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 triplepundit
Recent news which mentions triplepundit
< Previous
1
2
Next >
From Ambition to Implementation: What It Takes to Foster a More Diverse and Inclusive Workforce
January 03, 2023
Tickers
DEI
Tags
triplepundit
DEI
Diversity & Inclusion
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Does Your ESG Story Click With Consumers? How To Craft Messaging That Stands Out
December 29, 2022
Tickers
ESG
GLOW
Tags
ESG
messaging
GLOW
From
3BL Media: Corporate Social Responsibility, Energy and Health News
ESG for SMEs: How Small- and Medium-Sized Businesses Can Embrace ESG for Long-Term Growth
December 27, 2022
Tickers
ESG
SME
Tags
ESG
Sustana
Responsible Business & Employee Engagement
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Putting Sustainability at the Heart of the Enterprise
December 21, 2022
Tickers
ESG
Tags
BMC Software
sustainability
Sustainable Development Goals
From
3BL Media: Corporate Social Responsibility, Energy and Health News
The Importance of Giving Back - Even in Times of Uncertainty
December 19, 2022
Tags
subaru
Philanthropy & Cause Initiatives
Share the Love
From
3BL Media: Corporate Social Responsibility, Energy and Health News
European Tire Industry Addresses Environmental Impact Down to the Smallest Particle
December 13, 2022
Tags
European Tire Industry
triplepundit
Supply Chain & the Circular Economy
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Everything You Need To Know To Improve Your ESG Communication Strategy
December 07, 2022
Tickers
ESG
GLOW
Tags
Responsible Business & Employee Engagement
Research, Reports & Publications
GLOW
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Mars and Rubicon Team Up for 'Trick-or-Trash' Recycling Program on Halloween
December 05, 2022
Tags
Rubicon
Supply Chain & the Circular Economy
Recycling
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Cultural Changemakers Have a Powerful Role in Promoting Climate Action
December 01, 2022
Tickers
AEG
Tags
Environment
NEST Summit
AEG
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Integrating Impact: How To Do Well by Doing Good
November 30, 2022
Tickers
ESG
Tags
mastercard
esg
triplepundit
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Why Clinical Trial Diversity Is So Important - and What the Healthcare Sector Can Do
November 09, 2022
Tags
Health & Healthcare
Clinical Trial Diversity
BOSTON SCIENTIFIC CORP/
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Science Driven: The Importance of Credible, Validated Research
November 07, 2022
Tags
Research, Reports & Publications
Tire Industry Project
triplepundit
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Three Ways Leaders Can Better Prevent Mental Health Crises at Work - Before They Happen
November 03, 2022
Tags
VCA Animal Hospitals
Mars
triplepundit
From
3BL Media: Corporate Social Responsibility, Energy and Health News
New Partnership Enlists Mars Employees To Tackle Marine Debris
November 01, 2022
Tags
Environment
Marine Debris
Rozalia Project
From
3BL Media: Corporate Social Responsibility, Energy and Health News
This Campaign Aims To Fight Climate Change With Cold Water Washing
October 28, 2022
Tickers
TIDE
Tags
climate change
Environment
Tide
From
3BL Media: Corporate Social Responsibility, Energy and Health News
What It Takes To Recycle More Packaging on the Path to a Circular Economy
October 26, 2022
Tags
Sustana Fiber
recycling mill
Supply Chain & the Circular Economy
From
3BL Media: Corporate Social Responsibility, Energy and Health News
The Forest Positive Coalition of Action Leads the Fight Against Deforestation in the CPG Industry
October 25, 2022
Tags
Consumer Goods Forum
triplepundit
Supply Chain & the Circular Economy
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Subaru and LA Auto Show Fetch National Attention With Dog Adoption Program
October 24, 2022
Tags
subaru
auto show
Dog Adoption
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Schools Still Face Impacts From the Pandemic, but Businesses Can Help
October 12, 2022
Tags
triplepundit
AdoptAClassroom
subaru
From
3BL Media: Corporate Social Responsibility, Energy and Health News
What the World's First Bio-Based Vitamin A Means for Sustainability
October 10, 2022
Tags
Responsible Production & Consumption
vitamin a
DSM ANIMAL NUTRITION AND HEALTH
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Total Rewards: Inside the HR Strategy That Helps To Foster Inclusive Workplaces
October 07, 2022
Tags
BMC Software
Diversity & Inclusion
triplepundit
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Sounding the Alarm on Global Learning Poverty
October 05, 2022
Tickers
HP
Tags
NABU
triplepundit
Education
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Collaborating, Listening, Iterating: Early Lessons From the Digital Equity Accelerator
October 03, 2022
Tickers
HP
Tags
HP
Diversity & Inclusion
triplepundit
From
3BL Media: Corporate Social Responsibility, Energy and Health News
This Locally-Formed Partnership Helps Two Companies Reduce Waste and Cut Emissions
September 30, 2022
Tags
Responsible Production & Consumption
Irving Consumer Products
Armstrong World Industries
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Interview: P&G's SVP North America Home Care Talks 2030 Sustainability Ambitions
September 16, 2022
Tickers
ESG
PG
Tags
Sustainability
P&G
NYSE: PG
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Conserve and Restore: How Business Can Leverage a Holistic Approach to Water Management
September 14, 2022
Tags
triplepundit
P&G
Environment
From
3BL Media: Corporate Social Responsibility, Energy and Health News
How Consumer Goods Companies Use Life Cycle Assessments To Create More Sustainable Products
September 12, 2022
Tags
P&G
Responsible Production & Consumption
Life Cycle Assessments
From
3BL Media: Corporate Social Responsibility, Energy and Health News
We Need a Faster Food Revolution for People, Planet and Livelihoods
August 31, 2022
Tickers
FOOD
Tags
Responsible Production & Consumption
food
Responsible Business & Employee Engagement
From
3BL Media: Corporate Social Responsibility, Energy and Health News
HBCU Students Hone Their Engineering Skills With Hands-On Experiences at HanesBrands' Facilities
August 30, 2022
Tags
HBCU
HanesBrands
triplepundit
From
3BL Media: Corporate Social Responsibility, Energy and Health News
What It Takes To Build Workplaces That Are More Inclusive for LGBTQ People
August 26, 2022
Tags
Diversity & Inclusion
Mars
triplepundit
From
3BL Media: Corporate Social Responsibility, Energy and Health News
< Previous
1
2
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.