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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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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Pitney Bowes Launches ParcelPoint™ Smart Lockers in Canada
October 19, 2021
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Recognized with 2021 Climate Leadership Award
October 14, 2021
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Named to Forbes List of World’s Best Employers 2021
October 12, 2021
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Appoints Tom Doherty as Vice President, Lending Services and Products
October 07, 2021
From
Pitney Bowes Inc.
Via
Business Wire
Global Parcel Volume Exceeds 131 Billion in 2020, up 27 Percent Year-Over-Year, Finds Pitney Bowes Parcel Shipping Index
September 28, 2021
From
Pitney Bowes Inc.
Via
Business Wire
Identifying Value Traps In Advance
↗
September 23, 2021
Here is a review of a few companies: Johnson & Johnson, Owens & Minor, Cigna Corp, FedEx, Omnicom Group, J2 Global, Dish Network, Pitney Bowes, Exxon Mobil Corp, Primerica.
Via
Talk Markets
Jon Najarian Sees Unusual Options Activity In Pitney Bowes And Netflix
↗
September 22, 2021
On CNBC's "Fast Money Halftime Report," Jon Najarian said the October 7 calls in Pitney Bowes Inc. (NYSE: PBI) were aggressively bought during the session on...
Via
Benzinga
Cramer Weighs In On Joby Aviation, Pitney Bowes And More
↗
September 22, 2021
On CNBC's "Mad Money Lightning Round," Jim Cramer said Celularity Inc (NASDAQ: CELU) is interesting. Nobody likes it, but if you buy it here, you might get really...
Via
Benzinga
Value Trap Or Opportunity?
↗
September 21, 2021
A stock with a lower-than-usual price that appears to be a value stock but is not. A value trap appears to be undervalued at first glance but its fundamentals are unhealthy and the stock is unlikely to...
Via
Talk Markets
Pitney Bowes Survey Forecasts Peak Season Boom in Ecommerce for the Second Consecutive Year
September 21, 2021
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Parcel Shipping Index Reveals 37 Percent Parcel Volume Growth in US for 2020
September 14, 2021
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Wins Ten Gold, Silver and Bronze Awards in the 2021 Brandon Hall Group Human Capital Management Excellence Awards
September 13, 2021
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Names Ned Zachar Vice President of Investor Relations
September 09, 2021
From
Pitney Bowes Inc.
Via
Business Wire
9 Industrials Stocks Moving In Friday's After-Market Session
↗
September 03, 2021
Gainers Montrose Environmental Gr (NYSE:MEG)...
Via
Benzinga
Pitney Bowes Announces Peak-Season Delivery Surcharges
↗
September 01, 2021
E-commerce and postal provider Pitney Bowes Inc. said it will impose peak-season parcel delivery surcharges of $1.50 per piece on all domestic shipments, effective Oct. 3. In...
Via
Benzinga
Pitney Bowes Makes Peak Pricing Adjustment For Ecommerce Parcels
↗
August 31, 2021
Pitney Bowes Inc. (NYSE: PBI) announced pricing adjustments for its domestic and cross-border delivery and returns services for the peak holiday shipping season....
Via
Benzinga
Pitney Bowes Announces Peak Pricing Adjustment for Ecommerce Parcels
August 31, 2021
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Calls for Redemption of Outstanding 3.875 Percent Notes Due 2022
August 20, 2021
From
Pitney Bowes Inc.
Via
Business Wire
10 Industrials Stocks Moving In Wednesday's After-Market Session
↗
August 18, 2021
Gainers View (NASDAQ:VIEW) stock increase...
Via
Benzinga
Pitney Bowes inc (PBI) Q2 2021 Earnings Call Transcript
↗
August 03, 2021
PBI earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
Pitney Bowes Q2 Earnings Smashes Estimates; Backs FY21 Outlook, Declares Dividend
↗
August 03, 2021
Pitney Bowes Inc (NYSE: PBI) reported second-quarter FY21 revenue growth of 7.2% year-on-year, to $899.2 million, beating the analyst consensus of $895.46 million...
Via
Benzinga
Pitney Bowes Declares Common Stock Dividend
August 03, 2021
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Announces Second Quarter 2021 Financial Results
August 03, 2021
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Names Nick Smith SVP Strategy, Product & Platform Management, Global Ecommerce; Taps Amazon Veteran Brent Cervenka to Lead Global Ecommerce Operations
July 29, 2021
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Named One of Forbes’ Best Employers for Women 2021
July 28, 2021
From
Pitney Bowes Inc.
Via
Business Wire
Earnings Scheduled For August 3, 2021
↗
August 03, 2021
Companies Reporting Before The Bell • Myriad Genetics (NASDAQ:MYGN) is likely to report earnings for its fourth quarter. • Stellantis (NYSE:STLA) is expected to...
Via
Benzinga
Interest In Parcel Lockers Grows For Online Shopping-Addicted Americans
↗
July 27, 2021
Nearly 14% of Americans reported being victims of package theft in the past 12 months, according to a December survey from Finder. That equals 35.5 million Americans and an...
Via
Benzinga
Pitney Bowes Study Finds Millennials, Urban Dwellers and Office Workers are Trailblazers for Smart Lockers
July 27, 2021
From
Pitney Bowes Inc.
Via
Business Wire
Global Logistics Warehouse Demand To Surge Through 2024, JLL Says
↗
July 21, 2021
Worldwide demand for logistics warehousing, already at elevated levels, will continue to surge at least through 2024 as more space will be needed to support growth in multiple...
Via
Benzinga
Pitney Bowes Releases 2020 Corporate Responsibility Report
July 21, 2021
From
Pitney Bowes Inc.
Via
Business Wire
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