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 WSFS Financial Corporation
< Previous
1
2
Next >
WSFS Financial Corporation Appoints Michelle Hong to Board of Directors
October 29, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
WSFS Reports 3Q 2025 EPS of $1.37, YOY EPS Growth of 27% ROA of 1.44% and NIM of 3.91% Improvement in Asset Quality Metrics
October 23, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
WSFS Bank Announces Bernard Shields as Executive Vice President, Pennsylvania Market President
October 15, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
WSFS Financial Corporation Announces Third Quarter 2025 Earnings Release Date and Conference Call
October 09, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
More Than 1,600 WSFS Associates Volunteer Across the Region for We Stand for Service Day
October 03, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
Correction: Bryn Mawr Trust Strengthens Wealth Business with Strategic Leadership Appointments
September 18, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
WSFS Announces Kevin Stach as Senior Vice President, Middle Market Senior Relationship Manager
September 05, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
Moody’s Reaffirms WSFS Financial Corp’s Baa2 Issuer Rating with a Stable Outlook; Reflects Diversified Business Model, Strong Capital, and Earnings Strength
August 12, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
Morningstar DBRS Assigns “A” Rating to WSFS Bank; WSFS Financial Corporation Receives “A (low)” Rating with Stable Outlook
August 04, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
WSFS Bank Recommits to Wilmington with Long-Term Lease Renewal
July 29, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
WSFS Reports 2Q 2025 EPS of $1.27 and ROA of 1.39%; Results Driven by NIM of 3.89% and Fee Revenue Growth of 9% $87.3 Million of Capital Returned to Shareholders
July 24, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
WSFS Financial Corp.’s A- Senior Unsecured Debt Rating Affirmed with Stable Outlook by KBRA, Reflecting Strong Earnings, Liquidity, Capital and Diversified Fee Revenue
July 11, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
WSFS Financial Corporation Announces Second Quarter 2025 Earnings Release Date and Conference Call
July 10, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
WSFS Names Frank McGrane, Executive Vice President, Chief Credit Officer
July 09, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
Three Generations of WSFS CEOs to Discuss the Bank’s Legacy at 2025 Wharton Leadership Conference
June 11, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
WSFS Reports 1Q 2025 EPS of $1.12, ROA of 1.29% and NIM of 3.88%; Board Approved 13% Dividend Increase and Additional 10% Share Repurchase Authorization
April 24, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
WSFS Financial Corporation Announces First Quarter 2025 Earnings Release Date and Conference Call
April 10, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
WSFS Announced First-Quarter Call of $70 Million Legacy Bryn Mawr Trust Subordinated Debt
March 17, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
WSFS Bank Partners with Greenlight to Help Increase Financial Literacy Among Kids and Teens
March 03, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
WSFS Names Chris Ballard, Senior Vice President, Director of Total Rewards
February 18, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
WSFS Bank Offers Down Payment Assistance Through 2025 Mortgage Grant Program with $1.5 Million Commitment
February 12, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
Bryn Mawr Trust Expands Bucks County Presence with New Team and Office
February 10, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
WSFS Announces Kathryn Bittner as Chief Operating Officer, Commercial Banking
February 04, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
WSFS Reports 4Q 2024 EPS of $1.09, ROA of 1.21%, NIM of 3.80%; Strong Deposit Growth and Record Wealth and Trust Revenue Full-Year EPS of $4.41 and ROA of 1.27%
January 27, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
New Survey from WSFS Bank Reveals Optimism Among Small Business Owners
January 21, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
WSFS Financial Corporation Announces Fourth Quarter and Full-Year 2024 Earnings Release Date and Conference Call
January 13, 2025
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
WSFS Appoints Owen Mathews as Corporate Development Officer
December 18, 2024
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
WSFS Strengthens Commercial and Risk Leadership Teams to Support Next Phase of Growth
December 12, 2024
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
Bryn Mawr Trust Welcomes Tony Lunger, Mark Gerstenschlager, and Pamela Opalach to Wealth Advisory Team
December 10, 2024
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
Bryn Mawr Trust Survey Reveals Americans Value Digital Assets at $191,516 on Average, But Gaps Exist in Digital Asset Awareness and Estate Planning
December 05, 2024
From
WSFS Financial Corporation
Via
Business Wire
Tickers
WSFS
< 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.