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home
about us
Investment Approach
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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
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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
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
)
77.27
+4.50 (+6.18%)
Official Closing Price
Updated: 4:10 PM EDT, May 15, 2026
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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
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
Earnings Preview: Stantec
↗
February 21, 2023
Via
Benzinga
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
Stantec to acquire Environmental Systems Design, Inc., a leading building engineering design firm specializing in mission critical and data center expertise
June 08, 2023
From
Stantec
Via
GlobeNewswire
Benzinga's Top Ratings Upgrades, Downgrades For May 12, 2023
↗
May 12, 2023
Via
Benzinga
Stantec Announces Results of the 2023 Annual Meeting of Shareholders
May 11, 2023
Angeline Chen Announced as New Director
From
Stantec
Via
GlobeNewswire
Stantec reports strong first quarter 2023 results achieving 20% growth in adjusted diluted EPS
May 10, 2023
From
Stantec
Via
GlobeNewswire
Homes England appoints Stantec to Development and Regeneration Technical Services Framework
May 05, 2023
From
Stantec
Via
GlobeNewswire
Stantec announces dates of first quarter 2023 results and conference call, and annual general meeting of shareholders
April 20, 2023
From
Stantec
Via
GlobeNewswire
Stantec achieves operational carbon neutrality companywide
April 18, 2023
From
Stantec
Via
GlobeNewswire
Stantec announces appointment of Celina Wang Doka to the Board of Directors
March 01, 2023
From
Stantec
Via
GlobeNewswire
Benzinga's Top Ratings Upgrades, Downgrades For February 23, 2023
↗
February 23, 2023
Via
Benzinga
Stantec announces record 2022 earnings, raises dividend by 8.3%, and provides 2023 outlook
February 22, 2023
From
Stantec
Via
GlobeNewswire
Earnings Scheduled For February 22, 2023
↗
February 22, 2023
Companies Reporting Before The Bell • Rio Tinto (NYSE:RIO) is projected to report earnings for its Fiscal Year 2022.
Via
Benzinga
Qcells invests $2.5 billion in solar power manufacturing facility from the Gray/Stantec design-build team
February 14, 2023
The large-scale initiative will quadruple the company’s solar module production capacity
From
Stantec
Via
GlobeNewswire
Highland Fairview names Stantec as prime consultant on US$25 billion net zero World Logistics Center
February 07, 2023
The 4-square-mile site will house the largest net zero logistics development in North America
From
Stantec
Via
GlobeNewswire
7 of the Most Highly Rated ESG Companies to Invest in Now
↗
January 30, 2023
Although challenges to sustainability struck the globe in 2022, the highly rated ESG companies still managed to roll up their sleeves.
Via
InvestorPlace
Stantec to Release Fourth Quarter and Full-Year 2022 Results on February 22, 2023 and Host Conference Call on February 23, 2023
January 23, 2023
From
Stantec
Via
GlobeNewswire
Stantec recognized in the Top 10 globally for climate action by Corporate Knights
January 18, 2023
Stantec’s ongoing commitment to sustainability efforts also recognized by CDP
From
Stantec
Via
GlobeNewswire
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