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 Impact
Recent news which mentions Impact
Tech Expert: AI Boom Could Have Greater Financial Impact Than Dot-Com Crash
August 16, 2025
Tickers
NEWS
TECH
Tags
Benzinga
infrastructure
Tech
From
Benzinga
Power Up Church Launches "The Power Core": A Bold New Giving Model Energizing Real-World Impact
June 03, 2025
Tags
Non/profit
Charity
Donations
From
PRLog
Leaked Documents: TikTok Knew Algorithm Had Harmful Effects On Children
October 13, 2024
Tickers
NEWS
TECH
Tags
TikTok
ByteDance
Benzinga
From
Benzinga
Teampact Ventures announces the first closing of its impact fund, supported by sports legends and committed leaders
February 29, 2024
Tags
Athletes
Technology
Sports
From
PRLog
Achieving Equity To End HIV/AIDS
February 13, 2024
Tags
Family Friendly
Pet Friendly
Sponsorship
From
PRLog
New Brand Debuts At Benzinga Cannabis Capital Conference: IMPACT's 'Organizational Health' Platform For Profitability
April 12, 2023
Tags
Rob Williams
News
Market News
From
Benzinga
The Data Economics Company and Gordian Knot Strategies Announce Enkrateia Climate Investment Decision Support Platform
February 07, 2023
Tickers
DEFI
ESG
Tags
Agriculture
Los Angeles
Data Economy
From
PRLog
The Paradox of ESG
December 21, 2022
Tags
Energy
Research, Reports & Publications
Education
From
3BL Media: Corporate Social Responsibility, Energy and Health News
The Data Economics Company and Smallholder Data Services announce breakthrough in solving data traceability in regenerative agriculture
November 21, 2022
Tickers
ESG
Tags
Regenerative
Farming
Agriculture
From
PRLog
Businesses Form Workforce and Justice Alliance To Drive Reform
October 27, 2022
Tickers
CSR
Tags
Philanthropy & Cause Initiatives
Responsible Business & Employee Engagement
csr
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Sappi Remains Committed to UN Sustainable Development Goals
October 13, 2022
Tickers
SDG
Tags
sappina
employees
Development
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Impact Cubed Launches Fund ESG Validator and Climate Tools
September 28, 2022
Tickers
ESG
Tags
esg data
ESG Rating
sustainable investing
From
3BL Media: Corporate Social Responsibility, Energy and Health News
CarbonClear presents a new data-driven carbon credit model at Clinton Global Initiative committing to transform the carbon market
September 20, 2022
Tags
Tags: CGI2022
renewables
Clinton
From
PRUnderground
Interactive Brokers Introduce Mobile Apps For Stock, Options Trading With Tools To Help
September 10, 2022
Tickers
APP
IBKR
Tags
$ETH
Bitcoin Cash
Benzinga
From
Benzinga
Forbes Recognizes AccountAbility as One of the World's Best Management Consulting Firms for 2022
August 11, 2022
Tickers
BEST
ESG
Tags
governance
stakeholders
client
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
B Corporation
governance
impact
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Aramark Celebrates Young Leaders at Annual 40 Under 40 Awards
May 04, 2022
Tickers
ARMK
Tags
awards
impact
volunteer
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Aramark Recognizes Volunteers for Outstanding Community Service During the Pandemic
April 07, 2022
Tickers
ARMK
Tags
NYSE:ARMK
COVID/19
Social Impact & Volunteering
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Impact Cubed's ESG Platform Launches New Tools to Tackle Greenwashing and Regulatory Reporting
March 29, 2022
Tickers
ESG
TECH
Tags
Impact Cubed
SFDR
Task Force on Climate/related Financial Disclosures (TCFD)
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Here's How Interactive Brokers' IMPACT App Lets You Reduce Carbon Footprints
March 23, 2022
Tickers
IBKR
Tags
IBKR
Market News
impact
From
Benzinga
We Can't Afford Polluted Water
March 09, 2022
Tickers
CLEAN
ESG
LEAD
SAFE
Tags
Sustainability
stormwater
Sustainable Development Goals
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Impact Cubed's New EU Taxonomy Solution Provides Global Insights Into Green Investments
February 22, 2022
Tickers
ESG
Tags
Impact Cubed
sustainable investing
Green Investments
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Real Leaders®️ Unveils Its 200 Top Impact Companies List of 2022
January 15, 2022
Tickers
FOOD
PPE
Tags
Medical
South Lake Tahoe
Impact
From
PRLog
Measuring Success in Energy, Emissions, Water and Waste
January 06, 2022
Tags
JSE:SAP
water
Energy
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Interactive Brokers Pushes Regeneration, Sustainability With IMPACT Trading Platform
December 28, 2021
Tickers
IBKR
Tags
Edward Soffer
Interactive Brokers
Benzinga
From
Benzinga
Accelerating the Diversity Flywheel in 2022 and Beyond
December 20, 2021
Tickers
DEI
ESG
Tags
corporate reporting
shareholder engagement
Responsible Business & Employee Engagement
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Circularity in Action at Matane
December 16, 2021
Tickers
MILL
Tags
circular economy
Plastic
JSE:SAP
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Sustainable Investing: Good News for 2022 and Beyond
December 16, 2021
Tickers
ESG
Tags
GreenMoney Journal
governance
Domini Impact Investments
From
3BL Media: Corporate Social Responsibility, Energy and Health News
A Word From Sappi North America's Director of Sustainability, Sandy Taft
December 09, 2021
Tags
paper
ideas
goals
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Engineering Impact: Philanthropy
December 03, 2021
Tickers
MDT
Tags
philanthropy
Volunteering
Social Impact
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.