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What We Buy Currently
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Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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
MARKET RESEARCH
Featured Quarterly Newsletter
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Mogo Inc. - Common Shares
(TSX:
MOGO
)
1.490
UNCHANGED
Streaming Delayed Price
Updated: 3:59 PM EST, Dec 31, 2025
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Mogo Announces 2023 Share Buybacks
October 05, 2023
From
Mogo Inc.
Via
Business Wire
Mogo to Participate in the H.C. Wainwright 25th Annual Global Investment Conference
September 06, 2023
From
Mogo Inc.
Via
Business Wire
Mogo Regains Compliance with Nasdaq Minimum Bid Price Requirement
August 31, 2023
From
Mogo Inc.
Via
Business Wire
Mogo Files Early Warning Report
August 25, 2023
From
Mogo Inc.
Via
Business Wire
Mogo Launches Normal Course Issuer Bid on TSX
August 21, 2023
From
Mogo Inc.
Via
Business Wire
Mogo Extends Innovative Marketing Agreement with Postmedia to End of 2024
August 11, 2023
From
Mogo Inc.
Via
Business Wire
Mogo Reports Results for Q2 2023 and Share Consolidation
August 10, 2023
From
Mogo Inc.
Via
Business Wire
Mogo Announces Filing of Preliminary Base Shelf Prospectus to Replace Recently Expired Base Shelf Prospectus
August 04, 2023
From
Mogo Inc.
Via
Business Wire
Mogo Schedules Q2 2023 Earnings Conference Call
August 03, 2023
From
Mogo Inc.
Via
Business Wire
Mogo Announces that Coinsquare, WonderFi and CoinSmart Complete Business Combination
July 10, 2023
From
Mogo Inc.
Via
Business Wire
Mogo Announces Results of Its Annual General and Special Meeting of Shareholders
June 27, 2023
From
Mogo
Via
Business Wire
Mogo Reports Results for Q1 2023
May 11, 2023
From
Mogo Inc.
Via
Business Wire
Mogo Schedules Q1 2023 Earnings Conference Call
May 05, 2023
From
Mogo Inc.
Via
Business Wire
Mogo Granted Extension to Meet Nasdaq Minimum Bid Price Deficiency
May 04, 2023
From
Mogo Inc.
Via
Business Wire
Mogo Announces that Coinsquare has entered into a Business Combination Agreement involving Coinsquare, WonderFi and Coinsmart, creating Canada’s leading public and only fully regulated crypto asset trading platform
April 03, 2023
From
Mogo Inc.
Via
Business Wire
Mogo Reports Results for Q4 & FY 2022
March 23, 2023
From
Mogo Inc.
Via
Business Wire
Mogo Schedules Q4 2022 Earnings Conference Call
March 17, 2023
From
Mogo Inc.
Via
Business Wire
Mogo Reports Third Quarter 2022 Financial Results
November 10, 2022
From
Mogo Inc.
Via
Business Wire
Mogo Schedules Q3 2022 Earnings Conference Call
November 03, 2022
From
Mogo Inc.
Via
Business Wire
Mogo Receives Nasdaq Notification Regarding Minimum Bid Price Deficiency
October 28, 2022
From
Mogo Inc.
Via
Business Wire
Mogo’s Portfolio Company, Coinsquare, Announces New Status as Canada’s First IIROC-regulated Cryptocurrency Dealer and Marketplace Member
October 13, 2022
From
Mogo Inc.
Via
Business Wire
Mogo to Participate in the BTIG Digital Assets Conference
September 15, 2022
From
Mogo Inc.
Via
Business Wire
Mogo to Participate in the H.C. Wainwright 24th Annual Global Investment Conference
September 13, 2022
From
Mogo Inc.
Via
Business Wire
Mogo Reports Second Quarter 2022 Financial Results
August 11, 2022
From
Mogo Inc.
Via
Business Wire
Mogo Schedules Q2 2022 Earnings Conference Call
July 29, 2022
From
Mogo Inc.
Via
Business Wire
Mogo Announces Results of Its Annual Meeting of Shareholders
June 28, 2022
From
Mogo Inc.
Via
Business Wire
Mogo to Participate in the 17th Annual Needham Technology & Media Conference
May 13, 2022
From
Mogo Inc.
Via
Business Wire
Mogo Reports First Quarter 2022 Financial Results
May 12, 2022
From
Mogo Inc.
Via
Business Wire
Mogo Schedules Q1 2022 Earnings Conference Call
May 03, 2022
From
Mogo Inc.
Via
Business Wire
Mogo Reports Record Revenue for Q4 2021
March 23, 2022
From
Mogo Inc.
Via
Business Wire
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