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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
Client Contact with Portfolio Manager(s)
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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
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Constellation Sftwre Inc
(TSX:
CSU
)
2,295.18
-64.53 (-2.73%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Apr 10, 2026
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2 Cheap Tech Stocks to Buy Right Now
↗
March 30, 2026
Shopify (TSX:SHOP) and Constellation Software (TSX:CSU) have crashed quite a bit, but, eventually, things will get overdone.
Via
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Government
Perseus Operating Group of Constellation Software Completes Acquisition of IronHQ
March 30, 2026
From
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3 Canadian Stocks That Are Nearly Perfect for a $7,000 TFSA Investment
↗
March 27, 2026
Give your $7,000 TFSA contribution enough time and it could be worth as much as $92,000. These stocks could help you get there.
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What Are 2 Great Tech Stocks to Buy Right Now?
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March 24, 2026
If you don't mind investing against the market, these two high quality Canadian tech stocks could be an incredible bargain right now!
Via
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Stock Split Alert: 2 TSX Stocks That Could Split in 2026
↗
March 18, 2026
Here are two TSX stocks that look well-positioned for a stock split this year or beyond, depending on what the respective management teams decide to do.
Via
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S&P 500 Update This Week: 2 Signals to Watch After Adobe's Earnings
↗
March 17, 2026
The market is still worried about software disruption.
Via
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Topics
Artificial Intelligence
Retirement
Stocks
Is This a Once-in-a-Decade Buying Opportunity?
↗
March 17, 2026
Constellation Software (TSX:CSU) stock might be a worthy buy after the worst crash in more than a decade.
Via
The Motley Fool
Topics
Artificial Intelligence
Nvidia Stock Is Interesting, But Here’s What I’d Buy Instead
↗
March 10, 2026
Constellation Software (TSX:CSU) stock looks like a bigger bargain in early March.
Via
The Motley Fool
1 Growth Stock Down 51% to Buy Hand Over Fist in March
↗
March 03, 2026
Constellation Software (TSX:CSU) stock is down 51%! Grab this 38,000% compounding legend at a rare "clearance rack" price before the March 9th earnings surge.
Via
The Motley Fool
Topics
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The Great Travel Pivot: Inside Sabre’s ‘Once-in-a-Generation’ Leap to an AI-First Powerhouse
March 03, 2026
BERLIN, March 3, 2026 — At the ITB Berlin travel trade show today, Sabre Corporation (NASDAQ: SABR) officially pulled the curtain back on what analysts are calling a "once-in-a-generation"...
Via
MarketMinute
Topics
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Stock Split Alert: 2 TSX Stocks That Could Split in 2026
↗
February 25, 2026
Here are two top Canadian stocks that look poised for a stock split in 2026 or beyond, depending on what their management teams decide to do.
Via
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Here Are My Top 3 TSX Stocks to Buy Right Now
↗
February 22, 2026
Are you looking for some new investment ideas for 2026? Here are three of my top TSX stocks to buy right now.
Via
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Cash-Rich Canadian Companies That Thrive in Economic Downturns
↗
February 19, 2026
Why settle for survival when you can thrive? While most stocks sell-off during a downturn, these cash-rich Canadian giants go shopping, and history says that’s where the real fortunes are made.
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ASPEN by Charter Software Launches Smart Edit as Part of Broader AI Investment Strategy
February 05, 2026
Via
ACCESS Newswire
Constellation Data Labs Announces Agreement to Provide National Data Services to REMAX, Acquires Seventy3 and Gadberry Group
February 03, 2026
From
Constellation Data Labs
Via
GlobeNewswire
The Quiet Compounder’s Reckoning: A Deep Dive into Roper Technologies (ROP)
January 28, 2026
In the high-stakes world of the S&P 500, few companies have mastered the art of the "quiet compounder" as effectively as Roper Technologies, Inc. (NYSE: ROP). Long known as the textbook example of a...
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
The Small-Cap M&A Boom of 2026: How $440 Billion in Dry Powder and Rate Cuts Are Remaking the Market
January 27, 2026
As of January 27, 2026, the financial landscape has undergone a dramatic transformation. After a prolonged "deal winter" that chilled the markets through 2023 and much of 2024, the small-cap sector is...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Commodity Headwinds Drag on TSX as Tech and Banks Show Resilience
December 02, 2025
The S&P/TSX Composite Index found itself navigating choppy waters on December 2, 2025, as a notable decline in commodity prices largely overshadowed the robust gains posted by the technology and...
Via
MarketMinute
Topics
Economy
TSX Stumbles as Commodity Rout Outweighs Tech and Banking Resilience
December 02, 2025
Toronto, Canada – December 2, 2025 – The S&P/TSX Composite Index recently experienced a notable downturn, snapping a robust six-session winning streak that had propelled it to multiple record highs....
Via
MarketMinute
Topics
Economy
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
Constellation Software Declares Dividend Amidst Mixed Q3 Reactions and Market Volatility
November 07, 2025
Toronto, ON – November 7, 2025 – Constellation Software Inc. (TSX:CSU) today announced its regular quarterly dividend of $1.00 per share (U.S. Dollars), a declaration made in conjunction with the...
Via
MarketMinute
Topics
Artificial Intelligence
Nuvini Provides FY2025 EBITDA Guidance and Business Outlook
October 16, 2025
From
Nvni Group Limited
Via
GlobeNewswire
SNDA Reports Results
↗
August 11, 2025
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The Motley Fool
Sonida Revenue Jumps 33 Percent in Q2
↗
August 11, 2025
Via
The Motley Fool
Constellation Kidney Group Marks 50 Years of Dialysis Innovation, Introducing KidneyOne to Power the Next Generation of Kidney Care
July 16, 2025
From
Constellation Kidney Group
Via
Business Wire
Perseus Operating Group of Constellation Software Inc. Completes Acquisition of Matrix Sistemas e Serviços Ltda
November 20, 2024
From
Perseus Group
Via
Business Wire
PayPal Looks Beyond Payments
↗
November 01, 2024
We also talk about some lesser-known names trying to follow Berkshire Hathaway's path.
Via
The Motley Fool
OpenAI Keeps Raising Money
↗
October 15, 2024
OpenAI is projected to lose $5 billion this year.
Via
The Motley Fool
CORRECTING and REPLACING Perseus Group Acquires Honeywell’s Exclusive Global License to OptiVision for the Pulp and Paper Industry
October 09, 2024
From
Perseus Group
Via
Business Wire
TMC Emerging Technology Fund Announces Newest Corporate Partner: Andromeda Division Constellation Software’s Perseus Operating Group
September 06, 2024
AUSTIN, Texas, Sept. 6, 2024 (SEND2PRESS NEWSWIRE) -- The Mortgage Collaborative (TMC), the nation's largest independent cooperative network serving the mortgage industry, announced today that the TMC...
Via
Send2Press
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