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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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National Bank of Canada
(TSX:
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-2.37 (-1.15%)
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Updated: 4:46 PM EDT, May 4, 2026
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The Best Canadian Stocks to Buy and Never Sell Inside a TFSA
↗
April 30, 2026
These two dividend-paying Canadian stocks are built for long-term TFSA growth.
Via
The Motley Fool
Topics
Artificial Intelligence
A Perfect TFSA Pair for 2026: 2 Stocks I’d Buy Now
↗
April 27, 2026
Two resilient TSX stocks in the current market environment are the perfect pair to buy for your TFSA portfolio in 2026.
Via
The Motley Fool
Topics
Artificial Intelligence
How Canadians Should Be Using Their TFSA Contribution Limit in 2026
↗
April 15, 2026
If you’re planning your TFSA for 2026, these dividend-paying bank stocks look really attractive.
Via
The Motley Fool
The Blue Chip Powerhouse: Royal Bank of Canada (RY) Shatters Expectations in Q1 2026 Earnings Analysis
February 26, 2026
As of February 26, 2026, the Royal Bank of Canada (NYSE: RY; TSX: RY) has once again solidified its position as the undisputed titan of the Canadian financial landscape. Following the release of its Q1...
Via
Finterra
Topics
Artificial Intelligence
Economy
BMO Surpasses Expectations with $2.49 Billion Profit: Market Gains Triumph Over Restructuring Costs
February 25, 2026
The Bank of Montreal (TSX:BMO) (NYSE:BMO) delivered a robust start to the 2026 fiscal year, reporting a first-quarter net profit of $2.49 billion. This performance, announced on February 25, 2026,...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
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
Commodity Headwinds and Hawkish Fed Drag Down Global Markets, Toronto's TSX Bears the Brunt
November 14, 2025
Toronto, ON – November 14, 2025 – Global financial markets are currently navigating a turbulent period, grappling with the twin forces of declining commodity prices in several key sectors and a...
Via
MarketMinute
Topics
Bonds
Economy
Energy
Canadian Inflation Surge Stalls BoC Rate Cut Bets, USD/CAD Steadies
October 21, 2025
Ottawa, Canada – October 21, 2025 – Canada's financial markets are recalibrating after a surprisingly robust inflation report for September, which saw the annual Consumer Price Index (CPI) accelerate...
Via
MarketMinute
Topics
Economy
Energy
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
AltaGas (TSX:ALA) Surges Past Key Levels, Signalling Robust Health in Energy Infrastructure
October 14, 2025
Calgary, AB – The North American energy infrastructure sector is buzzing with renewed optimism, underscored by the impressive performance of AltaGas (TSX:ALA), a diversified energy infrastructure...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
Canada's Inflation Edges Up to 2.4% in October 2025, Prompting BoC Scrutiny
October 31, 2025
Canada's annual inflation rate climbed to 2.4% in October 2025, a development that has immediately captured the attention of economists, policymakers, and market participants alike. This uptick places...
Via
MarketMinute
Topics
Economy
World Trade
The Stock Market Threw Folks for a Loop (Again). There's No Need to Panic.
↗
August 08, 2024
Earnings season goes on, and we've got a look at Celsius Holdings' report.
Via
The Motley Fool
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
Canada's Stock Market: Apathy Means Opportunity
↗
July 08, 2024
We celebrate our neighbor to the north with a midyear check on the state of Canada's stock market.
Via
The Motley Fool
Interested in Investing in Canadian Stocks? Read On.
↗
December 13, 2023
Two Motley Fool analysts dig in.
Via
The Motley Fool
NA Stock IPO: When Does Nano Labs Go Public? What Is the Nano Labs IPO Price Range?
↗
July 11, 2022
The Nano Labs IPO is scheduled for Tuesday, but not many investors know this company. Will the NA stock IPO be a buy or be a flop?
Via
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