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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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Sample Portfolio
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Quarterly Performance Reports
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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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Farm and Ranch Insurance Market to Eyewitness Massive Growth by 2026 : Chubb, Nationwide, Liberty Mutual
↗
September 28, 2021
What's Ahead in the Global Farm and Ranch Insurance Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
Here's How Much You Would Have Made Owning Chubb Stock In The Last 15 Years
↗
September 22, 2021
Chubb has outperformed the market over the past 90 days by 8.87%, generating a 11.34% return for its investors over the time period. Now, given this information, it may seem like...
Via
Benzinga
Casualty Insurance Market to Set New Growth Story with State Farm, Berkshire Hathaway, Liberty Mutual Insurance Company
↗
September 20, 2021
Casualty Insurance Comprehensive Study by Type (Vehicle Insurance, Liability Insurance, Theft Insurance, Elevator Insurance, Flood Insurance), Application (Commercial, Personal), End Users (SMEs, Large...
Via
SBWire
Property and Casualty Insurance for Aerospace & Defense Market Is Going to Touch Next Revolution with Allianz , AXA SA, American International
↗
September 17, 2021
Property and Casualty Insurance for Aerospace & Defense Comprehensive Study by Type (Property Insurance, Casualty Insurance), Application (Rented Aircraft, Owned Aircraft), Coverage (In-flight...
Via
SBWire
D B Design Build Liability Insurance Market May Set New Growth Story : Hiscox, Allianz, AXA
↗
September 13, 2021
The market Study is segmented by key regions that is accelerating the marketization. The study is a perfect mix of qualitative and quantitative Market data collected and validated majorly through...
Via
SBWire
Identity Theft Insurance Market Giants Spending Is Going to Boom with the Hartford, Chubb, Allstate
↗
September 27, 2021
Latest added Identity Theft Insurance Market research study by AMA offers detailed product outlook and elaborates market review till 2026.
Via
SBWire
Topics
Artificial Intelligence
Credit Cards
Fraud
Truck Insurance Market Giants Spending Is Going to Boom: AXA, Zurich, CPIC, Generali Group
↗
September 23, 2021
The Worldwide Truck Insurance Market Report assesses developments relevant to the insurance industry and identifies key risks and vulnerabilities for the Truck Insurance Industry to make stakeholders...
Via
SBWire
Term Life Insurance and Re-Insurance Market Rewriting Long Term Growth Story : Travelers, Allianz, Metlife
↗
September 21, 2021
Stay up-to-date with Term Life Insurance and Re-Insurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Entertainment Insurance Market Is Going to Boom : Lockton, Chubb, Intact Financial
↗
September 21, 2021
Stay up to date with Entertainment Insurance Market research offered by AMA. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Private Health Insurance Market to Eyewitness Huge Growth by 2026: ACS, AIA Group Limited, Aetna
↗
September 21, 2021
The COVID-19 Outbreak-Worldwide Private Health Insurance Market Report assesses developments relevant to the insurance industry and identifies key risks and vulnerabilities for the COVID-19 Outbreak-...
Via
SBWire
Cattle Insurance Market May See a Big Move: Major Giants- ICICI Lombard, Prudential, Zurich, Chubb
↗
September 20, 2021
The Worldwide Cattle Insurance Market Report assesses developments relevant to the insurance industry and identifies key risks and vulnerabilities for the Worldwide Cattle Insurance Industry to make...
Via
SBWire
Financial Lines Insurance Market to Eyewitness Massive Growth by 2026 : AIG, Travelers, Marsh & McLennan
↗
September 15, 2021
What's Ahead in the Global Financial Lines Insurance Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
Senior Health Insurance Market: A Strong Foundation Post Covid Sets the Stage for Continued Outperformance
↗
September 07, 2021
Edison, NJ -- (SBWIRE) -- 09/07/2021 -- Senior Health Insurance Market Next Big Thing || Key Players - AIG ,Chubb ,Berkshire Hathaway
Via
SBWire
Homeowners Insurance Market Is Going to Boom with State Farm, Allstate, Allianz SE
↗
September 06, 2021
Homeowners Insurance Comprehensive Study by Type (Basic Form, Broad Form, Special Form, Tenant's Form, Comprehensive Form), Providers (Independent Advisers, Affiliated Agents, Direct Response, Online,...
Via
SBWire
Automobile Insurance Market May See a Big Move : AXA, Aviva, MAPFRE
↗
September 15, 2021
Stay up to date with Automobile Insurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Smartphone Insurance Market to See Huge Growth by 2026: AIG, AXA, Allianz Insurance
↗
September 14, 2021
The Worldwide Smartphone Insurance Market Report assesses developments relevant to the insurance industry and identifies key risks and vulnerabilities for the Worldwide Smartphone Insurance Industry to...
