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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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Best-Selling Product Management Book Updated With Post-Covid Business Landscape In Mind
May 06, 2021
The Product Manager’s Desk Reference has been updated for a post-Covid world while providing a reliable resource for product managers to excel in their role.
Via
EIN Presswire
Lithium Geophysical Exploration Commences on Senneville Claim Group, Val-d'Or
May 06, 2021
TheNewswire - May 6, 2021 - Xander Resources Inc. (TSXV:XND) (FSE:1XI) (OTC:XNDRF) ("Xander" or the "Company") is excited to announce that geophysical exploration has commenced targeting the Lithium...
Via
TheNewswire.com
Flood Insurance Market to Eyewitness Massive Growth by 2025 : Allianz, Zurich Financial Services, Allstate
↗
May 05, 2021
What's Ahead in the Global Flood Insurance Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
Poultry Insurance Market to See Booming Growth with Nationwide, Zurich, Chubb
↗
May 04, 2021
What's Ahead in the Global Poultry Insurance Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
Topics
Supply Chain
Product Liability Insurance Market to Eyewitness Massive Growth by 2026 : AdvisorSmith, AIG, Hartford
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April 29, 2021
Stay up-to-date with Product Liability Insurance market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Supply Chain
Commercial Truck Fleet Insurance Market Worth Observing Growth: Sompo Japan, Liberty Mutual, Tokyo Marine
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April 28, 2021
HTF MI released global Commercial Truck Fleet Insurance market research study .Check what differences transitions in customer choices may bring?
Via
SBWire
Earnings Scheduled For April 27, 2021
↗
April 27, 2021
Companies Reporting Before The Bell • Camden National (NASDAQ:CAC) is projected to report quarterly earnings at $1.01 per share on revenue of $45.73 million. •...
Via
Benzinga
Lithium Host Geology Identified on Senneville Claim Group, Val-d'Or
May 04, 2021
May 4, 2021 - TheNewswire - Xander Resources Inc. - (TSXV:XND) (FSE:1XI) (OTC:XNDRF) ("Xander" or the "Company") is excited to announce that Lithium Geology has been identified on the West side of the...
Via
TheNewswire.com
Great Thunder Moves Drill to the Chubb Lithium Project, Quebec
May 04, 2021
Vancouver, British Columbia--(Newsfile Corp. - May 4, 2021) - Great Thunder Gold Corp. (CSE: GTG) (OTC PINK: GTGFF) (FSE: M4KQ)...
Via
Newsfile
Commercial Insurance Market to See Revolutionary Growth : Chubb, Nationwide, Liberty Mutual, the Hanover
↗
May 03, 2021
Commercial insurance Comprehensive Study by Type (Property Insurance, Shopkeeper Insurance, Marine Insurance, Liability Insurance, Engineering Insurance, Energy Insurance, International Insurance,...
Via
SBWire
Topics
Artificial Intelligence
Energy Insurance Market Is Set to Experience a Revolutionary Growth by 2026 : Liberty Mutual, Chubb, AIG, AXA
↗
April 21, 2021
Edison, NJ -- (SBWIRE) -- 04/21/2021 -- A new business intelligence report released by HTF MI with title "Global Energy Insurance Market Report 2020 by Key Players, Types, Applications, Countries,...
Via
SBWire
Professional Liability Insurance Market to Witness Massive Growth by 2026 : Chubb, Hiscox, Allianz, Tokio Marine
↗
May 03, 2021
Stay up-to-date with Professional Liability Insurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Topics
Economy
Mobile Phone Insurance Market Is Booming Worldwide with American International Group, AppleAxa S.A., Asurion
↗
April 30, 2021
What's Ahead in the Global Mobile Phone Insurance Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
Gadget Insurance Market to Eyewitness Massive Growth by 2025 : Gadget Cover, NRMA Insurance, Chubb
↗
April 30, 2021
What's Ahead in the Global Gadget Insurance Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
Directors and Officers Liability Insurance Market May See Big Move with Major Giants : Chubb, AIG, Hiscox
↗
April 30, 2021
What's Ahead in the Global Directors and Officers Liability Insurance Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
Topics
Lawsuit
Insurance Stocks Moving In Thursday's Intraday Session
↗
April 29, 2021
According to Benzinga Pro following are the gainers and losers in Insurance industry for today's Intraday session. Gainers Cincinnati Financial...
