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 Governance
Recent news which mentions Governance
K2 Integrity and Rafidain Bank Launch Strategic Partnership to Strengthen Financial Integrity
August 26, 2025
Tags
Rafidain Bank
United States
Compliance
From
PRLog
DVOTE rolls out governance infrastructure on Kaia Chain to support native communities
June 23, 2025
Tickers
DEFI
Tags
United States
Crypto
#Decentralised
From
PRLog
Webinar Announcement: Collaborating for Digital Transformation: Innovation, Governance, and the Future of Financial Operations
March 20, 2025
Tags
Financial Operations
Banking
Economic Security
From
PRLog
Get Peace of Mind in ESG Investing With This Large-Cap ETF
April 12, 2023
Tickers
CVLC
ESG
Tags
CVLC
Calvert
The Responsible Investing Channel
From
ETF Trends
The Paradox of ESG
December 21, 2022
Tags
ESG Metrics Research
environment
Supply Chain & the Circular Economy
From
3BL Media: Corporate Social Responsibility, Energy and Health News
The SAC Board of Directors Welcomes New Members and Discusses Strategic Plan and Next Steps
December 12, 2022
Tags
Diversity & Inclusion
governance
Responsible Business & Employee Engagement
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Professor-Turned-Advisor Boyson’s Take on Hedge Fund Activism
November 14, 2022
Tags
expert insights
financial advisors
Nicole Boyson
From
ETF Trends
Companies Are Improving As Climate Policy Advocates, but They Aren’t Holding Their Trade Associations Accountable
November 01, 2022
Tags
S&P 100
governance
lobbying
From
3BL Media: Corporate Social Responsibility, Energy and Health News
ESG Governance at Paramount
October 25, 2022
Tickers
ESG
PARA
Tags
Paramount
esg
Responsible Business & Employee Engagement
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Unpacking the 'G' in ESG: What Is the Secret to Good Governance?
October 05, 2022
Tickers
ESG
WK
Tags
Research, Reports & Publications
NYSE:WK
Erik Saito
From
3BL Media: Corporate Social Responsibility, Energy and Health News
African American Board Leadership Institute Tribute Dinner
September 23, 2022
Tags
Leadership Training
Business
Diversity
From
PRUnderground
ESG and Responsible Investors: Positive Trends Built on Solid Market Infrastructure
September 19, 2022
Tickers
CFP
DEI
ESG
EVS
Tags
China
Green Energy
ESG investing
From
3BL Media: Corporate Social Responsibility, Energy and Health News
KKR 2021 Sustainability Report: Global Ambitions
September 16, 2022
Tickers
ESG
KKR
Tags
Scope 1 and 2 emissions
governance
esg
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Kohler Co. Elects Current President and Chief Executive Officer David Kohler as Chair and Chief Executive Officer
September 12, 2022
Tags
Kohler Co/
governance
David Kohler
From
3BL Media: Corporate Social Responsibility, Energy and Health News
ESG Trends, News, & Info: What To Know About Environmental, Social, and Governance
August 18, 2022
Tickers
ESG
Tags
antea group
governance
news
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Forbes Recognizes AccountAbility as One of the World's Best Management Consulting Firms for 2022
August 11, 2022
Tickers
BEST
ESG
Tags
consulting
firm
environment
From
3BL Media: Corporate Social Responsibility, Energy and Health News
10 Top Newsletters Addressing Key ESG Topics
July 26, 2022
Tickers
ESG
Tags
environment
social
Environment
From
3BL Media: Corporate Social Responsibility, Energy and Health News
CSRHub Recognized as "Best for the World 2022” B Corp Honoree
July 26, 2022
Tags
governance
Corporate Sustainability Metrics
CSRHUB
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Passive ESG Investing Could Exacerbate Market Volatility
June 16, 2022
Tickers
ESG
ESGA
Tags
core strategies channel
social
environmental
From
ETF Trends
GoDaddy 2021 Sustainability Report: Sustainability Governance
June 10, 2022
Tickers
DEI
GDDY
Tags
NYSE:GDDY
Environment
DEI
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Get Active ESG Exposure as the Industry Continues Expansion
June 07, 2022
Tickers
ESG
ESGA
Tags
social
environmental
core strategies channel
From
ETF Trends
Freeport-McMoRan Named One of 100 Best Corporate Citizens in U.S.
May 18, 2022
Tickers
COPPER
FCX
Tags
social
environmental
Freeport/McMoRan
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Finding a Career in Financial Services With ESG Investing
April 27, 2022
Tickers
ESG
JOBS
STEM
Tags
Financial Materiality
work at home
female CEOs
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Aflac 2021 Business & Sustainability Report: Message From Dan Amos, Aflac Incorporated Chairman and CEO
April 20, 2022
Tickers
AFL
ESG
Tags
NYSE: AFL
Research, Reports & Publications
The Aflac Way
From
3BL Media: Corporate Social Responsibility, Energy and Health News
New Insights Into Chinese ESG
March 09, 2022
Tags
SynTao Green Finance
risk scores
esg data
From
3BL Media: Corporate Social Responsibility, Energy and Health News
The Globalization of ESG Data
February 17, 2022
Tags
Research, Reports & Publications
CSRHUB
Innovation & Technology
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Improving Governance In Infrastructure Projects to Accelerate Decision-Making
February 15, 2022
Tickers
WSP
Tags
infrastructure projects
WSP
TSX:WSP
From
3BL Media: Corporate Social Responsibility, Energy and Health News
HP Inc. Appoints Brittany Masalosalo as its New Head of Government Relations
February 14, 2022
Tickers
HPQ
Tags
governance
HP Inc/
government relations
From
3BL Media: Corporate Social Responsibility, Energy and Health News
The Crucial ESG Topics to Focus On Right Now
January 17, 2022
Tickers
ESG
Tags
Environment
social
environment
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Download our Environmental, Social, and Governance (ESG) Ebook
January 06, 2022
Tickers
ESG
Tags
antea group
governance
eBook
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.