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home
about us
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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)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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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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
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Principal Financial Group
(NQ:
PFG
)
94.20
+3.14 (+3.45%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Apr 8, 2026
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All News about Principal Financial Group
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Principal to Announce Second Quarter 2025 Financial Results
July 01, 2025
From
Principal Financial Group
Via
Business Wire
Principal® Employees Surpass 145,000 Volunteer Hours in Celebration of the Company’s 145th Anniversary
July 01, 2025
From
Principal Financial Group
Via
Business Wire
Reflecting On Life Insurance Stocks’ Q1 Earnings: Principal Financial Group (NASDAQ:PFG)
June 26, 2025
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at life insurance stocks, starting with...
Via
StockStory
Topics
Artificial Intelligence
Retirement
Price Over Earnings Overview: Principal Financial Group
↗
May 30, 2025
Via
Benzinga
Earnings Scheduled For April 24, 2025
↗
April 24, 2025
Via
Benzinga
What Analysts Are Saying About Principal Finl Gr Stock
↗
February 10, 2025
Via
Benzinga
Earnings Scheduled For February 6, 2025
↗
February 06, 2025
Via
Benzinga
Gables Sugarloaf and Dunwoody Gables Rebrands as The Quinn Sugarloaf and The Cleo Dunwoody
June 11, 2025
From
Gables Residential
Via
Business Wire
U.S. business confidence drops to lowest level since November 2020
June 05, 2025
From
Principal Financial Group
Via
Business Wire
Principal® Names Joel Pitz Executive Vice President and Chief Financial Officer
May 20, 2025
From
Principal Financial Group
Via
Business Wire
13 Analysts Assess Principal Financial Group: What You Need To Know
↗
May 06, 2025
Via
Benzinga
AM Best Affirms Credit Ratings of Principal Financial Group, Inc. and Its Subsidiaries
April 25, 2025
From
AM Best
Via
Business Wire
Principal Financial Group Announces First Quarter 2025 Results
April 24, 2025
From
Principal Financial Group
Via
Business Wire
Uncovering Potential: Principal Finl Gr's Earnings Preview
↗
April 23, 2025
Via
Benzinga
Wall Street Rally Pauses, Tesla Heads For Strongest Week In 6 Months: What's Driving Markets Friday?
↗
April 25, 2025
Wall Street's three-day rally came to a pause on Friday, with major indices hovering near the flatline by midday in New York as caution returned amid mixed signals on U.S.-China trade relations.
Via
Benzinga
Expert Outlook: Principal Financial Group Through The Eyes Of 12 Analysts
↗
April 10, 2025
Via
Benzinga
Which S&P500 stocks are gapping on Monday?
↗
April 07, 2025
Let's have a look at what is happening on the US markets on Monday. Below you can find the S&P500 gap up and gap down stocks in today's session.
Via
Chartmill
Wall Street Rally Extends Into Third Day: What's Driving Markets Thursday?
↗
April 24, 2025
U.S. equities are pushing higher for a third straight session, eyeing the longest winning streak since the Trump tariff announcement on April 2, as optimism over corporate earnings and easing trade...
Via
Benzinga
Topics
Government
World Trade
Principal to Announce First Quarter 2025 Financial Results
April 03, 2025
From
Principal Financial Group
Via
Business Wire
Principal Asset Management℠ Appoints Matthew Peron as Deputy CIO of Equities
March 31, 2025
From
Principal Asset Management
Via
Business Wire
Principal Asset Management℠ launches Capital Appreciation Select ETF
March 27, 2025
From
Principal Asset Management
Via
Business Wire
Principal® named one of the 2025 World’s Most Ethical Companies by Ethisphere
March 11, 2025
From
Principal Financial Group
Via
Business Wire
Nearly 80% of Retirement Savers Restart Contributions After Stopping Due to a Financial Setback
March 06, 2025
From
Principal Financial Group
Via
Business Wire
Principal® closes $3.64 billion capital raise for Data Center Growth & Income Fund
February 28, 2025
From
Principal Asset Management
Via
Business Wire
Brant Wong Joins Principal Asset Management℠ as Head of Retirement Solutions
February 27, 2025
From
Principal Asset Management
Via
Business Wire
Wall Street Drops On Tariffs Threat, Dollar Rises, Uber Rockets On Ackman's Tweet: What's Driving Markets Friday?
↗
February 07, 2025
Wall Street slumped into negative territory late in the week as renewed fears over inflation and trade tariffs eroded risk appetite.
Via
Benzinga
Topics
Economy
World Trade
Principal Financial Group Announces Full Year and Fourth Quarter 2024 Results as well as 2025 Outlook
February 06, 2025
From
Principal Financial Group
Via
Business Wire
Stocks Edge Higher, Bank Giants Rally, Palantir Skyrockets: What's Driving Markets Thursday?
↗
February 06, 2025
It's a mixed session on Wall Street, with major indices struggling for direction as investors hold their breath ahead of a key jobs report set for Friday morning. The S&P 500 and the Nasdaq 100 edged...
Via
Benzinga
Topics
Stocks
Outlook for Retirement Savers, Small-to-Midsized Business Owners Uncertain at Start of New Year
January 22, 2025
From
Principal Financial Group
Via
Business Wire
Amy Friedrich to Speak at 2025 UBS Financial Services Conference
January 16, 2025
From
Principal Financial Group
Via
Business Wire
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