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 equity
Recent news which mentions equity
< Previous
1
2
3
4
5
6
Next >
3M Perspectives on the State of Science
April 21, 2022
Tickers
MMM
STEM
Tags
SOSI
Education
equity
From
3BL Media: Corporate Social Responsibility, Energy and Health News
IWBI Launches Global Network of Advisors to Advance Human Health and Equity in Cities
April 20, 2022
Tags
Health & Healthcare
equity
WELL City Advisory
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Resolve To Become A More Conscientious Cannabis Consumer
April 15, 2022
Tags
Startups
equity
Benzinga
From
Benzinga
Massachusetts Senators Approve Comprehensive Social Equity Cannabis Bill, Here's What's In It
April 08, 2022
Tags
Market News
Cannabis
Michael J/ Rodrigues
From
Benzinga
IEDC Announces Decision to Invest with Citizens Savings Bank and Trust Company
March 30, 2022
Tags
Banking
Diversity Inclusion
Washington
From
PRLog
Investing in Water Stewardship
March 23, 2022
Tickers
ESG
Tags
GreenMoney Journal
California
Russia
From
3BL Media: Corporate Social Responsibility, Energy and Health News
The Chicago Latino Network Announces National Diversity Council CEO, Ángeles Valenciano as 2022 Latinas Making Their Mark Honoree
March 18, 2022
Tickers
CEO
DEI
Tags
DEI
National Diversity Council
Inclusive Leadership
From
3BL Media: Corporate Social Responsibility, Energy and Health News
The National Diversity Council Launches DiversityFIRST™ Executive Certification Program for C-Suite Leaders
March 18, 2022
Tickers
CEO
SHRM
Tags
Executive certification program
Inclusive Leadership
inclusive leaders
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Zero Barriers: Medtronic Supplier Diversity Efforts Go Global
March 17, 2022
Tickers
DEI
MDT
Tags
inclusion
NYSE:MDT
equity
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Zero Barriers: How Emphasizing Skills in Career Pathways Can Remove Barriers
March 10, 2022
Tickers
DEI
MDT
Tags
Medtronic
inclusion
Research, Reports & Publications
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Translating Completely KIDS' Diversity, Equity, and Inclusion (DEI) Commitments Into Action
March 10, 2022
Tickers
CSR
DEI
ESG
HR
Tags
communications
DEI
HR
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Podcast: Learn What Changes Medtronic Is Making to Build Diversity, Improve Equity & Encourage Inclusion
March 09, 2022
Tickers
DEI
MDT
Tags
NYSE:MDT
inclusion
Diversity & Inclusion
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Ywca South Florida And Miami Dolphins Football Unites™ Announce Free Community-Wide Racial Equity And Social Justice Challenge
March 01, 2022
Tags
antiracism
women\'s rights
civil rights
From
PRUnderground
The Michigan Diversity Council to Host 2022 Women in Leadership Symposium Virtual Series
February 25, 2022
Tags
equity
Michigan Diversity Council
diversity
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Get a Strong Track Record of Large-Cap Dividends With This ETF
February 23, 2022
Tickers
TEQI
Tags
Active ETF Channel
T/ Rowe Price
active
From
ETF Trends
The John Robert Lewis Legacy Institute Launches
February 22, 2022
Tags
Black interest
community
equity
From
PRUnderground
Life Link III Supports Haiti Air Ambulance’s Humanitarian Mission Through Ambulance Donation
February 21, 2022
Tags
Humanitarian
Emergency Management
ayiti
From
PRUnderground
Transformational Investing in Communities of Color
February 07, 2022
Tickers
BLM
DEI
ESG
JOBS
Tags
Black Lives Matter
NFL
economic opportunity
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Icarus Consulting Selected to The Forbes Next 1000 List
February 03, 2022
Tags
inclusion
Consulting
equity
From
PRUnderground
IEDC Releases Equitable Economic Development Playbook & Announces First Equity Communities Cohort
February 02, 2022
Tags
Washington
District of Columbia
Equity
From
PRLog
The Power of Zero: Medtronic Releases Global ID&E 2021 Annual Report
February 01, 2022
Tickers
DEI
Tags
diversity
DEI
equity
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Authentic Culture Transformation: How KEIRUS BY KJE Creates Measurable Impact Through Diversity, Equity, and Inclusion
January 31, 2022
Tags
Diversity
equity
Consulting
From
PRUnderground
The Marketplace Is No Longer Overlooking Indigenous Peoples
January 20, 2022
Tags
equity
Diversity & Inclusion
Carol Cone ON PURPOSE
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Ecocentricity Blog: Reflecting on Corporate Sustainability, Climate Change, and the (Electric) Road Ahead
January 19, 2022
Tags
Green Infrastructure
Energy
Sustainserv
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Texas Diversity Council to Recognize Woman of the Year at the 18th Annual Women in Leadership Symposium
January 18, 2022
Tickers
TXDC
Tags
women of the year
equity
diversity
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Creating Better Patient Outcomes With Diverse Teams
January 14, 2022
Tickers
BSX
Tags
equity
Boston Scientific
Fortune
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Pro Bono Perspectives Season 3 Finale: 3 Ways You Can Be a Force for Good in 2022
December 14, 2021
Tickers
CSR
DEI
Tags
climate change
great resignation
Common Impact
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Latino Connection Captures Four, High-Profile Awards for Diversity, Equity & Inclusion Initiatives
December 10, 2021
Tags
inclusion
Marketing
Hispanic
From
PRUnderground
Pro Bono Perspectives S3E24: Teresa Pelletier, Fidelity Investments & Wendy Matheny, Ichor Strategies
November 30, 2021
Tickers
CSR
DEI
Tags
Community Engagement
Teresa Pelletier
equity
From
3BL Media: Corporate Social Responsibility, Energy and Health News
#StartSmall Backs Girls With Impact, Driving Equity and the Next Generation of Women Innovators
November 29, 2021
Tags
Philanthropy
Women
Connecticut
From
PRLog
< Previous
1
2
3
4
5
6
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.