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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
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American International Group
(NY:
AIG
)
74.13
UNCHANGED
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Updated: 9:57 AM EDT, Apr 28, 2026
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Professional Indemnity Insurance Market May Set a New Epic Growth Story: Major Giants AIG, Allianz SE, Zurich Insurance, AXA XL
↗
October 25, 2023
The Professional Indemnity Insurance Market study with 65+ market data Tables, Pie charts & Figures is now released by HTF MI. The research assessment of the Market is designed to analyze futuristic...
Via
SBWire
Critical Illness Insurance Market May Set New Growth Story : Legal & General, New China Life Insurance, AXA, Prudential Plc
October 23, 2023
Critical Illness Insurance Market Trends
Via
SBWire
Topics
Death
Peering Into American Intl Gr's Recent Short Interest
↗
October 17, 2023
Via
Benzinga
Hidden Chinese Property Debt Is Spooking Bond Holders And Sparked A Bank Run
↗
October 16, 2023
A tear-down of an insurance giant’s real estate liabilities mirrors other troubling reports across China’s banking sector right now showing the extent of hidden debt entanglement among financial...
Via
Benzinga
AIG Announces Business Leadership Appointments to Drive Next Phase of Profitable Growth
October 11, 2023
From
American International Group, Inc.
Via
Business Wire
What 6 Analyst Ratings Have To Say About American Intl Gr
↗
October 03, 2023
Via
Benzinga
Looking Into American Intl Gr's Recent Short Interest
↗
September 28, 2023
Via
Benzinga
Financial Lines Insurance Market Analysis, Growth Rate, Demand, Size and Share, Present Scenario and Future Forecast to 2030
October 11, 2023
Get Financial Lines Insurance Market analysis, key vendors & competitive scenario of the market prepared using market research tools such as Porter’s five forces and SWOT analysis.
Via
SBWire
Business Travel Insurance Market SWOT Analysis by Key Players MetLife, AIG, Zurich
↗
October 10, 2023
Stay up to date with Business Travel Insurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Professional Liability Insurance Market Is Booming Worldwide : AXA, AIG, Zurich
↗
October 10, 2023
Stay up to date with Professional Liability Insurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
5 Multiline Insurers Worth Buying Despite Industry Challenges
↗
October 08, 2023
Despite high inflation and a rise in interest rates plaguing the insurance industry and the market at large, here is a look at 5 multiline insurers that may be worth consideration in the current...
Via
Talk Markets
Topics
Economy
AIG to Report Third Quarter 2023 Financial Results on November 1, 2023, and Host Conference Call on November 2
October 02, 2023
From
American International Group, Inc.
Via
Business Wire
(AIG) - Analyzing American Intl Gr's Short Interest
↗
September 07, 2023
Via
Benzinga
8 Analysts Have This to Say About American Intl Gr
↗
August 24, 2023
Via
Benzinga
AIG Appoints Patricia J. Walsh as Executive Vice President and General Counsel
September 28, 2023
From
American International Group, Inc.
Via
Business Wire
Corebridge Financial Divests UK Life Insurance Business To Focus On Core US Portfolio
↗
September 25, 2023
Corebridge Financial Inc (NYSE: CRBG) penned a deal to divest its U.K.
Via
Benzinga
AIG Appoints Ed Dandridge as Executive Vice President and Chief Marketing & Communications Officer
September 21, 2023
From
American International Group, Inc.
Via
Business Wire
Accident and Health Insurance Market to See Huge Growth : Allianz, Geico, Liberty Mutual
September 20, 2023
Stay up-to-date with Accident and Health Insurance Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Group Travel Insurance Market May Set Epic Growth Story : Munich RE, Generali, Tokio Marine, Sompo
September 20, 2023
Stay up-to-date with Group Travel Insurance Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Loews Stock Tops Buy Point, A Stone's Throw From All-Time High
↗
September 13, 2023
Loews stock on Tuesday passed the 63.93 buy point of a flat base in 43% higher volume than average, a bullish indicator.
Via
Investor's Business Daily
Annual Travel Insurance Market to Enjoy 'Explosive Growth' to 2023: Allianz, AIG, Munich RE, Generali, Tokio Marine
September 11, 2023
Stay up-to-date with Annual Travel Insurance Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Flight Delay Insurance Market Growing Popularity and Emerging Trends : HanseMerkur, Pacific Insurance, Ping An
September 06, 2023
Get Flight Delay Insurance Market analysis, key vendors & competitive scenario of the market prepared using market research tools such as Porter’s five forces and SWOT analysis.
Via
SBWire
Lucy Fato to Assume Role of Vice Chair at AIG
September 05, 2023
From
American International Group, Inc.
Via
Business Wire
As Florida Surveys Damage After Hurricane Idalia, Here's What It Means For Stocks And Recovery Costs
↗
August 31, 2023
Via
Benzinga
A Look Into Financial Services Sector Value Stocks
↗
August 31, 2023
Via
Benzinga
AIG to Participate in the 2023 Keefe, Bruyette & Woods Insurance Conference
August 23, 2023
From
American International Group, Inc.
Via
Business Wire
Travel Insurance Market Likely to Boost in Future: AXA SA, USI Affinity, Aviva PLC, AIG Travel
↗
August 23, 2023
The Travel Insurance Market study with 65+ market data Tables, Pie charts & Figures is now released by HTF MI. The research assessment of the Market is designed to analyze futuristic trends, growth...
Via
SBWire
10 Financials Stocks With Whale Alerts In Today's Session
↗
August 22, 2023
Via
Benzinga
Stroke Insurance Market Is Booming Worldwide : AXA, Aegon, Allianz, AIG
August 21, 2023
Get a view on Global Stroke Insurance Market sales by marketing channels. Target important market by region and tap important dynamics of this industry.
Via
SBWire
10 Financials Stocks Whale Activity In Today's Session
↗
August 18, 2023
Via
Benzinga
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