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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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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
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FIP
Event Schedule
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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
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MetLife
(NY:
MET
)
70.72
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Updated: 7:00 PM EDT, Mar 31, 2026
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Life Insurers Better Positioned Heading Into 2024: Goldman Sachs
↗
January 08, 2024
Goldman Sachs analyst Alex Scott changed the rating on several insurance stocks, expecting a mixed insurance industry environment in 2024, with potentially improving book value compounding. The analyst...
Via
Benzinga
Demystifying MetLife: Insights From 4 Analyst Reviews
↗
January 08, 2024
Via
Benzinga
MetLife to Hold Combined Earnings and Outlook Conference Call
January 04, 2024
From
MetLife, Inc.
Via
Business Wire
There Is More Value In The Financial Sector Than Any Other Sector
↗
December 22, 2023
Thanks to the great recession of 2008 and 2009, there is more value to be found in the financial sector than any other of the 11 sectors.
Via
Talk Markets
Topics
Economy
What 5 Analyst Ratings Have To Say About MetLife
↗
December 07, 2023
Via
Benzinga
What 4 Analyst Ratings Have To Say About MetLife
↗
November 17, 2023
Via
Benzinga
Looking Into MetLife's Recent Short Interest
↗
November 07, 2023
Via
Benzinga
MetLife Investment Management Named a Best Place to Work in Money Management for Third Consecutive Year
December 11, 2023
From
MetLife Investment Management
Via
Business Wire
9 Financials Stocks With Whale Alerts In Today's Session
↗
December 07, 2023
Via
Benzinga
Cheap Insurance Market to Eyewitness Massive Growth : MetLife, Axa, Allianz
December 06, 2023
Stay up-to-date with Cheap Insurance Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Artificial Intelligence
MetLife Foundation Announces Recipients of Its $10 Million Fund Aimed at Addressing the Income and Wealth Divide
December 05, 2023
From
MetLife Foundation
Via
Business Wire
3 Dividend Stocks With Surprising Growth Potential
↗
December 04, 2023
Investors think of dividend stocks as safe and stodgy holdings. But these three could shock investors with dramatic growth.
Via
InvestorPlace
Fire Insurance Market to Eyewitness Massive Growth : Allianz, Allstate, Aegon
November 30, 2023
Stay up-to-date with Fire Insurance Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Compulsory Insurance Market Still Has Room to Grow : Emerging Players Generali Group, MetLife, Nippon Life Insurance Company
November 29, 2023
Get an extensive Compulsory Insurance Market analysis of the dominant vendors, their latest products and services, and the competitive landscape of the industry.
Via
SBWire
Amid Continued Economic Uncertainty, Demonstrating Employee Care Is Key for Small Business Owners, Research Shows
November 29, 2023
From
MetLife, Inc.
Via
Business Wire
10 Financials Stocks Whale Activity In Today's Session
↗
November 28, 2023
Via
Benzinga
MetLife Recognized by Seramount for Its Workplace Culture and Inclusion Efforts
November 21, 2023
From
MetLife, Inc.
Via
Business Wire
Dozen Short Positions
↗
November 17, 2023
In this video, Tim Knight is going to talk a bit on his surviving positions.
Via
Talk Markets
MetLife CEO Michel Khalaf and CFO John McCallion to Speak at the Goldman Sachs 2023 US Financial Services Conference
November 16, 2023
From
MetLife, Inc.
Via
Business Wire
MetLife Completes Risk Transfer Transaction With Global Atlantic Financial Group
November 16, 2023
From
MetLife, Inc.
Via
Business Wire
MetLife Declares Fourth Quarter 2023 Preferred Stock Dividends
November 15, 2023
From
MetLife, Inc.
Via
Business Wire
MetLife and MetLife Foundation Make a $30 Million Multi-Year Commitment to Support Upstate New York
November 14, 2023
From
MetLife, Inc.
Via
Business Wire
Accident Insurance Market to See Huge Growth : Allianz, MetLife, Allstate
November 10, 2023
Stay up-to-date with Accident Insurance Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Death
Farm and Ranch Insurance Market: Long-Term Value & Growth Seen Ahead
November 10, 2023
Get an extensive Farm and Ranch Insurance Market analysis of the dominant vendors, their latest products and services, and the competitive landscape of the industry.
Via
SBWire
Supplemental Health Insurance Market Is Going to Boom : Aetna, State Farm, Transamerica
November 09, 2023
Stay up-to-date with Supplemental Health Insurance Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
7 Safe Stocks to Buy if You Think Q3’s Gangbuster Growth Won’t Last
↗
November 09, 2023
Although the Q3 U.S. GDP print came in much hotter than expected, the momentum might not last, thus incentivizing safe stocks.
Via
InvestorPlace
MetLife Once Again Honored as One of America’s Adoption-Friendly Workplaces
November 08, 2023
From
MetLife, Inc.
Via
Business Wire
MetLife Foundation Announces the Recipients of Its Community Impact Grant Program
November 02, 2023
From
MetLife Foundation
Via
Business Wire
MetLife Announces Third Quarter 2023 Results
November 01, 2023
From
MetLife, Inc.
Via
Business Wire
MetLife CFO John McCallion Provides Third Quarter 2023 Financial Update Video
November 01, 2023
From
MetLife, Inc.
Via
Business Wire
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