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home
about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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FIP
Event Schedule
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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
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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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War, Gold, And Opportunity: Uncovering Today’s Market Moves
↗
November 19, 2024
Geopolitical tensions drive market moves as we analyze top picks.
Via
Talk Markets
Pitney Bowes Announces Significant Progress on Deleveraging Initiative with Paydown of $100M of Oaktree Notes
November 19, 2024
From
Pitney Bowes Inc.
Via
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Pitney Bowes Announces Agreement in Principle with Unsecured Creditors’ Committee in DRF Logistics Bankruptcy Case to Resolve Outstanding Disputes
November 13, 2024
From
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Via
Business Wire
Pitney Bowes Provides Additional Detail on Financial Outlook
November 11, 2024
From
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Via
Business Wire
Pitney Bowes Declares Common Stock Dividend
November 07, 2024
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Announces Financial Results for Third Quarter of Fiscal Year 2024 and Progress on Strategic Initiatives
November 07, 2024
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes and FedEx Launch FedEx Platform Account
October 30, 2024
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Appoints Lance Rosenzweig as Permanent CEO and Strengthens Board of Directors
October 29, 2024
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Announces Date for Third Quarter 2024 Earnings Release and Conference Call
October 28, 2024
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Enhances Ecommerce Shipping with ShipAccel
September 23, 2024
From
Pitney Bowes Inc.
Via
Business Wire
Why Pitney Bowes Is Delivering for Investors Today
↗
August 09, 2024
The company just took an important step to get a big albatross off of its back.
Via
The Motley Fool
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Friday
↗
August 09, 2024
We have all of the biggest pre-market stock movers that traders need to know about on Friday with the latest news breakdowns!
Via
InvestorPlace
PBI Stock Earnings: Pitney Bowes Beats EPS, Beats Revenue for Q2 2024
↗
August 08, 2024
PBI stock results show that Pitney Bowes beat analyst estimates for earnings per share and beat on revenue for the second quarter of 2024.
Via
InvestorPlace
Pitney Bowes Declares Common Stock Dividend
August 08, 2024
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Announces Financial Results for Second Quarter of Fiscal Year 2024 and Provides a Progress Update on Strategic Initiatives
August 08, 2024
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Announces Value-Maximizing Exit Path for Global Ecommerce Segment
August 08, 2024
From
Pitney Bowes Inc.
Via
Business Wire
7 Low-Cost Stocks With Unexpected Growth Potential
↗
August 02, 2024
Explore top low-cost growth stocks with high growth potential and strategies driving success in the stock market.
Via
InvestorPlace
Pitney Bowes Announces Date for Second Quarter 2024 Earnings Release and Conference Call
July 29, 2024
From
Pitney Bowes Inc.
Via
Business Wire
Why Pitney Bowes Shares Are Trading Higher By Over 12%; Here Are 20 Stocks Moving Premarket
↗
July 29, 2024
Via
Benzinga
McDonald's, ON Semiconductor And 3 Stocks To Watch Heading Into Monday
↗
July 29, 2024
Via
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The 3 Best ETFs to Buy for the Small-Cap Revival
↗
July 26, 2024
With the Street starting to become enthusiastic about small-cap stocks,, here are the three best small-cap ETFs to buy.
Via
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Topics
ETFs
10 Industrials Stocks With Whale Alerts In Today's Session
↗
July 17, 2024
Via
Benzinga
Pitney Bowes Announces Leadership Transition in Global Ecommerce Segment
July 02, 2024
From
Pitney Bowes Inc.
Via
Business Wire
Why Pitney Bowes Shares Are Shooting Higher today
↗
July 01, 2024
Pitney Bowes shares up on update of cost rationalization initiative, $70M in savings identified. The cost cuts are anticipated to be largely reflected in second half of 2024 pre-tax earnings and fully...
Via
Benzinga
Pitney Bowes Provides Update on Accelerated Progress of Cost Rationalization Program and Increases Savings Targets
July 01, 2024
From
Pitney Bowes Inc.
Via
Business Wire
7 Strong Buy Penny Stocks to Buy Now: June 2024
↗
June 13, 2024
Each of these low-priced seven strong buy penny stocks could do some real heavy lifting for your portfolio.
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InvestorPlace
The 7 Best Penny Stocks to Buy in June 2024
↗
June 13, 2024
Discover the best penny stocks to buy in June 2024. Invest in these smaller companies with strong fundamentals.
Via
InvestorPlace
Pitney Bowes Opens New Presort Services Operating Center Serving St. Louis Market
June 03, 2024
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes to Host Investor Conference Call
May 28, 2024
From
Pitney Bowes Inc.
Via
Business Wire
3 Sorry Overhyped Stocks to Sell in May While You Still Can
↗
May 27, 2024
Discover three overhyped stocks to sell in May before their valuations plummet. Avoid these risky investments.
Via
InvestorPlace
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