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home
about us
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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
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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
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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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
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Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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The Descartes Systems Group Inc. - Common Stock
(NQ:
DSGX
)
87.46
+1.85 (+2.16%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 9, 2026
Add to My Watchlist
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All News about The Descartes Systems Group Inc. - Common Stock
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Descartes Systems Group (NASDAQ:DSGX) Presents a Compelling Growth and Technical Setup
↗
December 29, 2025
Descartes Systems Group (DSGX) combines strong growth fundamentals with a technical chart setup, offering a potential entry point for capital gains.
Via
Chartmill
What a $14 Million Accelerant Bet Signals to Long-Term Investors After the Firm's July IPO
↗
December 26, 2025
The stock is underwater since its IPO, but the business beneath it just posted triple-digit profit growth, and one fund didn’t wait around.
Via
The Motley Fool
Topics
Initial Public Offering
Regulatory Compliance
Why a $30 Million Bruker Stock Trim Matters Amid an 18% Slide
↗
December 26, 2025
The sale isn’t about panic selling, but it is about what happens when growth stumbles, margins compress, and opportunity cost suddenly matters a lot more.
Via
The Motley Fool
Topics
Regulatory Compliance
Dixon Mitchell Investment Counsel Buys the Dip: Adds $23 Million of Descartes Systems
↗
December 10, 2025
Dixon Mitchell quadrupled the number of Descartes Systems shares it held from the prior quarter.
Via
The Motley Fool
Topics
ETFs
Economy
Descartes Systems Gr's Earnings: A Preview
↗
September 02, 2025
Via
Benzinga
Descartes Announces TSX Acceptance of Normal Course Issuer Bid
December 09, 2025
From
The Descartes Systems Group Inc
Via
GlobeNewswire
Durable Capital Liquidates Descartes Systems Position: Should Investors Avoid the Stock?
↗
December 05, 2025
After holding shares of Descartes Systems since 2020, Durable Capital fully liquidated its stake in the company, having sold shares for four consecutive quarters.
Via
The Motley Fool
Topics
Economy
Regulatory Compliance
Descartes Announces Fiscal 2026 Third Quarter Financial Results
December 03, 2025
From
The Descartes Systems Group Inc
Via
GlobeNewswire
Descartes Stock Down 29% in a Year — Is That Why a Major Investor Just Cut Its Stake?
↗
December 02, 2025
Descartes’ steady financial results weren’t enough to keep one major investor from cutting back—here’s what the move signals.
Via
The Motley Fool
Topics
Economy
Regulatory Compliance
Descartes Systems Group (NASDAQ:DSGX) Presents a Compelling Mix of Strong Fundamentals and Technical Setup
↗
December 01, 2025
Descartes Systems Group (DSGX) combines strong SaaS fundamentals with a bullish technical setup, signaling a potential breakout for growth investors.
Via
Chartmill
Descartes (DSGX) Q2 2026 Earnings Call Transcript
↗
November 27, 2025
Descartes (DSGX) Q2 2026 Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
Fraud
Estes Logistics Scales Dedicated Fleet Operations with Descartes Technology, Driving 15 Years of Growth and Innovation
November 12, 2025
From
The Descartes Systems Group Inc
Via
GlobeNewswire
Descartes’ Study Finds 67% of Freight Forwarders and Customs Brokers View Technology as Fundamental to Growth
November 04, 2025
From
The Descartes Systems Group Inc
Via
GlobeNewswire
Descartes Sets Date to Announce Third Quarter Fiscal 2026 Financial Results
November 03, 2025
From
The Descartes Systems Group Inc
Via
GlobeNewswire
ESPAS and Steinehelden Use Descartes’ Solution to Optimize Ecommerce Productivity by 500% While Supporting Special Needs of Workers
October 28, 2025
From
The Descartes Systems Group Inc
Via
GlobeNewswire
Growth Fund Dumps $25 Million in Vertex Stock as Weak Quarter Hit Returns
↗
October 26, 2025
Growth Fund Dumps $25 Million in Vertex Stock as Weak Quarter Hit Returns
Via
The Motley Fool
Topics
Regulatory Compliance
Growth Fund Sells $20 Million in Novanta Stock as Headwinds Weigh on Returns
↗
October 26, 2025
Growth Fund Sells $20 Million in Novanta Stock as Headwinds Weigh on Returns
Via
The Motley Fool
Up 89% Year-To-Date, Advisory Firm Trims Back Holdings of Aerospace Tech Stock
↗
October 26, 2025
Up 89% Year-To-Date, Advisory Firm Trims Back Holdings of Aerospace Tech Stock
Via
The Motley Fool
Topics
Regulatory Compliance
Independent Investment Manager Sells $24.6 Million of Exponent Stock, According to Recent Filing
↗
October 26, 2025
Independent Investment Manager Sells $24.6 Million of Exponent Stock, According to Recent Filing
Via
The Motley Fool
Topics
Regulatory Compliance
Third Party Logistics Provider CPGIO Uses Descartes’ Ecommerce Inventory and Order Management Solution to Achieve 5x Growth
October 22, 2025
From
The Descartes Systems Group Inc
Via
GlobeNewswire
Givaudan Automates Compliance with Descartes’ Denied Party Screening Solution
October 06, 2025
From
The Descartes Systems Group Inc
Via
GlobeNewswire
Crystal Art Gallery Increases Ecommerce Fulfillment 5x with Descartes Sellercloud™
September 22, 2025
From
The Descartes Systems Group Inc
Via
GlobeNewswire
Descartes’ 9th Annual Study Finds Transportation Management Reaches Record Strategic Importance
September 15, 2025
From
The Descartes Systems Group Inc
Via
GlobeNewswire
Customs Assured Realizes 30% Productivity Gain by Streamlining Customs Declarations with Descartes and AiDock
September 08, 2025
From
The Descartes Systems Group Inc
Via
GlobeNewswire
Descartes Announces Fiscal 2026 Second Quarter Financial Results
September 03, 2025
From
The Descartes Systems Group Inc
Via
GlobeNewswire
Earnings Scheduled For September 3, 2025
↗
September 03, 2025
Via
Benzinga
Golf Superstore Uses Descartes Sellercloud™ to Unify Omnichannel Operations
August 25, 2025
From
The Descartes Systems Group Inc
Via
GlobeNewswire
Descartes Named Top Provider of Cloud-based TMS Solutions and Top Fleet Management Provider in ARC Advisory Group’s Transportation Management Systems Global Report
August 14, 2025
From
The Descartes Systems Group Inc
Via
GlobeNewswire
Descartes Helps Reduce False Positives with AI-Enabled Denied Party Screening Solution
August 06, 2025
From
The Descartes Systems Group Inc
Via
GlobeNewswire
Descartes Acquires Finale Inventory
August 04, 2025
From
The Descartes Systems Group Inc
Via
GlobeNewswire
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