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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
MARKET RESEARCH
Featured Quarterly Newsletter
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Canadian National Railway Company
(TSX:
CNR
)
149.93
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Feb 19, 2026
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How Much Canadians Typically Have in a TFSA by Age 55
↗
February 19, 2026
Consider CN Rail (TSX:CNR) and other great stocks for your TFSA fund.
Via
The Motley Fool
The Railway and Telecom Stocks Everyone’s Writing Off — Too Soon?
↗
February 17, 2026
The market is full of opportunities, including these railway and telecom stocks that investors have forgotten about.
Via
The Motley Fool
Topics
Economy
CN Reports January Grain Movement
February 05, 2026
From
Canadian National Railway Company
Via
GlobeNewswire
CN’s 2025 Annual Financial Statements and Annual Information Form available on Company Website
February 04, 2026
From
Canadian National Railway Company
Via
GlobeNewswire
Tracy Robinson to Address Barclays 43rd Industrial Select Conference
February 02, 2026
From
Canadian National Railway Company
Via
GlobeNewswire
Ghislain Houle, Executive Vice-President and Chief Financial Officer, to address Citi’s 2026 Global Industrial Tech and Mobility Conference on February 18
February 02, 2026
From
Canadian National Railway Company
Via
GlobeNewswire
CN Announces New Normal Course Issuer Bid for Share Repurchase and 3% Dividend Increase
January 30, 2026
From
Canadian National Railway Company
Via
GlobeNewswire
CN Announces Solid Fourth Quarter and Year-End Results
January 30, 2026
From
Canadian National Railway Company
Via
GlobeNewswire
CN to Report Fourth-Quarter and Full-Year 2025 Financial and Operating Results Tomorrow
January 29, 2026
From
Canadian National Railway Company
Via
GlobeNewswire
CN Statement on STB Rejection of Incomplete UP–NS Merger Application
January 16, 2026
From
Canadian National Railway Company
Via
GlobeNewswire
CN Files Motion to Force Disclosure in UP-NS Merger Review
January 12, 2026
Incomplete Application Prevents Those Impacted from Assessing Competition Harms
From
Canadian National Railway Company
Via
GlobeNewswire
Billionaire Bill Gates Has 59% of His Foundation's $38 Billion Portfolio Invested in 3 Phenomenal Stocks
↗
January 11, 2026
The foundation is heavily concentrated in value stocks instead of high-flying tech stocks that made its founder wealthy.
Via
The Motley Fool
CN Reports December Grain Movement
January 09, 2026
From
Canadian National Railway Company
Via
GlobeNewswire
CN to Report Fourth-Quarter and Full-Year 2025 Financial and Operating Results on January 30, 2026
January 05, 2026
From
Canadian National Railway Company
Via
GlobeNewswire
CN Railroaders Making a Difference in Your Community
December 22, 2025
From
Canadian National Railway Company
Via
GlobeNewswire
CN Statement on UP-NS STB Filing
December 19, 2025
From
Canadian National Railway Company
Via
GlobeNewswire
Billionaire Bill Gates Has 60% of His Foundation's $37 Billion Portfolio Invested in Noticeably Non-Tech Stocks Heading Into 2026
↗
December 18, 2025
Gates is more interested in stalwart, boring businesses than high-flying tech.
Via
The Motley Fool
Building A Sustainable Future: CN Publishes Sustainability Report
December 02, 2025
From
Canadian National Railway Company
Via
GlobeNewswire
CN Proudly Celebrates the 30th Anniversary of its Privatization
November 17, 2025
From
Canadian National Railway Company
Via
GlobeNewswire
Ghislain Houle, Executive Vice-President and Chief Financial Officer to Address the Desjardins Toronto Conference on November 24
November 17, 2025
From
Canadian National Railway Company
Via
GlobeNewswire
Corporate Earnings Fuel Market Gains, But Mixed Results Hint at Underlying Volatility
November 07, 2025
Recent third-quarter (Q3) 2025 corporate earnings have painted a complex yet largely positive picture for North American equity markets. While robust performances from key sectors, particularly...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
CN Announces US$700 Million Debt Offering
November 06, 2025
From
Canadian National Railway Company
Via
GlobeNewswire
Commodity Boom Bolsters TSX Rally Amidst Broader Market Hesitation
November 06, 2025
Toronto, Canada – November 6, 2025 – The Toronto Stock Exchange (TSX) composite index, a bellwether for the Canadian economy, recently experienced its most robust rally in three weeks, providing a...
Via
MarketMinute
Topics
Economy
Electric Vehicles
Emissions
CN Reports October Grain Movement
November 05, 2025
From
Canadian National Railway Company
Via
GlobeNewswire
Tracy Robinson to Address the 25th Annual Scotiabank Transportation and Industrials Conference on November 18
November 04, 2025
From
Canadian National Railway Company
Via
GlobeNewswire
Pakistan Opens Doors to Canadian Canola: A Multi-Million Dollar Opportunity for Farmers
November 03, 2025
In a significant development for global agricultural trade, Canada and Pakistan have forged a renewed agreement to facilitate the export of Canadian canola to the South Asian nation. This landmark deal...
Via
MarketMinute
Topics
Economy
Supply Chain
World Trade
CN Declares Fourth-Quarter 2025 Dividend
October 31, 2025
From
Canadian National Railway Company
Via
GlobeNewswire
CN Delivers Strong Third Quarter Financial and Operating Results
October 31, 2025
From
Canadian National Railway Company
Via
GlobeNewswire
Canadian Job Vacancies Hit Seven-Year Low, Signaling Economic Headwinds and Rate Cut Pressure
October 30, 2025
Ottawa, Canada – October 30, 2025 – Canada's labor market experienced a significant cooling in August 2025, with job vacancies plummeting to 457,400, their lowest level since August 2017. This stark...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Immigration
CN to Report Third-Quarter 2025 Financial and Operating Results Tomorrow
October 30, 2025
From
Canadian National Railway Company
Via
GlobeNewswire
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