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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
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
)
330.97
-0.31 (-0.09%)
Official Closing Price
Updated: 7:00 PM EST, Feb 6, 2026
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Energy Insurance Market Next Big Thing : Major Giants- Chubb, Liberty Mutual, AXA
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August 27, 2021
Stay up-to-date with Energy Insurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
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Trade Credit Insurance Market Next Big Thing : Major Giants COFACE, Tryg Garanti, Coface SA
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August 27, 2021
Edison, NJ -- (SBWIRE) -- 08/27/2021 -- Latest survey on Global Trade Credit Insurance Market is conducted to provide hidden gems performance analysis to better demonstrate competitive environment of...
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Insurance Market 2021 Global Business Opportunities – Allianz, AXA, Generali, Ping an Insurance, China Life Insurance Prudential PLC, Munich Re, Zurich Insurance
August 23, 2021
Insurance Market Is Expected To See Huge Growth. Latest Research Report, Forecast 2027
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3 Value Stocks That Can Protect You From Inflation
↗
August 19, 2021
If inflation persists and interest rates rise, these three stocks could benefit.
Via
The Motley Fool
Topics
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Home Insurance Market to Eyewitness Massive Growth by 2026 : Allstate, Chubb, Erie Insurance
↗
August 06, 2021
What's Ahead in the Global Home Insurance Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
Topics
Fraud
Liability Insurance Market Continues to Impress :: Top Players - Allstate ,Chubb Limited ,Tata AIG
↗
August 06, 2021
Edison, NJ -- (SBWIRE) -- 08/06/2021 -- Liability Insurance Market 2021: Rising with Immense Development Trends across the Globe by 2026
Via
SBWire
Non-Life/ Property & Casualty Insurance Market Next Big Thing : Major Allian, Assurant, Erie Insurance
↗
July 30, 2021
Stay up-to-date with Non-Life/ Property & Casualty Insurance market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Intellectual Property
Earnings Scheduled For July 27, 2021
↗
July 27, 2021
Companies Reporting Before The Bell • Navios Maritime Partners (NYSE:NMM) is projected to report quarterly earnings at $2.93 per share on revenue of $146.03 million....
Via
Benzinga
Extended Warranty Service Market to Witness Huge Growth by 2026 : Allianz Global Assistance, the Warranty Group, Amtrust Financial Services
↗
July 13, 2021
Edison, NJ -- (SBWIRE) -- 07/13/2021 -- Global Extended Warranty Service Market Report 2020 by Key Players, Types, Applications, Countries, Market Size, Forecast to 2026 (Based on 2020 COVID-19...
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SBWire
Worldwide Homeowners Insurance Market Size, Status and Forecast 2020-2026
↗
August 25, 2021
Worldwide Homeowners Insurance Market In-depth Research Report 2021, Forecast to 2026 is latest research study released by HTF MI evaluating the market risk side analysis, highlighting opportunities...
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SBWire
Stocks That Hit 52-Week Highs On Monday
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August 23, 2021
Before 10 a.m. ET on Monday, 119 companies hit new 52-week highs. Noteables: The largest company by market cap to set a new 52-week high was Alphabet (NASDAQ:GOOG...
Via
Benzinga
Stocks That Hit 52-Week Highs On Tuesday
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August 17, 2021
Before 10 a.m. ET on Tuesday, 55 companies set new 52-week highs. Points of Interest: Apple (NASDAQ:AAPL) was the largest company by market cap to set a new 52-week...
