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home
about us
Investment Approach
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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
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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
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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
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Additional Information
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Event Schedule
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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
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Bank of Montreal
(NY:
BMO
)
134.30
-2.09 (-1.53%)
Official Closing Price
Updated: 7:00 PM EST, Jan 20, 2026
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Trudeau Tells Canadian Banks To Unfreeze Accounts Of Convoy Protesters
↗
February 23, 2022
The administration of Canadian Prime Minister Justin Trudeau has instructed the nation’s banks to unlock financial accounts belonging to individuals who participated in the...
Via
Benzinga
3 Canadian Bank Stocks for Value and Income Investors
↗
January 26, 2022
For investors looking for high quality sources of income, any of these three bank stocks could be strong additions to their portfolio.
Via
InvestorPlace
The Financial Sector – The Sector With The Most Cheap Stocks
↗
January 21, 2022
Here are 34 companies in the Financial Sector that have investment-grade credit ratings of BBB- or better, cash flow yield of 6% or better, future total return of at least 5%.
Via
Talk Markets
Bank Of Montreal Acquires Bank Of The West For $16.3B In Cash
↗
December 20, 2021
Bank of Montreal (NYSE: BMO), Canada’s fourth-largest bank, is acquiring the San Francisco-based Bank of the West from BNP Paribas (OTC: BNPQY) in a $16.3 billion cash...
Via
Benzinga
An Xmas Gift From Bank Of Montreal
↗
December 19, 2021
Investors who own shares in Bank of Montreal just received an early Christmas gift. The bank recently announced a big 25% jump in its dividend and a plan to buy back up to 22.5 million of its shares...
Via
Talk Markets
Stocks That Hit 52-Week Highs On Tuesday
↗
May 25, 2021
Tuesday's morning session saw 173 companies set new 52-week highs. Significant Points: The largest company by market cap to hit a new 52-week high was JPMorgan...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 19, 2022
↗
January 19, 2022
Upgrades For Rocket Companies Inc (NYSE:RKT), JP Mo...
Via
Benzinga
2 Top Dividend Stocks That Just Hiked Their Payouts by 10% or More
↗
December 13, 2021
And there could be even more increases in the future.
Via
The Motley Fool
Bank of Montreal: Q4 Earnings Insights
↗
December 03, 2021
Bank of Montreal (NYSE:BMO) reported its Q4 earnings results on Friday, December 3, 2021 at 06:00 AM. Here's what investors need to know about the announcement....
Via
Benzinga
Earnings Scheduled For December 3, 2021
↗
December 03, 2021
Companies Reporting Before The Bell • Bank of Montreal (NYSE:BMO) is expected to report quarterly earnings at $3.21 per share on revenue of $6.59 billion. •...
Via
Benzinga
A Preview Of Bank of Montreal's Earnings
↗
December 02, 2021
Bank of Montreal (NYSE:BMO) is set to give its latest quarterly earnings report on Friday, 2021-12-03. Here's what investors need to know before the announcement. Analysts...
Via
Benzinga
Value Investors Should Aim High
↗
October 14, 2021
The combination of value and growth is rare, but that’s what makes it a powerful combination.
Via
Talk Markets
If You Invested $100 Over The Past 20 Years In This Dividend Stock, Here's How Much You Would Have Today
↗
October 14, 2021
Bank of Montreal (NYSE:BMO) has outperformed the market over the past 90 days by 6.12%, generating a 8.53% return for its investors over the time period. Now, given this...
Via
Benzinga
3 Top Stocks That Have Been Paying Dividends for a Combined 467 Years
↗
October 08, 2021
Eli Lilly, Exxon Mobil, and Bank of Montreal are among the most stable income stocks you can find.
Via
The Motley Fool
Bank Of Montreal (BMO) Q3 2021 Earnings Call Transcript
↗
August 24, 2021
BMO earnings call for the period ending July 31, 2021.
Via
The Motley Fool
Topics
Earnings
BMO Numbers Suggest Trucking Enjoying Exceptional Financial Health
↗
August 24, 2021
The numbers coming out of the transportation segment at Canada's BMO bank show an industry whose financial position is as strong as it has been in years. BMO (NYSE: BMO), the...
