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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)
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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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Cincinnati Financial
(NQ:
CINF
)
163.95
UNCHANGED
Streaming Delayed Price
Updated: 4:15 PM EDT, Apr 9, 2026
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Benzinga's Top Ratings Upgrades, Downgrades For July 11, 2023
↗
July 11, 2023
Via
Benzinga
Where Cincinnati Financial Stands With Analysts
↗
July 06, 2023
Via
Benzinga
Have $1,000? 2 All-Weather Dividend Stocks to Buy and Hold Forever.
↗
June 30, 2023
These stocks have raised their payouts over several decades.
Via
The Motley Fool
Death Cross Looms Over Cincinnati Financial Investors
↗
June 01, 2023
Via
Benzinga
The Latest Analyst Ratings for Cincinnati Financial
↗
April 18, 2023
Via
Benzinga
A Bullish Sign Appears On Cincinnati Financial's Chart
↗
February 14, 2023
Via
Benzinga
Why Shares of Cincinnati Financial Are Rising This Week
↗
February 09, 2023
The company reported earnings results for the fourth quarter of 2022.
Via
The Motley Fool
Want Safe Income? This Stock Raised Its Dividend In the Last 9 Recessions
↗
June 19, 2023
This company has increased its dividend payout to investors for 63 consecutive years.
Via
The Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For May 18, 2023
↗
May 18, 2023
Via
Benzinga
Cincinnati Financial (CINF) Q1 2023 Earnings Call Transcript
↗
April 28, 2023
CINF earnings call for the period ending March 31, 2023.
Via
The Motley Fool
Why Investors Shouldn't Worry About This Dividend Stock's Unprofitable Year
↗
March 06, 2023
This company had a tough year last year, but not for the reason you may expect.
Via
The Motley Fool
Cincinnati Financial's Earnings Outlook
↗
February 03, 2023
Via
Benzinga
MKM Partners Maintains Buy Rating for Cincinnati Financial: Here's What You Need To Know
↗
December 05, 2022
Via
Benzinga
Cincinnati Financial (CINF) Q3 2022 Earnings Call Transcript
↗
November 01, 2022
CINF earnings call for the period ending September 30, 2022.
Via
The Motley Fool
3 of the Most Dependable Dividend Stocks on the Planet
↗
March 02, 2023
The goal is to find companies that can keep paying and growing their dividends every year.
Via
The Motley Fool
Buying This Dividend King Right Now Is a Smart Move for Income Investors
↗
February 28, 2023
This longtime dividend payer can help you generate a reliable passive income stream.
Via
The Motley Fool
Cincinnati Financial (CINF) Q4 2022 Earnings Call Transcript
↗
February 07, 2023
CINF earnings call for the period ending December 31, 2022.
Via
The Motley Fool
Insurance Stocks Moving In Tuesday's Intraday Session
↗
February 07, 2023
Via
Benzinga
Insurance Stocks Moving In Tuesday's Intraday Session
↗
January 17, 2023
Via
Benzinga
Earnings Scheduled For February 6, 2023
↗
February 06, 2023
Companies Reporting Before The Bell • Cummins (NYSE:CMI) is projected to report quarterly earnings at $4.56 per share on revenue of $7.21 billion.
Via
Benzinga
Can't Get Enough of Berkshire Hathaway? Add These 2 Similar Stocks to Your Portfolio
↗
January 16, 2023
Berkshire Hathaway's investment strategy helped it become an extremely successful stock.
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Benzinga's Top Ratings Upgrades, Downgrades For January 20, 2023
↗
January 20, 2023
Via
Benzinga
4 Dividend Stocks You Can Trust In a Bear Market
↗
January 10, 2023
Dividend stocks can offer excellent returns in bear markets.
Via
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12 Forever Stocks For Generational Rising Passive Income
↗
December 31, 2022
A look at 12 “forever” stocks coming from various industries, including technology, healthcare, and consumer goods, with solid track records of growth and stability.
Via
Talk Markets
This Dividend King Operates a Lot Like Berkshire Hathaway
↗
December 22, 2022
Berkshire Hathaway, the conglomerate run by legendary investor Warren Buffett, has widely outperformed the market.
Via
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3 Dividend Aristocrats That Will Keep Paying in 2023
↗
December 21, 2022
The possibility of volatile market conditions next year has made dividend-paying stocks attractive.
Via
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Reliable Passive Income: an Analysis on Dividend Kings
↗
December 13, 2022
A Dividend King is any stock that has increased its dividend for 50+ cosecutive years, doubling that of a Dividend Aristocrat.
Via
The Motley Fool
10 Financials Stocks With Whale Alerts In Today's Session
↗
December 07, 2022
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity...
Via
Benzinga
Earnings Scheduled For October 31, 2022
↗
October 31, 2022
Companies Reporting Before The Bell • Insperity (NYSE:NSP) is estimated to report quarterly earnings at $0.96 per share on revenue of $1.46 billion.
Via
Benzinga
Preview: Cincinnati Financial's Earnings
↗
October 28, 2022
Cincinnati Financial (NASDAQ:CINF) is set to give its latest quarterly earnings report on Monday, 2022-10-31. Here's what investors need to know before the announcement. Analysts estimate that...
Via
Benzinga
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