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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Event Schedule
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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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Willis Towers Watson Public Limited Company - Ordinary Shares
(NQ:
WTW
)
335.46
+4.08 (+1.23%)
Streaming Delayed Price
Updated: 2:12 PM EST, Jan 8, 2026
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All News about Willis Towers Watson Public Limited Company - Ordinary Shares
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Berkshire Hathaway's Ajit Jain Cautions On Cyber Insurance Amid Risks: 'Each Time You Write A Cyber Insurance Policy, You Are Losing Money'
↗
May 04, 2024
Ajit Jain of Berkshire Hathaway cautions on cyber insurance, highlighting profitability and risk concerns amidst increasing market demand.
Via
Benzinga
WTW Stock Earnings: Willis Towers Watson Beats EPS, Misses Revenue for Q1 2024
↗
April 25, 2024
WTW stock results show that Willis Towers Watson beat analyst estimates for earnings per share but missed on revenue for the first quarter of 2024.
Via
InvestorPlace
Willis Towers Watson To See Short-Term Success Amid Defined Benefit Plan Shifts - Analyst Upgrades Stock
↗
February 12, 2024
Analyst Zaremski upgraded Willis Towers Watson to Market Perform, predicting continued growth and strong performance in broking and DB segments.
Via
Benzinga
Fear & Greed Index Remains In 'Greed' Zone Following Earnings Reports; Dow Jumps Over 100 Points
↗
February 07, 2024
The CNN Money Fear and Greed index showed a slight improvement in the overall market sentiment, while the index remained in the "Greed" zone on Tuesday. U.S. stocks closed higher on Tuesday, as...
Via
Benzinga
Topics
Stocks
Earnings Scheduled For February 6, 2024
↗
February 06, 2024
Companies Reporting Before The Bell • BP (NYSE:BP) is projected to report quarterly earnings at $1.05 per share on revenue of $53.50 billion.
Via
Benzinga
Where Willis Towers Watson Stands With Analysts
↗
October 06, 2023
Via
Benzinga
Analyst Ratings for Willis Towers Watson
↗
September 13, 2023
Via
Benzinga
Where Willis Towers Watson Stands With Analysts
↗
August 28, 2023
Via
Benzinga
Willis Towers Stock Pops On Strongest Earnings Growth In A Year
↗
February 07, 2024
Willis Towers stock holds the No. 3 rank among its peers in the 15-stock Insurance-Brokers industry group. It got a rating upgrade Wednesday.
Via
Investor's Business Daily
Nasdaq Down 50 Points; Willis Towers Watson Posts Upbeat Profit
↗
February 06, 2024
U.S. stocks traded mixed toward the end of trading, with the Nasdaq Composite falling around 50 points on Tuesday. The Dow traded up 0.11% to 38,422.51 while the NASDAQ fell 0.32% to 15,547.61. The S&P...
Via
Benzinga
Topics
Stocks
Insurance Stocks Moving In Tuesday's Intraday Session
↗
February 06, 2024
Via
Benzinga
Chewy To Rally Over 50%? Here Are 10 Top Analyst Forecasts For Thursday
↗
January 11, 2024
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.
Via
Benzinga
What 7 Analyst Ratings Have To Say About Willis Towers Watson
↗
August 08, 2023
Via
Benzinga
Some Surprise Names Led The S&P 500 In October
↗
November 02, 2023
The best and worst stock performers in the S&P 500 for October include some surprising names.
Via
Investor's Business Daily
Topics
Stocks
Bears Roam Wall Street As Middle East Conflict, Earnings Outlook Raise Concerns Despite Strong Q3 US Economic Growth: This Week In Markets
↗
October 27, 2023
It has been another week of volatility in the stock market, characterized by mounting fears of a wider Middle East conflict and a more cautious fourth-quarter earnings outlook announced by U.S....
Via
Benzinga
These Analysts Increase Their Forecasts On Willis Towers Watson After Upbeat Earnings
↗
October 27, 2023
Willis Towers Watson Public Limited Company (NASDAQ: WTW) reported better-than-expected third-quarter results on Thursday.
Via
Benzinga
How To Earn $500 A Month From Willis Towers Watson Stock Following Upbeat Earnings
↗
October 27, 2023
Willis Towers Watson Public Limited Company (NASDAQ: WTW) reported better-than-expected third-quarter results on Thursday.
Via
Benzinga
Insurance Stocks Moving In Thursday's Intraday Session
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October 26, 2023
Via
Benzinga
Why Harley-Davidson Shares Are Trading Lower By Around 10%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
October 26, 2023
Gainers
Via
Benzinga
IBM, ServiceNow, Lennox, Morningstar And Other Big Stocks Moving Higher On Thursday
↗
October 26, 2023
U.S. stocks traded lower, with the Nasdaq Composite falling more than 90 points on Thursday. Here are some big stocks bucking the trend and recording gains in today’s session.
Via
Benzinga
Topics
Stocks
Insurance Stocks Moving In Tuesday's Intraday Session
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September 19, 2023
Via
Benzinga
GoDaddy To Rally Around 44%? Here Are 10 Other Analyst Forecasts For Wednesday
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September 13, 2023
Needham cut the price target for Rocket Pharmaceuticals, Inc. (NASDAQ: RCKT) from $60 to $53. Needham analyst Gil Blum maintained a Buy rating. Rocket Pharmaceuticals shares rose 24.3% to $19.00 in...
Via
Benzinga
Earnings Scheduled For October 26, 2023
↗
October 26, 2023
Companies Reporting Before The Bell • TotalEnergies (NYSE:TTE) is likely to report quarterly earnings at $2.57 per share on revenue of $49.83 billion.
Via
Benzinga
Future Challenges For Willis Towers Watson: Analyst Cautions On Downward EPS Revisions Amid Hiring Headwinds
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August 08, 2023
BMO Capital Market analyst Michael Zaremski downgraded Willis Towers Watson PLC (NASDAQ: WTW) to Underperform from Market Perform at a decreased
Via
Benzinga
Goldman Sachs Reveals Long-Term AI Portfolio: Here Are The 50 Stocks To Monitor
↗
August 22, 2023
Via
Benzinga
Topics
Artificial Intelligence
Benzinga's Top Ratings Upgrades, Downgrades For August 8, 2023
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August 08, 2023
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For July 28, 2023
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July 28, 2023
Via
Benzinga
Insurance Stocks Moving In Thursday's Intraday Session
↗
July 27, 2023
Via
Benzinga
Why Willis Towers Watson Shares Are Trading Lower By 9%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
July 27, 2023
Gainers Femasys Inc. (NASDAQ: FEMY) gained 54% to $0.55. Femasys reported a notice of allowance for new U.S. patent application covering use of FemBloc for female permanent birth control.
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For July 27, 2023
↗
July 27, 2023
Via
Benzinga
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