Via
Benzinga
Insurance and ReInsurance Market to Witness Huge Growth by 2026 : Allianz, Aviva, AXA
↗
April 29, 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.
Via
SBWire
Property & Casualty Insurance for Oil & Gas Sector Market Is Booming Worldwide with Allianz, American International Group, Arch Capital Group Ltd
↗
April 29, 2021
What's Ahead in the Global Property & Casualty Insurance for Oil & Gas Sector Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
Topics
Artificial Intelligence
Economy
Marine Insurance Market May Set New Growth Story : Allianz, American International, Aon
↗
April 29, 2021
What's Ahead in the Global Marine Insurance Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
Chubb Corp (CB) Q1 2021 Earnings Call Transcript
↗
April 28, 2021
CB earnings call for the period ending March 31, 2021.
Via
The Motley Fool
Topics
Earnings
Insurance Stocks Moving In Wednesday's Intraday Session
↗
April 28, 2021
According to Benzinga Pro following are the gainers and losers in Insurance industry for today's Intraday session. Gainers Tian Ruixiang Holdin...
Via
Benzinga
Livestock Insurance Market to See Massive Growth by 2026 : ICICI Lombard, Zurich, Everest Re
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April 28, 2021
Stay up to date with Livestock Insurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
Chubb: Q1 Earnings Insights
↗
April 27, 2021
Shares of Chubb (NYSE:CB) moved higher in after-market trading after the company reported Q1 results. Quarterly Results Earnings per share were down 5.97% over the past year...
Via
Benzinga
Business Catastrophe Insurance Market to Witness Massive Growth by 2025 : Allianz, Zurich Insurance, Allstate
↗
April 26, 2021
Business Catastrophe Insurance Comprehensive Study by Type (Commercial Property Insurance, Commercial Health Insurance), Application (Large Corporations, Small and Medium-Sized Companies, Personal),...
Via
SBWire
Art Insurance Market May See Big Move with Axa S.A., Chubb Limited, Allianz SE
↗
April 26, 2021
Art Insurance Comprehensive Study by Type (Property Insurance, Title Insurance), Application (Private, Commercial), Art Type (Fine Art, Visual Art, Decorative Art), Coverage (Physical Damage, Loss Due...
Via
SBWire
Topics
Economy
Insurance Stocks Moving In Monday's Intraday Session
↗
April 26, 2021
According to Benzinga Pro following are the gainers and losers in Insurance industry for today's Intraday session. Gainers Root (NASDAQ:
Via
Benzinga
Plant Insurance Market to Eyewitness Massive Growth by 2026 : Zurich, Chubb, Prudential
↗
April 21, 2021
What's Ahead in the Global Plant Insurance Market? Benchmark yourself with strategic steps and conclusions recently published by AMA
Via
SBWire
Ridesharing Insurance Market to Set Phenomenal Growth from 2021-2027 : Munich Re, BNP Cardif, Crédit Agricole Assurances
↗
April 22, 2021
Get Global Ridesharing Insurance market analysis, key vendors & competitive scenario of the market prepared using market research tools such as Porter’s five forces and SWOT analysis.
Via
SBWire
Energy Insurance Market to See Huge Growth by 2026 : AIG, AXA, Zurich Insurance
↗
April 22, 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.
Via
SBWire
Art Insurance Market to Eyewitness Massive Growth by 2026 : AXA, Allianz, AIG
↗
April 21, 2021
Stay up to date with Art Insurance Market research offered by HTF MI. Check how key trends and emerging drivers are shaping this industry growth.
Via
SBWire
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