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home
about us
Investment Approach
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Market Analysis Summary
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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
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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
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
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Dun & Bradstreet
(NY:
DNB
)
9.150
UNCHANGED
Last Price
Updated: 7:00 PM EDT, Aug 25, 2025
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Dun & Bradstreet Expands Its Board of Directors and Welcomes Banking Industry Veteran Ellen R. Alemany
July 28, 2021
From
Dun & Bradstreet
Via
Business Wire
Dun & Bradstreet Announces Second Quarter 2021 Earnings Release and Conference Call
July 15, 2021
From
Dun & Bradstreet
Via
Business Wire
Dun & Bradstreet Announces Town Center II in Jacksonville as Its New Global Headquarters
June 30, 2021
From
Dun & Bradstreet
Via
Business Wire
Dun & Bradstreet and Zeta Join Forces to Launch the Industry’s First Combined Consumer and Business Data Cloud for “Business-to-Person” Marketing
June 24, 2021
From
Dun & Bradstreet
Via
Business Wire
Stocks That Hit 52-Week Lows On Friday
↗
June 18, 2021
Before 10 a.m. ET on Friday, 29 companies hit new 52-week lows. Noteables: The largest company in terms of market cap to set a new 52-week low was China Life Insurance Co...
Via
Benzinga
Dun & Bradstreet's Debt Overview
↗
June 10, 2021
Over the past three months, shares of Dun & Bradstreet Hldgs (NYSE:DNB) fell by 11.95%. Before having a look at the importance of debt, let us look at how much debt Dun...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For June 10, 2021
↗
June 10, 2021
Upgrades According to Argus Research, the prior rating for Zoom Video Communications Inc (NASDAQ:ZM) was changed from Hold to Buy. Zoom Video Communications earned $1.32...
Via
Benzinga
The Past Week's Notable Insider Buys: Dun & Bradstreet, Norfolk Southern And More
↗
June 06, 2021
Insider buying can be an encouraging signal for potential investors, especially when markets are near all-time highs. A SPAC, a couple of retailers and a railroad operator saw...
Via
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
↗
June 02, 2021
Before 10 a.m. ET on Wednesday, 8 companies hit new 52-week lows. Highlights: Dun & Bradstreet Hldgs (NYSE:DNB) was the biggest company by market cap to set a new 52-...
Via
Benzinga
12 Industrials Stocks Moving In Tuesday's After-Market Session
↗
May 25, 2021
Gainers Heico (NYSE:HEI) shares increased by...
Via
Benzinga
Dun & Bradstreet Announces Appointment of New Executives
May 24, 2021
From
Dun & Bradstreet
Via
Business Wire
3 Stocks That Could Bounce After Hitting 52-Week Lows Last Week
↗
May 23, 2021
Several stocks hit new 52-week lows during the trading week that ended May 20. Here is a look at three that could be candidates to bounce back up.
Via
Talk Markets
3 Stocks That Could Bounce After Hitting 52-Week Lows Last Week
↗
May 23, 2021
Several stocks hit new 52-week lows during the trading week that ended May 20. Here is a look at three that could be candidates to bounce back up. Dun & Bradstreet Holdings:...
Via
Benzinga
12 Industrials Stocks Moving In Friday's Pre-Market Session
↗
May 21, 2021
Gainers Virgin Galactic Hldgs (NYSE:SPCE) stock increased by 4.29% to $20.66 during Friday's pre-market session. The market value of their outstanding shares is at $4....
Via
Benzinga
21 Stocks Moving in Friday's Pre-Market Session
↗
May 21, 2021
Gainers Enveric Biosciences, Inc. (NASDAQ: ENVB) rose 13.2% to $2.75 in pre-market trading after climbing over 11% on Thursday. The company recently reported a Q1 loss of $0.20...
Via
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
↗
May 19, 2021
On Wednesday morning, 19 companies hit new 52-week lows. Significant Points: Canadian Pacific Railway (NYSE:CP) was the largest company by market cap to set a new 52-week...
Via
Benzinga
Dun & Bradstreet (DNB) Q1 2021 Earnings Call Transcript
↗
May 05, 2021
DNB earnings call for the period ending March 31, 2021.
Via
The Motley Fool
Topics
Earnings
Dun & Bradstreet Reports First Quarter 2021 Financial Results
May 05, 2021
From
Dun & Bradstreet
Via
Business Wire
Dun & Bradstreet Launches D&B Rev.Up ABX, the Industry's First Open RevTech Platform
May 04, 2021
From
Dun & Bradstreet
Via
Business Wire
Dun & Bradstreet Announces First Quarter 2021 Earnings Release and Conference Call; Participation in Upcoming Investor Conferences
April 14, 2021
From
Dun & Bradstreet
Via
Business Wire
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