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home
about us
Investment Approach
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Firm ADV PDFs
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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
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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
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Union Bankshares, Inc. - Common Stock
(NQ:
UNB
)
22.11
-1.17 (-5.03%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Oct 29, 2025
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All News about Union Bankshares, Inc. - Common Stock
Regional Banking Sector Plunges Amid Renewed Credit Fears and Loan Loss Revelations
October 16, 2025
New York, NY – October 16, 2025 – The regional banking sector experienced a significant downturn today, with its performance in the S&P 500 plummeting amidst a resurgence of credit fears, mounting bad...
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MarketMinute
Topics
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Union Bankshares (NASDAQ: UNB) Declares $0.36 Quarterly Dividend Amidst Robust Growth
October 15, 2025
Morrisville, VT – October 15, 2025 – Union Bankshares, Inc. (NASDAQ: UNB), the parent company of Union Bank, today announced a regular quarterly cash dividend of $0.36 per share. This declaration...
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MarketMinute
Topics
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Union Bankshares (UNB) Affirms Shareholder Value with $0.36 Quarterly Dividend Amidst Strong Q3 Growth
October 15, 2025
Union Bankshares (NASDAQ: UNB) has announced a quarterly cash dividend of $0.36 per share, signaling continued commitment to shareholder returns. This declaration comes on the heels of a robust third...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
UNB Stock Earnings: Union Bankshares Reported Results for Q2 2024
July 18, 2024
Union Bankshares just reported results for the second quarter of 2024.
Via
InvestorPlace
Union Bankshares (UNB) Q2 Net Jumps 19%
August 07, 2025
Via
The Motley Fool
UNB Stock Earnings: Union Bankshares Reported Results for Q1 2024
May 14, 2024
Union Bankshares just reported results for the first quarter of 2024.
Via
InvestorPlace
Supporting Shareholders through Changes: Union Bankshares Ensures Stable Distribution amidst Decreased Profits
February 01, 2024
Via
Benzinga
Union Bankshares: Dividend Insights
January 22, 2024
Via
Benzinga
Achieving Growth and Investor Rewards: Union Bankshares Flourishes with Strong Performance and Rising Profits
November 02, 2023
Via
Benzinga
Achieving Growth and Investor Rewards: Union Bankshares Flourishes with Strong Performance and Rising Profits
August 03, 2023
Via
Benzinga
Union Bankshares Inc. (NASDAQ: UNB) Making Surprising Moves in Monday Session
July 24, 2023
Via
Investor Brand Network
Union Bankshares's Ex-Dividend Date Is Thursday, Here's What You Need To Know
July 24, 2023
Via
Benzinga
Wednesday Is Your Last Chance To Buy Union Bankshares Before The Dividend Payout
April 24, 2023
Via
Benzinga
Union Bankshares's Ex-Dividend Date Is Thursday, Here's What You Need To Know
January 23, 2023
Via
Benzinga
Wednesday Is Your Last Chance To Buy Union Bankshares Before The Dividend Payout
October 24, 2022
Wednesday marks the last chance for investors to receive the next dividend payout from Union Bankshares (NASDAQ:UNB).
Via
Benzinga
Stocks That Hit 52-Week Lows On Monday
September 19, 2022
On Monday, 429 stocks made new 52-week lows.
Via
Benzinga
Daily Stock Analysis: Union Bankshares
September 02, 2022
Union Bankshares Inc. is a nano-cap VT regional bank operating in the financial services business sector.
Via
Talk Markets
Union Bankshares: Dividend Insights
July 25, 2022
Wednesday marks the last chance for investors to receive the next dividend payout from Union Bankshares (NASDAQ:UNB).
Via
Benzinga
Stocks That Hit 52-Week Lows On Thursday
July 28, 2022
On Thursday, 108 companies set new 52-week lows.
Via
Benzinga
Union Bankshares: Dividend Insights
April 25, 2022
Wednesday marks the last chance for investors to receive the next dividend payout from Union Bankshares (NASDAQ:
Via
Benzinga
Stocks That Hit 52-Week Highs On Friday
April 23, 2021
On Friday morning, 152 companies hit new 52-week highs. Things to Consider: The largest company by market cap to hit a new 52-week high was ASML Holding (NASDAQ:...
Via
Benzinga
Union Bankshares: Dividend Insights
January 24, 2022
Wednesday marks the last chance for investors to receive the next dividend payout from Union Bankshares. What's Happening (NASD...
Via
Benzinga
Stocks That Hit 52-Week Highs On Wednesday
August 11, 2021
During the morning session on Wednesday, 125 stocks hit new 52-week highs. Interesting Facts: Wells Fargo (NYSE:WFC) was the largest company by market cap to set a...
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Benzinga
12 Financials Stocks Moving In Monday's Intraday Session
April 19, 2021
Gainers Marlin Business Services (NASDAQ:MRLN) stock moved upwards by 47.33% to $20.98 during Monday's regular session. The current volume of 1.0 million shares is...
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Benzinga
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