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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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Principal Financial Group
(NQ:
PFG
)
88.21
-0.69 (-0.78%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 31, 2025
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Principal® survey reveals businesses set to grow, amid increased levels of optimism
May 07, 2024
From
Principal Financial Group
Via
Business Wire
10 Analysts Assess Principal Finl Gr: What You Need To Know
↗
April 29, 2024
Via
Benzinga
PFG Stock Earnings: Principal Finl Gr Misses EPS, Beats Revenue for Q1 2024
↗
April 25, 2024
PFG stock results show that Principal Finl Gr missed analyst estimates for earnings per share but beat on revenue for the first quarter of 2024.
Via
InvestorPlace
Principal Financial Group Announces First Quarter 2024 Results
April 25, 2024
From
Principal Financial Group
Via
Business Wire
3 Brands That Should Sign Caitlin Clark After Her Viral March Madness Run
↗
April 15, 2024
Caitlin Clark stocks will grow exponentially in the years ahead as her leadership and talent attract more companies and sponsorship deals.
Via
InvestorPlace
In-Depth Examination Of 5 Analyst Recommendations For Principal Finl Gr
↗
April 05, 2024
Via
Benzinga
A Preview Of Principal Finl Gr's Earnings
↗
February 09, 2024
Via
Benzinga
Where Principal Finl Gr Stands With Analysts
↗
January 04, 2024
Via
Benzinga
Principal® achieves sustainability goals in newly released report
April 15, 2024
From
Principal Financial Group
Via
Business Wire
Principal to Announce First Quarter 2024 Financial Results
April 04, 2024
From
Principal Financial Group
Via
Business Wire
AM Best Affirms Credit Ratings of Principal Financial Group, Inc. and Its Subsidiaries
March 27, 2024
From
AM Best
Via
Business Wire
Principal® Earns 2024 ENERGY STAR® Partner of the Year Sustained Excellence Award for Seventh Consecutive Year
March 27, 2024
From
Principal Financial Group
Via
Business Wire
3 Stocks to Buy for Both Dividends and Value in March
↗
March 26, 2024
Insurance and banking are two of the best industries for dividend and value stocks heading into the second quarter.
Via
InvestorPlace
Principal Financial Group Inc. (NASDAQ: PFG) Sets New 52-Week High in Friday Session
March 22, 2024
Via
Investor Brand Network
Topics
Retirement
Principal® named one of the 2024 World’s Most Ethical Companies by Ethisphere
March 04, 2024
From
Principal Financial Group
Via
Business Wire
Insurance Stocks Moving In Wednesday's Intraday Session
↗
February 14, 2024
Via
Benzinga
Principal Financial Group® Announces Full Year and Fourth Quarter 2023 Results as well as 2024 Outlook
February 12, 2024
From
Principal Financial Group
Via
Business Wire
Wall Street Extends Record Highs Ahead Of Key Inflation Report, Bitcoin Hits $50,000, NVIDIA Surpasses Amazon: What's Driving Markets Monday?
↗
February 12, 2024
Wall Street kicked off the week on a high note, with the S&P 500 and Nasdaq 100 reaching new highs in anticipation of the January inflation report scheduled for this Tuesday.
Via
Benzinga
Topics
Economy
Nasdaq, S&P Futures Flatline As Key Inflation Data, More Earnings Lie In Store This Week: Analyst Flags 'Some Caution' On Overvaluations
↗
February 12, 2024
U.S. stock futures once again displayed indecision on Monday, echoing recent sessions and reflecting market uncertainties. With no major earnings reports expected in the morning, attention is likely to...
Via
Benzinga
Topics
Economy
Stocks
Earnings Scheduled For February 12, 2024
↗
February 12, 2024
Companies Reporting Before The Bell • Beasley Broadcast Group (NASDAQ:BBGI) is projected to report quarterly loss at $0.07 per share on revenue of $66.05 million.
Via
Benzinga
How To Earn $500 A Month From Principal Financial Group Stock Ahead Of Q4 Print
↗
February 09, 2024
Principal Financial Group, Inc. (NASDAQ: PFG) is expected to release earnings results for its fourth quarter, after the closing bell on Feb. 12.
Via
Benzinga
Principal® Charity Classic renews investment in the Legacy Project
January 26, 2024
From
Principal Charity Classic
Via
Business Wire
Principal® to host The Thread Collectors authors for International Women’s Day event
January 23, 2024
From
Principal Financial Group
Via
Business Wire
Principal® CEO Dan Houston to Speak at 2024 Bank of America Financial Services Conference
January 22, 2024
From
Principal Financial Group
Via
Business Wire
Beyond Business: Principal® Provides Office Space to Pi515
January 16, 2024
From
Principal Financial Group
Via
Business Wire
Principal® Names Kamal Bhatia Head of Asset Management
January 11, 2024
From
Principal Financial Group
Via
Business Wire
Principal® Announces New Presenting Sponsorship of the John R. Wooden Award
January 10, 2024
From
Principal Financial Group
Via
Business Wire
Retirement Expectations Evolve as Workforce Ages According to Principal® Survey
January 10, 2024
From
Principal Financial Group
Via
Business Wire
Principal Financial Group to hold combined earnings and outlook call
January 04, 2024
From
Principal Financial Group
Via
Business Wire
Principal® Named a Best Place to Work in Money Management by Pensions & Investments for Twelfth Consecutive Year
December 12, 2023
From
Principal Financial Group
Via
Business Wire
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