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home
about us
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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
Services, Fees and Compensation
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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
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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C.H. Robinson Worldwide
(NQ:
CHRW
)
167.84
-0.66 (-0.39%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Apr 2, 2026
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12 Industrials Stocks Moving In Thursday's Pre-Market Session
↗
October 30, 2025
Via
Benzinga
CH Robinson (CHRW) Earnings Call Transcript
↗
October 29, 2025
CH Robinson (CHRW) Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
Which S&P500 stocks are showing activity after the closing bell on Wednesday?
↗
October 29, 2025
As the regular session of the US market on Wednesday comes to an end, let's delve into the after-hours session and discover the top S&P500 gainers and losers shaping the post-market sentiment.
Via
Chartmill
C.H. ROBINSON WORLDWIDE INC (NASDAQ:CHRW) Surges 13% After Q3 2025 Earnings Beat
↗
October 29, 2025
C.H. Robinson's Q3 2025 earnings beat expectations, with adjusted EPS of $1.40. Strong cost control and margin expansion drove a 13% stock surge despite a revenue miss.
Via
Chartmill
Topics
Earnings
Earnings Scheduled For October 29, 2025
↗
October 29, 2025
Via
Benzinga
12 Industrials Stocks Moving In Wednesday's After-Market Session
↗
October 29, 2025
Via
Benzinga
C.H. Robinson Worldwide (NASDAQ:CHRW) Misses Q3 Revenue Estimates, But Stock Soars 13%
October 29, 2025
Freight transportation intermediary C.H. Robinson (NASDAQ:CHRW) fell short of the markets revenue expectations in Q3 CY2025, with sales falling 10.9% year on year to $4.14 billion. Its non-GAAP profit...
Via
StockStory
C.H. Robinson Raises 2026 Operating Income Target
October 29, 2025
From
C.H. Robinson
Via
Business Wire
C.H. Robinson Reports 2025 Third Quarter Results
October 29, 2025
From
C.H. Robinson
Via
Business Wire
S&P 500 Tops 6,900 Ahead Fed Rate Move, Gold Reclaims $4,000: What's Moving Markets Wednesday?
↗
October 29, 2025
A powerful surge in AI-related stocks — led by a 9% advance in NVIDIA Corp. (NASDAQ:NVDA) over the past two sessions — propelled the S&P 500 above the 6,900 mark and lifted the Nasdaq 100 to 26,100...
Via
Benzinga
Topics
Economy
Stocks
Earnings To Watch: C.H. Robinson Worldwide (CHRW) Reports Q3 Results Tomorrow
October 27, 2025
Freight transportation intermediary C.H. Robinson (NASDAQ:CHRW) will be reporting results this Wednesday after the bell. Here’s what you need to know.
Via
StockStory
Topics
Artificial Intelligence
Agentic AI Revolutionizes Supply Chain: C.H. Robinson and Skan AI Lead the Charge Towards Autonomous Logistics
October 20, 2025
The global supply chain and logistics sector is on the cusp of a profound transformation, driven by the rapid advancements in 'Agentic AI.' This new frontier of artificial intelligence is moving beyond...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Supply Chain
C.H. Robinson Unveils the Agentic Supply Chain, Enabling Companies in Every Industry to Instantly Deploy AI
October 20, 2025
From
C.H. Robinson
Via
Business Wire
J.B. Hunt's Earnings Triumph Signals Resilience Amidst Economic Headwinds
October 16, 2025
J.B. Hunt Transport Services (NASDAQ: JBHT) delivered a resounding earnings beat for the third quarter of 2025, a performance that has sent ripples of optimism through the financial markets. Reporting...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
New C.H. Robinson Drop Trailer Asset Management System Brings Unparallelled Control and Visibility for Shippers
October 13, 2025
From
C.H. Robinson
Via
Business Wire
Alibaba To Rally Around 15%? Here Are 10 Top Analyst Forecasts For Friday
↗
October 10, 2025
Via
Benzinga
C.H. Robinson Third Quarter 2025 Earnings Release and Conference Call Scheduled for Wednesday, October 29, 2025
October 07, 2025
From
C.H. Robinson
Via
Business Wire
3 Reasons to Sell CHRW and 1 Stock to Buy Instead
October 07, 2025
What a fantastic six months it’s been for C.H. Robinson Worldwide. Shares of the company have skyrocketed 50.7%, hitting $134.36. This was partly due to its solid quarterly results, and the performance...
Via
StockStory
Topics
Supply Chain
Q2 Earnings Review: Air Freight and Logistics Stocks Led by Expeditors (NYSE:EXPD)
October 05, 2025
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at air freight and logistics stocks, starting...
Via
StockStory
1 Profitable Stock to Own for Decades and 2 We Turn Down
October 03, 2025
While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my...
Via
StockStory
Topics
Economy
This Nike Analyst Turns Bullish; Here Are Top 5 Upgrades For Thursday
↗
October 02, 2025
Via
Benzinga
Beyond The Numbers: 10 Analysts Discuss C.H. Robinson Worldwide Stock
↗
September 30, 2025
Via
Benzinga
Is the Market Bullish or Bearish on C.H. Robinson Worldwide Inc?
↗
September 30, 2025
Via
Benzinga
Helios AI Secures $4.7M to Revolutionize Agricultural Commodity Prediction with AI Copilot
September 25, 2025
The agricultural sector, long reliant on traditional forecasting methods, is on the cusp of a significant transformation. Helios AI, an innovative AgTech startup, has successfully secured $4.7 million...
Via
MarketMinute
Topics
Artificial Intelligence
Climate Change
Economy
1 Surging Stock to Own for Decades and 2 We Question
September 22, 2025
The stocks in this article are all trading near their 52-week highs. This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial...
Via
StockStory
C.H. Robinson Introduces Cross-border Freight Consolidation Service
September 11, 2025
From
C.H. Robinson
Via
Business Wire
1 Safe-and-Steady Stock to Consider Right Now and 2 We Question
September 10, 2025
Stability is great, but low-volatility stocks may struggle to deliver market-beating returns over time as they sometimes underperform during bull markets.
Via
StockStory
Topics
Economy
3 Mid-Cap Stocks We Steer Clear Of
September 04, 2025
Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from...
Via
StockStory
C.H. Robinson Launches Always-on Logistics Planner: a Premium AI-Powered Service Experience That Redefines 24/7 Supply Chain Execution
August 26, 2025
From
C.H. Robinson
Via
Business Wire
Nvidia To Rally More Than 22%? Here Are 10 Top Analyst Forecasts For Friday
↗
August 22, 2025
Via
Benzinga
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