, Diverse and Underserved Communities across 15 States and Washington, D.C.
January 24, 2024
From
TD Bank
Via
Business Wire
2 No-Brainer Stocks to Buy With $1,000 Right Now
↗
January 20, 2024
If you have a grand sitting around, consider buying high-yield REIT UDR and Toronto-Dominion Bank. Here's why.
Via
The Motley Fool
Toronto-Dominion Bank: Dividend Insights
↗
January 04, 2024
Via
Benzinga
$7 Million in Grants Available to Support Independent Living for Marginalized Communities through TD Charitable Foundation
January 09, 2024
From
TD Bank
Via
Business Wire
What to Expect If ExxonMobil Doesn't End Up Buying Pioneer
↗
January 04, 2024
ExxonMobil and Pioneer received a second request for information from regulators. What if the deal falls through?
Via
The Motley Fool
This High-Yield Stock Is In for a Regulator Wallop, But That Hasn't Stopped Its Growth Any
↗
January 04, 2024
TD Bank had a big setback in 2023 when regulators nixed a merger deal. There's more pain to come there, but it won't stop the bank's growth.
Via
The Motley Fool
Cannabis Vs. Alcohol: Wall Street Analyst-Led Research Shows $29B Cannabis Surge, 18M New Users
↗
December 18, 2023
A new report by TD Cowen analyst Vivien Azer unveils a shift in consumer behavior, spotlighting the clash between legal cannabis and alcohol sales.
Via
Benzinga
Topics
Cannabis
Declining Interest Rates Should Boost Investment Appeal For Canadian Banks: BofA Analyst
↗
December 18, 2023
B Of A Securities analyst Ebrahim H. Poonawala revised the rating on several Canadian Banks amid a declining rates scenario. The analyst says the rapid decline in interest rates (5yr yield -120bp since...
Via
Benzinga
4 BUY-rated high-yield stocks with at least 25% of upside
December 14, 2023
These stocks turned up on a screen using Marketbeat tools; they all have a minimum 25% of upside at the consensus and pay more than 4% yield.
Via
MarketBeat
Interested in Investing in Canadian Stocks? Read On.
↗
December 13, 2023
Two Motley Fool analysts dig in.
Via
The Motley Fool
Are These Low-Stress, High-Yield Dividend Stocks Flying Under Your Radar?
↗
December 10, 2023
U.S. banks have made headlines for the wrong reasons in 2023, but their Canadian counterparts are a reliable source of dividend payouts.
Via
The Motley Fool
TD Bank and Diamonds International® Announce Private Label Credit Card Program
December 05, 2023
From
TD Bank
Via
Business Wire
Canadian Market Caution: 3 Stocks to Consider Selling Today
↗
December 01, 2023
Just as with U.S. stocks, there are some Canadian stocks to avoid if you don’t want to lose money. Here are three examples.
Via
InvestorPlace
Nasdaq, S&P 500 Futures Rally As Market Looks Set To Finish A Strong November On Upbeat Note
↗
November 30, 2023
US stocks are priming for a positive start Thursday, with stock futures higher ahead of an inflation data, which the Fed deems as important.
Via
Benzinga
Topics
Economy
Stocks
S&P 500, Nasdaq Slip As Tech Underperforms, Oil Reacts to OPEC+: What's Driving Markets Thursday?
↗
November 30, 2023
Thursday’s trading session on Wall Street presents a mixed picture, characterized by notable fluctuations in major indices. While tech-heavy benchmarks like the S&P 500 and the Nasdaq 100 are...
Via
Benzinga
Topics
Stocks
Earnings Scheduled For November 30, 2023
↗
November 30, 2023
Companies Reporting Before The Bell • 111 (NASDAQ:YI) is projected to report earnings for its third quarter. • Frontline (NYSE:FRO) is expected to report quarterly earnings at $0.45 per share on...
Via
Benzinga
2 Bank Stocks to Buy at a Discount
↗
November 29, 2023
With elevated dividend yields, TD Bank and Scotiabank are worth a closer look.
Via
The Motley Fool
Thoughts On 35 Stocks - Part 2
↗
November 23, 2023
A look at some stocks that are puzzling investors.
Via
Talk Markets
Most Homeowners Feel Optimistic about Their Increasing Equity with Many Planning to Tap into It for Renovations
November 15, 2023
From
TD Bank
Via
Business Wire
Shoppers are Banking on Deals this Holiday Season, but Still Plan to Splurge, TD Survey Finds
November 14, 2023
From
TD Bank
Via
Business Wire
3 Things You Need to Know if You Buy Bank of America Today
↗
November 10, 2023
Bank of America has an iconic name, but that doesn't mean the story is all positive for investors.
Via
The Motley Fool
New to Banking? Here's Why I Would Buy Toronto-Dominion Bank Stock First.
↗
October 29, 2023
Banking is a complex business, so focusing on a company with a conservative approach is probably the best first step.
Via
The Motley Fool
Rising Prices Squeeze Small Businesses: Only 43% Expect Better Conditions In Next 6 Months
↗
October 10, 2023
Via
Benzinga
Bank of America Isn't the Dividend Bargain You Think
↗
September 23, 2023
Bank of America isn't a bad bank, but there are other options with more attractive dividend yields and histories.
Via
The Motley Fool
3 Bank Stocks to Buy Yielding 5% or More
↗
September 12, 2023
Most bank stocks are down in 2023. That provides investors with many opportunities to buy. Here are three with yields of 5% or more.
Via
InvestorPlace
2 Top Dividend Stocks to Buy in September
↗
September 10, 2023
If you are looking for income stocks, you'll want to consider this Canadian banking giant and this dominant global landlord.
Via
The Motley Fool
TD Bank Is Upending Its Own Banking Business for the Long Term
↗
September 07, 2023
Wall Street is obsessed with disruption, with fintech companies a big draw in the finance sector. TD Bank is getting ahead of the trend.
Via
The Motley Fool
3 Bank Stocks to Sell in September Before They Crash and Burn
↗
September 05, 2023
Amid rising rates and regional bank downgrades, uncover the bank stocks to sell facing the greatest risks at this time.
Via
InvestorPlace
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