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 diversity
Recent news which mentions Workplace diversity
< Previous
1
2
3
Next >
The 5 factors every successful diversity, equity and inclusion policy should have, according to an expert
April 22, 2022
Tags
Make It / Closing The Gap
Workplace diversity
Diversity & Equality
From
CNBC.com News
Gold House launches $30 million fund to invest in entrepreneurs of Asian descent
April 19, 2022
Tags
Breaking News: Business
Block Inc
Venture Capital
From
CNBC.com News
6 tips for creating strong work connections in a hybrid office, according to an expert
April 15, 2022
Tags
Personnel
Entertainment
Career change
From
CNBC.com News
3 ways hiring this 'under-tapped pool' of talent can benefit Asia's workforce
April 14, 2022
Tags
Personnel
Disability rights
Disability benefits
From
CNBC.com News
Want to find out if a company is really dedicated to DE&I? Ask these questions during your interview
April 14, 2022
Tags
Workplace discrimination
Diversity & Equality
Make It Black
From
CNBC.com News
NYC business groups say salary transparency would make it harder to hire diverse candidates
April 11, 2022
Tags
Make It
Diversity & Equality
Make It / Closing The Gap
From
CNBC.com News
Return-to-office mandates will soon be 'very outdated,' says Atlassian's head of distributed work
April 08, 2022
Tags
Make It / Work
Job stress management
Make It
From
CNBC.com News
Less than 25% of Black employees feel included at work—what companies can be doing better
April 01, 2022
Tags
Make It Black
Diversity & Equality
Workplace diversity
From
CNBC.com News
Project management is an in-demand skill—here's how much 3 people make doing it
March 23, 2022
Tags
Wage gap
Education
Personnel
From
CNBC.com News
How hiring individuals with criminal records can benefit today’s workforce, according to an expert
March 22, 2022
Tags
Make It / Work
Make It
Re/entering workforce
From
CNBC.com News
Women make up only 2% of the maritime industry—this exec is working to bring more women into boating
March 19, 2022
Tags
Boating
Recreational sailing
Make It
From
CNBC.com News
JPMorgan says labor shortage requires unconventional hiring, including people with criminal records
March 10, 2022
Tags
Banks
Investing
Investment strategy
From
CNBC.com News
Inside the Greenwood Project's mission to create a more diverse Wall Street
February 26, 2022
Tags
Diversity & Equality
African/Americans
Workplace diversity
From
CNBC.com News
Black employees make up just 7.4% of the tech workforce—these nonprofits are working to change that
February 24, 2022
Tags
Make It
Make It / Work
Make It Black
From
CNBC.com News
These are the top 10 companies for career advancement, according to Black employees
February 18, 2022
Tags
Workplace culture
Workplace diversity
Careers
From
CNBC.com News
This nonprofit is helping companies rebuild their workplaces to meaningfully support Black women
February 17, 2022
Tags
Personnel
Workplace safety
Wage gap
From
CNBC.com News
While slowly improving, a lack of diversity in the financial planning industry persists
February 15, 2022
Tags
Social diversity
Workplace diversity
Diversity & Equality
From
CNBC.com News
‘You have to take a chance on yourself’: founders of a hiring app share their best career advice
February 12, 2022
Tickers
JOBS
Tags
Careers
Salary and benefits
Lifestyle
From
CNBC.com News
The difference between DEI and anti-racism at work, according to the diversity chief of a $37 billion company
February 11, 2022
Tags
Make It Black
Twilio Inc
Diversity & Equality
From
CNBC.com News
A quadriplegic lawyer's 3 best tips for career success for others with disabilities: 'I'm a big believer in living with adventurous wheels'
February 06, 2022
Tags
Make It / Work
Make It / Get Ahead
Workplace culture
From
CNBC.com News
Faces of change: How the Greenwood Project is removing barriers to careers in finance
February 01, 2022
Tags
Invest in You: Ready Set Grow
Internships
Diversity & Equality
From
CNBC.com News
Companies that refuse to be transparent about pay will be 'under fire,' says salary expert
January 28, 2022
Tags
Career advice
Leadership
Workplace culture
From
CNBC.com News
Why technology accessibility is key for disability inclusion at work
January 26, 2022
Tags
Workplace culture
Internet access
Workplace diversity
From
CNBC.com News
Is the ‘Zoom ceiling’ the new glass ceiling? Experts worry remote work will hold women back
January 18, 2022
Tickers
JOBS
LIFE
Tags
Wage gap
Invest in You: Ready Set Grow
Personnel
From
CNBC.com News
The top 10 companies for workers of color, according to employee reviews
January 17, 2022
Tickers
CEO
JOBS
Tags
RingCentral Inc
Hiring and recruitment
Workplace diversity
From
CNBC.com News
This is the biggest reason people quit—and it's 10 times more important than pay
January 14, 2022
Tickers
JOBS
Tags
Personnel
Jobs
Job interviewing
From
CNBC.com News
These are the top companies to work for in the UK in 2022, according to Glassdoor
January 12, 2022
Tags
Workplace culture
Meta Platforms Inc
Make It / Earn
From
CNBC.com News
4 lessons this Google VP learned about inclusivity in 2021: 'We must own our blind spots'
December 23, 2021
Tags
Alphabet Class A
Leadership
Make It / Closing The Gap
From
CNBC.com News
4.8 million working parents have 'preventable' burnout—here are 5 things that can ease the stress
December 07, 2021
Tags
Workplace culture
Careers
Salary and benefits
From
CNBC.com News
Why ending hair discrimination should be an essential part of companies’ DEI efforts
November 29, 2021
Tags
Make It
Discrimination
Make It / Work
From
CNBC.com News
< Previous
1
2
3
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.