Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Featured Articles
Contrarian Notes Blog
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
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about #FinancialInclusion
Recent news which mentions #FinancialInclusion
Mastercard Supports the President's Emergency Plan for Adaptation and Resilience
November 15, 2022
Tickers
MA
Tags
Events, Media & Communications
NYSE:MA
The Mastercard Center for Inclusive Growth
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Financial Inclusion Week 2022
October 18, 2022
Tickers
MA
Tags
Sustainable Finance & Socially Responsible Investment
#FIW22
#mastercard
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Setting Up Shop: Introducing Strive USA
September 29, 2022
Tickers
MA
Tags
CFIG
mastercard
#socialimpact
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Impacting Small Business Growth Through Strive
September 21, 2022
Tickers
MA
Tags
#socialimpact
mastercard
#FinancialInclusion
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Mastercard Joins White House-led Economic Opportunity Coalition
September 01, 2022
Tickers
MA
Tags
CFIG
Diversity & Inclusion
NYSE:MA
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Improving the Financial Strength of Black Small Business Owners
August 25, 2022
Tickers
MA
Tags
mastercard
The Mastercard Center for Inclusive Growth
#FinancialInclusion
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Shamina Singh Talks Financial Inclusion on NPR
July 22, 2022
Tickers
MA
Tags
The Mastercard Center for Inclusive Growth
#InclusiveGrowth
#FinancialInclusion
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Financial Services and Tools Should be for Everybody
May 19, 2022
Tags
Social Impact & Volunteering
Aspen Institure
Mastercard Center for Inclusive Growth
From
3BL Media: Corporate Social Responsibility, Energy and Health News
How Mastercard Is Supporting Ukrainians to Stabilize Their Lives in Poland
May 13, 2022
Tickers
MA
Tags
Mastercard Center for Inclusive Growth
Social Impact & Volunteering
Ukraine
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Mastercard: Unleashing the Power of Women Entrepreneurs - Meet Marlita
April 29, 2022
Tags
#womenempowerment
#SmallBusiness
#SmallBusinesses
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Mastercard CEO Michael Miebach: How the Private Sector can Help Bring Innovation and Expertise
April 22, 2022
Tickers
MA
Tags
#PowerOfDigital
Mastercard Center for Inclusive Growth
NYSE:MA
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Mastercard Center for Inclusive Growth Grants $4.6M to data.org's Capacity Accelerator Network to Further Diversity and Inclusion in the Field of Data Science
April 21, 2022
Tickers
DATA
MA
Tags
data science
mastercard
Sustainable Finance & Socially Responsible Investment
From
3BL Media: Corporate Social Responsibility, Energy and Health News
EMERGE Everywhere Podcast With Center President Shamina Singh
April 08, 2022
Tickers
MA
Tags
NYSE:MA
#socialimpact
Sustainable Finance & Socially Responsible Investment
From
3BL Media: Corporate Social Responsibility, Energy and Health News
AI Bias Harms Black Families and Businesses. Howard University Is Working to Change That
February 24, 2022
Tickers
MA
Tags
#InSolidarity
Diversity & Inclusion
#DataScience
From
3BL Media: Corporate Social Responsibility, Energy and Health News
The Path to Job Mobility
February 11, 2022
Tickers
MA
Tags
Future of Work and the Workplace
#FinancialInclusion
#postcovid
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Mastercard Partners With Howard University to Drive Racial Equity Through Data Science
February 04, 2022
Tickers
MA
Tags
#InclusiveGrowth
NYSE:MA
Mastercard Center for Inclusive Growth
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Helping Kenyan Small Businesses Cross the Digital Divide
January 19, 2022
Tickers
MA
Tags
Digital Divide Data Kenya
#FinancialInclusion
mastercard
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Empowering Small Business Owners in Indonesia: Meet Rangga
January 10, 2022
Tickers
MA
Tags
#Mentoring
#InclusiveGrowth
#SmallBusiness
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Skilling For a Digital Future
December 22, 2021
Tags
#entrepreneurship
Mastercard Center for Inclusive Growth
#Tech4Good
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Building a Better Safety Net for Small Businesses
December 10, 2021
Tickers
MA
Tags
women's economic empowerment
mastercard
#SmallBusiness
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Innovations to Improve Financial Security and Expand Economic Opportunity
December 01, 2021
Tags
#FinancialInclusion
#InclusiveGrowth
Economic Growth & Development
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.