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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
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Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
Back Dated Performance Reports
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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
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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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
Tax-Free Income Seminar
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Royal Bank of Canada
(TSX:
RY
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235.18
+1.33 (+0.57%)
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Updated: 4:17 PM EST, Dec 29, 2025
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TSX Stumbles as Commodity Rout Outweighs Tech and Banking Resilience
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Toronto, Canada – December 2, 2025 – The S&P/TSX Composite Index recently experienced a notable downturn, snapping a robust six-session winning streak that had propelled it to multiple record highs....
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Melissa Sanasie Urges Canadians to Build “Useful Digital Skills” as the Key to Long Term Career Success
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December 01, 2025
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Analyst Sees Value In Neumora's Expanding Obesity And Metabolic Pipeline
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RBC Bearings Inc. (NYSE:RBC) Passes the "Caviar Cruise" Quality Investing Screen
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December 01, 2025
RBC Bearings exemplifies quality investing with high returns on capital, strong cash flow, and a solid balance sheet, though its premium valuation requires long-term conviction.
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1 Safe-and-Steady Stock for Long-Term Investors and 2 We Ignore
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Financial Services Navigate a Transformative Era: AI, Regulation, and Strategic Shifts Define the Horizon
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The financial services sector, as of late November 2025, finds itself at a pivotal juncture, characterized by a complex interplay of rapid technological advancement, stringent regulatory evolution,...
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Here's How Much $1000 Invested In RBC Bearings 5 Years Ago Would Be Worth Today
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November 28, 2025
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PD Stock Sank To An All-Time Low Today – What’s Driving The Slump?
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PagerDuty stock plummeted nearly 24% after brokerages slashed the stock’s target price after the company trimmed its FY2026 topline outlook.
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Why PagerDuty (PD) Stock Is Falling Today
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Shares of digital operations platform PagerDuty (NYSE:PD) fell 25.8% in the afternoon session after the company reported its third-quarter results and provided a disappointing revenue forecast,...
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Medicare Slashes Ozempic's Price Tag 71%; Why Novo Nordisk Rallied
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November 26, 2025
Novo Nordisk stock jumped Wednesday on a lighter-than-feared discount for Ozempic and Wegovy under the IRA.
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InvestorNewsBreaks – Quantum BioPharma Ltd. (NASDAQ: QNTM) (CSE: QNTM) Featured in CTV W5 Investigation on Alleged Stock Manipulation
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What Are Wall Street Analysts' Target Price for IDEX Corporation Stock?
November 24, 2025
While IDEX Corporation has struggled to keep up with the broader market over the past year, Wall Street analysts favour the stock moderately.
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Why Dyne Therapeutics Stock Was Crushing it This Week
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November 21, 2025
The company has solid potential with its development of drugs targeting muscle disorders.
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Contineum Therapeutics' Multiple Sclerosis Trial Disappoints, But Analyst Sees Other Assets Driving Value
↗
November 21, 2025
Contineum's Multiple Sclerosis drug missed key goals in a Phase 2 trial as RBC cut its target but highlighted stronger potential in the company's idiopathic pulmonary fibrosis program.
Via
Benzinga
The Home Depot Bolsters Investor Confidence with $2.30 Quarterly Dividend Declaration
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The Home Depot (NYSE: HD), the world's largest home improvement retailer, recently announced a quarterly cash dividend of $2.30 per share, reaffirming its commitment to delivering consistent...
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Capital One Boosts Price Target for APA Corporation Amidst Strong Performance
November 20, 2025
Capital One Financial (NYSE: COF) has recently reaffirmed its optimistic stance on APA Corporation (NASDAQ: APA), reiterating an "Overweight" rating and slightly increasing its price target for the oil...
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Home Depot Navigates Turbulent Waters Amidst Q3 Miss and Analyst Downgrades
November 20, 2025
Home Depot (NYSE: HD) finds itself under significant market scrutiny following a disappointing third-quarter fiscal 2025 earnings report and subsequent revisions to its full-year guidance. The home...
Via
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Stocks making big moves yesterday: Cogent, Wix, WESCO, LGI Homes, and Evolent Health
November 20, 2025
Check out the companies making headlines yesterday:
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Why Home Depot Stock Withered on Wednesday
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November 19, 2025
Investors remained bearish on the company after the release of its lackluster third-quarter results.
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Durable Capital Dumps $225 Million of Shift4 Payments Shares: Is the Stock a Sell?
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November 19, 2025
Durable Capital unloaded a portion of its position in Shift4 Payments, but shareholders shouldn't panic.
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WESCO (WCC) Stock Trades Up, Here Is Why
November 19, 2025
Shares of electrical supply company WESCO (NYSE:WCC) jumped 2.4% in the afternoon session after RBC Capital upgraded the stock from "Sector Perform" to "Outperform" and increased its price target. The...
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Is Wall Street Bullish or Bearish on Charter Communications Stock?
November 19, 2025
Charter Communications has considerably underperformed the broader market over the past year, and analysts are cautious about the stock’s prospects.
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Barchart.com
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2 High-Flying Stocks with Exciting Potential and 1 We Find Risky
November 18, 2025
Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly...
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Are Wall Street Analysts Bullish on Cboe Global Markets Stock?
November 18, 2025
Despite Cboe Global Markets’ outperformance relative to the broader market over the past year, Wall Street analysts maintain a cautious outlook about the stock’s prospects.
Via
Barchart.com
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Do Wall Street Analysts Like Roper Technologies Stock?
November 18, 2025
Roper Technologies’ shares have significantly underperformed the broader market over the past year, but analysts look fairly bullish about its prospects.
Via
Barchart.com
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Rolls-Royce Back On ‘Steady Footing’ As Wall Street Lifts Targets Following Strong Aerospace And Defence Momentum
↗
November 18, 2025
Morgan Stanley and RBC boosted their targets after Rolls-Royce reaffirmed guidance and reported strengthening engine demand.
Via
Stocktwits
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Medtronic Q2 Preview: Wall Street Expects Healthy Quarter As MedTech Giant Looks ‘Confidently Ready’ For US Robotics Push
↗
November 18, 2025
Analysts have raised price targets in recent weeks, citing improved sentiment and clearer catalysts heading into earnings.
Via
Stocktwits
Topics
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