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home
about us
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Firm ADV PDFs
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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
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
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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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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
Hestia Capital Nominates Seven Highly Qualified, Independent Candidates for Election to Pitney Bowes’ Long-Tenured, Underperforming Board of Directors
January 23, 2023
From
Hestia Capital Management, LLC
Via
Business Wire
Top 5 Industrials Stocks That May Plunge
↗
January 13, 2023
The most overbought stocks in the industrials sector presents an opportunity to go short on these overvalued companies.
Via
Benzinga
Pitney Bowes Launches SendPro MailCenter, an All-In-One Mailing and Shipping System for High-Volume Mailers
January 10, 2023
From
Pitney Bowes Inc.
Via
Business Wire
12 Industrials Stocks Moving In Monday's After-Market Session
↗
January 09, 2023
Via
Benzinga
Pitney Bowes Names Jason Dies Executive Vice President and Group Executive
January 03, 2023
From
Pitney Bowes Inc.
Via
Business Wire
The 8 Dividend Aristocrats With The Smallest Dividend Increases
↗
January 01, 2023
Dividend Aristocrats comprise an elite group of 65 S&P 500 stocks with 25+ years of consecutive dividend increases. These stocks are celebrated amongst dividend growth investors and are considered...
Via
Talk Markets
The 7 Hottest Penny Stocks to Own for 2023 and Beyond
↗
December 15, 2022
Company-specific catalysts could help these seven hottest penny stocks deliver outsized returns in 2023, and in the years ahead.
Via
InvestorPlace
5 Most Overvalued Stocks In The Industrials Sector: Aerojet Rocketdyne, Triton International And More
↗
December 15, 2022
The most overbought stocks in the industrials sector presents an opportunity to go short on these overvalued companies.
Via
Benzinga
12 Industrials Stocks Moving In Monday's Intraday Session
↗
December 12, 2022
Via
Benzinga
Why Harpoon Therapeutics Shares Are Trading Higher By 97%? Here Are 53 Stocks Moving In Monday's Mid-Day Session
↗
December 12, 2022
Gainers HTG Molecular Diagnostics, Inc. (NASDAQ: HTGM) shares jumped 165.7% to $1.4350 after jumping around 118% on Friday. HTG Molecular Diagnostics, last month, posted a Q3 loss of $0.41 per share.
Via
Benzinga
Hestia Capital Announces Intent to Overhaul Pitney Bowes’ Board of Directors Following 10+ Years of Significant Value Destruction Under Chair Michael Roth and CEO Marc Lautenbach
December 12, 2022
From
Hestia Capital Management, LLC
Via
Business Wire
Pitney Bowes Discusses Business Strategy at the Bank of America Leveraged Finance Conference
November 29, 2022
From
Pitney Bowes Inc.
Via
Business Wire
Pitney Bowes to Present at the Bank of America Leveraged Finance Conference
November 29, 2022
From
Pitney Bowes Inc.
Via
Business Wire
Is This Little-Known Company the Next E-Commerce Powerhouse?
↗
November 19, 2022
The next phase of e-commerce growth will require selling products in every corner of the world.
Via
The Motley Fool
Pitney Bowes Announces 2023 Price Increase for Ecommerce Services
November 18, 2022
From
Pitney Bowes Inc.
Via
Business Wire
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