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home
about us
Investment Approach
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Market Analysis Summary
Mission Statement
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 Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Fortis
(NY:
FTS
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Updated: 7:00 PM EST, Jan 2, 2026
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Earnings Scheduled For February 9, 2024
↗
February 09, 2024
Companies Reporting Before The Bell • TELUS (NYSE:TU) is expected to report quarterly earnings at $0.23 per share on revenue of $5.24 billion.
Via
Benzinga
Fortis Inc. Announces Second Quarter Dividends – 2024
February 08, 2024
From
Fortis
Via
GlobeNewswire
Fortis's Earnings Outlook
↗
February 08, 2024
Via
Benzinga
Advisory: Fortis Inc. to Hold Teleconference and Webcast on February 9 to Discuss 2023 Annual Results
February 01, 2024
From
Fortis
Via
GlobeNewswire
Earnings Preview For Fortis
↗
October 26, 2023
Via
Benzinga
New UniSource Electric Rates Support Investments in Safe, Reliable Service
January 18, 2024
From
UniSource Energy Services
Via
Business Wire
Fortis Inc. to Hold Teleconference and Webcast on February 9 to Discuss 2023 Annual Results
January 11, 2024
From
Fortis
Via
GlobeNewswire
Shield Your Investments: 3 Key Defensive Stocks For Navigating The 2024 Economic Landscape
↗
January 05, 2024
Via
Benzinga
Fortis Inc. Announces First Quarter Dividends – 2024
December 06, 2023
From
Fortis
Via
GlobeNewswire
How To Invest A Lump Sum
↗
December 02, 2023
Let's say you received an inheritance, sold a cottage or a boat, or ended up with a chunk of cash from dividends paid in your portfolio. Regardless of where the money came from, you want to invest it....
Via
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Secure Your Retirement: 3 Growing Dividend Stocks for Stable Long-Term Income
↗
December 02, 2023
Long-term investors who want secure future income consider three dividend growth stocks for impressive total returns over time.
Via
InvestorPlace
3 Dividend Champions For Long-Term Income
↗
November 21, 2023
The Dividend Champions have increased their payouts for over a quarter-century.
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Talk Markets
What’s Going On With Telcos? - October Dividend Income Report
↗
November 18, 2023
In September of 2017, I received slightly over $100,000 from my former employer. I decided to invest 100% of this money in dividend growth stocks. Each month, I publish my results on those investments....
Via
Talk Markets
Dividend Kings In Focus: Fortis
↗
November 14, 2023
Shares of Fortis appear reasonably valued. The company should continue to grow earnings, and consequently its dividends, for many years.
Via
Talk Markets
Fortis Inc. Completes Sale of Aitken Creek Natural Gas Storage Facilities in British Columbia
November 01, 2023
From
Fortis
Via
GlobeNewswire
Fortis Inc. Releases Third Quarter 2023 Results
October 27, 2023
From
Fortis
Via
GlobeNewswire
Advisory: Fortis Inc. to Hold Teleconference and Webcast on October 27 to Discuss Third Quarter 2023 Results
October 19, 2023
From
Fortis
Via
GlobeNewswire
3 High-Yielding Dividend Stocks That Raised Their Payouts This Year
↗
October 18, 2023
Investors can expect to see more dividend hikes from these stocks in the future.
Via
The Motley Fool
Earnings Scheduled For October 27, 2023
↗
October 27, 2023
Companies Reporting Before The Bell • Sanofi (NASDAQ:SNY) is projected to report quarterly earnings at $2.26 per share on revenue of $12.56 billion.
Via
Benzinga
The Importance Of Cash From Operations
↗
October 07, 2023
Here you can learn about the importance of the cash from operations metric and its trend when analyzing a company. After all, it’s often more revealing than the good, ol' earnings per share (EPS).
Via
Talk Markets
Fortis Inc. to Hold Teleconference and Webcast on October 27 to Discuss Third Quarter 2023 Results
September 28, 2023
From
Fortis
Via
GlobeNewswire
Fortis Inc. Establishes At-The-Market Equity Program
September 19, 2023
From
Fortis
Via
GlobeNewswire
Fortis Inc. Announces New $25 Billion Five Year Capital Outlook and 4.4% Increase in Fourth Quarter Dividend Marking 50 Years of Dividend Increases
September 19, 2023
From
Fortis
Via
GlobeNewswire
Advisory: Fortis Inc. to Hold Investor Day in St. John’s, Newfoundland and Labrador on September 19
September 13, 2023
From
Fortis
Via
GlobeNewswire
3 Dividend Growth Stocks Worth Buying and Holding for the Long Haul
↗
September 05, 2023
Investors who are in it for the long haul would do well to load up on these three top dividend, high-growth stocks now.
Via
InvestorPlace
Dividend Hunters: 3 Stock Gems to Boost Your Passive Income
↗
August 17, 2023
These three stock gems are among the best bets long-term investors can make in the defensive areas of the market: dividend stocks.
Via
InvestorPlace
3 Dividend Stocks Worth Their Weight in Gold
↗
August 05, 2023
Here are three of the top dividend stocks long-term investors should consider loading up on any material dips moving forward.
Via
InvestorPlace
Fortis Inc. To Hold Investor Day in St. John’s, Newfoundland and Labrador on September 19
August 02, 2023
From
Fortis
Via
GlobeNewswire
Fortis Inc. Releases Second Quarter 2023 Results and Sustainability Update Report
August 02, 2023
From
Fortis
Via
GlobeNewswire
Fortis Inc. Announces Third Quarter Dividends – 2023
August 01, 2023
From
Fortis
Via
GlobeNewswire
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