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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
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Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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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TAV Program
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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
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Event Schedule
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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
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TravelersCompanies
(NY:
TRV
)
285.19
-4.87 (-1.68%)
Official Closing Price
Updated: 7:00 PM EST, Jan 2, 2026
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US Consumers Defy Expectations in August: Robust Spending Challenges Fed's Rate Cut Path
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Treasury Yields Dip as Key Inflation Gauge Meets Forecasts, Signaling Potential for Sustained Easing
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US Economy Surges with Revised 3.8% Q2 GDP Growth: A Double-Edged Sword for Wall Street and Main Street
September 25, 2025
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1 Safe-and-Steady Stock to Keep an Eye On and 2 Facing Headwinds
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The Fed's Dovish Whisper: Rate Cut Hopes Drive Mortgage Rates to 11-Month Lows
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Travelers Launches Initiative to Address Insurance Availability and Affordability Challenges
September 10, 2025
From
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$100 Invested In Travelers Companies 5 Years Ago Would Be Worth This Much Today
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US Fiscal Storm Brews: Soaring Interest Payments on National Debt Threaten Economic Stability Amidst Dedollarization Concerns
September 09, 2025
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Mortgage Rates Poised for Pre-Fed Cut Decline, Offering Early Relief to Homebuyers
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$100 Invested In Travelers Companies 5 Years Ago Would Be Worth This Much Today
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September 05, 2025
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September 04, 2025
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Travelers Institute Announces Fall 2025 Wednesdays with Woodward® Webinar Schedule
September 04, 2025
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The Fed's High-Wire Act: Balancing Rate Cut Demands, Stubborn Inflation, and Political Pressure
August 28, 2025
The Federal Reserve finds itself at a critical juncture, navigating a treacherous path between aggressive market demands for interest rate cuts and the persistent realities of an economy that defies...
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2 Insurance Stocks with Promising Prospects and 1 We Turn Down
August 28, 2025
Insurance companies serve as the backbone of risk management, providing essential protection and financial security for individuals and businesses. But concerns about claims severity and tightening...
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Inflation's Stubborn Grip: A Looming Challenge for the Federal Reserve and the U.S. Economy
August 27, 2025
The specter of persistent inflation, stubbornly holding above the Federal Reserve's long-term target of 2%, is casting a long shadow over the U.S. economy and financial markets. Recent data reveals a...
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Mark Cuban Says Insurance Industry 'Concerned About Melting Ice' As Antarctic Ice Loss Hits 'Potentially Irreversible' Tipping Point
↗
August 22, 2025
Mark Cuban flagged growing concerns within the insurance sector as Antarctic ice loss may have reached a dangerous tipping point.
Via
Benzinga
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