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home
about us
Investment Approach
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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
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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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Capital Power Corp Ord
(TSX:
CPX
)
68.27
+0.33 (+0.49%)
Streaming Delayed Price
Updated: 4:17 PM EDT, Apr 10, 2026
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All News about Capital Power Corp Ord
Fortis vs. the Rest: How Does It Compare to Other Canadian Utility Stocks?
↗
April 08, 2026
Fortis is a worthy core holding, and a particularly compelling addition on meaningful dips.
Via
The Motley Fool
How Many Capital Power Shares Would it Take to Earn $1,000 in Annual Dividends?
↗
April 07, 2026
Capital Power stock is heading into a period of strong growth, backed by strong industry fundamentals and a growing market presence.
Via
The Motley Fool
Capital Power to host Annual General Meeting on April 28 and release 2026 Q1 results on April 29
April 01, 2026
From
Capital Power Corporation
Via
GlobeNewswire
Canadian Renewable Energy Stocks: Hype or Historic Opportunity?
↗
March 30, 2026
Why renewable energy companies might be some of the best long-term dividend growth stocks that Canadians can buy now.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
The Canadian Companies Building AI Infrastructure (and Why They Matter)
↗
March 24, 2026
Explore the future of AI in Canada and discover how companies are building essential AI infrastructure for growth.
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
The Clean Energy Pivot: A Deep Dive into TransAlta Corporation (TAC)
March 23, 2026
As of March 23, 2026, TransAlta Corporation (NYSE: TAC; TSX: TA) stands as a testament to the radical transformation required of legacy industrial giants in the age of decarbonization. Once the...
Via
Finterra
Topics
Artificial Intelligence
Economy
Energy
Here’s How Many Shares of Capital Power You Should Own to Get $1,000 in Dividends
↗
March 09, 2026
Discover the potential of Capital Power as a leading dividend stock on TSX for reliable returns and future growth.
Via
The Motley Fool
Topics
Artificial Intelligence
Energy
Retirement
Capital Power reports fourth quarter and year-end 2025 results
March 04, 2026
Execution of 2025 strategic priorities underpins a transformative year and sets the stage for long-term success
From
Capital Power Corporation
Via
GlobeNewswire
Capital Power declares dividends for its Common and Preference shares
March 03, 2026
From
Capital Power Corporation
Via
GlobeNewswire
Capital Power appoints Kevin MacIntosh as Chief Financial Officer
February 19, 2026
From
Capital Power Corporation
Via
GlobeNewswire
California Resources Corporation and Capital Power to Explore Decarbonized Power Solutions in California
November 04, 2025
From
California Resources Corporation
Via
GlobeNewswire
Capital Power Corporation Upholds Shareholder Returns with Dual Dividend Declaration Amidst Shifting Market Sentiments
October 28, 2025
Edmonton, Alberta – October 28, 2025 – Capital Power Corporation (TSX: CPX), a prominent North American power producer, today announced a significant declaration of dividends for both its common and...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Strengthening Ontario’s grid: Capital Power commissions two Battery Energy Storage Projects
September 22, 2025
From
Capital Power Corporation
Via
GlobeNewswire
TSX Soars to Record Highs as Favorable Domestic and US Data Fuel Market Optimism
September 26, 2025
The S&P/TSX Composite Index (TSX: ^OSPTX) has recently surged to unprecedented levels, achieving an all-time closing high of 29,958.98 on September 22, 2025, and continuing its upward trajectory by...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Capital Power announces closing of renewable power asset sell-down transaction
December 20, 2024
From
Capital Power Corporation
Via
GlobeNewswire
Capital Power engages at New York Climate Week
September 23, 2024
Amid unprecedented power demand fueled by AI, the time is now to power change
From
Capital Power Corporation
Via
GlobeNewswire
Capital Power Secures 1 GW Supply of Responsibly Produced, Ultra-Low Carbon First Solar Modules
July 05, 2023
From
First Solar, Inc.
Via
Business Wire
Capital Power and Enbridge Collaborate to Reduce CO2 Emissions in Alberta
December 07, 2021
SOURCE: Enbridge
Via
3BL Media
Topics
Emissions
Energy
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