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 gender diversity
Recent news which mentions gender diversity
Despite a Tough Year, Women Are Still the Future of Sustainable Investing
December 21, 2022
Tickers
ESG
SEC
Tags
infrastructure
Net Zero
BlackRock
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Gender Is an Untapped Opportunity for Climate-Smart Investors
December 05, 2022
Tickers
ESG
JOBS
Tags
gender lens investing
Sustainable Finance & Socially Responsible Investment
Calvert Impact
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Impact Investing for Social Justice: Looking Back and Moving Forward
October 26, 2022
Tickers
ESG
JOBS
Tags
Culture
ESG
Rockefeller Foundation
From
3BL Media: Corporate Social Responsibility, Energy and Health News
ESG and Responsible Investors: Positive Trends Built on Solid Market Infrastructure
September 19, 2022
Tickers
CFP
DEI
ESG
EVS
Tags
electric vehicles
gender diversity
Transparency
From
3BL Media: Corporate Social Responsibility, Energy and Health News
GM's Vision for a More Sustainable and Equitable Future
September 08, 2022
Tickers
ESG
EVS
GM
STEM
Tags
electric vehicles
gender diversity
near shoring
From
3BL Media: Corporate Social Responsibility, Energy and Health News
The ESG Industry's Strong Foundation and Bright Future
September 06, 2022
Tickers
ESG
Tags
financial advisors
Responsible Business & Employee Engagement
South Africa
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Investing in the Transition to a More Sustainable Economy
August 01, 2022
Tickers
ESG
EVS
Tags
climate change
clean water
Energy
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Sustainable Investing: What Would Nature Do? What Would Nature Have Me Do?
July 20, 2022
Tickers
CFA
ESG
Tags
CFA
impact investing
The Nature of Investing
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Companies Continue to Miss the Bar on Executive Representation
May 02, 2022
Tickers
EQUL
Tags
gender diversity
gender equity
IndexIQ
From
ETF Trends
Investing in Women, Impacting the World
April 25, 2022
Tickers
ESG
Tags
gender diversity
Mark Regier
women
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Top 10 Highest-Paid CEOs All Men in 2021: The Case for Diversity
April 18, 2022
Tickers
CEOS
EQUL
Tags
dual impact channel
executive pay
ceos
From
ETF Trends
How to Avoid Greenwashing When Choosing ESG Investments
April 11, 2022
Tickers
ESG
Tags
US SIF
proxy voting
due diligence
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Judge Jackson’s Confirmation Highlights Women’s Struggles
April 08, 2022
Tickers
EQUL
Tags
EQUL
dual impact channel
index iq
From
ETF Trends
Why Gender Diversity May Lead to Better Returns for Investors
March 21, 2022
Tickers
MS
Tags
NYSE: MS
gender diversity
National Women’s Law Center
From
3BL Media: Corporate Social Responsibility, Energy and Health News
More Women in the Boardroom Equals a Better Business; EQUL Invests
March 11, 2022
Tickers
EQUL
Tags
dual impact channel
gender gap
EQUL
From
ETF Trends
Navigating the Canals of Water Investing
March 07, 2022
Tickers
ESG
Tags
Innovation & Technology
economic growth
Intel
From
3BL Media: Corporate Social Responsibility, Energy and Health News
GreenMoney's Special 200th Issue - Readers' Favorites
January 24, 2022
Tickers
ESG
FOOD
Tags
investing in women
David Brancaccio
Supply Chain & the Circular Economy
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Gender Lens Is Emerging as a Fundamental ESG Screen
December 28, 2021
Tickers
CFP
ESG
SEC
Tags
Wealth Management
cfp
Gender Equality
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Accelerating the Diversity Flywheel in 2022 and Beyond
December 20, 2021
Tickers
DEI
ESG
Tags
ESG
ESG INTEGRATION
gender diversity
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Sustainable Investing: Good News for 2022 and Beyond
December 16, 2021
Tickers
ESG
Tags
women owned companies
environmental
GreenMoney Journal
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Recent SEC Staff Interpretation Bodes Well for Gender Lens Investor Advocacy
December 06, 2021
Tickers
ESG
SEC
Tags
ordinary business operations
shareholder meetings
gender diversity
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Gender Equity an Increasing Focus Within ESG
December 01, 2021
Tickers
SHE
SPDR
Tags
SHE
esg channel
gender equity
From
ETF Trends
Green Bond-anza: Making Sense of the Categories
November 17, 2021
Tickers
ESG
Tags
impact
Everence Financial
Sustainable Finance & Socially Responsible Investment
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Not Just for Crypto Bros: The Women Leading the Crypto Crusade
November 16, 2021
Tags
binance
gender diversity
Bitwise/C
From
ETF Trends
A Diversifying Market: ESG in the Nasdaq, S&P 500
August 18, 2021
Tickers
ESGA
Tags
American Century Investments
gender diversity
core strategies channel
From
ETF Trends
The Next Steps Towards a Circular Economy
August 11, 2021
Tickers
CSR
ESG
Tags
renewable energy
gender diversity
ellen macarthur foundation
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Ecofin Strives to Make a Positive Impact Without Compromising Returns
July 21, 2021
Tickers
CSR
ESG
Tags
Healthcare
CSR
Innovation & Technology
From
3BL Media: Corporate Social Responsibility, Energy and Health News
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.