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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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Back Dated Performance Reports
Quarterly Performance Reports
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MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Event Schedule
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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
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Pitney Bowes
(NY:
PBI
)
10.19
+0.01 (+0.10%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 20, 2026
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All News about Pitney Bowes
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CVS Health, Kraft Heinz And 3 Stocks To Watch Heading Into Wednesday
↗
February 12, 2025
Via
Benzinga
Pitney Bowes Announces the Appointment of Bob Gold as New Chief Financial Officer
February 11, 2025
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Announces Financial Results for Fourth Quarter and Full Year 2024
February 11, 2025
From
Pitney Bowes Inc.
Via
Business Wire
Today's Top Stock Picks And Earnings – What You Need To Know
↗
February 11, 2025
Markets are holding stable ahead of a critical CPI report.
Via
Talk Markets
Topics
Stocks / Equities
Earnings Scheduled For February 11, 2025
↗
February 11, 2025
Via
Benzinga
Big Moves Are Brewing. Here’s What’s Driving Them
↗
February 10, 2025
Pre-Market Breakdown: Top stocks to watch today, including $TDOC, $SNES, $NBIS, $PBI & $TSLA. Get key catalysts, sentiment shifts & technical levels to trade with confidence.
Via
Talk Markets
Topics
Stocks / Equities
Power Plays: Top Stock Picks & Key Market Signals
↗
February 07, 2025
This morning’s jobs data came in weaker than expected, while hourly pay outperformed estimates—raising early concerns about stagflation.
Via
Talk Markets
Topics
Stocks / Equities
Market Movers: $ASTS Surges Again, $PBI Gears Up For Earnings!
↗
February 06, 2025
Pre-Market Briefing: Feb 6 – Top trade setups using our 4-pillar strategy! $ASTS leads the way, $PBI gears up for earnings, and $PTON & $APPS ride post-earnings momentum.
Via
Talk Markets
Topics
Stocks / Equities
Pitney Bowes SendPro 360 Platform Achieves StateRAMP Security Authorization
February 05, 2025
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Named Official Shipping Technology Partner of the New York Islanders and UBS Arena
January 30, 2025
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Announces Early Paydown of Remaining 2028 Oaktree Notes
January 23, 2025
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Stock Rises On Acquisition Of Royal Alliances’ Presort Business: Retail’s Elated
↗
January 21, 2025
The company said the deal is expected to add more than 100 million First-Class Mail pieces annually to the Pitney Bowes Presort Services Network and further strengthen it in the East, Central, and West...
Via
Stocktwits
Pitney Bowes Presort Services Advances Nationwide Growth Through Strategic Expansion
January 21, 2025
From
Pitney Bowes Inc.
Via
Business Wire
10 Industrials Stocks With Whale Alerts In Today's Session
↗
December 26, 2024
Via
Benzinga
Hestia Capital Management Discloses Additional Information Regarding 10b5-1 Plan at Pitney Bowes
December 03, 2024
From
Hestia Capital Management, LLC
Via
Business Wire
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
Business Wire
Pitney Bowes Announces Agreement in Principle with Unsecured Creditors’ Committee in DRF Logistics Bankruptcy Case to Resolve Outstanding Disputes
November 13, 2024
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Provides Additional Detail on Financial Outlook
November 11, 2024
From
Pitney Bowes Inc.
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
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