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 Corporate Governance
Recent news which mentions Corporate Governance
How family offices can protect the bottom line when putting family members on payroll
July 18, 2025
Tags
Personnel
Business News
Inside Wealth
From
CNBC.com News
InfiRay Excels in ESG Practices Through Innovative Infrared Thermal Imaging Solutions
April 26, 2024
Tags
Infrared Thermal Imaging
Infrared Thermal Camera
Security
From
PRLog
How Elon Musk's war on Delaware could change the way corporations make some of their biggest decisions
February 14, 2024
Tickers
CEO
Tags
Executive Compensation
Courts
CEO
From
CNBC.com News
Hewlett Packard Enterprise tops the 2024 JUST 100 list
February 05, 2024
Tags
Investment strategy
Citigroup Inc
Breaking News: Investing
From
CNBC.com News
Elon Musk's $56B Tesla Pay Plan Voidance By Delaware Court Spurs Activist Calls For Corporate Governance Reform
February 02, 2024
Tickers
NEWS
TSLA
Tags
Market News
Corporate Governance
Pooja Rajkumari
From
Benzinga
U.S. trains keep derailing. Why?
April 20, 2023
Tags
Train derailment
Shipping
Workers' rights
From
CNBC.com News
Paul Tudor Jones, hedge fund billionaire, wants to do away with 'ESG'
January 11, 2023
Tags
Leadership
Investing
Social issues
From
CNBC.com News
Tesla, Uber, Amazon, Starbucks: The 2023 Just 100 list biggest gainers, losers and surprises
January 10, 2023
Tags
Leadership
DoorDash Inc
Corporate governance
From
CNBC.com News
Banks take No.1 spot, tech loses a market crown: The 2023 Just 100 rankings
January 10, 2023
Tags
Leadership
Environment
Ally Financial Inc
From
CNBC.com News
From Disney to Target to Boeing, retirement is a thing of the past for CEOs
December 11, 2022
Tickers
CEO
CEOS
Tags
Companies
Target Corp
Walt Disney Co
From
CNBC.com News
The one ESG issue that Americans agree isn't politically polarizing
September 15, 2022
Tickers
CEOS
JOBS
Tags
At Work
Workers' rights
Corporate governance
From
CNBC.com News
Corporate Governance at Northern Trust
September 08, 2022
Tickers
NTRS
Tags
NASDAQ:NTRS
corporate governance
Responsible Business & Employee Engagement
From
3BL Media: Corporate Social Responsibility, Energy and Health News
The ESG Industry's Strong Foundation and Bright Future
September 06, 2022
Tickers
ESG
Tags
ESG
asset owners
Responsible Business & Employee Engagement
From
3BL Media: Corporate Social Responsibility, Energy and Health News
GoDaddy 2021 Sustainability Report: Corporate Governance
July 25, 2022
Tickers
DEI
GDDY
Tags
NYSE: GDDY
Do the right thing
Research, Reports & Publications
From
3BL Media: Corporate Social Responsibility, Energy and Health News
GoDaddy 2021 Sustainability Report: Sustainability Highlights
May 26, 2022
Tickers
DEI
GDDY
Tags
DEI
Sustainable Development Goals
GoDaddy 2021 Sustainability Report
From
3BL Media: Corporate Social Responsibility, Energy and Health News
LexisNexis Adds Significant New Work Intake and Automation Features to CounselLink
May 10, 2022
Tickers
CE
Tags
Bankruptcy reorganizations
Commercial litigation
Contract management
From
iCrowdNewswire
SERNA LEGAL SERVICES OFFERS CORPORATE LEGAL SERVICES TO THE ILLINOIS LATINO BUSINESS COMMUNITY
April 25, 2022
Tickers
CE
Tags
Commercial contracts
PR/Wirein
IPS
From
iCrowdNewswire
ESG ETFs are experiencing ‘greeniums,’ says Buckingham Strategic Wealth’s Larry Swedroe
April 11, 2022
Tags
ETF Edge
Exchange/traded funds
Diversity & Equality
From
CNBC.com News
LexCheck Raises a $ 5 Million Round Reflecting its Success in Transforming How Businesses Review and Negotiate Contracts
March 24, 2022
Tickers
CE
Tags
Corporate governance
iCN Internal Distribution
Legal Newswire
From
iCrowdNewswire
ESG benchmarks need to be more standardized, says S&P Global CEO
March 23, 2022
Tags
Investing
Markets
U/S/ Markets
From
CNBC.com News
Less than a third of board seats are filled by women, despite links to higher credit rating and stock returns
March 11, 2022
Tags
Finance
BlackRock Inc
Corporate governance
From
CNBC.com News
Directors with HR skills are becoming more important for companies amid Great Resignation
March 10, 2022
Tickers
CEOS
Tags
Workforce Wire
Human Resources and Employment Services
Corporate governance
From
CNBC.com News
ModeOne Technologies Closes Seed Funding Round
March 08, 2022
Tickers
CE
Tags
Private equity and venture capital investments
Midwest
Google News
From
iCrowdNewswire
Former FDIC Lead Counsel on Bank Secrecy and Anti-Money Laundering, Constantine P. Lizas, Joins Harris Beach PLLC as Partner
March 02, 2022
Tickers
CE
Tags
Legal Newswire
IPS
PR/Wirein
From
iCrowdNewswire
GRI Concern Over 'Watered Down' EU Corporate Governance Directive
March 02, 2022
Tickers
GRI
Tags
Sustainable Finance & Socially Responsible Investment
European Commission
global reporting initiative
From
3BL Media: Corporate Social Responsibility, Energy and Health News
LexisNexis Adds New Capabilities and Enhancements to CounselLink, the Legal Industry’s Leading Enterprise Legal Management Platform
February 23, 2022
Tickers
CE
Tags
Legal Tech
Legal Technology
English
From
iCrowdNewswire
How Millennials Can Make an Impact With Their Money
February 22, 2022
Tickers
ESG
EVS
WIND
Tags
robo/advisors
Betterment
Credit Unions
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Freeport-McMoRan Included in 2022 America's Most Responsible Companies List
January 28, 2022
Tickers
ESG
FCX
Tags
Freeport/McMoRan
Awards, Ratings & Rankings
Health & Safety
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Peloton insiders sold nearly $500 million in stock before its big drop
January 19, 2022
Tickers
CEOS
Tags
Investment strategy
Business
Peloton Interactive Inc
From
CNBC.com News
Gender Lens Is Emerging as a Fundamental ESG Screen
December 28, 2021
Tickers
CFP
ESG
SEC
Tags
SEC
cfp
CSRIC
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.