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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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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C.H. Robinson Worldwide
(NQ:
CHRW
)
166.01
-0.72 (-0.43%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 8, 2026
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Nasdaq Futures Plummet As Alphabet, AMD Disappointments Sour Sentiment; Spotlight Shifts To Fed Statement, Powell's Presser
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January 27, 2024
Adapting to new trade routes, certain supply chain stocks to sell continue to catch the investor eyes at this time.
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What Analysts Are Saying About C.H. Robinson Worldwide Stock
↗
January 10, 2024
Via
Benzinga
Where C.H. Robinson Worldwide Stands With Analysts
↗
November 02, 2023
Via
Benzinga
Preview: C.H. Robinson Worldwide's Earnings
↗
October 31, 2023
Via
Benzinga
Where C.H. Robinson Worldwide Stands With Analysts
↗
October 03, 2023
Via
Benzinga
Earnings Scheduled For January 31, 2024
↗
January 31, 2024
Companies Reporting Before The Bell • Novartis (NYSE:NVS) is likely to report quarterly earnings at $1.68 per share on revenue of $11.56 billion.
Via
Benzinga
C.H. Robinson Worldwide's Earnings: A Preview
↗
January 30, 2024
Via
Benzinga
Analyst Ratings for C.H. Robinson Worldwide
↗
September 13, 2023
Via
Benzinga
Tech Titans Microsoft, Apple Lead 'Magnificent Seven' Earnings Wave This Week: Can Mega-Caps Ignite Market Optimism?
↗
January 29, 2024
An analyst sees the Satya Nadella-led company's earnings to be the key barometer for AI spending.
Via
Benzinga
Topics
Artificial Intelligence
C.H. Robinson Fourth Quarter 2023 Earnings Release and Conference Call Scheduled for Wednesday, January 31, 2024
January 11, 2024
From
C.H. Robinson
Via
Business Wire
Hedge Fund Leftovers: 3 Stocks to Sell as Elite Interest Dwindles
↗
January 04, 2024
With our economic uncertainty, you need to sell these stocks as they do not offer a guarantee of high portfolio returns.
Via
InvestorPlace
C.H. Robinson Taps Lean Methodology Expert Jim Reutlinger to Join Senior Leadership Team, Stand Up New Program Management Office
January 04, 2024
From
C.H. Robinson
Via
Business Wire
C.H. Robinson Announces Chief Financial Officer Transition
December 21, 2023
From
C.H. Robinson
Via
Business Wire
Check Out 3 High-Yielding Dividend Stocks In Industrials Sector From Wall Street's Most Accurate Analysts
↗
November 28, 2023
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high...
Via
Benzinga
Insiders Buying C.H. Robinson Worldwide And 3 Other Stocks
↗
November 17, 2023
Although U.S. stocks closed mixed on Thursday, there were a few notable insider trades.
Via
Benzinga
C.H. Robinson Declares Quarterly Cash Dividend
November 16, 2023
From
C.H. Robinson
Via
Business Wire
C.H. Robinson Reports 2023 Third Quarter Results
November 01, 2023
From
C.H. Robinson
Via
Business Wire
10 Industrials Stocks With Whale Alerts In Today's Session
↗
October 30, 2023
Via
Benzinga
10 Industrials Stocks Whale Activity In Today's Session
↗
October 20, 2023
Via
Benzinga
C.H. Robinson Third Quarter 2023 Earnings Release and Conference Call Scheduled for Wednesday, November 1, 2023
October 05, 2023
From
C.H. Robinson
Via
Business Wire
Is the Grinch Stealing This Year's Holiday Season Jobs?
September 29, 2023
Amid rising labor costs and interest rates, as well as a possible Q4 economic slowdown, retailers and logistics companies are using caution in seasonal hiring.
Via
MarketBeat
C.H. Robinson Navigates Turbulent Freight Environment: Analyst Slashes Price Target On Delayed Recovery Predictions
↗
September 13, 2023
Benchmark analyst Christopher Kuhn reiterated a Buy rating on C.H.
Via
Benzinga
GoDaddy To Rally Around 44%? Here Are 10 Other Analyst Forecasts For Wednesday
↗
September 13, 2023
Needham cut the price target for Rocket Pharmaceuticals, Inc. (NASDAQ: RCKT) from $60 to $53. Needham analyst Gil Blum maintained a Buy rating. Rocket Pharmaceuticals shares rose 24.3% to $19.00 in...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 31, 2023
↗
August 31, 2023
Via
Benzinga
Salesforce To Rally Around 25%? Here Are 10 Other Analyst Forecasts For Thursday
↗
August 31, 2023
Needham raised the price target for CrowdStrike Holdings, Inc. (NASDAQ: CRWD) from $170 to $200. Needham analyst Alex Henderson maintained a Buy rating. CrowdStrike shares rose 1.7% to close at $149.18...
Via
Benzinga
C.H. Robinson to Participate in TD Cowen’s Global Transportation Conference
August 29, 2023
From
C.H. Robinson
Via
Business Wire
Shipping Rates Take A Hike: FedEx Announces Major Price Hike Effective January 2024
↗
August 29, 2023
The express package delivery company, FedEx Corp (NYSE: FDX), disclosed increasing shipping rates and customs clearance service fees on imports,
Via
Benzinga
4 Top Dividend Payers of the S&P 500
↗
August 23, 2023
While each dividend payment may not seem like much on its own, if they're reinvested and allowed to compound over time, they can add substantially to your returns.
Via
The Motley Fool
Topics
Stocks
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