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home
about us
Investment Approach
Client Service Approach
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
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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Mogo Inc. - Common Shares
(NQ:
MOGO
)
1.560
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Nov 3, 2025
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Mid-Morning Market Update: Markets Open Higher; Goldman Sachs Beats Q3 Expectations
October 15, 2021
Following the market opening Friday, the Dow traded up 0.80% to 35,190.31 while the NASDAQ rose 0.28% to 14,864.73. The S&P also rose, gaining 0.58% to 4,463.81. The U.S. has...
Via
Benzinga
Topics
Stocks
Mogo Partners with CI Investment Services on MogoTrade Commission Free Stock Trading App
October 12, 2021
From
Mogo Inc.
Via
Business Wire
Mogo to Present at LD Micro Main Event
October 08, 2021
From
Mogo Inc.
Via
Business Wire
Unusual Options Activity Insight: Mogo
August 09, 2021
On Monday, shares of Mogo (NASDAQ:MOGO) saw unusual optio...
Via
Benzinga
Mogo's Stock Hits Important Support Level
July 13, 2021
Shares of Mogo Inc. (NASDAQ:MOGO) have been trending lower...
Via
Benzinga
10 Biggest Price Target Changes For Friday
September 24, 2021
Telsey Advisory Group reduced the price target for NIKE, Inc. (NYSE: NKE) from $180 to $176. NIKE shares fell 4.6% to $152.26 in pre-market trading. Wedbush raised the price...
Via
Benzinga
Mogo to Participate in BTIG Future of Digital Assets Conference
September 16, 2021
From
Mogo Inc.
Via
Business Wire
Mogo Completes Acquisition of Canadian Investment Dealer Fortification Capital Inc. - to be Renamed MogoTrade
September 01, 2021
From
Mogo Inc.
Via
Business Wire
66 Biggest Movers From Yesterday
August 12, 2021
Gainers Rani Therapeutics Holdings, Inc. (NASDAQ: RANI) shares jumped 50.5% to close at $20.74 on Wednesday. The company, last month, priced its IPO at $11 per share. Dyadic...
Via
Benzinga
Topics
Initial Public Offering
Here's Why Mogo Stock Made Big Gains Today
August 11, 2021
The small-cap fintech is now up roughly 83% year to date.
Via
The Motley Fool
Topics
Earnings
Mogo Reports Second Quarter 2021 Financial Results & Provides FY2022 Outlook
August 11, 2021
From
Mogo Inc.
Via
Business Wire
Mogo Schedules Q2 2021 Earnings Conference Call
July 30, 2021
From
Mogo Inc.
Via
Business Wire
Mogo Subsidiary Carta Powering Public Health Initiatives in the United Kingdom
July 29, 2021
From
Mogo
Via
Business Wire
Unusual Options Activity Insight: Mogo
July 23, 2021
Shares of Mogo (NASDAQ:MOGO) saw some unusual options activity on Friday. Following the unusual option alert, the stock price moved down to $5.68. Sentiment: BEARISH Option Type...
Via
Benzinga
Unusual Options Activity Insight: Mogo
July 15, 2021
On Thursday, shares of Mogo (NASDAQ:MOGO) saw unusual options activity. After the option alert, the stock price moved up to $5.93. Sentiment: BULLISH Option Type: TRADE Trade...
Via
Benzinga
Mogo Announces Minority Investment in Canada’s First Regulated Custodian for Cryptocurrency Assets
July 08, 2021
From
Mogo Inc.
Via
Business Wire
Here's Why Riot Blockchain Stock Was Up 39% in June
July 05, 2021
Analysts were loving its deal with a fintech company, its mining update, and a recent acquisition.
Via
The Motley Fool
5 Canadian Stocks To Consider For Canada Day
July 01, 2021
Earlier this year, Canada was named No. 1 country in the world in the 2021 Best Countries Report published by U.S. News & World Report. Obviously, all of those Anne Murray...
Via
Benzinga
Mogo Announces Results of its Annual Meeting of Shareholders
June 29, 2021
From
Mogo Inc.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For June 15, 2021
June 15, 2021
Upgrades According to Raymond James, the prior rating for Welltower Inc (NYSE:WELL) was changed from Market Perform to Strong Buy. For the first quarter, Welltower had an...
Via
Benzinga
Mogo Closes Acquisition of Additional Shares in Canada’s Leading Crypto Platform, Coinsquare
June 15, 2021
From
Mogo Inc.
Via
Business Wire
Mogo to Add Regulatory and Financial Services Industry Veterans, Wendy Rudd and Dr. Liam Cheung, to Board of Directors
June 10, 2021
From
Mogo Inc.
Via
Business Wire
Why Riot Blockchain Stock Soared Today
June 09, 2021
The company is giving up a stake in a cryptocurrency exchange and gaining a stake in a publicly traded fintech company.
Via
The Motley Fool
Topics
Regulatory Compliance
Mogo Announces Close of Previously Announced Increased Investment in Canada’s Leading Crypto Platform, Coinsquare
June 04, 2021
From
Mogo Inc.
Via
Business Wire
Mogo Announces Agreement to Acquire Additional Shares in Canada’s Leading Crypto Platform, Coinsquare
June 01, 2021
From
Mogo Inc.
Via
Business Wire
Mogo’s Payments Platform, Carta Worldwide, Awarded Visa Ready Certification
May 20, 2021
From
Mogo Inc.
Via
Business Wire
Mogo to Participate in the Needham Virtual Technology & Media Conference
May 17, 2021
From
Mogo Inc.
Via
Business Wire
Mogo Enters Agreement to Acquire Canadian Broker-Dealer Fortification Capital Inc.
May 17, 2021
From
Mogo Inc.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For May 14, 2021
May 14, 2021
Upgrades Canaccord Genuity upgraded the previous rating for Mogo Inc (NASDAQ:MOGO) from Hold to Speculative Buy. For the first quarter, Mogo had an EPS of $0.06, compared...
Via
Benzinga
Mogo Enters Agreements to Increase Ownership in Canada’s Leading Crypto Platform, Coinsquare
May 13, 2021
From
Mogo Inc.
Via
Business Wire
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