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home
about us
Investment Approach
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Market Analysis Summary
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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
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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
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Chubb Limited
(NY:
CB
)
330.97
-0.31 (-0.09%)
Official Closing Price
Updated: 7:00 PM EST, Feb 6, 2026
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Home Insurance Market Size and Share, Investment Feasibility, Industry Grow Rate, Revenue Generation & COVID-19 Impact Analysis by 2027
November 30, 2021
Home insurance is a form of assets coverage, that provides monetary safety to a man or woman against all of the losses and damages that happened to the residence. It is every so often referred to as...
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
Permanent Life Insurance Market to Witness Huge Growth by 2026 : Allianz, MetLife, Axa
↗
November 24, 2021
What's Ahead in the Global Permanent Life Insurance Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
What 7 Analyst Ratings Have To Say About Chubb
↗
November 19, 2021
Chubb (NYSE:CB) has observed the following analyst ratings within the last quar...
Via
Benzinga
This Day In Market History: Insurance Company Of North America IPO
↗
November 19, 2021
Each day, Benzinga takes a look back at a notable market-related moment that occurred on this date. What Happened? On Nov. 19, 1792, the Insurance Company of North America held...
Via
Benzinga
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
Homeowners Insurance Market to See Huge Growth by 2026: Allianz, Chubb, Farmers Insurance Group
↗
November 04, 2021
Stay up-to-date and exploit latest trends of Homeowners Insurance Market with latest edition released by AMA.
Via
SBWire
Topics
Supply Chain
Environmental Liability Insurance Market to See Huge Growth by 2026: Allianz, AXA, Zurich
↗
October 28, 2021
Stay up-to-date and exploit latest trends of Environmental Liability Insurance Market with latest edition released by AMA.
Via
SBWire
Benzinga's Top Ratings Upgrades, Downgrades For November 23, 2021
↗
November 23, 2021
Upgrades Keefe, Bruyette & Woods upgraded the previous rating for CBRE Group Inc (NYSE:
Via
Benzinga
Analyst Ratings For Chubb
↗
October 28, 2021
Within the last quarter, Chubb (NYSE:CB) has observed the following analyst rat...
Via
Benzinga
Earnings Scheduled For October 26, 2021
↗
October 26, 2021
Companies Reporting Before The Bell • Veoneer (NYSE:VNE) is likely to report quarterly loss at $0.83 per share on revenue of $408.69 million. • Aarons (NYSE:AAN)...
Via
Benzinga
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
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
Notable Chubb Insider Makes $3.0M Sale
↗
November 12, 2021
Evan Greenberg, CEO at Chubb (NYSE:CB), made a large insider sell on November 10, according to a new SEC filing. What Happened: A Form 4 filing from the U.S. Securities and...
Via
Benzinga
Topics
Regulatory Compliance
Agricultural Crop Insurance Market SWOT Analysis, Key Indicators, Forecast 2027 the Top Companies Are PICC, Zurich, Chubb, Sompo, QBE, AXA
November 09, 2021
Agricultural Crop Insurance Market Forecast and Growth through COVID 19, Competitive Landscape, Segments, Key Regions Overview by 2027
Via
SBWire
Architects & Engineers (A&E) Insurance Market Giants Spending Is Going to Boom: Allianz, AXA, MetLife
↗
November 08, 2021
Stay up to date with Architects & Engineers (A&E) Insurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
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
Commercial Auto Fleet Insurance Market May See Big Move : Aviva, Chubb, AmTrust, MAPFRE
↗
November 15, 2021
Stay up-to-date with Commercial Auto Fleet Insurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Commercial Earthquake Insurance Market to Witness Massive Growth by 2026: Zurich, Allianz, Chubb
↗
November 15, 2021
Stay up-to-date with Global Commercial Earthquake Insurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth. The market Study is segmented...
Via
SBWire
Aviation & Aerospace Insurance Market to Set Phenomena Growth by 2026: AXA, AIG, Aon, Chubb
↗
November 08, 2021
A new intelligence report released by HTF MI with title "Global Aviation & Aerospace Insurance Market 2021-2026" is designed covering micro level of analysis by Insurers and key business segments,...
Via
SBWire
Small Commercial Insurance Market to See Massive Growth by 2030: AIG, Zurich, Chubb, PICC, Prudential
↗
November 08, 2021
A new intelligence report released by HTF MI with title "Global Small Commercial Insurance Market 2021-2030" is designed covering micro level of analysis by Insurers and key business segments,...
Via
SBWire
Automobile Insurance Market 2021 Top Companies, New Technology, Demand and Opportunity – Nationwide, MAPFRE, Generali Group, CPIC, Chubb, Berkshire Hathaway, AXA, Aviva
November 05, 2021
Automobile Insurance Market 2021 Industry Size, Share, Global Analysis, Growth, Development Status, Regional Trends, Opportunity Assessment and Comprehensive Research Study Forecast with Covid-19...
Via
SBWire
Topics
Supply Chain
Medical Malpractice Insurance Market Is Going to Boom with Chubb, AIG, Hiscox
↗
November 01, 2021
Medical Malpractice Insurance Comprehensive Study by Type (Claims-made policy, Occurrence policy), Coverages (Legal Fees, Settlement and Arbitration Costs, Medical Damages, Punitive Damages), Sources...
Via
SBWire
What 6 Analyst Ratings Have To Say About Chubb
↗
November 01, 2021
Over the past 3 months, 6 analysts have published their opinion on Chubb (NYSE:CB
Via
Benzinga
Chubb Ltd (CB) Q3 2021 Earnings Call Transcript
↗
October 27, 2021
CB earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
$100 Invested In This Stock Over The Last 20 Years, Would Be Worth This Much
↗
October 27, 2021
Chubb (NYSE:CB) has outperformed the market over the past 90 days by 8.82%, generating a 13.03% return for its investors over the time period. Now, given this information, it may...
Via
Benzinga
Chubb: Q3 Earnings Insights
↗
October 26, 2021
Chubb (NYSE:CB) reported its Q3 earnings results on Tuesday, October 26, 2021 at 04:05 PM. Here's what investors need to know about the announcement. Earnings Chubb beat their...
Via
Benzinga
Preview: Chubb's Earnings
↗
October 25, 2021
Chubb (NYSE:CB) is set to give its latest quarterly earnings report on Tuesday, 2021-10-26. Here's what investors need to know before the announcement. Analysts estimate that...
Via
Benzinga
Cargo Transportation Insurance Market May See a Big Move: Major Giants Chubb, AGCS, Zurich Insurance, Aon
↗
October 26, 2021
A new intelligence report released by HTF MI with title "Cargo Transportation Insurance Market 2021-2027" is designed covering micro level of analysis by Insurers and key business segments, offerings...
Via
SBWire
Multinational Marine Insurance Market Hits New High: Major Giants Aon, Allianz SE, Zurich Insurance
↗
October 25, 2021
The Global Multinational Marine Insurance Market Report assesses developments relevant to the insurance industry and identifies key risks and vulnerabilities for the Multinational Marine Insurance...
Via
SBWire
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