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home
about us
Investment Approach
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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
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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
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
)
98.28
-1.07 (-1.08%)
Official Closing Price
Updated: 7:00 PM EST, Jan 7, 2026
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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
Earnings Preview: Stantec
↗
February 21, 2023
Via
Benzinga
Boston Water And Sewer Commission Picks Stantec For East Boston Sewer Separation Project
↗
June 28, 2022
Via
Benzinga
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
Stantec selected to design the California High-Speed Rail extension from Merced to Madera
December 19, 2022
US$41 million contract will include design services for 33.9-mile extension
From
Stantec
Via
GlobeNewswire
Stantec joins Cloud Partner Program with four products available in the Microsoft Azure Marketplace
December 14, 2022
Microsoft customers can access planning and risk-mitigation products to support their communities
From
Stantec
Via
GlobeNewswire
Stantec to provide architecture and engineering design services for new control tower at Ted Stevens Anchorage International Airport
November 30, 2022
From
Stantec
Via
GlobeNewswire
Stantec announces renewal of Normal Course Issuer Bid and Automatic Share Purchase Plan
November 14, 2022
From
Stantec
Via
GlobeNewswire
Stantec delivers record third quarter results and all-time high backlog of $6.2 billion
November 10, 2022
From
Stantec
Via
GlobeNewswire
Stantec-Freese and Nichols JV awarded 5-year contract for water/wastewater projects by U.S. Army Corps of Engineers
November 01, 2022
Supporting the USACE Mobile District’s Water and Wastewater Technical Center of Expertise
From
Stantec
Via
GlobeNewswire
Stantec named partner in United Nations Decade on Ecosystem Restoration
October 27, 2022
UN effort aims to prevent, halt, and reverse the degradation of ecosystems on every continent, and in every ocean
From
Stantec
Via
GlobeNewswire
Earnings Scheduled For November 10, 2022
↗
November 10, 2022
Companies Reporting Before The Bell • IDEX Biometrics (NASDAQ:IDBA) is estimated to report earnings for its third quarter.
Via
Benzinga
Stantec to Release Third Quarter 2022 Results on November 10, 2022, and Host Webcast and Conference Call on November 11, 2022
October 13, 2022
From
Stantec
Via
GlobeNewswire
Stantec signs letter of intent to acquire Philadelphia-based L2P, deepening Mid-Atlantic architecture expertise
October 12, 2022
From
Stantec
Via
GlobeNewswire
Stantec awarded US$20 million contract for Gross Reservoir Expansion Project
October 06, 2022
The completed dam will be the tallest in Colorado and improve water reliability for more than 1.5 million people
From
Stantec
Via
GlobeNewswire
Stantec's Ex-Dividend Date Is Wednesday, Here's What You Need To Know
↗
September 23, 2022
Tuesday marks the last chance for investors to receive the next dividend payout from Stantec (NYSE:STN).
Via
Benzinga
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