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 Workplace Culture
Recent news which mentions Workplace Culture
< Previous
1
2
3
4
5
6
7
8
9
...
12
13
Next >
Out of 1,000 resumes, here's what will get yours picked for a job interview—you'll be a 'magnet for opportunities,' says career coach
August 13, 2025
Tags
How to Talk to People
Make It
Make It / Work
From
CNBC.com News
3 ways companies successfully shift to a 4-day workweek, from a researcher who's studied hundreds of cases
July 29, 2025
Tags
Health
Personnel
Workers' rights
From
CNBC.com News
The real reason a 4-day workweek makes people happier in their jobs—it's not just more free time
July 27, 2025
Tags
Personnel
Health
Workers' rights
From
CNBC.com News
The most surprising benefits of a 4-day workweek, from a researcher who's studied thousands of cases: 'We never expected' it
July 24, 2025
Tags
Corporate offices
Books and literature
Make It
From
CNBC.com News
Nearly 50% of employees say their boss doesn’t understand them or their job—how to fix that, CEO says
July 17, 2025
Tickers
CEO
Tags
Make It
Workplace relationships
CEO
From
CNBC.com News
How deepfake AI job applicants are stealing remote work
July 11, 2025
Tickers
JOBS
LAW
LAWS
LIFE
Tags
Artificial intelligence
Job trends
Fraud and false statements
From
CNBC.com News
An employee benefit linked to financial stress is becoming more popular than 401(k)
June 30, 2025
Tickers
CEOS
JOBS
Tags
Jobs
Business
Human Resources and Employment Services
From
CNBC.com News
What 7 stylish people are wearing to the office this summer
June 09, 2025
Tags
Make It / Work
Generation Y
Careers
From
CNBC.com News
China’s grueling ‘996’ work culture is being debated by European startups — 7 founders and VCs on why they are resisting
June 07, 2025
Tags
Make It / Get Ahead
Make it / Level Up
Entrepreneurs
From
CNBC.com News
New grads don't feel prepared for work meetings—these tips can help
June 03, 2025
Tags
Make It / Work
Make It
Early career
From
CNBC.com News
Office dress codes are more confusing than ever—etiquette experts and stylish dressers offer their best advice
June 01, 2025
Tags
Early career
Make It
Business etiquette
From
CNBC.com News
Tech companies are requiring employees to learn and use AI at work—here's the best way to do that, experts say
May 30, 2025
Tags
Personnel
Shopify Inc
Leadership
From
CNBC.com News
Stop letting people talk over you—use these 'powerful' responses instead, says leadership expert
May 22, 2025
Tags
Make It / Success
Entertainment
Psychology
From
CNBC.com News
If you have this skill, you’re a better boss than most, says workplace expert: It reminds employees 'that they're needed'
May 22, 2025
Tags
Workplace culture
Personnel
Make It / Leadership
From
CNBC.com News
Ambitious Gen Z lead the return to office — here's how they are using it to get ahead
May 19, 2025
Tags
Generation Z
Make It / Get Ahead
Make it / Level Up
From
CNBC.com News
Uber's sabbatical shift opens new front in employer crackdown on worker flexibility
May 16, 2025
Tickers
JOBS
Tags
Personnel
CNBC Global CFO Council
Jobs
From
CNBC.com News
3 toxic phrases the best bosses never use, from a workplace expert: They're 'really unhealthy'
May 15, 2025
Tags
Make It / Leadership
Career advice
Workplace culture
From
CNBC.com News
Millions of people read 'Ask A Manager' for work advice—here's the Careertok trend she's 'super supportive of'
May 15, 2025
Tags
Early career
Make It
Make It / Work
From
CNBC.com News
I've helped hundreds of people land new jobs—don't switch careers before asking yourself 10 questions
May 05, 2025
Tags
Make It / Success
Job hunting
Personnel
From
CNBC.com News
Stop being 'too nice' at work, says psychologist—this is what successful people do to be more genuine, trustworthy
April 24, 2025
Tags
Workplace relationships
Make It / Work
Make It
From
CNBC.com News
Why your phone's blowing up with scam job offers
April 23, 2025
Tickers
JOBS
LAW
LAWS
Tags
Labor economy
Laws
Business
From
CNBC.com News
3 underrated skills that make introverts 'perfectly positioned to excel' in work and life: They’re 'superpowers'
March 31, 2025
Tags
Psychology
Make It / Success
Leadership
From
CNBC.com News
Indeed CEO: About two-thirds of jobs include tasks that AI can do—but there's no posted role yet AI can do 'completely on its own'
March 31, 2025
Tags
Workplace culture
Make It / AI at Work
Science
From
CNBC.com News
'Boreout' is the new burnout—how to combat this 'big factor' in workplace unhappiness, from Wharton psychologist Adam Grant
March 13, 2025
Tags
Make It / Leadership
Career advice
Labor economy
From
CNBC.com News
Gen Z workers feeling isolated by tech are craving more in-person interaction: survey
February 05, 2025
Tags
Make It / Science of Success
Taxes
Personnel
From
CNBC.com News
These may be the best companies to work for in a DEI crisis moment for America
February 03, 2025
Tickers
JOBS
Tags
Stock markets
Hewlett Packard Enterprise Co
CNBC Global CFO Council
From
CNBC.com News
To help pay for Trump tax cuts, new taxes on worker benefits become GOP target
February 02, 2025
Tickers
JOBS
Tags
Income Tax
Congress
National taxes
From
CNBC.com News
4 ways your workplace encourages 'toxic productivity'—and how to fix it
January 31, 2025
Tags
Workplace culture
Make It / Life
Mental health
From
CNBC.com News
Feeling anxious or depressed? Go to work, says Harvard psychologist: 'Work has a protective effect on our mental health'
January 26, 2025
Tags
Anxiety
Psychology
Make It / Life
From
CNBC.com News
Use this 5-word phrase to quit your job, but leave on good terms
January 25, 2025
Tags
Career advice
Make It / Life
Workplace culture
From
CNBC.com News
< Previous
1
2
3
4
5
6
7
8
9
...
12
13
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.