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
Articles published by Exelon
Exelon Names Elizabeth Pitts-Madonna Senior Vice President and Chief Human Resources Officer
November 20, 2025
From
Exelon
Via
Business Wire
Tickers
EXC
Exelon Rings Nasdaq Opening Bell to Celebrate 25 Years of Impact, Innovation, and Community Commitment
October 13, 2025
From
Exelon
Via
Business Wire
Tickers
EXC
Exelon to Announce Third Quarter Results on Nov. 4
October 02, 2025
From
Exelon
Via
Business Wire
Tickers
EXC
Exelon Corporation Declares Dividend
July 29, 2025
From
Exelon
Via
Business Wire
Tickers
EXC
Exelon Announces Executive Leadership Appointments in Governmental, External and Regulatory Affairs
July 10, 2025
From
Exelon
Via
Business Wire
Tickers
EXC
Exelon to Announce Second Quarter Results on July 31
June 27, 2025
From
Exelon
Via
Business Wire
Tickers
EXC
“Commitment to Our Communities:” Exelon Steps in to Provide $50 Million Customer Relief Fund for Customers Struggling with Higher Energy Supply Costs
June 12, 2025
From
Exelon
Via
Business Wire
Tickers
EXC
Exelon Opens 2026 Climate Investment Applications and Announces New Environmental Stewards
May 06, 2025
From
Exelon
Via
Business Wire
Tickers
EXC
Exelon’s Board of Directors Appoints W. Paul Bowers as Chair
April 29, 2025
From
Exelon
Via
Business Wire
Tickers
EXC
Exelon to Announce First Quarter Results on May 1
March 28, 2025
From
Exelon
Via
Business Wire
Tickers
EXC
Exelon Appoints David DeWalt to Board of Directors
March 10, 2025
From
Exelon
Via
Business Wire
Tickers
EXC
Cynthia McCabe Named Exelon Senior Vice President, Chief of Staff and Chief Communications Officer
October 17, 2024
From
Exelon
Via
Business Wire
Tickers
EXC
Exelon Crews and Equipment Deployed to Florida for Power Restoration Efforts After Hurricane Milton
October 11, 2024
From
Exelon
Via
Business Wire
Tickers
EXC
Marie Sylla Dixon Joins Exelon as Senior Vice President of Federal Affairs
September 03, 2024
From
Exelon
Via
Business Wire
Tickers
EXC
Empowering Innovation and Sustainability: Exelon’s Investments in Emerging Companies Are Driving Critical Clean Energy and Climate Solutions
August 27, 2024
From
Exelon
Via
Business Wire
Tickers
EXC
Exelon Foundation Launches Free STEM Academy for High School Boys
August 26, 2024
From
Exelon
Via
Business Wire
Tickers
EXC
Exelon Corporation Declares Dividend
July 30, 2024
From
Exelon
Via
Business Wire
Tickers
EXC
Chris Crane, Former CEO of Exelon, Passed Away at 65
April 14, 2024
From
Exelon
Via
Business Wire
Tickers
EXC
Exelon Announces Retirement of Chief Investment Officer Doug Brown
February 29, 2024
From
Exelon
Via
Business Wire
Tickers
EXC
Exelon Announces Executive Leadership Changes
February 06, 2024
From
Exelon
Via
Business Wire
Tickers
EXC
Joint Effort by Exelon and Transportation Electrification Advocates Shows the Electric School Bus Transition Will Provide Wide-Ranging Health, Environmental and Societal Benefits
December 19, 2023
From
Exelon
Via
Business Wire
Tickers
EXC
Exelon Appoints Bryan Segedi to Board of Directors
December 06, 2023
From
Exelon
Via
Business Wire
Tickers
EXC
Exelon Crews and Equipment Headed to Florida to Assist With Power Restoration Following Hurricane Idalia
August 29, 2023
From
Exelon
Via
Business Wire
Tickers
EXC
Exelon Appoints Anna Richo to Board of Directors
July 27, 2023
From
Exelon
Via
Business Wire
Tickers
EXC
Colette D. Honorable to Join Exelon as Executive Vice President of Public Policy and Chief External Affairs Officer
July 18, 2023
From
Exelon
Via
Business Wire
Tickers
EXC
Climate Change Investment Initiative Paves the Way for Innovation in Baltimore
June 12, 2023
From
Exelon
Via
Business Wire
Tickers
EXC
Climate Change Investment Initiative Paves the Way for Innovation in Philadelphia
June 12, 2023
From
Exelon
Via
Business Wire
Tickers
EXC
Climate Change Investment Initiative Paves the Way for Innovation in Chicago
June 12, 2023
From
Exelon
Via
Business Wire
Tickers
EXC
Exelon Foundation recognizes employees during National Volunteer Month for year-round volunteering efforts
April 28, 2023
From
Exelon
Via
Business Wire
Tickers
EXC
Exelon Seeks Infrastructure Funding in Push to Lead Equitable Energy Transformation for Customers and Communities
April 26, 2023
From
Exelon
Via
Business Wire
Tickers
EXC
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.