Via
SBWire
Boats Yachts Insurance Market May See a Big Move: Major Giants- Zurich, AXA, AVIVA, Allianz
↗
September 14, 2021
Boats Yachts Insurance Market, Boats Yachts Insurance Market Size, Boats Yachts Insurance Market Status, Boats Yachts Insurance Market Forecast, Boats Yachts Insurance Sales Market, Boats Yachts...
Via
SBWire
Contents Insurance Market Growing Popularity and Emerging Trends : Ping an Insurance, Nationwide, Chubb
↗
September 10, 2021
Stay up-to-date with Contents Insurance market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Assisted Living Technologies Market May See Big Move : Telbois, CareTech, Tynetec
↗
September 09, 2021
Stay up-to-date with Assisted Living Technologies Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
CPA Liability Insurance Market May See Big Move : Chubb, AIG, Allianz
↗
September 07, 2021
The market Study is segmented by key regions that is accelerating the marketization. The study is a perfect mix of qualitative and quantitative Market data collected and validated majorly through...
Via
SBWire
General Insurance Market May Set a New Growth Story with AXA, Prudential PLC, AIA, Zurich Insurance
↗
September 07, 2021
The Global General Insurance Market Report assesses developments relevant to the insurance industry and identifies key risks and vulnerabilities for the General Insurance Industry to make stakeholders...
Via
SBWire
Natural Disaster Insurance Market May See a Big Move with Major Giants: Allianz, Zurich, Chubb
↗
September 07, 2021
The Global Natural Disaster Insurance Market Report assesses developments relevant to the insurance industry and identifies key risks and vulnerabilities for the Natural Disaster Insurance Industry to...
Via
SBWire
Gadget Insurance Market Is Going to Boom with Gadget Cover, NRMA Insurance, Chubb
↗
September 06, 2021
Gadget Insurance Comprehensive Study by Application (Individual, Business), Gadgets (Smartphones, Laptop, Digital Camera, Tablet, Games Console, MP3/MP4 Player, Others), Distribution (Online, Offline),...
Via
SBWire
Crime Insurance Market Value Predicted to Hit Big Revenues in Future : Chubb, AXA, Aon
↗
September 06, 2021
Crime Insurance Comprehensive Study by Sales Channels (Insurance Agents/Brokers, Direct Response, Banks, Digital, Others), Industry Verticals (IT Industry, Software Industry, Devices & Infrastructure,...
Via
SBWire
Topics
Fraud
CEO Of Chubb Sold $5.6 Million In Stock
↗
September 02, 2021
Evan Greenberg, Chairman and CEO at Chubb (NYSE:CB), made a large insider sell on August 31, according to a new SEC filing. What Happened: A Form 4 filing from the U.S. Securities...
Via
Benzinga
Topics
Regulatory Compliance
Paramount Sues Insurer Over 'Mission: Impossible 7' Policy Payout
↗
August 31, 2021
Paramount Pictures Corp., a division of ViacomCBS (NASDAQ: VIAC), has filed a lawsuit against a subsidiary of Chubb Ltd. (NYSE: CB) alleging that it failed to provide complete...
Via
Benzinga
Topics
Lawsuit
5 Insurance Stocks To Watch In The Wake Of Hurricane Ida
↗
August 30, 2021
On Sunday, Hurricane Ida rushed ashore Louisianna on the 16-year anniversary of Hurricane Katrina. The 2005 storm took the lives of 1,800 people an...
Via
Benzinga
Whole of Life Assurance Market Is Booming Worldwide with Prudential Financial, AIA, AXA
↗
August 31, 2021
The Worldwide Whole Of Life Assurance Market Report assesses developments relevant to the insurance industry and identifies key risks and vulnerabilities for the Worldwide Whole Of Life Assurance...
Via
SBWire
Straight Life Insurance Market Likely to Boost Future Growth with Allianz, AXA, Zurich Insurance
↗
August 31, 2021
The Worldwide Straight Life Insurance Market Report assesses developments relevant to the insurance industry and identifies key risks and vulnerabilities for the Worldwide Straight Life Insurance...
Via
SBWire
Phone Insurance Market May See a Big Move: Major Giants AIG, AXA, Allianz Insurance
↗
August 30, 2021
The Worldwide Phone Insurance Market Report assesses developments relevant to the insurance industry and identifies key risks and vulnerabilities for the Worldwide Phone Insurance Industry to make...
Via
SBWire
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