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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
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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
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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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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Chubb Limited
(NY:
CB
)
330.60
+5.47 (+1.68%)
Streaming Delayed Price
Updated: 1:48 PM EDT, Jun 10, 2026
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Friday's session: top gainers and losers in the S&P500 index
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February 13, 2026
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February 12, 2026
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February 10, 2026
Chubb’s fourth quarter results drew a notably positive market reaction, reflecting strong execution across its global insurance portfolio and decisive outperformance versus Wall Street expectations....
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Chubb Ltd (NYSE:CB) Surpasses Q4 2025 Earnings Estimates with Robust Growth
↗
February 03, 2026
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Forget Lemonade (LMND) Stock and Buy This Instead
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February 09, 2026
Chubb might be a better insurance play in this volatile market.
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February 08, 2026
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Chubb Stock Hits Record High, On Track For Seven-Day Win Streak. Reports Strong Earnings.
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February 05, 2026
Its seven day win streak includes a 5% jump Wednesday after Chubb reported outstanding earnings the day before. It continued rising Thursday.
Via
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CB Q4 Deep Dive: Diversified Growth and Margin Expansion Across Global Insurance Portfolio
February 04, 2026
Global insurance provider Chubb Limited (NYSE:CB) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 7.4% year on year to $15.34 billion. Its non-GAAP profit of $7.52 per share was 11%...
Via
StockStory
Chubb (NYSE:CB) Posts Q4 CY2025 Sales In Line With Estimates
February 03, 2026
Global insurance provider Chubb Limited (NYSE:CB) met Wall Streets revenue expectations in Q4 CY2025, with sales up 6.5% year on year to $15.22 billion. Its non-GAAP profit of $7.52 per share was 11%...
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Earnings To Watch: Chubb (CB) Reports Q4 Results Tomorrow
February 01, 2026
Global insurance provider Chubb Limited (NYSE:CB) will be reporting earnings this Tuesday after market close. Here’s what investors should know.
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35% of Warren Buffett's $309 Billion Berkshire Hathaway Portfolio Is Invested in These 5 Financial Stocks. Here's the Best of the Bunch for 2026.
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January 25, 2026
All of these financial stocks should be great long-term picks, but one appears to be the best choice for 2026.
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Before Retiring, Warren Buffett Invested Another $6.4 Billion in 6 Different Stocks. Here's the Best of the Bunch.
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January 22, 2026
Buffett's latest buys include one stock that stands out for multiple reasons.
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January 19, 2026
Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the...
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The Travelers’ Benchmark: How a Record-Breaking $8.96 EPS Blowout Reshaped the Insurance Landscape
January 19, 2026
As the financial world looks toward the first major earnings reports of 2026, the market remains captivated by the enduring momentum of The Travelers Companies, Inc. (NYSE: TRV). Just one year after...
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5 Durable Stocks to Buy With $5,000 and Hold Forever
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January 17, 2026
These five companies have sound businesses and can form a strong foundation for your diversified investment portfolio.
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AM Best Affirms Credit Ratings of Chubb Limited and Its Subsidiaries
January 16, 2026
From
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Chubb Stock: A Deep Dive Into Analyst Perspectives (12 Ratings)
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January 16, 2026
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2 Unpopular Stocks That Should Get More Attention and 1 We Brush Off
January 15, 2026
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Why Are Oxford Industries (OXM) Shares Soaring Today
January 15, 2026
Shares of fashion conglomerate Oxford Industries (NYSE:OXM) jumped 5.3% in the afternoon session after Telsey Advisory Group raised its price target on the stock to $40 from $35.
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Investment Advisor Doubles Down on Insurance Stock, According to Recent SEC Filing
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January 15, 2026
This specialty insurer delivers tailored property and casualty coverage for commercial and individual clients across diverse sectors.
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Nepsis Bets on CAVA's Future Growth Plan With $2.9 Million Purchase
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January 15, 2026
This fast-casual chain pairs Mediterranean dining with grocery retail, leveraging a vertically integrated, multi-channel strategy.
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The Great Reinsurance Thaw: Capital Surge Ends the Hard Market Era
January 12, 2026
As the global financial markets settle into the first weeks of 2026, the long-standing "hard market" in the reinsurance sector has officially broken. A landmark report released this week by Evercore...
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3 Reasons Investors Watch Chubb (CB)
January 11, 2026
Chubb trades at $306.81 and has moved in lockstep with the market. Its shares have returned 9.5% over the last six months while the S&P 500 has gained 10.4%.
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One Fund Cut $3 Million From a Precious Metals Winner Amid a Staggering 150% Stock Surge
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January 09, 2026
Peru-based Buenaventura operates a diversified mining portfolio, producing gold, silver, and base metals for industrial customers worldwide.
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This Fund Put 22% of Assets Into an Oilfield Equipment Stock Up 25% in a Year
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January 09, 2026
NOV delivers drilling equipment and production technologies for global energy markets, spanning oil, gas, and renewables.
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Oldfield Partners Keeps Adding to Its 2nd-Largest Position in Lear Stock (LEA)
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January 09, 2026
Supplying automotive seating and electrical systems worldwide, Lear serves major vehicle manufacturers with a diversified product lineup.
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74% of the $317 Billion Portfolio Warren Buffett Left for Berkshire Hathaway's New CEO, Greg Abel, Is Invested in These 8 Unstoppable Stocks in 2026
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January 09, 2026
The Oracle of Omaha has long favored concentrating capital in his best ideas, which is a belief that will continue under Berkshire's new CEO, Greg Abel.
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Multi-Line Insurance Stocks Q3 Earnings: Chubb (NYSE:CB) Best of the Bunch
January 08, 2026
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Chubb (NYSE:CB) and the rest of...
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The Best Stocks to Invest $1,000 in Right Now
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January 08, 2026
If you're looking to build wealth through the stock market, consider these three top-notch stocks.
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Underwriting the Future: A Deep Dive into AIG’s CEO Transition and Strategic Pivot
January 07, 2026
As of January 7, 2026, the global insurance landscape is witnessing a pivotal moment for one of its most storied institutions. American International Group (NYSE: AIG) has long been a barometer for the...
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