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home
about us
Investment Approach
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Value Proposition
Team Biographies
Firm ADV PDFs
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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 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
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EVENTS
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Event Schedule
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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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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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Liability Insurance Market May Set Epic Growth Story with Travelers, Hiscox, Tokio Marine, AIG, Allianz
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Business Travel Accident Insurance Market Giants Spending Is Going to Boom : Zurich, Tokio Marine Holdings, AWP Australia
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Endowment Insurance Market to See Major Growth by 2026 : Chubb, AMP, Aviva
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Property Insurance for Oil & Gas Sector Market to See Thriving Worldwide : AXA, Chubb, Allianz
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Directors and Officers Liability Insurance Market Next Big Thing : Major Giants Chubb (ACE), AIG, Hiscox
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June 18, 2021
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Cosmetology Insurance Market to Witness Huge Growth by 2026: Key Players – Chubb, Hiscox, Allianz
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June 17, 2021
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Cyber Insurance Market May Set a New Epic Growth Story : Lloyds, AON, Lockton Companies
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June 17, 2021
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Agriculture Crop Insurance Market to See Stunning Growth : Chubb, Prudential Financial, Sompo Holdings
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June 17, 2021
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InsureTech Connect to be Powered by Bold Penguin
June 17, 2021
Bold Penguin is proud to announce that it is the presenting sponsor for InsureTech Connect, the insurance industry’s leading technology conference.
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Private Motor Insurance Market May Set New Epic Growth Story : Allianz, Chubb, State Farm
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June 16, 2021
Stay up-to-date with Private Motor Insurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
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Inland Marine Insurance Market Worth Observing Growth: Liberty Mutual, Hartford, Great American Insurance
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June 09, 2021
Get a view on global Inland Marine Insurance market sales by marketing channels. Target important market by region and tap important dynamics of this industry.
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Casualty Insurance for Oil and Gas Sector Market Next Big Thing : Major Giants Chubb, Zurich Insurance Group, Starr International Company
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June 01, 2021
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Casualty Insurance Market to See Thriving Worldwide : Allstate, Chubb, Allianz
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June 17, 2021
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Business Management Liability Insurance Market to See Huge Growth by 2026 : Hiscox, Allianz, AXA
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June 16, 2021
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Crime Insurance Market to See Huge Growth by 2026: Chubb, AXA, Zurich Insurance
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June 11, 2021
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Environmental Liability Insurance Market May Set Massive Growth by 2026 : Allianz, Zurich, Liberty Mutual
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June 11, 2021
Environmental Liability Insurance Comprehensive Study by Type (Contractor Pollution Liability, Combined GL/Pollution, Fixed Site Pollution, Combined GL/Pollution/Professional, Others), Application...
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New Study: Commercial Insurance Market Forecast to 2026 : The Hartford ,Hiscox ,Chubb ,Nationwide ,Farmers Insurance
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June 09, 2021
Edison, NJ -- (SBWIRE) -- 06/09/2021 -- Big Boom in Commercial insurance Market 2021, Scope and Price Analysis of Top Manufacturers Profiles, Market Growth Factors
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Jim Knight of Knight Insights to be Featured on Close Up Radio
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Fine Art Insurance Market Is Booming Worldwide with Progressive Corporation, CPIC, Chubb Limited
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June 04, 2021
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Mobile Phone Insurance Market May See a Big Move : Major Giants Apple, AXA, Asurion
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June 08, 2021
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Life, Pension, Health & Disability Insurance Market to See Huge Growth by 2026 : AIG, Allianz, AXA
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June 07, 2021
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Aircraft Insurance Market to Witness Huge Growth by 2026 : Old Republic Aerospace, Chubb, Starr International
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June 07, 2021
Stay up-to-date with Aircraft Insurance market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
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Adventure Travel Insurance Market Next Big Thing : Major Giants Allianz, Zurich, AXA Group
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June 04, 2021
Stay up-to-date with Adventure Travel Insurance market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
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Credit Insurance Market Likely to Boost Future Growth by 2025 : Zurich Insurance, AIG, Chubb
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June 03, 2021
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Cyber Insurance Market Next Big Thing : Major Giants : The Chubb Corporation , Zurich Insurance Co. Ltd , XL Group Ltd
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June 02, 2021
Edison, NJ -- (SBWIRE) -- 06/02/2021 -- Cyber-insurance is referring as an insurance product used to protect the businesses and individual users from Internet-based risks, and more generally from the...
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SBWire
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Flood Insurance Market Shaping from Growth to Value 2021 : Tokio Marine ,Assurant ,Chubb ,PingAn
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June 02, 2021
Edison, NJ -- (SBWIRE) -- 06/02/2021 -- Flood insurance is refer as the specific insurance coverage which is against property loss from flooding. Insurers often refer to the topographical maps which...
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SBWire
Flood Insurance - Market a Worth Observing Growth: Allianz, Zurich, Allstate
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June 02, 2021
Get an extensive global Flood Insurance market analysis of the dominant vendors, their latest products and services, and the competitive landscape of the industry.
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Environmental Liability Insurance Market Is Thriving Worldwide: Ping an Insurance, Allianz, Liberty Mutual
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June 01, 2021
Get an extensive Environmental Liability Insurance Market analysis of the dominant vendors, their latest products and services, and the competitive landscape of the industry.
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Food Safety Insurance Market Is Booming Worldwide : Veracity Insurance, Insureon, Nationwide, Chubb, BizCover
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May 31, 2021
Stay up-to-date with Food Safety Insurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
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Variable Universal Life Insurance Market Next Big Thing : Major Giants AXA, Chubb, Allianz
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May 28, 2021
Stay up-to-date with Variable Universal Life Insurance market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
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