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 Common Impact
Recent news which mentions Common Impact
Common Impact and MetLife Foundation Host 'Skills for Cities' to Leverage the Power of Pro Bono for Advancing Climate Action and Racial Equity Initiatives
October 24, 2022
Tickers
CSR
ESG
Tags
Social Impact & Volunteering
ESG
climate crisis
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Celebrating 10 Years of Volunteering Through Nielsen Global Impact Day
September 16, 2022
Tags
Nielsen volunteers
Common Impact
volunteerism
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Common Impact Names Leila Saad Chief Executive Officer
August 15, 2022
Tags
Common Impact
pro bono
skills/based volunteering
From
3BL Media: Corporate Social Responsibility, Energy and Health News
How Your Company Can Take Climate Action Now
August 01, 2022
Tags
skilled volunteering
climate change
Social Impact & Volunteering
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Accelerating the Work of Nonprofits Addressing Climate Change
June 06, 2022
Tags
climate justice
climate action
pro bono
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Skills for Cities: Bringing the Power of Pro Bono to North Carolina
May 23, 2022
Tickers
CSR
ESG
Tags
Common Impact
nonprofit leadership
Skills for Cities
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Asian American Pacific Islander Leadership Spotlight: Elena Zee, Arizona Council on Economic Education
May 16, 2022
Tags
financial empowerment
equity
Arizona Council on Economic Education
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Unifying Talent in Support of Nonprofits Addressing Domestic Violence
April 29, 2022
Tags
Philanthropy & Cause Initiatives
pro bono
domestic violence
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Volunteer Spotlight: R. Mitchell Thomas, Blue Cross Blue Shield of Massachusetts
April 25, 2022
Tickers
CSR
Tags
Ron Waddell
pro bono
Philanthropy & Cause Initiatives
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Volunteer Spotlight: John Ketner, State Street
April 18, 2022
Tickers
CSR
Tags
John Ketner
Philanthropy & Cause Initiatives
corporate volunteering
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Skills for Cities: Common Impact to Bring the Power of Skills-Based Volunteering to North Carolina
April 12, 2022
Tickers
CSR
Tags
collaboration
nonprofit capacity
csr
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Beth Kanter on the Promise of Smart Tech for Nonprofits
March 30, 2022
Tickers
AI
Tags
smart tech
nonprofit capacity
nonprofit
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Boosting Nonprofit Capacity for Community Impact at the Charles Schwab Pro Bono Challenge
March 22, 2022
Tickers
CSR
DEI
ESG
Tags
Year Up Chicago
Completely KIDS
Diversity & Inclusion
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Women in Leadership Spotlight: Katie Franco, Girl Develop It
March 21, 2022
Tickers
STEM
TECH
Tags
Common Impact
Technology
Education
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Translating Completely KIDS' Diversity, Equity, and Inclusion (DEI) Commitments Into Action
March 10, 2022
Tickers
CSR
DEI
ESG
HR
Tags
Charles Schwab Pro Bono Challenge
racial equity
Diversity & Inclusion
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Black Leadership Spotlight: Ron Waddell, Legendary Legacies
February 28, 2022
Tickers
CSR
Tags
black history month
skilled volunteering
Mentors
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Black Leadership Spotlight: Patrice Berry, AssistHub
February 24, 2022
Tickers
TECH
Tags
Nonprofits
Innovation & Technology
Black leadership
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Reinforcing Community Partnerships Through a Skills-Based Day of Service
February 08, 2022
Tickers
CSR
ESG
Tags
capacity building
Philanthropy & Cause Initiatives
Community Engagement
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Common Impact Celebrates Tenure of Danielle Holly As She Announces Plans to Step Down from CEO Role
January 18, 2022
Tickers
CEO
Tags
skilled volunteering
Employee Engagement
Social Impact & Volunteering
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Skills-Based Volunteering in Action: Team Consulting With Fidelity Investments and Achievement First
January 10, 2022
Tickers
CSR
Tags
leadership development
Talent Development
Responsible Business & Employee Engagement
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Pro Bono Perspectives Season 3 Finale: 3 Ways You Can Be a Force for Good in 2022
December 14, 2021
Tickers
CSR
DEI
Tags
philanthropy
Volunteering
inclusion
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Much More Than a New Website
December 06, 2021
Tags
Philanthropy & Cause Initiatives
team consulting
capacity building
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Pro Bono Perspectives S3E24: Teresa Pelletier, Fidelity Investments & Wendy Matheny, Ichor Strategies
November 30, 2021
Tickers
CSR
DEI
Tags
Employee Engagement
Social Impact & Volunteering
CSR
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Refresh and Reset: A Pro Bono Website Upgrade
November 22, 2021
Tickers
CSR
Tags
virtual volunteering
Social Impact & Volunteering
marketing
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Pro Bono Perspectives S3E23: Grace Bonney, Collective Wisdom & Design*Sponge
November 16, 2021
Tickers
DEI
Tags
fulfillment
Diversity & Inclusion
Community Engagement
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Skills-Based Volunteers Give Critical Support to Racial Equity Nonprofits
November 12, 2021
Tags
skilled volunteering
skills/based volunteering
Allstate foundation
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Common Impact Names Ola Duru Chief Operating Officer
November 09, 2021
Tags
Common Impact
Social Impact & Volunteering
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Pro Bono Week Pride: Common Impact Provides $500,000 in Skills-Based Volunteering for Nonprofits
November 03, 2021
Tickers
CSR
Tags
pro bono
corporate volunteering
racial equity
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Pro Bono Perspectives S3E22: Dan Noyes, Tech Goes Home
November 02, 2021
Tickers
DEI
WIFI
Tags
skills/based volunteering
Wifi
inclusion
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Cross-Sector Solutions for Digital Inclusion
October 29, 2021
Tickers
TECH
WIFI
Tags
Common Impact
Digital inclusion
collaboration
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.