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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
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Toronto-Dominion Bank
(NY:
TD
)
107.64
-0.60 (-0.55%)
Official Closing Price
Updated: 7:00 PM EDT, May 15, 2026
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Why I'm in No Hurry to Buy Citigroup Stock
↗
December 07, 2022
The bank's yield is juicy, but its dividend history isn't great as it faces down a potential recession.
Via
The Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For December 2, 2022
↗
December 02, 2022
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Earnings Scheduled For December 1, 2022
↗
December 01, 2022
Companies Reporting Before The Bell • 111 (NASDAQ:YI) is expected to report earnings for its third quarter.
Via
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Preview: The Toronto-Dominion Bank's Earnings
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November 30, 2022
Via
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7 Must Own Stocks to Survive the Fed’s Aggressive Rate Hikes
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November 29, 2022
These are several of the best must own stocks to buy as inflation remains stuck at high levels and the Fed continues to raise rates.
Via
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PE Firm Weighs $1B Investment In Pegasystems
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November 22, 2022
Private equity firm Clayton Dubilier & Rice discussed investing about $1 billion in enterprise software provider Pegasystems Inc (NASDAQ: PEGA).
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November 21, 2022
Here are three cyclical stocks long-term investors may want to consider as ways to play what could be a recovery brewing next year.
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8 Dividend Stocks For Rising Interest Rates
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November 11, 2022
A look at eight companies that are seeing a material benefit from interest rate hikes.
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My Top Bank Stock to Buy and Hold Forever
↗
October 28, 2022
I'm a big fan of Canadian banks, and this one is a great mix of safety and growth, with a nice 4% dividend yield thrown in.
Via
The Motley Fool
TD Buys Cowen, And Hopefully Its People Too
↗
August 03, 2022
Investment banking takeovers are always about the people. Toronto-Dominion Bank executive Riaz Ahmed repeated this truism on Tuesday, as his employer announced it was buying U.S. boutique Cowen for...
Via
Talk Markets
Better Buy: Bank of America or Toronto-Dominion Bank?
↗
October 27, 2022
If you are looking to buy a bank in the face of an industry sell-off, it's probably better to focus on safety.
Via
The Motley Fool
2 Ultra-High-Yield Financial Stocks to Buy Hand Over Fist and 1 to Avoid
↗
October 21, 2022
A potential recession looms, and investors are worried. Here are two big yields worth buying anyway and one to avoid.
Via
The Motley Fool
Crypto Holders: Is It Time To Dollar Cost Average?
↗
October 20, 2022
This educational guide exploring How To Protect Crypto Assets in a Bear Market was created in conjunction with Caleb & Brown. Caleb & Brown is the world’s leading cryptocurrency brokerage.
Via
Benzinga
3 Stocks I Will Never Sell
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October 19, 2022
No matter what happens in the market, I'm sticking to these three stocks like glue. Here's why.
Via
The Motley Fool
Wells Fargo Company Stock Hits 80-Plus Relative Strength Rating Benchmark
↗
September 20, 2022
On Tuesday, Wells Fargo Company stock received an upgrade to its Relative Strength (RS) Rating, from 74 to 81.
Via
Investor's Business Daily
Benzinga's Top Ratings Upgrades, Downgrades For August 29, 2022
↗
August 29, 2022
Upgrades
Via
Benzinga
CBOE's Weekly Market Recap: August 15 To August 19
↗
August 29, 2022
After four weeks of bullish action, it appears the market may be reaching the height of its rally.
Via
Benzinga
Capital One Drops Fees, Boosts Trust, But Most Banks? Not So Much
↗
August 29, 2022
Capital One takes top honors in IBD's banker trust survey with mobile banking, fee cuts.
Via
Investor's Business Daily
Earnings Scheduled For August 25, 2022
↗
August 25, 2022
Companies Reporting Before The Bell • Gold Fields (NYSE:GFI) is likely to report earnings for its first quarter. • 111 (NASDAQ:YI) is projected to report earnings for its second quarter.
Via
Benzinga
The Toronto-Dominion Bank (NYSE: TD) Investor Alert: Investigation over Possible Violations of Securities Laws
↗
August 16, 2022
San Diego, CA -- (SBWIRE) -- 08/16/2022 -- An investigation for investors in The Toronto-Dominion Bank (NYSE: TD) shares over potential securities laws violations by The Toronto-Dominion Bank was...
Via
SBWire
If You Invested $1000 In This Stock 20 Years Ago, You Would Have $5,900 Today
↗
August 04, 2022
Toronto-Dominion Bank (NYSE:TD) has outperformed the market over the past 20 years by 1.3% on an annualized basis producing an average annual return of 9.29%. Currently, Toronto-Dominion Bank has a...
Via
Benzinga
Which Broker/Investment Bank Could Be Purchased Next, Following $1.3B Cowen/TD Deal?
↗
August 02, 2022
The latest bank/investment firm M&A came on Tuesday as Toronto-Dominion Bank (NYSE: TD) bought Cowen Inc (NASDAQ: COWN) in an all cash deal valued at $1.3 billion or $39 per share, according to a TD...
Via
Benzinga
China/U.S. Tensions Top Of Mind
↗
August 02, 2022
Good Morning Everyone! Remember, generational wealth is built during bear markets.
Via
Benzinga
Testy Tuesday – Pelosi China Visit Causes Consolidation
↗
August 02, 2022
The down side to value investing is they keep taking our favorite stocks away. The upside is there is always something we can buy that other people just don't love. Keep an open mind.
Via
Talk Markets
Here's How Much $1000 Invested In Toronto-Dominion Bank 20 Years Ago Would Be Worth Today
↗
July 18, 2022
Toronto-Dominion Bank (NYSE:TD) has outperformed the market over the past 20 years by 1.57% on an annualized basis producing an average annual return of 9.44%. Currently, Toronto-Dominion Bank has a...
Via
Benzinga
This Is What Whales Are Betting On Toronto-Dominion Bank
↗
July 14, 2022
A whale with a lot of money to spend has taken a noticeably bullish stance on Toronto-Dominion Bank. Looking at options history for Toronto-Dominion Bank (NYSE:TD) we detected 15 strange trades.
Via
Benzinga
TD ALERT: Bragar Eagel & Squire, P.C. is Investigating Toronto-Dominion Bank on Behalf of TD Stockholders and Encourages Investors to Contact the Firm
July 13, 2022
From
Bragar Eagel & Squire, P.C.
Via
Business Wire
TD ALERT: Bragar Eagel & Squire, P.C. is Investigating Toronto-Dominion Bank on Behalf of TD Stockholders and Encourages Investors to Contact the Firm
July 12, 2022
From
Bragar Eagel & Squire, P.C.
Via
Business Wire
ONGOING INVESTIGATION ALERT: The Schall Law Firm Encourages Investors in The Toronto-Dominion Bank with Losses of $100,000 to Contact the Firm
July 11, 2022
From
The Schall Law Firm
Via
Business Wire
Stocks That Hit 52-Week Lows On Wednesday
↗
July 13, 2022
During Wednesday's session, 326 stocks hit new 52-week lows.
Via
Benzinga
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