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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
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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Event Schedule
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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
)
10.53
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Feb 2, 2026
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Pitney Bowes Comments on Proxy Advisory Firm Recommendation
April 28, 2023
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Comments on Proxy Advisory Firm Recommendation
April 27, 2023
From
Pitney Bowes Inc.
Via
Business Wire
ISS Recommends Stockholders of Pitney Bowes Vote FOR Meaningful Board Changes Proposed by Hestia Capital
April 27, 2023
From
Hestia Capital Management, LLC
Via
Business Wire
3 Dividend Stocks to Sell Before They Lose Their Competitive Edge
↗
April 20, 2023
Here are some dividend stocks to avoid due to their shrinking competitive moats and other issues on the horizon.
Via
InvestorPlace
Pitney Bowes PitneyShip Cube Now Available for Purchase on Amazon
April 20, 2023
From
Pitney Bowes Inc.
Via
Business Wire
Hestia Capital Issues Statement From its Unaffiliated Director Candidates and Shares Key Facts to Reinforce the Urgent Need for Meaningful Change at Pitney Bowes
April 19, 2023
From
Hestia Capital Management, LLC
Via
Business Wire
Pitney Bowes Files Investor Presentation for 2023 Annual Meeting Regarding Hestia Capital’s Claims
April 18, 2023
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Files Investor Presentation for 2023 Annual Meeting
April 13, 2023
From
Pitney Bowes Inc.
Via
Business Wire
Hestia Capital Releases Presentation Detailing the Urgent Need for Changes in Leadership and Strategy at Pitney Bowes
April 12, 2023
From
Hestia Capital Management, LLC
Via
Business Wire
Hestia Capital Issues Open Letter to Pitney Bowes Employees Regarding the Path to a Brighter Future
April 06, 2023
From
Hestia Capital Management, LLC
Via
Business Wire
Pitney Bowes Board of Directors Issues Letter to Shareholders
April 06, 2023
From
Pitney Bowes Inc.
Via
Business Wire
Hestia Capital Issues Letter to Pitney Bowes Stockholders from Lance Rosenzweig, its Proposed Interim CEO and a Proven Turnaround Expert
April 04, 2023
From
Hestia Capital Management, LLC
Via
Business Wire
Pitney Bowes Parcel Shipping Index Finds US Volumes One Year and One Billion Parcels Ahead of Pre-Pandemic Forecast
March 28, 2023
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Board of Directors Issues Letter to Shareholders
March 27, 2023
From
Pitney Bowes Inc.
Via
Business Wire
7 Strong Buy Stocks Under $10 to Snap Up Now
↗
March 23, 2023
Markets are missing out on these seven strong buy stocks under $10, which trade at too good a value score for savvy investors to ignore.
Via
InvestorPlace
Pitney Bowes to Present at the Sidoti Virtual Conference on March 22
March 22, 2023
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Releases Order Experience Index to Help Direct-to-Consumer Retailers Navigate Post-Pandemic Market
March 21, 2023
From
Pitney Bowes Inc.
Via
Business Wire
Hestia Capital Files Definitive Proxy Statement and Sends Letter to Pitney Bowes Stockholders
March 16, 2023
From
Hestia Capital Management, LLC
Via
Business Wire
12 Industrials Stocks Moving In Tuesday's After-Market Session
↗
March 14, 2023
Via
Benzinga
Pitney Bowes Files Definitive Proxy Materials in Connection with May 9, 2023 Annual Meeting
March 14, 2023
From
Pitney Bowes Inc.
Via
Business Wire
Hestia Capital is Filing a Preliminary Proxy Statement in Connection with Pitney Bowes’ 2023 Annual Meeting of Stockholders
March 06, 2023
From
Hestia Capital Management, LLC
Via
Business Wire
Pitney Bowes to Participate at the J.P. Morgan Global High Yield and Leveraged Finance Conference
March 06, 2023
From
Pitney Bowes Inc.
Via
Business Wire
1 Small E-Commerce Stock to Watch Closely In 2023
↗
March 03, 2023
Global-e is poised to have another year of rapid growth as digital commerce keeps expanding worldwide.
Via
The Motley Fool
Pitney Bowes Files Preliminary Proxy Statement and Announces Board Changes
March 02, 2023
From
Pitney Bowes Inc.
Via
Business Wire
7 Overlooked Dividend Stocks That Could Outperform The Market
↗
February 15, 2023
With high-yields and appreciation potential, these seven overlooked dividend stocks have the potential to deliver market-beating returns.
Via
InvestorPlace
Forbes Names Pitney Bowes as One of America’s Best Large Employers for 2023
February 15, 2023
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Declares Common Stock Dividend
February 06, 2023
From
Pitney Bowes Inc.
Via
Business Wire
Owens Corning Is A High-Quality Dividend Growth Stock Offering High Returns
↗
February 03, 2023
Owens Corning is a high-quality dividend growth stock offering high returns resulting from strong growth, an increasing dividend, and a margin of safety based on its low valuation.
Via
Talk Markets
Pitney Bowes Announces Fourth Quarter and Full Year 2022 Financial Results
January 31, 2023
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes Comments on Hestia Actions
January 23, 2023
From
Pitney Bowes Inc.
Via
Business Wire
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