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 dei
Recent news which mentions dei
< Previous
1
2
3
4
5
6
7
8
9
10
Next >
From Ambition to Implementation: What It Takes to Foster a More Diverse and Inclusive Workforce
January 03, 2023
Tickers
DEI
Tags
Responsible Business & Employee Engagement
DEI
Herbalife
From
3BL Media: Corporate Social Responsibility, Energy and Health News
These 4 REITs May Be At Risk Of A Dividend Cut
December 29, 2022
Tickers
AGNC
DEI
OPI
REIT
Tags
Small Cap
OPI
SLG
From
Benzinga
D&I Weekly News Round Up: Women at Work, Equal Pay and More
December 28, 2022
Tickers
DEI
ERIC
Tags
Events, Media & Communications
DEI
Diversity & Inclusion
From
3BL Media: Corporate Social Responsibility, Energy and Health News
I Found My Dream Job in Science, and It's Helping Other Black Women Find Theirs
December 28, 2022
Tickers
DEI
IBM
STEM
Tags
STEM
NYSE:IBM
Diversity & Inclusion
From
3BL Media: Corporate Social Responsibility, Energy and Health News
The WELL Equity Rating: A Rating To Meet the Moment
December 23, 2022
Tickers
DEI
ESG
Tags
ESG
IWBI
International Well Building Institute
From
3BL Media: Corporate Social Responsibility, Energy and Health News
New Leadership Reinforces Medtronic Foundation’s Commitment To ID&E
December 20, 2022
Tickers
DEI
MDT
Tags
DEI
diversity inclusion & equity
Diversity & Inclusion
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Nielsen's Commitments to Business Diversity and Community Engagement
December 16, 2022
Tickers
DEI
Tags
Nielsen 2022 ESG Report
Nielsen
Diversity & Inclusion
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Tapestry Inc. Named to America's Most Responsible Companies List for Work on Sustainability, Social Impact and Equity, Inclusion & Diversity
December 14, 2022
Tickers
DEI
ESG
TPR
Tags
DEI
Awards, Ratings & Rankings
Tapestry
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Nielsen's 2022 ESG Report: Diversity, Equity and Inclusion
December 14, 2022
Tickers
DEI
ESG
NLSN
Tags
sustainability
NYSE: NLSN
Nielsen 2022 ESG Report
From
3BL Media: Corporate Social Responsibility, Energy and Health News
5 Analysts Have This to Say About Douglas Emmett
December 12, 2022
Tickers
DEI
Tags
Analyst Ratings
Benzinga
Market News
From
Benzinga
D&I Weekly News Round Up: Girls' Empowerment, Bias and More
December 12, 2022
Tickers
DEI
ERIC
Tags
Ericsson
NASDAQ:ERIC
Women At Work
From
3BL Media: Corporate Social Responsibility, Energy and Health News
4 More REITs Hit New Yearly Lows
December 07, 2022
Tickers
DEI
LFT
PDM
PGRE
Tags
PDM
Small Cap
LFT
From
Benzinga
Principal® Joins First Women's Bank As Mission Partner
December 02, 2022
Tickers
DEI
PFG
Tags
Responsible Business & Employee Engagement
NYSE: PFG
First Women’s Bank
From
3BL Media: Corporate Social Responsibility, Energy and Health News
How Technology Helps Remove Barriers to Equity in the Workplace
December 02, 2022
Tickers
DEI
MDT
Tags
diversity
Responsible Business & Employee Engagement
inclusion
From
3BL Media: Corporate Social Responsibility, Energy and Health News
20 dividend stocks with high yields that have become more attractive right now
November 29, 2022
Tickers
AHH
AMT
ARE
AVB
Tags
PSA
O
MPW
From
MarketWatch
From the Ground Up: How Business Can Drive Financial Inclusion
November 29, 2022
Tickers
DEI
ESG
Tags
3bl Media
Financial Inclusion
esg
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Part-Time Cashier to Store Manager: Wilbert Slowman Talks Navajo Heritage, Family and Career
November 21, 2022
Tickers
DEI
HD
Tags
Navajo Heritage
The Home Depot
DEI
From
3BL Media: Corporate Social Responsibility, Energy and Health News
IP Women Come Together To Promote Diversity and Inclusion in the Forest Sector
November 21, 2022
Tickers
DEI
IP
Tags
Women's Forest Congress
DEI
Diversity & Inclusion
From
3BL Media: Corporate Social Responsibility, Energy and Health News
REITs Hit New 52-Week Lows This Week As Sector Slide Continues
November 18, 2022
Tickers
BRMK
DEI
GPMT
REIT
Tags
Penny Stocks
Alternative investments
Small Cap
From
Benzinga
Opportunity Through Engagement: Black LGBTQ Consumers
November 18, 2022
Tickers
DEI
Tags
Diversity & Inclusion
DEI
2021 Nielsen Trust in Advertising Survey
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Essity Joins United Nations Foundation's Campaign To Tackle Gender Inequality
November 10, 2022
Tickers
DEI
Tags
DEI
STO: SCA/A
United Nations Foundation
From
3BL Media: Corporate Social Responsibility, Energy and Health News
U.S. Bank Exec Honored for 'Forging Remarkable Career' After Serving in Navy
November 09, 2022
Tickers
DEI
USB
Tags
Military Veterans
Responsible Business & Employee Engagement
Diversity & Inclusion
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Southwire Recognizes Breast Cancer Awareness Month and LGBTQ+ History Month
November 07, 2022
Tickers
DEI
Tags
LGBTQ+
Responsible Business & Employee Engagement
Diversity & Inclusion
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Behind the Apron: 20-Year Home Depot Associate Overcomes Obstacles With Support From Her Team
November 03, 2022
Tickers
DEI
HD
Tags
employee spotlight
Behind The Apron
Responsible Business & Employee Engagement
From
3BL Media: Corporate Social Responsibility, Energy and Health News
DEI Facilitator Rosann Santos Discusses Outrage Against Halle Bailey's Casting of Ariel in Disney's The Little Mermaid
October 31, 2022
Tickers
DEI
Tags
Movies
Halle Bailey
United States
From
PRLog
Crypto.com Arena Partners With KultureCity to Bring Sensory Inclusivity to the Arena
October 31, 2022
Tickers
DEI
Tags
LA LIVE
diversity
Crypto/com Arena
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Jennifer S. Wilkov Finalizes Lineup for the 2022 October Speak Up Women Conference
October 29, 2022
Tickers
DEI
Tags
New York
Lifestyle
Imposter Syndrome
From
PRLog
Empowering the Disability Community at Illumina
October 28, 2022
Tickers
DEI
ILMN
Tags
illumina
NASDAQ: ILMN
Disability Employment Awareness Month
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Cummins Promotes STEM in Global Celebrations of International Day of the Girl
October 28, 2022
Tickers
CMI
DEI
STEM
Tags
DEI
Diversity & Inclusion
NYSE:CMI
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Fostering Psychological Safety
October 28, 2022
Tickers
DEI
NRG
Tags
Diversity & Inclusion
DEI
Business Resource Groups
From
3BL Media: Corporate Social Responsibility, Energy and Health News
< Previous
1
2
3
4
5
6
7
8
9
10
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.