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home
about us
Investment Approach
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Principal Financial Group
(NQ:
PFG
)
89.42
+1.21 (+1.37%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
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Non-profits to Increase Focus on Retirement Income and Financial Wellness In 2022
December 01, 2021
From
Principal Financial Group
Via
Business Wire
Deanna Strable to Speak at Goldman Sachs 2021 U.S. Financial Services Conference
December 01, 2021
From
Principal Financial Group
Via
Business Wire
Principal® Supports Iron Path Capital’s Investment with Versant Diagnostics
November 29, 2021
From
Principal Global Investors
Via
Business Wire
Principal® Joins United Nations Global Compact CFO Taskforce
November 11, 2021
SOURCE: Principal Financial Group
Via
3BL Media
Topics
Bonds
Emissions
Earnings Scheduled For October 26, 2021
↗
October 26, 2021
Companies Reporting Before The Bell • Veoneer (NYSE:VNE) is likely to report quarterly loss at $0.83 per share on revenue of $408.69 million. • Aarons (NYSE:AAN)...
Via
Benzinga
8 Life and Health Insurance Dividend Growth Stocks
↗
November 24, 2021
A look at eight undervalued dividend growth stocks with dividend yields ranging from 2.51% to 5.11%.
Via
Talk Markets
Principal® Survey: Labor Market Disruption to Continue With One in Four Workers Planning Employment Change in Next 12 to 18 Months
November 18, 2021
SOURCE: Principal Financial Group
Via
3BL Media
Topics
Energy
Retirement
Principal® Joins United Nations Global Compact CFO Taskforce
November 11, 2021
From
Principal Financial Group
Via
Business Wire
Principal® Expands Retirement Plan Access to Hispanic Workers by Taking Savings Mobile
November 10, 2021
SOURCE: Principal Financial Group
Via
3BL Media
Topics
Retirement
Principal® Survey: Labor Market Disruption to Continue With One in Four Workers Planning Employment Change
November 09, 2021
From
Principal Financial Group
Via
Business Wire
Being herself: Deanna Strable-Soethout
November 03, 2021
SOURCE: Principal Financial Group
Via
3BL Media
Principal® Expands Retirement Plan Access to Hispanic Workers by Taking Savings Mobile
November 01, 2021
From
Principal Financial Group
Via
Business Wire
Financial Uncertainty in America: 2021 Financial Health Pulse Shows Government Aid Improved Financial Health but Gains at Risk As Relief Programs Subside and Pandemic Lingers
October 28, 2021
SOURCE: Principal Financial Group
Via
3BL Media
Topics
Credit Cards
Economy
Principal Financial Group, inc (PFG) Q3 2021 Earnings Call Transcript
↗
October 27, 2021
PFG earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
Insurance Stocks Moving In Wednesday's Intraday Session
↗
October 27, 2021
According to Benzinga Pro following are the gainers and losers in Insurance industry f...
Via
Benzinga
Principal Financial Group: Q3 Earnings Insights
↗
October 26, 2021
Principal Financial Group (NASDAQ:PFG) reported its Q3 earnings results on Tuesday, October 26, 2021 at 04:15 PM. Here's what investors need to know about the announcement....
Via
Benzinga
Principal Financial Group® Announces Third Quarter 2021 Results
October 26, 2021
From
Principal Financial Group
Via
Business Wire
A Preview Of Principal Financial Group's Earnings
↗
October 25, 2021
Principal Financial Group (NASDAQ:PFG) is set to give its latest quarterly earnings report on Tuesday, 2021-10-26. Here's what investors need to know before the announcement....
Via
Benzinga
Buy Prudential Financial For Dividend Growth And Total Return
↗
October 20, 2021
Prudential Financial is the highest yielding dividend growth stock and most undervalued life and health insurance company in the S&P 500. It is the best buy among the 6 life and health insurers that...
Via
Talk Markets
Topics
Stocks
Seeing the World Differently: Marilyn Swinney of Principal Financial Group
October 13, 2021
SOURCE: Principal Financial Group
Via
3BL Media
Despite Pandemic, Nonprofit Workers Boost Participation in 403(b) Employer Retirement Plans
October 12, 2021
From
Principal Financial Group
Via
Business Wire
Principal to Announce Third Quarter 2021 Financial Results
October 07, 2021
From
Principal Financial Group
Via
Business Wire
Insurance Stocks Moving In Thursday's Intraday Session
↗
September 30, 2021
According to Benzinga Pro following are the gainers and losers in Insurance industry f...
Via
Benzinga
Principal® Study: Top Retirement Savers Sock Away More During Pandemic
September 29, 2021
From
Principal Financial Group
Via
Business Wire
Principal Charity Classic Sets Charitable Giving Record in 2021
September 22, 2021
SOURCE: Principal Financial Group
Via
3BL Media
Principal Charity Classic Sets Charitable Giving Record in 2021
September 21, 2021
From
Principal Charity
Via
Business Wire
Five Ways to Support Women in the Workplace After a Pandemic Setback
September 20, 2021
SOURCE: Principal Financial Group
Via
3BL Media
Topics
Economy
Industry Veteran Joins Principal® to Lead New Global Platforms Unit to Accelerate Growth of Asset Management Business
September 10, 2021
From
Principal Financial Group
Via
Business Wire
132 Firms Going Ex-Dividend This Week, Including Kraft Heinz, Qualcomm And PepsiCo
↗
August 30, 2021
There are several well-known large cap stocks going ex-dividend next week including the following stocks: Dow, Realty Income, McDonald’s Principal Financial Group, Kraft Heinz, Qualcomm, Dominion...
Via
Talk Markets
Topics
Stocks
Financial Inclusion: Betty Lee of Principal Empowers Herself, Others
August 30, 2021
SOURCE: Principal Financial Group
Via
3BL Media
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