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home
about us
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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
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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MetLife
(NY:
MET
)
70.72
+2.45 (+3.59%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 31, 2026
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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
MetLife Recognized Among Best Companies for Working Parents
November 22, 2021
SOURCE: MetLife, Inc.
Via
3BL Media
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
Insurance Stocks Moving In Friday's Intraday Session
↗
December 03, 2021
According to Benzinga Pro following are the gainers and losers in Insurance industry fo...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For December 3, 2021
↗
December 03, 2021
Upgrades Cowen & Co. upgraded the previous rating for Marvell Technology Inc (NASDAQ:
Via
Benzinga
Why the Brain Health Epidemic is a Major Threat to Post-Pandemic Recovery – and What We Must Do to Urgently Address It
November 15, 2021
(BPT) - By Barry Greene, Chief Executive Officer, Sage Therapeutics
Via
Brandpoint
Topics
Economy
Architects & Engineers (A&E) Insurance Industry to 2027: Market Capacity, Revenue Generation, Investment Trends, Regulations and Opportunities
December 02, 2021
The entire data presented in the Architects & Engineers (A&E) Insurance market research report was gathered, analyzed, and evaluated using SWOT analysis, Poster's Five Force analysis, player...
Via
SBWire
MetLife a Top Company for Executive Women
November 30, 2021
From
MetLife, Inc.
Via
Business Wire
8 Life and Health Insurance Dividend Growth Stocks
↗
November 24, 2021
A look at eight undervalued dividend growth stocks with dividend yields ranging from 2.51% to 5.11%.
Via
Talk Markets
Accident and Illness Pet Insurance Market to Witness Huge Growth by 2026 : MetLife, Lemonade, Trupanion
↗
November 24, 2021
What's Ahead in the Global Accident and Illness Pet Insurance Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
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
Private Passenger Auto Insurance Market May See a Big Move : MAPFRE, GEICO, MetLife
↗
November 30, 2021
Stay up to date with Private Passenger Auto Insurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
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
Heart Disease Insurance Market to See Huge Growth by 2026 : Allianz, MetLife, Star Health Insurance
↗
November 24, 2021
Heart Disease Insurance Comprehensive Study by Distribution Channel (Online Insurance Service, Offline Insurance Service), Duration (Life Insurance, Term Insurance), Features (Diagnosis/Procedure,...
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
MetLife Recognized for Hispanic Inclusion
November 23, 2021
SOURCE: MetLife, Inc.
Via
3BL Media
Topics
Immigration
Supply Chain
Over 250 IR and Governance Professionals to Attend ESG Integration Forum
November 23, 2021
SOURCE: IR Magazine
Via
3BL Media
Topics
Regulatory Compliance
MetLife Recognized as One of America's Best Adoption-friendly Workplaces
November 19, 2021
SOURCE: MetLife, Inc.
Via
3BL Media
Topics
Retirement
Highlights From Taproot Foundation's 2021 U.S. Pro Bono Summit
November 18, 2021
SOURCE: Taproot Foundation
Via
3BL Media
MetLife Named to 2021 Dow Jones Sustainability Index
November 18, 2021
SOURCE: MetLife, Inc.
Via
3BL Media
Topics
Bonds
Climate Change
Emissions
Dental Insurance Market May See a Big Move: Major Giants AXA, CIGNA Dental, Aetna, Cigna
↗
November 19, 2021
The Global Dental Insurance offers energetic visions to conclude market size, opportunities, growth pattern, and competitive surroundings. The research is derived through primary and secondary sourced...
Via
SBWire
MetLife CEO Michel Khalaf and CFO John McCallion to Speak at the Goldman Sachs 2021 US Financial Services Conference
November 16, 2021
From
MetLife, Inc.
Via
Business Wire
MetLife Declares Fourth Quarter 2021 Preferred Stock Dividends
November 15, 2021
From
MetLife, Inc.
Via
Business Wire
MetLife Named to 2021 Dow Jones Sustainability Index
November 15, 2021
From
MetLife, Inc.
Via
Business Wire
MetLife Recognized as a Military Friendly Employer for the 10th Consecutive Year
November 11, 2021
From
MetLife, Inc.
Via
Business Wire
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
MetLife Investment Management’s Joint Ventures With Norges Bank Investment Management and New York State Common Retirement Fund Once Again Achieve 5 Star Ratings From GRESB Assessment
November 08, 2021
From
MetLife, Inc.
Via
Business Wire
MetLife Inc (MET) Q3 2021 Earnings Call Transcript
↗
November 04, 2021
MET earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
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
MetLife CFO John McCallion Provides Third Quarter 2021 Financial Update Video
November 03, 2021
From
MetLife, Inc.
Via
Business Wire
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