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home
about us
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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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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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Chubb Limited
(NY:
CB
)
327.93
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Jun 11, 2026
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If You Can Only Buy One Warren Buffett Stock in May, It Better Be One of These 3 Names
↗
May 29, 2024
While navigating the market can be challenging, these Warren Buffett stocks to buy help bring confidence to the table.
Via
InvestorPlace
Dow Jones 40,000: Investors Dig In
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May 28, 2024
We also talk with Whole Foods co-founder John Mackey about his new book, "The Whole Story: Adventures in Love, Life, and Capitalism."
Via
The Motley Fool
Topics
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3 Battered Stocks That Even Warren Buffett Could Be Eyeing
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May 28, 2024
Warren Buffett stocks share similar features that should appeal to all investors as they are fundmental for rewarding investments.
Via
InvestorPlace
Visualizing Berkshire Hathaway’s Stock Portfolio (Q1 2024)
↗
May 27, 2024
Berkshire’s largest position is Apple, which makes up almost 40% of the portfolio and is worth nearly $150 billion.
Via
Talk Markets
3 Cheap Stocks That Could Be Worth a Fortune by Summer
↗
May 27, 2024
Consider a position in these stocks, each of which looks attractively valued right now and has an affordable share price.
Via
InvestorPlace
Here's How Much You Would Have Made Owning Chubb Stock In The Last 15 Years
↗
May 22, 2024
Via
Benzinga
Warren Buffett's Biggest Purchases for Berkshire Hathaway Last Quarter Don't Show Up in Its Portfolio
↗
May 27, 2024
You'll have to dig deeper to see where Buffett's investing most of Berkshire's money.
Via
The Motley Fool
Every Stock Warren Buffett Bought Over the Last 12 Months, Ranked From Best to Worst
↗
May 26, 2024
Some of Buffett's buys could be good picks for other investors now.
Via
The Motley Fool
3 Financial Services Stocks to Buy Now: May 2024
↗
May 24, 2024
The uneasy but curiously strong economy is making stocks more attractive and could broaden the field of financial services stocks to buy
Via
InvestorPlace
Topics
Economy
The Savvy Investor’s Cheat Sheet: 3 Deep Value Picks for May 2024
↗
May 23, 2024
There are a few potentialy deep value stocks to buy that investors may wish to put on their watchlists by summer.
Via
InvestorPlace
NVIDIA To Rally Over 39%? Here Are 10 Top Analyst Forecasts For Thursday
↗
May 23, 2024
Via
Benzinga
Here's How Much Warren Buffett's Berkshire Hathaway Will Earn in Dividends from Its New Stake in Chubb
↗
May 22, 2024
Via
Benzinga
Berkshire Hathaway's Mystery Stock Revealed: Here's Why It's an Ideal Warren Buffett Stock
↗
May 21, 2024
Berkshire Hathaway revealed it invested $6.7 billion in this large-cap insurance company.
Via
The Motley Fool
Buffett’s Best Bets: 3 Must-Have Stocks in the Oracle’s Arsenal
↗
May 20, 2024
Chubb, Liberty Media and Bank of America are three Warren Buffett stocks to buy for investors seeking long-term opportunities.
Via
InvestorPlace
Warren Buffett's Mystery Stock Was Just Revealed
May 20, 2024
On Wednesday, regulatory filings revealed that Berkshire Hathaway had quietly amassed a substantial $6.7 billion position in Chubb (NYSE: CB)
Via
MarketBeat
Warren Buffett's Mystery Stock Is Revealed, but This Is the Far Bigger Surprise
↗
May 20, 2024
The Oracle of Omaha's $7 billion stake in a previously "confidential" stock is dwarfed by an even more daunting figure.
Via
The Motley Fool
Buffett Buys Chubb: Why You May Want To Follow The Oracle of Omaha Into His New Insurance Holding
↗
May 20, 2024
Buffett buys into the industry's premier brand riding a strong insurance market.
Via
The Motley Fool
Here's the Stock Warren Buffett Spent the Last 9 Months Secretly Accumulating a $6.9 Billion Stake In
↗
May 20, 2024
Buffett's mystery stock is finally revealed.
Via
The Motley Fool
Looking For Superlative Returns? Investor Flags Potential 30% Gains In This Sector After Warren Buffett Turns Market Focus Toward These Stocks
↗
May 18, 2024
The next market rotation could be into insurance stocks and they could rally as much as 30%, according to an investment advisor.
Via
Benzinga
Chubb Limited (NYSE: CB) Surges On Dividend Increase And Berkshire Hathaway Investment
↗
May 17, 2024
Chubb Limited (NYSE: CB) is seeing a surge in trading activity as its shares climb higher following news of an increase in its quarterly dividend.
Via
Benzinga
Wall Street Jumps Back To Record Highs, Dow Hits 40,000 As Inflation Fears Recede, Meme Stock Frenzy Returns: This Week In The Market
↗
May 17, 2024
Major market indexes reached record highs for the fourth week in a row, fueled by inflation data and expectations for interest rate cuts. Meme stocks resurged, while Buffett bought Chubb and Dimon...
Via
Benzinga
Topics
Economy
Stocks
Stock Market Hits Highs On Cooling Inflation; Walmart Jumps On Earnings: Weekly Review
↗
May 17, 2024
The major indexes set all-time highs while many leading stocks flashed buy signals. Walmart and Asian e-commerce giants rallied on earnings.
Via
Investor's Business Daily
Dow Jones Hits 40,000, Chinese Tech Stocks Jump To 15-Month Highs, Bloodbath On Meme Stocks: What's Driving Markets Thursday?
↗
May 16, 2024
U.S. major stock indices climbed higher on Thursday morning, with the Dow Jones Industrial Average achieving a historic milestone by surpassing 40,000 points.
Via
Benzinga
Topics
Stocks
Why Fluent Shares Are Trading Lower By Around 13%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
May 16, 2024
Via
Benzinga
PLUG Stock Alert: Plug Power Strikes New Hydrogen Deal in Australia
↗
May 16, 2024
Plug Power stock is in the news Thursday after the company announced a new agreement with Allied Green Ammonia.
Via
InvestorPlace
Warren Buffett's Berkshire Hathaway Reveals 'Mystery Stock' Holdings
↗
May 16, 2024
Berkshire obtained permission from the U.S. Securities and Exchange Commission (SEC) to keep one or more purchases confidential in the third and fourth quarter of last year, presumably to keep the...
Via
Benzinga
NVDA Stock Alert: Northrop Grumman Locks Into Nvidia Deal
↗
May 16, 2024
Nvidia stock is getting a boost on Thursday as NVDA investors learn of a new AI deal with Northrop Grumman.
Via
InvestorPlace
Topics
Artificial Intelligence
Stocks To Watch Today: Walmart, Chubb, And 3M
↗
May 16, 2024
We quickly look at three stocks making the news today: 3M, Chubb, and Walmart, and why.
Via
Talk Markets
The 5 Biggest Buyers of Chubb (CB) Stock
↗
May 16, 2024
CB stock is on the rise after Berkshire Hathaway's Warren Buffett revealed insurer Chubb as the firm's secret stock.
Via
InvestorPlace
Why Is Crown ElectroKinetics (CRKN) Stock Up 192% Today?
↗
May 16, 2024
Crown ElectroKinetics stock is up on Monday with heavy trading of CRKN despite a lack of news that would cause such a rally in the shares.
Via
InvestorPlace
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