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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
MARKET RESEARCH
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Marsh & McLennan
(NY:
MMC
)
186.90
+4.00 (+2.19%)
Official Closing Price
Updated: 7:00 PM EST, Jan 8, 2026
Add to My Watchlist
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$1000 Invested In Marsh & McLennan Cos 20 Years Ago Would Be Worth This Much Today
↗
May 02, 2025
Via
Benzinga
Marsh McLennan’s Mercer Completes Acquisition of SECOR Asset Management
May 02, 2025
From
Mercer
Via
Business Wire
These 3 Funds Offer Sky-High Yields of 15% or More and Trade at a Discount
↗
April 30, 2025
Via
The Motley Fool
Price Over Earnings Overview: Marsh & McLennan Cos
↗
April 16, 2025
Via
Benzinga
$100 Invested In This Stock 15 Years Ago Would Be Worth This Much Today
↗
February 21, 2025
Via
Benzinga
Peering Into Marsh & McLennan's Recent Short Interest
↗
February 19, 2025
Via
Benzinga
If You Invested $100 In This Stock 20 Years Ago, You Would Have This Much Today
↗
April 18, 2025
Via
Benzinga
Stay informed with the top movers within the S&P500 index on Thursday.
↗
April 17, 2025
Join us in exploring the top gainers and losers within the S&P500 index one hour before the close of the markets on Thursday as we examine the latest happenings in today's session.
Via
Chartmill
What's going on in today's session: S&P500 movers
↗
April 17, 2025
Curious about the top performers within the S&P500 index in the middle of the day on Thursday? Dive into the list of today's session's top gainers and losers for a comprehensive overview.
Via
Chartmill
Wall Street Rebounds, Eli Lilly Rallies, UnitedHealth Group Plummets: What's Driving Markets Thursday?
↗
April 17, 2025
Wall Street saw a rebound in risk appetite on Thursday ahead of the long Easter weekend, as President Donald Trump signaled positive momentum in trade negotiations.
Via
Benzinga
Topics
Government
These S&P500 stocks are gapping in today's session
↗
April 17, 2025
Curious about the market action on Thursday? Dive into the US markets to explore the gap up and gap down stocks in the S&P500 index during today's session.
Via
Chartmill
Marsh McLennan Reports First Quarter 2025 Results
April 17, 2025
From
Marsh McLennan
Via
Business Wire
Earnings Scheduled For April 17, 2025
↗
April 17, 2025
Via
Benzinga
If You Invested $100 In This Stock 10 Years Ago, You Would Have This Much Today
↗
January 30, 2025
Via
Benzinga
Insights Ahead: Marsh & McLennan's Quarterly Earnings
↗
April 16, 2025
Via
Benzinga
How Is The Market Feeling About Marsh & McLennan Cos?
↗
April 15, 2025
Via
Benzinga
US Stocks Futures Trade Mixed Ahead Of Opening Bell: 'Preserve Capital In Conditions Of High Uncertainty,' Says Expert
↗
April 09, 2025
U.S. stock futures were volatile on Wednesday after the equities reversed gains on Tuesday following Donald Trump's 104% tariff on China.
Via
Benzinga
Topics
Government
World Trade
Why Venus Concept Shares Are Trading Higher By Over 200%; Here Are 20 Stocks Moving Premarket
↗
April 09, 2025
Via
Benzinga
Marsh McLennan Agency Acquires Arthur Hall Insurance
April 02, 2025
From
Marsh McLennan Agency
Via
Business Wire
Is Marsh & McLennan Gaining or Losing Market Support?
↗
March 25, 2025
Via
Benzinga
$100 Invested In This Stock 20 Years Ago Would Be Worth This Much Today
↗
March 20, 2025
Via
Benzinga
Marsh McLennan to Host First Quarter Earnings Investor Call on April 17
March 20, 2025
From
Marsh McLennan
Via
Business Wire
Price Over Earnings Overview: Marsh & McLennan
↗
March 14, 2025
Via
Benzinga
Marsh McLennan Declares Quarterly Cash Dividend
March 12, 2025
From
Marsh McLennan
Via
Business Wire
Marsh McLennan’s Mercer to Acquire SECOR Asset Management
February 18, 2025
From
Mercer
Via
Business Wire
Marsh & McLennan Companies (MMC) Q4 2024 Earnings Call Transcript
↗
January 30, 2025
MMC earnings call for the period ending December 31, 2024.
Via
The Motley Fool
Topics
Earnings
Marsh McLennan Reports Strong Fourth Quarter and Full-Year 2024 Results
January 30, 2025
From
Marsh McLennan
Via
Business Wire
Earnings Scheduled For January 30, 2025
↗
January 30, 2025
Via
Benzinga
Marsh McLennan Declares Quarterly Cash Dividend
January 15, 2025
From
Marsh McLennan
Via
Business Wire
Visualizing America’s $1.7 Trillion Insurance Industry
↗
January 14, 2025
As of Jan. 7, 2025, UnitedHealth Group is the country’s most valuable insurance company, with a market cap of $473 billion.
Via
Talk Markets
Topics
Stocks / Equities
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