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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
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
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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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
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C.H. Robinson Worldwide
(NQ:
CHRW
)
143.80
+0.94 (+0.66%)
Streaming Delayed Price
Updated: 10:31 AM EDT, Aug 25, 2026
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C.H. Robinson to Appeal Dallas Verdict, Stands by Growth and Buyback Plans
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August 12, 2026
C.H. Robinson Worldwide (NASDAQ:CHRW) executives said the company plans to appeal a large jury verdict tied to a fatal accident in Dallas, while maintaining that the outcome will not alter its...
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C.H. Robinson Declares Quarterly Cash Dividend
August 06, 2026
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August 05, 2026
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C.H. Robinson (NASDAQ:CHRW) Beats Q2 Estimates but Cash Flow Drop Tempers Market Reaction
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August 04, 2026
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C.H. Robinson Worldwide Q2 Earnings Call Highlights
↗
July 29, 2026
C.H. Robinson Worldwide (NASDAQ:CHRW) said its second-quarter performance reflected continued market-share gains, productivity improvements and stronger operating leverage despite a freight-demand...
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Earnings
C.H. Robinson Worldwide (NASDAQ:CHRW) Delivers Impressive Q2 CY2026
July 29, 2026
Freight transportation intermediary C.H. Robinson (NASDAQ:CHRW) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 19.3% year on year to $4....
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C.H. Robinson Reports 2026 Second Quarter Results
July 29, 2026
From
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What To Expect From C.H. Robinson Worldwide’s (CHRW) Q2 Earnings
July 27, 2026
Freight transportation intermediary C.H. Robinson (NASDAQ:CHRW) will be reporting results this Wednesday after market hours. Here’s what to look for. C.H. Ro...
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July 17, 2026
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C.H. Robinson Second Quarter 2026 Earnings Release and Conference Call Scheduled for Wednesday, July 29, 2026
July 07, 2026
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July 06, 2026
Each stock in this article is trading near its 52-week high. These elevated prices usually indicate some degree of investor confidence, business improvements...
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C.H. Robinson Boosts High-Value Cargo Capabilities with Acquisition of DeSpir Logistics™
June 22, 2026
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C.H. Robinson
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Business Wire
Expeditors (NYSE:EXPD): Strongest Q1 Results from the Air Freight and Logistics Group
June 17, 2026
Looking back on air freight and logistics stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Expeditors (NYSE:EXPD) and its ...
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BidBoardX expands carrier access to committed freight, bringing ease and efficiency to a fragmented marketplace
June 17, 2026
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