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home
about us
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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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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
Quarterly Performance Reports
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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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Royal Bank of Canada
(TSX:
RY
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235.03
+0.35 (+0.15%)
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Updated: 4:00 PM EST, Jan 8, 2026
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Baytex Announces Approval of Normal Course Issuer Bid
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Calgary, Alberta--(Newsfile Corp. - May 2, 2022) - Baytex Energy Corp. (TSX: BTE) ("Baytex" or the "company") is pleased to...
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WonderFi Appoints Former Royal Bank of Canada Senior Counsel Adam Garetson as Chief Legal Officer
April 08, 2022
Vancouver, British Columbia--(Newsfile Corp. - April 8, 2022) - WonderFi Technologies Inc. (NEO: WNDR) (OTC Pink: WONDF) (WKN: A3C166) (FTX: WNDR) (the "Company"...
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March 08, 2022
(BPT) - By Shareen Luze, head of culture and field experience, RBC Wealth Management-U.S.
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Quebec Man's Funds Withheld For Nearly Two Months
January 25, 2022
William McMillan says he was flagged, for no reason, by his Royal Bank of Canada home branch west of Montreal in December
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RBC Capital Trims This Conglomerate's Price Target
↗
December 03, 2021
RBC Capital analyst Deane Dray lowered 3M Co's (NYSE:
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Citi Initiates RBC Bearings At Neutral, Sees 11% Upside
↗
December 01, 2021
Citi analyst Timothy Thein initiated RBC Bearings Inc (NASDAQ:
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Benzinga
RBC Capital Hikes Cintas Price Target By 5% Ahead Of Q2 Results
↗
November 30, 2021
RBC Capital analyst Ashish Sabadra raised the Cintas Corp (NASDAQ:
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Benzinga
Read Why Analysts Are Going Bullish On This Large-Cap Pharma Stock
↗
November 22, 2021
RBC Capital has upgraded Alnylam Pharmaceuticals Inc (NASDAQ: ALNY) to Outperform from Sector Perform with a price target of $225, up from $144. While M...
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Benzinga
RBC Capital Bumps Up VSE Price Target Once Again
↗
November 19, 2021
RBC Capital analyst Ken Herbert raised the price target on VSE Corp (NASDAQ:
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Benzinga
Highlights From Taproot Foundation's 2021 U.S. Pro Bono Summit
November 18, 2021
SOURCE: Taproot Foundation
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3BL Media
Smile CDR Named One of Canada's Companies-to-Watch in Deloitte's Technology Fast 50™ Program
November 17, 2021
Designation recognizes Smile CDR's unique technology and swift growth
Via
Newswire.com
Topics
Intellectual Property
Nobul Named One of Canada's Companies-to-Watch in Deloitte's Technology Fast 50™ Program
November 17, 2021
Nobul Corporation received a Companies-to-Watch award. The award spotlights emerging companies that exhibit strong growth and show potential to be a future candidate of the Technology Fast 50 award.
Via
Newswire.com
Topics
Intellectual Property
Blockthrough Wins the 2021 Deloitte Companies-to-Watch Award
November 17, 2021
Winners are new companies headquartered in Canada, demonstrating superior technology, effective management experience, and common traits of Deloitte Technology Fast 50 award winners.
Via
Newswire.com
Topics
Intellectual Property
SkyWatch Named One of Canada's Companies-to-Watch in Deloitte's Technology Fast 50™ Program
November 17, 2021
SkyWatch, a Kitchener-based space tech company, has been named one of Canada's Companies-to-Watch in the 2021 Deloitte Technology Fast 50™ Awards. The award spotlights emerging companies that exhibit...
Via
Newswire.com
Topics
Intellectual Property
RBC Bearings Incorporated (ROLL) Q2 2022 Earnings Call Transcript
↗
November 12, 2021
ROLL earnings call for the period ending October 2, 2021.
Via
The Motley Fool
Topics
Earnings
RBC Capital Raises TaskUs Price Target By 60% Post Q3 Results
↗
November 11, 2021
RBC Capital analyst Daniel Perlin raised the price target on TaskUs Inc (NASDAQ: TASK) to $69 from $43, implying a 9% upside, and reiterated an...
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Benzinga
RBC Capital, Morgan Stanley Bump Up Equifax Price Target
↗
November 11, 2021
RBC Capital analyst Ashish Sabadra
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Benzinga
Preview: RBC Bearings's Earnings
↗
November 11, 2021
RBC Bearings (NASDAQ:ROLL) is set to give its latest quarterly earnings report on Friday, 2021-11-12. Here's what investors need to know before the announcement. Analysts estimate...
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Benzinga
Palantir Price Predictions: Why One Analyst Sees PLTR Stock Slipping to $19
↗
November 10, 2021
PLTR stock is down 7% after being downgraded by RBC Capital. The price target was lowered to $19 from $25. What happened?
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InvestorPlace
Why Are SailPoint Technologies Shares Trading Higher Today?
↗
November 10, 2021
Analysts bumped up price targets on SailPoint Technologies Holdings Inc (NYSE: SAIL) on Q3 beat. RBC Capital analyst Matthew Hedberg maintained an...
Via
Benzinga
A Look Into RBC Bearings Price Over Earnings
↗
November 10, 2021
In the current market session, RBC Bearings Inc. (NASDAQ:ROLL) is trading at $239.18, after a 0.38% decrease. However, over the past month, the stock spiked by 11.51%, and...
Via
Benzinga
RBC Capital Maintains, TD Securities Downgrades Rating On This Heavy Equipment Marketplace
↗
November 08, 2021
RBC Capital analyst Sabahat Khan
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Benzinga
Regal Beloit Corp (RBC) Q3 2021 Earnings Call Transcript
↗
November 02, 2021
RBC earnings call for the period ending October 2, 2021.
Via
The Motley Fool
Topics
Earnings
Analysts Bump Up Waste Connections' Price Target On Strong Q3 Results
↗
October 29, 2021
RBC Capital analyst Walter Spracklin raised Waste Connections Inc's (NYSE:
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Benzinga
Why Did Rogers Communications Shares Lose 6% Today?
↗
October 25, 2021
RBC Capital analyst Drew McReynolds downgraded Rogers Communications Inc (NYSE: RCI) to Sector Perform from Outperform with a price target of C$72, down...
Via
Benzinga
B. Riley Remains Bullish On Tri Pointe Homes, RBC Capital Gives An Upgrade
↗
October 22, 2021
RBC Capital analyst Mike Dahl upgraded Tri Pointe Homes Inc (NYSE:
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Benzinga
RBC Capital Initiates Coverage On Several Aerospace & Defense Companies
↗
October 22, 2021
RBC Capital analyst Ken Herbert initiated coverage of 11 Aerospace & Defense companies.
Via
Benzinga
Why Standard Lithium Stock Jumped on Tuesday
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October 19, 2021
The lithium stock reversed losses from the previous day after yet another analyst turned bullish on electric vehicles.
Via
The Motley Fool
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