Via
Benzinga
Earnings Scheduled For August 24, 2021
↗
August 24, 2021
Companies Reporting Before The Bell • 36KR Holdings (NASDAQ:KRKR) is likely to report earnings for its second quarter. • Genetron Holdings (NASDAQ:GTH) is...
Via
Benzinga
Canadian Banks – Good Value Great Dividends
↗
August 03, 2021
Here are the top 6 banks in Canada that hold roughly 90% of Canada’s banking deposits. Although there is a lot of similarity in their respective historical operating results, there are important...
Via
Talk Markets
USA Rare Earth Reports Significant Progress at Its Round Top Mountain Heavy Rare Earth / Lithium / Critical Minerals Project in Texas and at Its Critical Minerals Processing Facility in Colorado
August 02, 2021
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Electric Vehicles
BMO – High Dividend Yield And Safety From Canada’s Oldest Bank
↗
July 21, 2021
Investors with a low tolerance for risk who seek a reliable stream of dividend income may wish to consider BMO (BMO) for income and safety.
Via
Talk Markets
Morgan Stanley Stock Near All-Time High, Earning Results Due; Recently Acquired Eaton Vance
↗
July 12, 2021
Morgan Stanley stock has a near-best 98 EPS Rating of a best-possible 99. The 98 rating reflects strong recent and long-term profit growth.
Via
Investor's Business Daily
Bluesky Digital Assets Corp., Appoints Mr. Jakson Inwentash as a Director of the Corporation
July 06, 2021
Toronto, Ontario--(Newsfile Corp. - July 6, 2021) - Bluesky Digital Assets Corp., (CSE: BTC), (CSE: BTC.PR.A), (OTCQB: BTCWF), (FSE: YS6P)...
Via
Newsfile
Topics
Artificial Intelligence
Unusual Options Activity Insight: Bank of Montreal
↗
June 30, 2021
On Wednesday, shares of Bank of Montreal (NYSE:BMO) saw unusual options activity. After the option alert, the stock price moved up to $102.36. Sentiment: BEARISH Option Type:...
Via
Benzinga
Nurcapital Announces Appointment of New Director
June 29, 2021
Toronto, Ontario--(Newsfile Corp. - June 29, 2021) - Nurcapital Corporation Ltd. (TSXV: NCL.H) ("Nurcapital" or the "Company") is pleased to...
Via
Newsfile
Topics
Economy
BMO Harris Bank and Lively to Modernize HSA Offering With Personalized Experience
June 24, 2021
From
Lively, Inc.
Via
Business Wire
FRNT Financial Announces Appointment of Raymond Ritchie as Head of Trading
June 16, 2021
FRNT Financial (the "Company" or "FRNT"), a platform to help permitted clients exploit inefficiencies and find alpha in cryptocurrency and alternative markets, today announced the appointment of...
Via
Newswire.com
Key Dividend Increases From Last Week - Sunday, June 6
↗
June 06, 2021
Here follows a list of notable dividend increases from last week.
Via
Talk Markets
Bank of Montreal (BMO) Q2 2021 Earnings Call Transcript
↗
May 26, 2021
BMO earnings call for the period ending April 30, 2021.
Via
The Motley Fool
Topics
Earnings
Capricorn Business Acquisitions Inc. Announces Qualifying Transaction with Bitcoin Mining Company, Canada Computational Unlimited Inc.
May 25, 2021
Toronto, Ontario--(Newsfile Corp. - May 25, 2021) - Capricorn Business Acquisitions Inc. (TSXV: CAK.H) (the "Company" or "Capricorn") is pleased...
Via
Newsfile
Topics
Artificial Intelligence
Earnings Scheduled For May 26, 2021
↗
May 26, 2021
Companies Reporting Before The Bell • Boqii Holding (NYSE:BQ) is expected to report quarterly loss at $0.14 per share on revenue of $35.05 million. • Li Auto (...
Via
Benzinga
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