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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
Featured Quarterly Newsletter
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Principal Financial Group
(NQ:
PFG
)
90.88
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 7, 2026
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All News about Principal Financial Group
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1 Unpopular Stock That Deserves Some Love and 2 We Avoid
September 25, 2025
When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other...
Via
StockStory
Topics
Retirement
Explore the top gainers and losers within the S&P500 index in today's session.
↗
September 16, 2025
Stay informed about the performance of the S&P500 index one hour before the close of the markets on Tuesday. Uncover the top gainers and losers in today's session for valuable insights.
Via
Chartmill
Tuesday's session: top gainers and losers in the S&P500 index
↗
September 16, 2025
Curious about the S&P500 stocks that are in motion on Tuesday? Join us as we explore the top movers within the S&P500 index during today's session.
Via
Chartmill
Earnings Outlook For Principal Finl Gr
↗
July 25, 2025
Via
Benzinga
Price Over Earnings Overview: Principal Financial Group
↗
May 30, 2025
Via
Benzinga
Life Insurance Stocks Q2 Results: Benchmarking Principal Financial Group (NASDAQ:PFG)
September 15, 2025
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at life insurance stocks, starting with...
Via
StockStory
Topics
Artificial Intelligence
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Stay updated with the S&P500 stocks that are on the move in today's pre-market session.
↗
September 04, 2025
Stay updated with the S&P500 stocks that are on the move in today's pre-market session.
Via
Chartmill
Tariffs and Policy Uncertainty Dampen 12-month Economic Outlook for U.S. Businesses
September 03, 2025
From
Principal Financial Group
Via
Business Wire
Inflation's Stubborn Grip: A Looming Challenge for the Federal Reserve and the U.S. Economy
August 27, 2025
The specter of persistent inflation, stubbornly holding above the Federal Reserve's long-term target of 2%, is casting a long shadow over the U.S. economy and financial markets. Recent data reveals a...
Via
MarketMinute
Topics
Economy
Supply Chain
World Trade
Deanna Strable Elected Principal® Board Chair
August 19, 2025
From
Principal Financial Group
Via
Business Wire
Expert Outlook: Principal Financial Group Through The Eyes Of 10 Analysts
↗
August 18, 2025
Via
Benzinga
Amy Friedrich President of Benefits & Protection to Speak at 2025 KBW Insurance Conference
August 07, 2025
From
Principal Financial Group
Via
Business Wire
2025 Principal® Charity Classic Raised Record $10.6 Million for Iowa Youth
August 07, 2025
From
Principal Financial Group
Via
Business Wire
Principal (PFG) Q2 2025 Earnings Call Transcript
↗
August 07, 2025
Via
The Motley Fool
Topics
Earnings
Retirement
Principal Financial Group Stock: A Deep Dive Into Analyst Perspectives (10 Ratings)
↗
July 29, 2025
Via
Benzinga
Which S&P500 stocks are moving before the opening bell on Tuesday?
↗
July 29, 2025
Before the opening bell on Tuesday, let's take a glimpse of the US markets and explore the S&P500 top gainers and losers in today's pre-market session.
Via
Chartmill
Principal Financial Group® Announces Second Quarter 2025 Results
July 28, 2025
From
Principal Financial Group
Via
Business Wire
Principal® Recommends Shareholders Reject “Mini-tender” Offer by Potemkin Limited
July 17, 2025
From
Principal Financial Group
Via
Business Wire
Earnings Scheduled For July 28, 2025
↗
July 28, 2025
Via
Benzinga
Principal® Collaborates With FuturePlan to Meet Heightened Demand for Pooled Retirement Plans
July 17, 2025
From
Principal Financial Group
Via
Business Wire
Principal® Recognized as “Best Place to Work for Disability Inclusion”
July 15, 2025
From
Principal Financial Group
Via
Business Wire
Assessing Principal Financial Group: Insights From 10 Financial Analysts
↗
July 03, 2025
Via
Benzinga
Principal to Announce Second Quarter 2025 Financial Results
July 01, 2025
From
Principal Financial Group
Via
Business Wire
Principal® Employees Surpass 145,000 Volunteer Hours in Celebration of the Company’s 145th Anniversary
July 01, 2025
From
Principal Financial Group
Via
Business Wire
Reflecting On Life Insurance Stocks’ Q1 Earnings: Principal Financial Group (NASDAQ:PFG)
June 26, 2025
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at life insurance stocks, starting with...
Via
StockStory
Topics
Artificial Intelligence
Retirement
Gables Sugarloaf and Dunwoody Gables Rebrands as The Quinn Sugarloaf and The Cleo Dunwoody
June 11, 2025
From
Gables Residential
Via
Business Wire
U.S. business confidence drops to lowest level since November 2020
June 05, 2025
From
Principal Financial Group
Via
Business Wire
Principal® Names Joel Pitz Executive Vice President and Chief Financial Officer
May 20, 2025
From
Principal Financial Group
Via
Business Wire
13 Analysts Assess Principal Financial Group: What You Need To Know
↗
May 06, 2025
Via
Benzinga
AM Best Affirms Credit Ratings of Principal Financial Group, Inc. and Its Subsidiaries
April 25, 2025
From
AM Best
Via
Business Wire
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