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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
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Pitney Bowes
(NY:
PBI
)
10.53
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Feb 2, 2026
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All News about Pitney Bowes
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Stocks That Hit 52-Week Lows On Wednesday
↗
September 14, 2022
During Wednesday's session, 265 companies made new 52-week lows.
Via
Benzinga
Extensiv Enlists Pitney Bowes to Help Make Small Parcel Shipping Easier for 3PLs
September 08, 2022
Extensiv's 3PL Warehouse Manager customers will benefit from new shipping solutions to support ecommerce needs
Via
Newswire.com
Pitney Bowes, Narvar Partner To Streamline Post-Purchase Capabilities
↗
August 01, 2022
Via
Benzinga
Pitney Bowes Shares Drop As Q2 Earnings Falls Short
↗
July 28, 2022
Via
Benzinga
12 Industrials Stocks Moving In Friday's Pre-Market Session
↗
September 02, 2022
Via
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
↗
August 31, 2022
On Wednesday, 238 companies achieved new lows for the year.
Via
Benzinga
Pitney Bowes: Q2 Earnings Insights
↗
July 28, 2022
Pitney Bowes (NYSE:PBI) reported its Q2 earnings results on Thursday, July 28, 2022 at 07:00 AM. Here's what investors need to know about the announcement.
Via
Benzinga
Gatik and Pitney Bowes Partner to Deploy Autonomous Trucks for Ecommerce Shipments in Dallas Market
August 31, 2022
From
Gatik
Via
Business Wire
3 Penny Stocks for Investors to Take Seriously in 2022
↗
August 30, 2022
These three penny stocks are certainly speculative bets, but for aggressive growth investors, these could be compelling opportunities.
Via
InvestorPlace
12 Industrials Stocks Moving In Monday's Pre-Market Session
↗
August 29, 2022
Via
Benzinga
7 Cheap Dividend Stocks Under $5
↗
August 15, 2022
These cheap dividend stocks under $5 offer a remarkable dividend yield and are trading well below their historic valuations.
Via
InvestorPlace
Stocks That Hit 52-Week Lows On Tuesday
↗
August 09, 2022
On Tuesday, 73 companies hit new 52-week lows.
Via
Benzinga
More Than $40 Million Bet On This Penny Stock? Check Out These 3 Penny Stocks Insiders Are Buying
↗
August 02, 2022
U.S. gold futures traded higher this morning on Tuesday. Investors, meanwhile, focused on some notable insider trades. When insiders purchase or sell shares, it indicates their confidence or concern...
Via
Benzinga
Pitney Bowes Declares Common Stock Dividend
August 02, 2022
From
Pitney Bowes Inc.
Via
Business Wire
Stocks That Hit 52-Week Lows On Monday
↗
August 01, 2022
On Monday, 92 companies set new 52-week lows.
Via
Benzinga
Pitney Bowes and Narvar Launch Partnership to Offer Most Comprehensive Post-Purchase Capabilities in the Market
August 01, 2022
From
Pitney Bowes Inc.
Via
Business Wire
7 Penny Stocks to Buy Before the Bull Market Returns
↗
August 01, 2022
With stocks in the doldrums, the time to take a look at these 7 penny stocks to buy before the bull market returns.
Via
InvestorPlace
12 Industrials Stocks Moving In Thursday's Intraday Session
↗
July 28, 2022
Via
Benzinga
Pitney Bowes Announces Second Quarter 2022 Financial Results
July 28, 2022
From
Pitney Bowes Inc.
Via
Business Wire
This Healthcare Stock Tumbled 43%; Here Are 88 Biggest Movers From Yesterday
↗
July 29, 2022
Gainers Athersys, Inc. (NASDAQ: ATHX) climbed 71.1% to close at $0.3250 on Thursday after gaining 10% on Wednesday. Athersys is expected to release its Q2 financial results on Thursday, August 11,...
Via
Benzinga
Stocks That Hit 52-Week Lows On Thursday
↗
July 28, 2022
On Thursday, 108 companies set new 52-week lows.
Via
Benzinga
Pitney Bowes Releases ESG (Environmental, Social and Governance) Report
July 26, 2022
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Introduces Regional Delivery Service Models for Faster, More Cost-Effective Ecommerce Shipping
July 26, 2022
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Expands its Designed Delivery Service to Canada
July 25, 2022
From
Pitney Bowes Inc.
Via
Business Wire
7 Cheap Stocks Under $10 to Buy Now
↗
July 25, 2022
These seven companies are all cheap stocks under $10 long-term investors may want to consider for growth and yield right now.
Via
InvestorPlace
3 Wildly Oversold Penny Stocks to Buy Now
↗
July 22, 2022
The whole market has been underperforming this year, but these three oversold penny stocks have all dropped further than they should have.
Via
InvestorPlace
Pitney Bowes Christopher Johnson Named to Savoy Magazine’s 2022 Most Influential Black Executives in Corporate America List
July 20, 2022
From
Pitney Bowes Inc.
Via
Business Wire
7 Penny Stocks to Pick Up for Real Profit in Q3
↗
July 18, 2022
These penny stocks have taken a beating during the current downturn but offer healthy long-term upside potential.
Via
InvestorPlace
12 Industrials Stocks Moving In Thursday's Pre-Market Session
↗
July 07, 2022
Via
Benzinga
Pitney Bowes Survey: Half of US Online Shoppers Plan to Take Advantage of Anticipated Markdowns Due to Inventory Surpluses
June 23, 2022
From
Pitney Bowes Inc.
Via
Business Wire
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