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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Chubb Limited
(NY:
CB
)
327.93
-2.65 (-0.80%)
Official Closing Price
Updated: 7:00 PM EDT, Jun 11, 2026
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Credit Insurance Market May Set Epic Growth Story : AIG, Chubb, Euler Hermes
February 10, 2023
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February 07, 2023
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Aviation & Aerospace Insurance Market Share, Future Trends, Investment Plans, Growth Scope, New Opportunities, Size Analysis and Demand Forecast by 2028
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January 09, 2023
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Financial Lines Insurance Market Seeking Excellent Growth : Marsh & McLennan, Travelers, AIG, Hiscox
February 02, 2023
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Surety Market Outlook 2022 Size, Global Share, Business Analysis, Emerging Trends, Financial Services, Investment Scope and Future Prospects by 2028
January 27, 2023
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Earnings Scheduled For January 31, 2023
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January 31, 2023
Companies Reporting Before The Bell • Biophytis (NASDAQ:BPTS) is projected to report earnings for its first quarter.
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Employers' Liability Insurance Market Set for More Growth : AXA, NFU Mutual, Zurich, Chubb
January 25, 2023
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Crop Weather Index Insurance Market May See Big Move : Chubb, AXA, Swiss Re
January 23, 2023
Stay up-to-date with Crop Weather Index Insurance Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
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Casualty Insurance Market to See Huge Growth by 2027 : Allianz, Munich RE, Chubb
January 19, 2023
Casualty Insurance Comprehensive Study by Type (Vehicle Insurance, Liability Insurance, Theft Insurance, Elevator Insurance, Flood Insurance), Application (Commercial, Personal), End Users (SMEs, Large...
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Benzinga's Top Ratings Upgrades, Downgrades For January 20, 2023
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Agriculture Crop Insurance Market May Set Epic Growth Story : Chubb, Prudential Financial, AXA
January 18, 2023
Stay up-to-date with Agriculture Crop Insurance Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
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Food Beverage Insurance Market May See a Big Move : AXA, Chubb, Marsh, Zurich
January 17, 2023
Stay up-to-date with Food Beverage Insurance Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
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Kidnap and Ransom Insurance Market May Set Epic Growth Story : Chubb, Aon, Marsh
January 16, 2023
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Austin Water Damage Company Celebrates 40 Years of Service Providing Construction, Restoration, Extraction, And Repair
January 16, 2023
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Homeowners Insurance Market May See a Big Move : State Farm, Allstate, Allianz SE
January 11, 2023
Stay up-to-date with Homeowners Insurance Market research offered by AMA Research. Check how key trends and emerging drivers are shaping this industry growth.
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Benzinga's Top Ratings Upgrades, Downgrades For January 9, 2023
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January 09, 2023
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Johnson & Johnson, Chubb And This Big US Bank On CNBC's 'Final Trades'
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January 04, 2023
On CNBC’s "Halftime Report Final Trades," Joseph Terranova of Virtus Investment Partners named The Goldman Sachs Group, Inc. (NYSE: GS) as his fi
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Network Intrusion Detection System (NIDS) Market Share 2022 : Business Analysis, Key Trends, Growth Outlook, Drivers and Feasibility Scope by 2028
December 28, 2022
Network Intrusion Detection System (NIDS) Market SWOT Analysis by Top Key Players - OPTEX Security, Digital Security Controls, Chubb, NOLOGO, GEZE, CP Electronics, RISCO, PANASONIC, RWE, Urmet, HELVAR,...
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Aviation & Aerospace Insurance Market Size, Share, Segmentation, Global Industry Overview, Revenue, Trends, Growth, Opportunity Forecast 2028
December 27, 2022
Aviation & Aerospace Insurance Market 2022 Share with Top Countries Data, Size, Global Trends Analysis, Top Manufacturers, Growth Opportunities, Statistics and Forecast to 2028
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Oil and Gas Insurance Market Competitor Analysis, Industry Size, Share, Growth, Latest Trend, Industry Analysis, High Emerging Factors and Forecast 2028
December 27, 2022
Oil And Gas Insurance Market Analysis 2022-2028, Size, Share, Global Analysis and Forecasts by Component by Type and Application
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Credit Insurance Market Is Booming Worldwide : Equinox, Chubb, Atradius, Euler Hermes
December 27, 2022
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Permanent Life Insurance Market Climbs on Positive Outlook of Booming Sales
December 21, 2022
Advance Market Analytics published a new research publication on "Permanent Life Insurance Market Insights, to 2027" with 232 pages and enriched with self-explained Tables and charts in presentable...
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The 7 Best Investment Funds to Navigate a Possible Recession
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December 13, 2022
With a possible recession on the horizon, investors may be able to protect themselves through the best investment funds.
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Extreme Sports Travel Insurance Market Will Hit Big Revenues in Future : Sompo Japan Insurance, Zurich Insurance Group, Munich Re
December 13, 2022
Extreme Sports Travel Insurance Comprehensive Study by Type (Domestic Travel Insurance, International Travel Insurance, Group Travel Insurance, Single Travel Insurance), Application (Insurance...
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Farm and Ranch Insurance Market Is Booming Worldwide : MetLife, Chubb, Nationwide, Allstate
December 09, 2022
Farm and Ranch Insurance Comprehensive Study by Type (Agritourism, Cattle Ranches, Commercial Farms & Ranches, Dairy Farms, Equine Farms, Livestock Farms, Poultry Farms, Row Crop Farms), Insurance...
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