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 Pitney Bowes Inc.
< Previous
1
2
3
4
5
Next >
Pitney Bowes Parcel Shipping Index Finds US Parcel Volume Reached Record High of 21.5 Billion in 2021
May 23, 2022
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Opens First Presort Services ‘Mega Center’ in Las Vegas
May 17, 2022
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Declares Common Stock Dividend
May 02, 2022
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Announces First Quarter 2022 Financial Results
April 28, 2022
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Introduces Portfolio of Modular, Flexible Ecommerce Logistics Services to Support the Unique Needs of Growing Brands
April 27, 2022
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Forbes Lists Pitney Bowes as One of the Best Employers for Diversity 2022
April 26, 2022
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Survey: Returns Cost US Online Retailers 21% of Order Value
April 14, 2022
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Financial Services Makes Growth Capital Investment in Medgluv, Inc
April 13, 2022
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Announces Johnna Torsone to Retire as Global Chief Human Resources Officer
April 05, 2022
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Unboxes New Ecommerce Capabilities at Shoptalk US 2022
March 24, 2022
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes and Funding Circle Launch Innovative Partnership to Support Small Business Lending
March 22, 2022
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Calls for Redemption of Outstanding 4.700 Percent Notes Due 2023
February 25, 2022
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Survey: As Retailers Expand Curbside Pickup Options, 64% of Consumers Still Prefer At-Home Delivery
February 23, 2022
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Launches PitneyShip Pro
February 15, 2022
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Recognized as One of America’s Best Large Employers 2022 by Forbes Magazine
February 10, 2022
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Financial Services Signs Term Loan with Zion Delivery Service
February 09, 2022
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Declares Common Stock Dividend
February 07, 2022
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Enables Transformation with New Banking Platform from Fiserv
February 02, 2022
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Announces Full Year and Fourth Quarter 2021 Financial Results
February 01, 2022
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Recognized for Gender-Equality by the Human Rights Campaign Foundation and Bloomberg
January 27, 2022
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Survey Finds That 51% of U.S. Consumers Are Considering Delaying Holiday Purchases Until Early 2022
December 22, 2021
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Named to Drucker Institute’s ‘Management Top 250’ Recognizing the Most Effectively Managed Companies
December 13, 2021
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Survey: More than Half of U.S. Has Started Holiday Shopping; Increased Gift Card Spending Will Extend Holiday Shipping into January
November 22, 2021
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Declares Common Stock Dividend
November 05, 2021
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Expands Shipping Portfolio with Acquisition of CrescoData
November 04, 2021
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Announces Third Quarter 2021 Financial Results
November 03, 2021
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Has Geared Up for Peak Ecommerce Surge with More Capacity, New Automation and Expanded Workforce
November 01, 2021
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Announces 2022 Pricing for Ecommerce Services With No Delivery Area or Residential Surcharges
November 01, 2021
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Survey: Amid Supply Chain Warnings and Early Retail Promotions, 42% of US Consumers Have Started Holiday Shopping
October 21, 2021
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
Pitney Bowes Launches ParcelPoint™ Smart Lockers in Canada
October 19, 2021
From
Pitney Bowes Inc.
Via
Business Wire
Tickers
PBI
< Previous
1
2
3
4
5
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.