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home
about us
Investment Approach
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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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Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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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Stantec
(NY:
STN
)
98.38
+0.31 (+0.32%)
Official Closing Price
Updated: 4:10 PM EST, Jan 14, 2026
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Chart Of The Day: Stantec - Consulting Is Profitable
↗
February 28, 2024
Stantec Inc. provides e professional services in the areas of infrastructure and facilities to the public and private sectors clients in Canada, the United States, and internationally.
Via
Talk Markets
Earnings Scheduled For February 28, 2024
↗
February 28, 2024
Companies Reporting Before The Bell • ICL Group (NYSE:ICL) is likely to report quarterly earnings at $0.08 per share on revenue of $1.69 billion.
Via
Benzinga
Earnings Outlook For Stantec
↗
February 27, 2024
Via
Benzinga
Stantec's Earnings: A Preview
↗
February 27, 2024
Via
Benzinga
Stantec to release fourth quarter and full-year 2023 results on February 28, 2024 and host conference call on February 29, 2024
February 07, 2024
From
Stantec
Via
GlobeNewswire
Stantec to acquire Morrison Hershfield, a leading transportation, buildings, and environmental services firm
January 09, 2024
From
Stantec
Via
GlobeNewswire
Stantec announces renewal of Normal Course Issuer Bid and Automatic Share Purchase Plan
December 11, 2023
From
Stantec
Via
GlobeNewswire
Stantec Announces 2024 – 2026 Strategic Plan to Deliver Purpose Driven Growth
December 05, 2023
Stantec releases three-year financial targets, including 2024 outlook
From
Stantec
Via
GlobeNewswire
Earnings Preview: Stantec
↗
August 08, 2023
Via
Benzinga
Stantec Acquires Environmental Systems Design For Undisclosed Sum
↗
June 08, 2023
Stantec Inc (NYSE: STN) has
Via
Benzinga
Stantec Closes $288 Million Bought Deal Offering of Common Shares
November 29, 2023
From
Stantec
Via
GlobeNewswire
Stantec to launch 2024 – 2026 Strategic Plan at Investor Day on December 5, 2023
November 28, 2023
From
Stantec
Via
GlobeNewswire
Stantec-designed billion-dollar lithium-ion battery cell manufacturing facility coming to British Columbia
November 22, 2023
Facility will support growth of high-performance rechargeable battery manufacturing across Canada
From
Stantec
Via
GlobeNewswire
Stantec to acquire ZETCON Engineering, a leading German infrastructure firm
November 14, 2023
From
Stantec
Via
GlobeNewswire
Big Stocks Moving Higher On Friday: Synaptics Reports Q1 Beat; Joins Lyft, Hologic, Blink Charging
↗
November 10, 2023
U.S. stocks traded higher, with the Dow Jones gaining around 80 points on Friday. Shares of Synaptics Incorporated (NASDAQ: SYNA) rose sharply on Friday after the company reported better-than-expected...
Via
Benzinga
Topics
Stocks
Stantec reports record third quarter 2023 results and raises full year guidance
November 09, 2023
From
Stantec
Via
GlobeNewswire
Stantec awarded two lots on South West Water’s AMP 8 Engineering Consultancy Framework
November 08, 2023
On the back of significant success for Stantec in the South of England, the firm will support South West Water, Bournemouth Water, and Bristol Water throughout AMP 8.
From
Stantec
Via
GlobeNewswire
Earnings Scheduled For November 9, 2023
↗
November 09, 2023
Companies Reporting Before The Bell • Indivior (NASDAQ:INDV) is expected to report quarterly earnings at $0.30 per share on revenue of $265.00 million.
Via
Benzinga
Stantec enters design phase for US$100 million Tampa Bay Water potable water supply project in Hillsborough County
October 19, 2023
Extensive population growth calls for pipeline expansion in county’s South-Central region
From
Stantec
Via
GlobeNewswire
Stantec to release third quarter 2023 results on November 9, 2023 and host conference call on November 10, 2023
October 17, 2023
From
Stantec
Via
GlobeNewswire
Stantec to launch 2024 Strategic Plan and host Investor Day on December 5, 2023
October 03, 2023
From
Stantec
Via
GlobeNewswire
Booz Allen Stock A Standout Among Those Flocking To Aamilton Hldg Sees RS Rating Rise To 84
↗
October 03, 2023
Booz Allen stock is among the top-tier. It has an impressive, best-possible 99 Composite Rating, a mix of five rating in one.
Via
Investor's Business Daily
Stantec selected to design new STEM building for University of North Texas at Dallas
September 29, 2023
The flexible learning and research space will support the rising demand for hands-on education and training
From
Stantec
Via
GlobeNewswire
Benzinga's Top Ratings Upgrades, Downgrades For August 10, 2023
↗
August 10, 2023
Via
Benzinga
Stantec reports strong second quarter 2023 results, achieves record backlog and increases guidance for the full year
August 09, 2023
From
Stantec
Via
GlobeNewswire
Stantec selected by Pattern Energy to serve as Owner’s Engineer for the SunZia Transmission Project
July 26, 2023
The project is part of the largest clean energy infrastructure initiative in US history and will deliver 3,000 megawatts of power to communities throughout the southwest US
From
Stantec
Via
GlobeNewswire
Stantec to release second quarter 2023 results on August 9, 2023 and host conference call on August 10, 2023
July 19, 2023
From
Stantec
Via
GlobeNewswire
Stantec ranked first among its peers and fifth overall within the Corporate Knights 2023 Best Corporate Citizens in Canada
June 28, 2023
Firm’s sustainable revenue and diversity achievements recognized
From
Stantec
Via
GlobeNewswire
Stantec Announces the Closing of $250 Million Senior Unsecured Notes Offering
June 27, 2023
From
Stantec
Via
GlobeNewswire
Stantec Announces Private Offering of $250 Million Senior Unsecured Notes
June 20, 2023
From
Stantec
Via
GlobeNewswire
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