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What We Buy Currently
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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
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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
Featured Articles
Contrarian Notes Blog
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Marsh & McLennan
(NY:
MMC
)
182.70
UNCHANGED
Last Price
Updated: 7:00 PM EST, Jan 13, 2026
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Stocks That Hit 52-Week Highs On Monday
↗
August 23, 2021
Before 10 a.m. ET on Monday, 119 companies hit new 52-week highs. Noteables: The largest company by market cap to set a new 52-week high was Alphabet (NASDAQ:GOOG...
Via
Benzinga
Stocks That Hit 52-Week Highs On Tuesday
↗
August 17, 2021
Before 10 a.m. ET on Tuesday, 55 companies set new 52-week highs. Points of Interest: Apple (NASDAQ:AAPL) was the largest company by market cap to set a new 52-week...
Via
Benzinga
Analyst Ratings For Marsh & McLennan
↗
August 16, 2021
Within the last quarter, Marsh & McLennan (NYSE:MMC) has observed the fol...
Via
Benzinga
Bet on Top-Ranked Sectors With These ETFs & Stocks
↗
August 12, 2021
Investors should look at the ETFs and stocks from the top-performing sectors.
Via
Talk Markets
Analyst Ratings For Marsh & McLennan
↗
July 29, 2021
Analysts have provided the following ratings for Marsh & McLennan (NYSE:
Via
Benzinga
Expert Ratings For Marsh & McLennan
↗
July 23, 2021
Analysts have provided the following ratings for Marsh & McLennan (NYSE:
Via
Benzinga
Stocks That Hit 52-Week Highs On Monday
↗
August 16, 2021
Before 10 a.m. ET on Monday, 71 companies hit new 52-week highs. Highlights: Apple (NASDAQ:AAPL) was the largest firm on a market cap basis to set a new 52-week...
Via
Benzinga
Insurance Stocks Moving In Wednesday's Intraday Session
↗
July 28, 2021
According to Benzinga Pro following are the gainers and losers in Insurance industry f...
Via
Benzinga
Understanding Marsh & McLennan's Unusual Options Activity
↗
July 26, 2021
Shares of Marsh & McLennan (NYSE:MMC) saw some unusual options activity on Monday. Following the unusual option alert, the stock price moved up to $147.7. Sentiment: BULLISH...
Via
Benzinga
Stocks That Hit 52-Week Highs On Friday
↗
July 23, 2021
On Friday morning, 126 companies achieved new highs for the year. Significant Points: Microsoft (NASDAQ:MSFT) was the largest firm on a market cap basis to set a...
Via
Benzinga
Marsh & McLennan Companies Inc (MMC) Q2 2021 Earnings Call Transcript
↗
July 22, 2021
MMC earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
Insurance Stocks Moving In Thursday's Intraday Session
↗
July 22, 2021
According to Benzinga Pro following are the gainers and losers in Insurance industry f...
Via
Benzinga
Recap: Marsh & McLennan Q2 Earnings
↗
July 22, 2021
Shares of Marsh & McLennan (NYSE:MMC) remained unaffected after the company reported Q2 results. Quarterly Results Earnings per share increased 32.58% year over year to...
Via
Benzinga
Marsh McLennan Reports Second Quarter 2021 Results
July 22, 2021
From
Marsh McLennan
Via
Business Wire
Preview: Marsh & McLennan's Earnings
↗
July 21, 2021
On Thursday, July 22, Marsh & McLennan (NYSE:MMC) will release its latest earnings report. Here is Benzinga's outlook for the company. Net Income, Earnings, And Earnings Per...
Via
Benzinga
Earnings Scheduled For July 22, 2021
↗
July 22, 2021
Companies Reporting Before The Bell • Champions Oncology, Inc. - Common Stock (NASDAQ:CSBR) is estimated to report earnings for its fourth quarter. • MarineMax,...
Via
Benzinga
Marsh McLennan Declares Quarterly Cash Dividend
July 14, 2021
From
Marsh McLennan
Via
Business Wire
10 Biggest Price Target Changes For Friday
↗
July 09, 2021
Oppenheimer boosted Visa Inc. (NYSE:V) price target fr...
Via
Benzinga
This Insurance Broker Has Outperformed the S&P 500 Over the Past Decade: Should You Buy It?
↗
June 30, 2021
Marsh & McLennan is an established broker and consultant with a history of steady growth.
Via
The Motley Fool
Topics
Stocks
Insurance Stocks Moving In Tuesday's Intraday Session
↗
June 29, 2021
According to Benzinga Pro following are the gainers and losers in Insurance industry fo...
Via
Benzinga
Marsh McLennan to Host Second Quarter Earnings Investor Call on July 22
June 24, 2021
From
Marsh McLennan
Via
Business Wire
COVID-19 Disruptions Compel Companies to Re-evaluate Their Approach to Mobility
June 22, 2021
From
Mercer
Via
Business Wire
Together We RISE, Marsh McLennan Launches a Fellowship Program for Black MBA Students
June 08, 2021
From
Marsh McLennan
Via
Business Wire
Patricia Ramirez Joins BrandingBusiness as Senior Brand Strategist
June 07, 2021
June 07, 2021 -- BrandingBusiness, the leading brand strategy agency with offices in California, New York, and London, is pleased to announce the arrival of Patricia Ramirez as Senior Brand...
Via
24-7 Press Release
What Warren Buffett Is Dumping And Buying
↗
June 06, 2021
If you are thinking of investing in Apple stock, you just might want to consider buying shares of Warren Buffett’s Berkshire Hathaway stock, as 40% of the Berkshire portfolio is made up of Apple.
Via
Talk Markets
CORRECTING and REPLACING Mercer Reaches New High of $380 Billion USD of Global Assets Under Management
June 03, 2021
From
Mercer
Via
Business Wire
Mercer Reaches New High of $390 Billion USD of Global Assets Under Management
June 02, 2021
From
Mercer
Via
Business Wire
Marsh McLennan Names Nick Studer President & CEO of Oliver Wyman Group and Vice Chair of Marsh McLennan
June 01, 2021
From
Marsh McLennan
Via
Business Wire
Marsh McLennan Re-Elects Board of Directors During 2021 Stockholders’ Meeting
May 20, 2021
From
Marsh McLennan
Via
Business Wire
Organizations Failing to Anticipate and Model Key Emerging Risks: Marsh Report
May 19, 2021
From
Marsh
Via
Business Wire
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