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Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Event Schedule
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Read FULL Seminar Here
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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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Marsh & McLennan
(NY:
MMC
)
186.90
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Jan 8, 2026
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McDonald's To Rally Over 11%? Here Are 10 Other Analyst Forecasts For Friday
↗
July 21, 2023
Canaccord Genuity cut the price target for BCE Inc. (NYSE: BCE) from $63 to $61. Canaccord Genuity analyst Aravinda Galappatthige maintained a Hold rating. BCE shares rose 0.6% to close at $44.16 on...
Via
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Marsh & McLennan Companies (MMC) Q2 2023 Earnings Call Transcript
↗
July 20, 2023
MMC earnings call for the period ending June 30, 2023.
Via
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Marsh McLennan Reports Second Quarter 2023 Results
July 20, 2023
From
Marsh McLennan
Via
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Decade-High Losses Shake the Insurance Landscape: The Investment Challenges
↗
July 20, 2023
Insurers faced higher losses in the first quarter due to inflation and increasing weather-related claims.
Via
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Marsh & McLennan's Earnings Outlook
↗
July 19, 2023
Via
Benzinga
$100 Invested In Marsh & McLennan 5 Years Ago Would Be Worth This Much Today
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July 14, 2023
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Benzinga
Looking Into Marsh & McLennan's Recent Short Interest
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July 12, 2023
Via
Benzinga
Here's How Much $100 Invested In Marsh & McLennan 15 Years Ago Would Be Worth Today
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June 28, 2023
Via
Benzinga
Earnings Scheduled For July 20, 2023
↗
July 20, 2023
Companies Reporting Before The Bell • Taiwan Semiconductor (NYSE:TSM) is estimated to report quarterly earnings at $1.08 per share on revenue of $15.49 billion.
Via
Benzinga
Mercer Appoints Jeff Elliott as Global Chief Operating Officer
July 19, 2023
From
Mercer
Via
Business Wire
If You Invested $1000 In This Stock 10 Years Ago, You Would Have $4,500 Today
↗
June 09, 2023
Via
Benzinga
The Latest Analyst Ratings for Marsh & McLennan
↗
June 08, 2023
Via
Benzinga
2 Warren Buffett Stocks to Buy Hand Over Fist and 1 to Avoid
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July 14, 2023
Warren Buffett is one of the best stock pickers of all time, but there is one stock in his portfolio you'll want to avoid right now.
Via
The Motley Fool
Marsh McLennan Agency Acquires Trideo Systems
July 12, 2023
From
Marsh McLennan Agency
Via
Business Wire
Marsh McLennan Increases Quarterly Cash Dividend
July 11, 2023
From
Marsh McLennan
Via
Business Wire
Marsh & McLennan Buys Integrity HR To Boost Employee Health & Benefits Business
↗
July 06, 2023
Marsh & McLennan Companies Inc (NYSE: MMC) announced the buyout of Integrity HR, Inc.
Via
Benzinga
Marsh McLennan Agency Acquires Integrity HR, Inc.
July 06, 2023
From
Marsh McLennan Agency
Via
Business Wire
Here's How Much $100 Invested In Marsh & McLennan 10 Years Ago Would Be Worth Today
↗
May 25, 2023
Via
Benzinga
$1000 Invested In Marsh & McLennan 15 Years Ago Would Be Worth This Much Today
↗
May 10, 2023
Via
Benzinga
Marsh McLennan to work with Ukrainian government to unlock access to global insurance market
June 22, 2023
From
Marsh McLennan
Via
Business Wire
Marsh McLennan to Host Second Quarter Earnings Investor Call on July 20
June 22, 2023
From
Marsh McLennan
Via
Business Wire
Hafize Gaye Erkan Resigns from Marsh McLennan Board of Directors
June 12, 2023
From
Marsh McLennan
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For June 8, 2023
↗
June 08, 2023
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For June 20, 2023
↗
June 20, 2023
Via
Benzinga
Marsh & McLennan To Rally Around 14%? Here Are 10 Other Analyst Forecasts For Thursday
↗
June 08, 2023
Raymond James cut the price target for Brinker International, Inc. (NYSE: EAT) from $46 to $42.5. Raymond James analyst Brian Vaccaro maintained an Outperform rating. Brinker shares fell 6.3% to close...
Via
Benzinga
Marsh McLennan Agency Acquires SOLV Risk Solutions
June 01, 2023
From
Marsh McLennan Agency
Via
Business Wire
Marsh McLennan’s Guy Carpenter to acquire Re Solutions, Israel’s leading reinsurance broker
May 30, 2023
From
Guy Carpenter & Company, LLC
Via
Business Wire
Marsh McLennan Stockholders Re-elect Board of Directors during 2023 Meeting
May 18, 2023
From
Marsh McLennan
Via
Business Wire
Marsh McLennan’s Mercer signs Management Transition Agreement for BT Private Portfolio Management
May 08, 2023
From
Marsh McLennan
Via
Business Wire
Got $1,500? You Can Confidently Add These 3 Stocks to Your Portfolio
↗
April 29, 2023
Buy these three resilient stocks, regardless of what the economy is doing.
Via
The Motley Fool
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