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home
about us
Investment Approach
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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
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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
MARKET RESEARCH
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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
Add to My Watchlist
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All News about Principal Financial Group
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Small and Medium-Sized Businesses Plan to Increase Employee Benefits to Spur Hiring, Growth
August 24, 2021
From
Principal Financial Group
Via
Business Wire
Principal® Announces Executive Promotions Within Corporate Finance, U.S. Insurance Solutions
August 18, 2021
From
Principal Financial Group
Via
Business Wire
Principal Financial Group® Issues $600 Million Sustainability Bond
August 17, 2021
From
Principal Financial Group
Via
Business Wire
Principal Financial Group® scores 100 in Disability Equality Index®
August 16, 2021
SOURCE: Principal Financial Group
Via
3BL Media
Earnings Scheduled For July 27, 2021
↗
July 27, 2021
Companies Reporting Before The Bell • Navios Maritime Partners (NYSE:NMM) is projected to report quarterly earnings at $2.93 per share on revenue of $146.03 million....
Via
Benzinga
Ex-Dividend Date Insight: Principal Financial Gr
↗
June 01, 2021
On April 27, 2021, Principal Financial Gr (NASDAQ:PFG) anno...
Via
Benzinga
20 Dividend Growth Stocks A Rated Or Better Attractively Valued Blue-Chip
↗
August 12, 2021
A look at twenty A-rated or better attractively valued dividend growth stocks with low debt and above-market yields.
Via
Talk Markets
Principal® Completes Integration of Wells Fargo Institutional Retirement Business
August 11, 2021
From
Principal Financial Services, Inc.
Via
Business Wire
Key Dividend Increases From Last Week, Including Mondelez And Hershey
↗
August 08, 2021
Several well known, as well as lesser known companies announced dividend increases last week.
Via
Talk Markets
Principal Financial Group, inc (PFG) Q2 2021 Earnings Call Transcript
↗
July 28, 2021
PFG earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
Principal Financial Gr: Q2 Earnings Insights
↗
July 27, 2021
Shares of Principal Financial Gr (NASDAQ:PFG) increased in after-market trading after the company reported Q2 results. Quarterly Results Earnings per share were up 16.44% over the...
Via
Benzinga
Principal Financial Group® Announces Second Quarter 2021 Results
July 27, 2021
From
Principal Financial Group
Via
Business Wire
Principal® Survey: 84% of Workers Say Auto-Enrollment Key to Saving Earlier for Retirement, but Only One-Third of Employers Provide the Feature
July 15, 2021
From
Principal Financial Services, Inc.
Via
Business Wire
Principal to Announce Second Quarter 2021 Financial Results
July 07, 2021
From
Principal Financial Group
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For July 6, 2021
↗
July 06, 2021
Upgrades According to Citigroup, the prior rating for ORIC Pharmaceuticals Inc (NASDAQ:
Via
Benzinga
10 Biggest Price Target Changes For Tuesday
↗
July 06, 2021
Keybanc boosted NVIDIA Corporation (NASDAQ: NVDA) price target from $775 to $950. NVIDIA shares rose 0.6% to $824.60 in pre-market trading. Goldman Sachs boosted American...
Via
Benzinga
Principal Financial Group® Announces Results of Strategic Review
June 28, 2021
From
Principal Financial Group
Via
Business Wire
CORRECTING and REPLACING Principal® Announces Changes to Active Income ETF
June 25, 2021
From
Principal Financial Group
Via
Business Wire
Here's a High-Yield Dividend Stock You Can Trust
↗
June 24, 2021
A 4% yield is just one of the things to like about this stock.
Via
The Motley Fool
Principal® and Lockton Increase Businesses’ Access to Sophisticated Retirement Options as Clients Rapidly Join New Pooled Employer Plan
June 23, 2021
From
Principal Financial Group
Via
Business Wire
Price Over Earnings Overview: Principal Financial Group
↗
June 21, 2021
Right now, Principal Financial Gr Inc. (NASDAQ:PFG) share price is at $61.10, after a 2.28% increase. Moreover, over the past month, the stock decreased by 4.50%,...
Via
Benzinga
Principal® Announces Changes to Active Income ETF
June 21, 2021
From
Principal Financial Group
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For June 15, 2021
↗
June 15, 2021
Upgrades According to Raymond James, the prior rating for Welltower Inc (NYSE:WELL) was changed from Market Perform to Strong Buy. For the first quarter, Welltower had an...
Via
Benzinga
ESG Task Force Drives Principal Financial Group® Sustainability Strategy
June 09, 2021
SOURCE: Principal Financial Group
Via
3BL Media
63 Firms going Ex-Dividend next week, including PepsiCo, Qualcomm and Dominion Energy
↗
June 05, 2021
Ex-dividend dates are important to dividend investors because one must own a stock prior to its ex-dividend date in order to be eligible to receive its next dividend.
Via
Talk Markets
Principal® Launches New ETFs, Hires Model Portfolio Strategist to Advance Build Out of Model Portfolio Offering
June 01, 2021
From
Principal Financial Group
Via
Business Wire
Principal Financial Group® Makes Strides on Environmental, Social and Governance Goals
June 01, 2021
SOURCE: Principal Financial Group
Via
3BL Media
2021 Principal Charity Classic to Double Attendee Capacity
May 21, 2021
From
Principal Charity Classic
Via
Business Wire
Adilla Arantika Leads by Example at Principal Financial Group®
May 11, 2021
SOURCE: Principal Financial Group
Via
3BL Media
Topics
Death
12 Financials Stocks Moving In Monday's After-Market Session
↗
May 10, 2021
Gainers X Financial (NYSE:XYF) stock rose 3....
Via
Benzinga
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