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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
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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
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American International Group
(NY:
AIG
)
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Updated: 7:00 PM EDT, Apr 13, 2026
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CNBC's Final Trades: Darden Restaurants, Bristol-Myers Squibb, AIG, And This Stock Which Is The Biggest Breakout
↗
December 15, 2021
On CNBC’s “H...
Via
Benzinga
Constance Hunter Joins AIG as Global Head of Strategy & ESG
December 14, 2021
From
American International Group, Inc.
Via
Business Wire
AIG Names Rose Marie Glazer Chief Human Resources Officer
December 09, 2021
From
American International Group, Inc.
Via
Business Wire
Equipment Breakdown Insurance Market to See Huge Growth by 2025 : AXA, AIG, Aviva
↗
December 09, 2021
What's Ahead in the Global Equipment Breakdown Insurance Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
Life, Pension, Health & Disability Insurance Market Is Booming Worldwide : AXA, Aviva, AIG, Allianz
↗
November 24, 2021
How to reach that market place and its associated audience with current marketing efforts? Benchmark now the competitive efforts with high growth emerging players and leaders of Life, Pension, Health &...
Via
SBWire
SME Insurance Market May See a Big Move : Major Giants Allianz, AXA, PICC, China Life
↗
November 09, 2021
2021-2030 Report on Global SME Insurance Market by Player, Region, Type, Application and Sales Channel is latest research study released by HTF MI evaluating the market risk side analysis, highlighting...
Via
SBWire
Variable Life Insurance Market Rewriting Long Term Growth Story with Allianz, AXA, Generali, Ping An
↗
December 09, 2021
Stay up-to-date with Variable Life Insurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Non-Life Insurance Market May See a Big Move with Allianz, AXA, Generali, Ping An
↗
December 09, 2021
Stay up-to-date with Non-life Insurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Specialty Insurance Sectors Market to See Revolutionary Growth : AIG Group, AXIS Group, CAN Group
↗
December 09, 2021
The Global Specialty Insurance Sectors offers energetic visions to conclude market size, opportunities, growth pattern, and competitive surroundings. The research is derived through primary and...
Via
SBWire
Principal® Joins Coalition for Equity in Wholesaling
December 09, 2021
SOURCE: Principal Financial Group
Via
3BL Media
Topics
Retirement
3 Dead-Cat Bounce Stocks to Sell in This Market
↗
December 08, 2021
If you're looking for bearish ideas, here are three weak stocks to sell. The reward to risk ratios are compelling for traders.
Via
InvestorPlace
Cybersecurity Insurance Market May Reach to $20.4 Billion by 2025
↗
December 07, 2021
Northbrook, IL -- (SBWIRE) -- 12/07/2021 -- Cybersecurity Insurance Market size in the post-COVID-19 scenario is projected to grow from USD 7.8 billion in 2020 to USD 20.4 billion by 2025, at a CAGR of...
Via
SBWire
AIG Selects AWS as Its Preferred Public Cloud Provider
November 30, 2021
From
Amazon Web Services, Inc.
Via
Business Wire
Cancer Insurance Market to See Major Growth by 2026 : Prudential, Aegon, Allianz
↗
December 06, 2021
HTF MI Analyst have added a new research study on Title Cancer Insurance Market - Global Outlook and Forecast 2021-2027.
Via
SBWire
Topics
Supply Chain
Single Trip Travel Insurance Market May See Big Move : Generali, Tokio Marine, Allianz, AIG
↗
December 06, 2021
Stay up-to-date with Single Trip Travel Insurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Supply Chain
Temporary Car Insurance Market May See Big Move : AXA, Allianz, AIG, Generali
↗
December 06, 2021
Stay up-to-date with Temporary Car Insurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Supply Chain
Vehicle Insurance Market Next Big Thing : Major Giants AIG, Allianz, AIA Group
↗
December 06, 2021
Worldwide Vehicle Insurance Market In-depth Research Report 2021, Forecast to 2027 is latest research study released by AMA evaluating the market risk side analysis, highlighting opportunities and...
Via
SBWire
Inland Marine Insurance Market May See a Big Move: Major Giants AIG, Allianz, AXA, CPIC
↗
December 03, 2021
A new intelligence report released by HTF MI with title "Global Inland Marine Insurance Market Growth (Status and Outlook) 2021-2026 " is designed covering micro level of analysis by Insurers and key...
Via
SBWire
Heart Disease Insurance Market to Eyewitness Massive Growth by 2027: Sun Life Financial, Huaxia Life Insurance, Aflac
↗
December 02, 2021
Edison, NJ -- (SBWIRE) -- 12/02/2021 -- A new intelligence report released by HTF MI with title "Heart Disease Insurance Market Survey & Outlook" is designed covering micro level of analysis by...
Via
SBWire
Property and Casualty Insurance Market to See Major Growth by 2026 : Allstate, Progressive, Travelers
↗
December 01, 2021
The Latest research study released by HTF MI “Worldwide Property and Casualty Insurance Market” with 100+ pages of analysis on business Strategy taken up by key and emerging industry players and...
Via
SBWire
Group Life Accident Insurance Market May Set New Growth Story with Allianz, AXA, MetLife
↗
November 23, 2021
Stay up to date with Group Life Accident Insurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Short Term Insurance Market Outlook 2021: Big Things Are Happening : AIG, Aviva, Chubb
↗
November 18, 2021
Stay up to date with Short Term Insurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
5 Value Stocks To Watch In The Financial Services Sector
↗
November 18, 2021
The Meaning Behind Value Stocks A value stock traditionally has a lower price when compared to stock prices of companies in the same industry. This indicates that the company may...
Via
Benzinga
AIG Announces Results and Upsizing of Its Tender Offers for Certain Outstanding Notes
November 18, 2021
From
American International Group, Inc.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For November 19, 2021
↗
November 19, 2021
Upgrades Morgan Stanley upgraded the previous rating for EQT Corp (NYSE:
Via
Benzinga
Art Insurance Market to See Major Growth by 2026 : Allianz, PingAn, AIG
↗
November 18, 2021
The Latest research study released by HTF MI “Global Art Insurance Market” with 100+ pages of analysis on business Strategy taken up by key and emerging industry players and delivers know how of the...
Via
SBWire
Workers Compensation Insurance Market to See Huge Growth with AIG, Berkshire Hathaway, Liberty Mutual
↗
November 17, 2021
Workers Compensation Insurance Comprehensive Study by Application (Large Corporations, Small and Medium-Sized Companies), Providers (Agency, Bancassurance, Digital & Direct Channels), Offerings...
Via
SBWire
Topics
Supply Chain
AIG Announces Reference Yields and Total Consideration for its Tender Offers for Certain Outstanding Notes
November 17, 2021
From
American International Group, Inc.
Via
Business Wire
Family Travel Insurance Market Is Thriving Worldwide with Surprising Transition
↗
November 12, 2021
Family Travel Insurance Comprehensive Study by Type (Single Trip Coverage, Annual Multi-Trip Coverage, Other), Application (Domestic Tourism, Oversea Tourism), Sales Channels (Insurance Intermediaries,...
Via
SBWire
Travel Insurance Market May See a Big Move: Major Giants AXA SA, Aviva PLC, AIG Travel
↗
November 12, 2021
The Global Travel Insurance Market Report assesses developments relevant to the insurance industry and identifies key risks and vulnerabilities for the Travel Insurance Industry to make stakeholders...
Via
SBWire
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