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 virtual volunteering
Recent news which mentions virtual volunteering
Goodera and RaisedBy.Us collaborate to build robust corporate giving and volunteering programs for companies.
July 20, 2022
Tickers
CSR
Tags
Technology
engagement
volunteering
From
PRUnderground
Goodera Caters To The Increasing Demand For In-Person, At-Office, and Off-Site Volunteering Activities As Employees Return To Their Offices Post COVID
April 28, 2022
Tickers
CSR
Tags
social responsibility
CSR
volunteering
From
PRUnderground
Goodera and Zoom’s latest collaboration aims to drive micro-actions to positively impact the lives of Ukrainian refugees
April 22, 2022
Tickers
CSR
Tags
Technology
engagement
volunteering
From
PRUnderground
Goodera is on the frontlines to spread awareness with its nonprofit partners on Earth Day.
April 08, 2022
Tags
virtual volunteering
employee engagement
Technology
From
PRUnderground
Goodera celebrates International Transgender Day of Visibility – #BeyondTheBinary, with non-profits
April 04, 2022
Tickers
CSR
Tags
Technology
engagement
nonprofits
From
PRUnderground
Will 2022 Be the Year Virtual Volunteering Gains Even Greater Prominence?
March 31, 2022
Tags
Social Impact & Volunteering
Goodera
Realized Worth
From
3BL Media: Corporate Social Responsibility, Energy and Health News
World Down Syndrome Day – Goodera empowers nonprofits supporting people with down syndrome as part #JustLikeYou
March 28, 2022
Tickers
CSR
Tags
Technology
engagement
social responsibility
From
PRUnderground
Embracing Virtual Volunteering
March 22, 2022
Tickers
CSCO
Tags
NASDAQ:CSCO
cisco systems
Social Impact & Volunteering
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Goodera launches a special campaign to support victims and refugees of the Ukrainian crisis.
March 15, 2022
Tickers
CSR
Tags
engagement
Technology
Ukraine
From
PRUnderground
Goodera celebrates Women’s History Month with its non-profit partners
March 07, 2022
Tickers
CSR
Tags
nonprofits
social responsibility
volunteering
From
PRUnderground
Goodera commemorates Women’s History Month with their flagship campaign on women in STEM – #HerStory
March 05, 2022
Tickers
CSR
Tags
Women Empowerment
Technology
engagement
From
PRUnderground
Goodera is empowering corporate volunteers to support non-profits as part of its Black History Month Campaign, #EqualityKnowsNoBoundaries
February 28, 2022
Tickers
CSR
Tags
Technology
engagement
virtual volunteering
From
PRUnderground
Goodera to power social impact opportunities at the HR Transform 2022 Conference in Las Vegas
February 23, 2022
Tickers
CSR
Tags
CSR
employee engagement
virtual volunteering
From
PRUnderground
Goodera announces inclusive and equitable initiatives for its employees
February 22, 2022
Tickers
CSR
Tags
social responsibility
employee wellness
employee initiatives
From
PRUnderground
Goodera helps 30 nonprofits celebrate Martin Luther King Jr. Day through virtual volunteering
February 14, 2022
Tags
racial equality
Technology
virtual volunteering
From
PRUnderground
Goodera continues its 10K for Racial Equality campaign for a second year
January 12, 2022
Tickers
CSR
Tags
Technology
engagement
social responsibility
From
PRUnderground
Goodera and Deed partner to create a seamless virtual volunteering experience for companies
December 14, 2021
Tickers
CSR
Tags
Collaboration
social responsibility
volunteering
From
PRUnderground
Goodera publishes a comprehensive report on The State of Corporate Volunteering.
December 10, 2021
Tickers
CSR
Tags
social responsibility
CSR
volunteering
From
PRUnderground
Much More Than a New Website
December 06, 2021
Tags
Social Impact & Volunteering
capacity building
pro bono
From
3BL Media: Corporate Social Responsibility, Energy and Health News
YouGiveGoods Is Stocked and Ready for the 2021 Holiday Giving Season
December 01, 2021
Tickers
CSR
Tags
YouGiveGoods
Philanthropy & Cause Initiatives
csr
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Refresh and Reset: A Pro Bono Website Upgrade
November 22, 2021
Tickers
CSR
Tags
mentorship
skilled volunteering
communications
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Get Involved in the Pro Bono Movement
October 26, 2021
Tags
virtual volunteering
Taproot Foundation
Taproot plus
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Skills for Cities: Common Impact to Connect Corporate and Nonprofit Worlds to Advance Efforts Around Racial and Digital Equity
October 21, 2021
Tickers
CSR
Tags
Community Engagement
equity
csr
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Skills-Based Volunteers Join Nonprofit Organizations Addressing Domestic Violence Awareness and Prevention
October 19, 2021
Tags
Allstate
Responsible Business & Employee Engagement
day of service
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Pro Bono Week 2021: Doubling Our Impact
October 14, 2021
Tags
Taproot plus
Taproot Foundation
skilled volunteer
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Taproot Foundation Deepens Community Impact With Online Program
September 15, 2021
Tags
Philanthropy & Cause Initiatives
Social Impact
pro bono
From
3BL Media: Corporate Social Responsibility, Energy and Health News
How Virtual Volunteering Keeps Businesses Engaged With Nonprofits During the Pandemic
September 02, 2021
Tags
triplepundit
Responsible Business & Employee Engagement
virtual volunteering
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Navigating the Great Resignation
August 19, 2021
Tickers
CSR
ESG
Tags
community development
pro bono
csr
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Taproot Plus Global: Join a International Community of Virtual Volunteers
July 21, 2021
Tags
Taproot plus
Taproot Foundation
skilled volunteer
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.