Via
Benzinga
Credit Insurance Market to Witness Huge Growth by 2026 : Chubb, Equinox, AIG
↗
July 29, 2021
What's Ahead in the Global Credit Insurance Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
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Topics
Bankruptcy
Credit Cards
Benzinga's Top Ratings Upgrades, Downgrades For August 17, 2021
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August 17, 2021
Upgrades For Compass Minerals International Inc (NYSE:
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Benzinga
Chubb Ltd (CB) Q2 2021 Earnings Call Transcript
↗
July 28, 2021
CB earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
SportsCollectibles.com Announces Exclusive Signing Agreement with UGA Quarterback JT Daniels
July 14, 2021
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Insurance and ReInsurance Market Next Big Thing : Major Giants Mapfre, Aviva, AXA
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August 16, 2021
Stay up to date with Insurance and ReInsurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
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Natural Disaster Insurance Market to Witness Huge Growth by 2026 : Zurich, Allstate, American Strategic
↗
August 13, 2021
Stay up-to-date with Natural Disaster Insurance market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
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Topics
Intellectual Property
Unusual Options Activity Insight: Chubb
↗
August 11, 2021
Shares of Chubb (NYSE:CB) saw some unusual options activity o...
Via
Benzinga
Stocks That Hit 52-Week Highs On Monday
↗
August 16, 2021
Before 10 a.m. ET on Monday, 71 companies hit new 52-week highs. Highlights: Apple (NASDAQ:AAPL) was the largest firm on a market cap basis to set a new 52-week...
Via
Benzinga
Private Health Insurance Market: A Fresh Look at Momentum Gained by Key & Emerging Players AIA Group, Aetna, Pacific Prime
↗
August 09, 2021
Edison, NJ -- (SBWIRE) -- 08/09/2021 -- A new intelligence report released by HTF MI with title "Global Private Health Insurance Market Survey & Outlook" is designed covering micro level of analysis by...
Via
SBWire
Aviation Insurance Market SWOT Analysis by Leading Key Players Allianz Group, Chubb Corp, ACE Ltd
↗
August 05, 2021
Keep yourself up-to-date with latest Global Aviation Insurance market trends to maintain a competitive edge by sizing up with open business opportunity in Aviation Insurance Market segments and...
Via
SBWire
Topics
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Commercial Earthquake Insurance Market Worth Observing Growth: NHC Insurance, ICAT, RLI, Mitchell & Mitchell Insurance Agency
↗
July 28, 2021
Edison, NJ -- (SBWIRE) -- 07/28/2021 -- A new intelligence report released by HTF MI with title "Global Commercial Earthquake Insurance Market Survey & Outlook" is designed covering micro level of...
Via
SBWire
Fine Art Insurance Market Is Booming Worldwide: Progressive, Chubb, AIG
↗
July 26, 2021
The latest launched report on Global Fine Art Insurance Market delivers a transformation framework to understand how megatrends affect industry growth, taking into account the major disrupting forces...
Via
SBWire
Financial Management Insurance Market Next Big Thing : Major Giants Allianz, Chubb, AXA
↗
July 23, 2021
Stay up-to-date with Financial Management Insurance market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
US Global Mail Gets Nominated for 2021 Destination Services Provider of the Year in the FEM EMMA Awards (2021)
July 16, 2021
July 16, 2021 -- US Global Mail gets nominated for the FEM EMMA Awards in the category
Via
24-7 Press Release
Jewelry Insurance Market to Witness Huge Growth by 2026 : Chubb, GemShield, Lavalier
↗
July 14, 2021
What's Ahead in the Global Jewelry Insurance Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
Personal Auto Insurance Market May Set Epic Growth Story : Aviva, AXA, Chubb
↗
July 14, 2021
Stay up to date with Personal Auto Insurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Senior Health Insurance Market Is Booming Worldwide : AIG, Metlife, AXA, Allianz, Aviva
↗
July 12, 2021
Keep yourself up-to-date with latest market trends and maintain a competitive edge by sizing up with available business opportunity in Senior Health Insurance Market various segments and emerging...
Via
SBWire
Endowment Insurance Market Is Booming with Unstoppable Rate : Chubb Limited, Sun Life Philippines, AIA Group Limited, Royal London Mutual Insurance Society Limited
↗
July 12, 2021
Endowment Insurance Comprehensive Study by Type (Unit Linked Endowment Plan, Full/With Profit Endowment, Low-Cost Endowment, Non-profit Endowment), Application (Retirement Planning, College, Long Term...
Via
SBWire
Topics
Retirement
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