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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
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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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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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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Mogo Inc. - Common Shares
(NQ:
MOGO
)
1.560
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EDT, Oct 31, 2025
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Mogo Extends Maturity of $60 Million Credit Facility to 2026
May 10, 2024
From
Mogo Inc.
Via
Business Wire
MOGO Stock Earnings: Mogo Beats EPS, Beats Revenue for Q1 2024
May 09, 2024
MOGO stock results show that Mogo beat analyst estimates for earnings per share and beat on revenue for the first quarter of 2024.
Via
InvestorPlace
Generation Shift: Why Millennials and Gen Z Might Ditch Old-School Investment Firms
May 09, 2024
Traditional wealth management companies might need to rethink their strategy or risk losing younger clients with new regulations set to reveal high banking fees. According to a new investment...
Via
PressReach
Topics
Derivatives
Mogo Reports Results for Q1 2024
May 09, 2024
From
Mogo Inc.
Via
Business Wire
A Preview Of Mogo's Earnings
March 19, 2024
Via
Benzinga
HC Wainwright & Co. Maintains Buy Rating for Mogo: Here's What You Need To Know
October 05, 2023
Via
Benzinga
Mogo to Announce Q1 2024 Financial Results May 9, 2024
May 03, 2024
From
Mogo Inc.
Via
Business Wire
Mogo Congratulates WonderFi and KAOS Capital on Cooperation Agreement and Expresses Support for Shareholder-Friendly Decision to Nominate Three New Directors
May 01, 2024
From
Mogo Inc.
Via
Business Wire
Mogo Reiterates Support for KAOS Capital’s Call for Change at WonderFi
April 17, 2024
From
Mogo Inc.
Via
Business Wire
3 Tech Stocks Ready to Become the Next Big Thing
March 28, 2024
For forward-looking speculators, these lesser-known ideas just might qualify as tech stocks to become the next big thing.
Via
InvestorPlace
Mogo Nominates Independent Candidate for Election to WonderFi’s Board of Directors – Supports KAOS Capital’s Call for a Fundamental Transformation of Board
March 27, 2024
From
Mogo Inc.
Via
Business Wire
Mogo to resume share repurchases under NASDAQ buyback program
March 21, 2024
From
Mogo Inc.
Via
Business Wire
MOGO Stock Earnings: Mogo Beats EPS, Beats Revenue for Q4 2023
March 20, 2024
MOGO stock results show that Mogo beat analyst estimates for earnings per share and beat on revenue for the fourth quarter of 2023.
Via
InvestorPlace
Mogo Reports Results for Q4 & FY 2023
March 20, 2024
From
Mogo Inc.
Via
Business Wire
Earnings Scheduled For March 20, 2024
March 20, 2024
Companies Reporting Before The Bell • UP Fintech Holding (NASDAQ:TIGR) is expected to report quarterly earnings at $0.07 per share on revenue of $207.00 million.
Via
Benzinga
Mogo launches new Moka.ai investing app designed to help the next generation of Canadians become millionaires
March 14, 2024
From
Mogo Inc.
Via
Business Wire
Mogo to Announce Q4 and Fiscal 2023 Financial Results March 20, 2024
March 11, 2024
From
Mogo Inc.
Via
Business Wire
Mogo adds Bitcoin to its Treasury Management Strategy
March 07, 2024
From
Mogo Inc.
Via
Business Wire
Mogo Expands Relationship with Snowflake to Incorporate AI Applications and Scale Digital Wealth Platform
February 07, 2024
From
Mogo Inc.
Via
Business Wire
Mogo to Participate in the KBW Fintech & Payments Conference
January 24, 2024
From
Mogo Inc.
Via
Business Wire
Mogo Portfolio Company WonderFi Provides Corporate Update
January 08, 2024
From
Mogo Inc.
Via
Business Wire
Mogo’s Digital Payments Subsidiary, Carta Worldwide, Reports 36% Increase in Payments Volume in 2023 to $9.9 Billion
January 03, 2024
From
Mogo Inc.
Via
Business Wire
Mogo repurchases 4.4% of outstanding shares since June 2022
January 02, 2024
From
Mogo Inc.
Via
Business Wire
Mogo Reports Results for Q3 2023
November 09, 2023
From
Mogo Inc.
Via
Business Wire
Mogo Comments on Recent Share Price Volatility
October 30, 2023
From
Mogo Inc.
Via
Business Wire
Mogo Schedules Q3 2023 Earnings Conference Call
October 27, 2023
From
Mogo Inc.
Via
Business Wire
Carta Worldwide Announces Multi-Year Deal with Oracle Cloud Infrastructure to Drive Innovation & Growth
October 19, 2023
From
Carta Worldwide Inc.
Via
Business Wire
Mogo to Participate in the Lytham Partners Fall 2023 Investor Conference
October 11, 2023
From
Mogo Inc.
Via
Business Wire
Get Rich Quick With These 7 Hypergrowth Penny Stocks
October 10, 2023
As the economy slows from interest rate hikes, markets will reward high-growth names such as these hypergrowth penny stocks.
Via
InvestorPlace
Topics
Economy
Mogo Announces Multi-Year Deal with Oracle Cloud Infrastructure to Accelerate Growth of its Digital Wealth Platform
October 10, 2023
From
Mogo Inc.
Via
Business Wire
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