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 Philanthropy & Cause Initiatives
Recent news which mentions Philanthropy & Cause Initiatives
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
Next >
NRG Energy Celebrates 15th Annual Week of Volunteerism
January 03, 2023
Tickers
NRG
Tags
houston food bank
Social Impact & Volunteering
NYSE:NRG
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Del Monte Foods and Alliance for a Healthier Generation Support Americans in Leading Healthier and More Nourishing Lives in the New Year
January 03, 2023
Tags
Philanthropy & Cause Initiatives
Choose Good Do Good Program
Growers of Good
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Green Our Planet Continues To Grow in the Sands Cares Accelerator
January 02, 2023
Tickers
LVS
Tags
Sands Cares Accelerator
Education
NYSE:LVS
From
3BL Media: Corporate Social Responsibility, Energy and Health News
IP, NFWF, and Partners Help Private Landowners Restore Longleaf Pine To Benefit Texas Drinking Water and Wildlife
December 29, 2022
Tickers
IP
Tags
NYSE:IP
Philanthropy & Cause Initiatives
Environment
From
3BL Media: Corporate Social Responsibility, Energy and Health News
From Algorithms to Ice Hockey: Finding Ways To Make Equity a Reality
December 29, 2022
Tickers
MA
Tags
Mastercard True Name
mastercard
Pow Wow Pitch
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Subaru Share the Love® Event To Enter Its 12th Year of Partnership With Make-a-Wish
December 29, 2022
Tags
Philanthropy & Cause Initiatives
subaru
NYSE:FUJHF
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Whole Planet Foundation Receives $150,000 Donation From Whole Foods Market's Donor Advised Fund
December 28, 2022
Tags
Whole Foods Market Foundation
Philanthropy & Cause Initiatives
microcredit
From
3BL Media: Corporate Social Responsibility, Energy and Health News
J. Wayne Leonard Prosperity Center Reopens After Sustaining Damage From Hurricane Ida
December 28, 2022
Tickers
ETR
Tags
Hurricane Ida
NYSE:ETR
United Way of Southeast Louisiana
From
3BL Media: Corporate Social Responsibility, Energy and Health News
SCE's Kernville Star Lights the Way During the Holidays
December 28, 2022
Tickers
EIX
Tags
Philanthropy & Cause Initiatives
Social Impact & Volunteering
NYSE:EIX
From
3BL Media: Corporate Social Responsibility, Energy and Health News
KeyBank Supports Norristown Community With Grants to the Enterprise Center and Genesis Housing Corporation
December 28, 2022
Tickers
KEY
Tags
The Enterprise Center
keybank
Sustainable Finance & Socially Responsible Investment
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Subaru Share the Love Event
December 28, 2022
Tags
Philanthropy & Cause Initiatives
Share the Love Event
subaru
From
3BL Media: Corporate Social Responsibility, Energy and Health News
FedEx and Junior Achievement
December 27, 2022
Tickers
FDX
Tags
Philanthropy & Cause Initiatives
junior achievement
NYSE:FDX
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Sands Cares Ambassadors Give Back to Macao Community Throughout 2022
December 27, 2022
Tickers
LVS
Tags
Sands Cares
NYSE:LVS
Responsible Business & Employee Engagement
From
3BL Media: Corporate Social Responsibility, Energy and Health News
KeyBank Foundation Invests More Than $1.4 Million To Support Workforce Development and Homeownership Initiatives in the Capital Region
December 27, 2022
Tickers
KEY
Tags
NYSE: KEY
National Community Benefits Plan
Philanthropy & Cause Initiatives
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Shop Brands That Give Back Through Microcredit This Holiday Season
December 27, 2022
Tags
NASDAQ: WFM
Whole Foods Foundation
Philanthropy & Cause Initiatives
From
3BL Media: Corporate Social Responsibility, Energy and Health News
15 Years and Counting! The 2022 Subaru Share the Love® Event Is Back To Help More Animals in Need
December 27, 2022
Tags
Philanthropy & Cause Initiatives
NYSE:FUJHF
subaru
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Foodbank of Southeastern Virginia and the Eastern Shore Receives Over 13,000 Pounds of Food at Franklin Location
December 23, 2022
Tickers
IP
Tags
Foodbank of Southeastern Virginia
International Paper
Philanthropy & Cause Initiatives
From
3BL Media: Corporate Social Responsibility, Energy and Health News
500 #NourishingNeighbors Disaster Relief Bags Are Packed and Ready To Go to Neighbors Who Need It Most
December 23, 2022
Tags
community stewardship
community
Philanthropy & Cause Initiatives
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Advocates Raise $211,500 for Whole Planet Foundation's Poverty Is Unnecessary Project
December 23, 2022
Tags
Philanthropy & Cause Initiatives
From
3BL Media: Corporate Social Responsibility, Energy and Health News
How Boston Scientific Celebrates the Spirit of Giving All Year Round
December 22, 2022
Tickers
BSX
Tags
Social Impact & Volunteering
Education
Boston Scientific
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Poverty Is Unnecessary $25,000 Fund Donors Are Creating Economic Opportunities for Low-Income Entrepreneurs
December 22, 2022
Tags
Whole Planet
Philanthropy & Cause Initiatives
Poverty is Unnecessary Day
From
3BL Media: Corporate Social Responsibility, Energy and Health News
How Do You Cultivate an Innovative Mindset? Invest in Education.
December 22, 2022
Tickers
DOW
Tags
NYSE:DOW
Education
Dow
From
3BL Media: Corporate Social Responsibility, Energy and Health News
The Home Depot Foundation Surprises Atlanta's Mary Hall Freedom Village With $100,000 To Support Homeless Veterans
December 22, 2022
Tickers
HD
Tags
NYSE:HD
Home Depot
Veterans
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Tis The Season For Corporate Cause Ads - And I'm Glad!
December 22, 2022
Tags
Corporate Causes
TV ads
NYSE:FUJHF
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Connecting Pilots to Peers for Valuable Support
December 21, 2022
Tickers
AAL
Tags
NASDAQ:AAL
American Airlines
Project Wingman
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Advanced Technology for Advanced Search and Rescue Operations
December 21, 2022
Tickers
ENB
Tags
Enbridge
Social Impact & Volunteering
Fueling Futures
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Drucker Institute 2022 Management Top 250 Rankings Includes CSRHub Metrics
December 21, 2022
Tags
Research, Reports & Publications
Innovation & Technology
Social Impact & Volunteering
From
3BL Media: Corporate Social Responsibility, Energy and Health News
CECP's 2023 Look Ahead
December 21, 2022
Tickers
CSR
ESG
Tags
CECP
Sustainable Finance & Socially Responsible Investment
csr
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Sands Aims To Invest $200 Million in Workforce Development Over the Next Five Years To Support Professional Growth and Pathways to Prosperity
December 21, 2022
Tickers
LVS
Tags
Philanthropy & Cause Initiatives
Sands China
Sands Procurement Academy
From
3BL Media: Corporate Social Responsibility, Energy and Health News
From the Fifth Third Bancorp 2021 ESG Report: Financial Education, Access and Stability
December 21, 2022
Tickers
FITB
Tags
financial access
Education
Fifth Third
From
3BL Media: Corporate Social Responsibility, Energy and Health News
< Previous
1
2
3
4
5
6
7
8
9
...
32
33
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.