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 Innovation
Recent news which mentions Innovation
< Previous
1
2
...
11
12
13
14
15
16
17
18
Next >
Drucker Institute 2021 Management Top 250 Rankings Includes CSRHub Metrics
January 13, 2022
Tickers
CSR
Tags
Energy
and financial strength
Environment
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Gensler says SEC is weighing new rules, greater disclosure from private capital funds
January 10, 2022
Tags
Innovation
US: News
Breaking News: Politics
From
CNBC.com News
Big Tech stocks will benefit from metaverse and crypto but Apple least likely to grow, analyst says
January 10, 2022
Tags
Crypto
Social Media
Business News
From
CNBC.com News
Apple Rivals Microsoft, Blackberry, Nokia Laughed At iPhone, Shrugged It Off And Flung It To The Ground As Steve Jobs Lifted The Curtains — 15 Years Later, Here We Are
January 10, 2022
Tickers
AAPL
BB
NOK
TECH
Tags
innovation
News
BB
From
Benzinga
How A.I. is set to evolve in 2022, according to the experts
January 07, 2022
Tags
Business News
Europe News
Software
From
CNBC.com News
Award winning innovation consulting firm, Change Logic, announces new Associate Principal
January 06, 2022
Tags
growth consulting
Innovation
strategic consulting
From
PRUnderground
Is Your Portfolio Ready for ESG Innovation?
January 05, 2022
Tickers
CNRG
Tags
state street global advisors
ESG investing
clean technology
From
ETF Trends
Daimler says its EV concept car has over 621 miles of range and solar tech on roof
January 05, 2022
Tags
Green
Clean Tech
Climate
From
CNBC.com News
HITLAB Hosts 40th annual January Digital Health Symposium to Review Insights from J.P. Morgan Healthcare Conference
January 04, 2022
Tags
digital health
Education
Medicine
From
PRUnderground
Veteran-Owned Startup Awarded Multi-Year Federal Task Order for Cybersecurity
January 04, 2022
Tags
Security
Health
Cloud
From
PRLog
Ecocentricity Blog: And the Award Goes To...
January 03, 2022
Tags
women
Awards, Ratings & Rankings
Ray C/ Anderson Foundation
From
3BL Media: Corporate Social Responsibility, Energy and Health News
404: Why Innovation Is Key to an Equity Portfolio | “The Switch” With ARK Invest
December 30, 2021
Tags
ARK Investment Management
The Switch
expert insights
From
ETF Trends
Europe's $12 billion Tesla battery rival produces its first lithium-ion cell
December 29, 2021
Tags
Volvo Car AB
Bayerische Motoren Werke AG
Spotify Technology SA
From
CNBC.com News
Malaysian Palm Oil Offers Sustainability Solutions at the World Expo 2020
December 27, 2021
Tags
Sustainability
Innovation
climate change
From
PRUnderground
Lightsource bp to partner with Dourogas on green hydrogen projects in Portugal
December 23, 2021
Tags
BP PLC
Climate change
Wind power generation
From
CNBC.com News
Huge floating wind farms are being planned off the coast of Australia
December 23, 2021
Tags
Clean Energy
Climate Policy
Climate
From
CNBC.com News
'World's biggest offshore wind farm' produces first power, passing key milestone
December 21, 2021
Tags
Siemens Gamesa Renewable Energy SA
Environment
Europe News
From
CNBC.com News
Consortium to focus on development of geothermal energy projects in Northern Ireland
December 21, 2021
Tags
Europe News
Energy
Business News
From
CNBC.com News
Elon Musk and Jack Dorsey are talking about 'Web3' – here’s what it is and why it matters
December 21, 2021
Tags
US: News
Innovation
Internet
From
CNBC.com News
Call for Applications on Telehealth Solutions by Businesses for Low-Income Populations in Colombia
December 21, 2021
Tags
SDGs
business for the sdgs
UNDP
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Today’s Top Digital Health Trends Revealed During HITLAB 2021 Innovator’s Summit
December 20, 2021
Tags
Healthcare
Research
Innovation
From
PRUnderground
Coal-fired power generation on track to hit all-time high this year, IEA says
December 20, 2021
Tags
Economic Development
Coal mining
Alternative and sustainable energy
From
CNBC.com News
Accelerating the Diversity Flywheel in 2022 and Beyond
December 20, 2021
Tickers
DEI
ESG
Tags
diverse workforce
Innovation & Technology
workplace culture
From
3BL Media: Corporate Social Responsibility, Energy and Health News
'Enormous potential': Britain's tidal power sector gears up for a big few years
December 17, 2021
Tags
Europe News
Energy
Business News
From
CNBC.com News
'In the end, all hydrogen needs to be green': CEO of German energy giant RWE
December 16, 2021
Tickers
CEO
CEOS
Tags
Hydrogen fuel
Climate
Green
From
CNBC.com News
HITLAB Hosts 4th Annual Women’s Health Tech Challenge Event
December 14, 2021
Tags
Technology
Challenge
Education
From
PRUnderground
United Airlines plans to purchase up to 100 hydrogen-electric engines
December 14, 2021
Tags
Pollution
Air pollution
Energy
From
CNBC.com News
HOLD 402: Volatility Is Not a Bad Word | “The Switch” With ARK Invest
December 13, 2021
Tags
disruptive technology channel
tom lydon
Ark Innovation
From
ETF Trends
The Dutch firm that investors are going wild over is now creating a machine that could redefine electronics
December 10, 2021
Tags
Europe News
Semiconductors
Markets
From
CNBC.com News
A Word From Sappi North America's Director of Sustainability, Sandy Taft
December 09, 2021
Tags
impact
Packaging
Sustainability
From
3BL Media: Corporate Social Responsibility, Energy and Health News
< Previous
1
2
...
11
12
13
14
15
16
17
18
Next >
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.