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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
Featured Quarterly Newsletter
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Marsh & McLennan
(NY:
MMC
)
186.01
-0.89 (-0.48%)
Official Closing Price
Updated: 7:00 PM EST, Jan 9, 2026
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Marsh & McLennan: Dividend Insights
↗
March 31, 2022
Monday marks the last chance for investors to receive the next dividend payout from Marsh & McLennan (NYSE:
Via
Benzinga
Marsh McLennan Charts a Path to Net-Zero Across its Operations by 2050
March 31, 2022
From
Marsh McLennan
Via
Business Wire
Mercer Appoints Key Leaders to Drive Inclusion and Diversity Efforts
March 30, 2022
From
Mercer
Via
Business Wire
Marsh McLennan to Host First Quarter Earnings Investor Call on April 21
March 25, 2022
From
Marsh McLennan
Via
Business Wire
Earnings Scheduled For January 27, 2022
↗
January 27, 2022
Companies Reporting Before The Bell • SAP (NYSE:SAP) is estimated to report quarterly earnings at $1.87 per share on revenue of $9.10 billion. •...
Via
Benzinga
Analyst Ratings For Marsh & McLennan
↗
January 03, 2022
Over the past 3 months, 5 analysts have published their opinion on Marsh & McLennan (NYSE:
Via
Benzinga
Marsh McLennan Increases Share Repurchase Program by $5 Billion and Declares Quarterly Cash Dividend
March 23, 2022
From
Marsh McLennan
Via
Business Wire
A Bearish Sign Appears On Marsh & McLennan's Chart
↗
March 16, 2022
If history is any guide, there may be trouble ahead for shares of Marsh & McLennan (NYSE:MMC). A so-called "death cross" has formed on its chart and, not surprisingly, this...
Via
Benzinga
Capvision Tempts Investors With Fast Growth, Fat Margins In Hong Kong IPO
↗
February 22, 2022
Key Takeaways: ‘Expert network’ operator Capvision Partners has filed for a Hong Kong listing to raise up to $300 million The company boasts fast revenue growth and...
Via
Benzinga
Marsh McLennan Appoints Hafize Gaye Erkan to Its Board of Directors
February 14, 2022
From
Marsh McLennan
Via
Business Wire
Marsh & McLennan: Q4 Earnings Insights
↗
January 27, 2022
Marsh & McLennan (NYSE:MMC) reported its Q4 earnings results on Thursday, January 27, 2022 at 07:00 AM. Here's what investors need to know about the announcement....
Via
Benzinga
Marsh McLennan Reports Fourth Quarter and Full-year 2021 Results
January 27, 2022
From
Marsh McLennan
Via
Business Wire
Marsh & McLennan's Earnings: A Preview
↗
January 26, 2022
Marsh & McLennan (NYSE:MMC) is set to give its latest quarterly earnings report on Thursday, 2022-01-27. Here's what investors need to know before the announcement. Analysts...
Via
Benzinga
Marsh & McLennan's Ex-Dividend Date Is Tuesday, Here's What You Need To Know
↗
January 21, 2022
Tuesday marks the last chance for investors to receive the next dividend payout from Marsh & McLennan. What's Happening (NY...
Via
Benzinga
Insurance Stocks Moving In Wednesday's Intraday Session
↗
January 19, 2022
According to Benzinga Pro following are the gainers and losers in Insurance industry fo...
Via
Benzinga
Marsh McLennan Declares Quarterly Cash Dividend
January 12, 2022
From
Marsh McLennan
Via
Business Wire
Mercer Appoints Holly Verdeyen as US Defined Contribution Leader
January 10, 2022
From
Mercer
Via
Business Wire
Insurance Stocks Moving In Monday's Intraday Session
↗
January 03, 2022
According to Benzinga Pro following are the gainers and losers in Insurance industry fo...
Via
Benzinga
Marsh McLennan to Host Fourth Quarter Earnings Investor Call on January 27
January 03, 2022
From
Marsh McLennan
Via
Business Wire
Marsh Increases Stake in Marsh India From 49% to 92%
December 23, 2021
From
Marsh International Holdings Inc.
Via
Business Wire
Employer-Sponsored Health Insurance Cost Rose Sharply in 2021, Outlook for 2022 Is Uncertain
December 13, 2021
From
Mercer
Via
Business Wire
Marsh McLennan Announces Pricing of $750 Million Senior Notes Offering
December 01, 2021
From
Marsh McLennan
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For December 9, 2021
↗
December 09, 2021
Upgrades According to BMO Capital, the prior rating for Nuvei Corp (NASDAQ:
Via
Benzinga
Marsh McLennan Agency Acquires InSource Insurance Group LLC
December 01, 2021
From
Marsh McLennan Agency
Via
Business Wire
Pat Donnelly Appointed President of Marsh US and Canada
November 18, 2021
From
Marsh
Via
Business Wire
7 Reliable Dividend Stocks to Buy for Your Golden Years
↗
November 18, 2021
This market is in transition from a low-inflation market to a high-inflation market, so it's a good time to grab some dividend stocks.
Via
InvestorPlace
Topics
Cannabis
Marsh McLennan Appoints John Doyle Group President and Chief Operating Officer
November 18, 2021
From
Marsh McLennan
Via
Business Wire
Marsh McLennan Agency Acquires Pelnik Insurance
November 05, 2021
From
Marsh McLennan Agency
Via
Business Wire
Marsh McLennan Agency Acquires Southwest Truck Insurance Agency, Inc.
November 03, 2021
From
Marsh McLennan Agency
Via
Business Wire
Stockholm Tops 2021 Urban Mobility Readiness Index with Significant Investment in Electric Vehicles and Public Transit Infrastructure
November 02, 2021
From
Oliver Wyman
Via
Business Wire
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