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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
Featured Quarterly Newsletter
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Principal Financial Group
(NQ:
PFG
)
88.76
+0.55 (+0.62%)
Streaming Delayed Price
Updated: 11:44 AM EST, Jan 2, 2026
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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
Investors Should Not Pay More Than A 15 P/E Ratio When Buying A Stock
↗
December 01, 2023
A look at how the P/E ratio can help determine if a stock is trading at a fair valuation or not, and whether it is a good investment.
Via
Talk Markets
Insurance Stocks Moving In Wednesday's Intraday Session
↗
November 29, 2023
Via
Benzinga
Principal Asset Management℠ Real Estate Strategies Receive 4-Star Rating From Global Real Estate Sustainability Benchmark in 2023
November 27, 2023
From
Principal Financial Group
Via
Business Wire
The Latest Analyst Ratings for Principal Finl Gr
↗
November 15, 2023
Via
Benzinga
Principal® Announces Financial Services Leader Pablo Sprenger to Head Latin America
November 01, 2023
From
Principal Financial Group
Via
Business Wire
Principal Financial Group® Announces Third Quarter 2023 Results
October 26, 2023
From
Principal Financial Group
Via
Business Wire
Women Small Business Owners Take Fewer Risks, Have Investment Confidence Gaps
October 26, 2023
From
Principal Financial Group
Via
Business Wire
Analyst Expectations for Principal Finl Gr's Future
↗
October 24, 2023
Via
Benzinga
The Latest Analyst Ratings for Principal Finl Gr
↗
October 02, 2023
Via
Benzinga
Analyst Expectations for Principal Finl Gr's Future
↗
September 14, 2023
Via
Benzinga
The Latest Analyst Ratings for Principal Finl Gr
↗
July 31, 2023
Via
Benzinga
Principal Financial Group® Chairman, President & CEO Dan Houston Recognized with the 2023 Ray Lillywhite Award by EBRI at the Defined Contribution West Conference in San Diego, CA
October 24, 2023
From
Principal Financial Group
Via
Business Wire
Despite Continued Economic Volatility, Global Financial Inclusion Improved According to the Global Financial Inclusion Index from Principal®
October 03, 2023
From
Principal Financial Group
Via
Business Wire
Principal to Announce Third Quarter 2023 Financial Results
October 02, 2023
From
Principal Financial Group
Via
Business Wire
Earnings Preview For Principal Finl Gr
↗
July 26, 2023
Via
Benzinga
9 Analysts Have This to Say About Principal Finl Gr
↗
June 23, 2023
Via
Benzinga
The Gender Gap is Still Very Real in Workplace Financial Wellness Programs
September 21, 2023
From
Principal Financial Group
Via
Business Wire
2023 Principal® Charity Classic Propels Tournament to More Than $50 Million Raised for Iowa Kids Since 2007
September 06, 2023
From
Principal Financial Group
Via
Business Wire
Principal® Hires Industry Veteran George Maris as CIO, Global Head of Equities
September 05, 2023
From
Principal Asset Management
Via
Business Wire
Deanna Strable to Speak at Barclays Global Financial Services Conference
August 24, 2023
From
Principal Financial Group
Via
Business Wire
Principal® Survey Finds Businesses Are Growing While Employees Are Less Confident
August 08, 2023
From
Principal Financial Group
Via
Business Wire
Michael Goosay joins Principal® as managing director of global fixed income
August 07, 2023
From
Principal Financial Group
Via
Business Wire
Principal Financial Group® Announces Second Quarter 2023 Results
July 27, 2023
From
Principal Financial Group
Via
Business Wire
Principal® launches Focused Blue Chip ETF
July 13, 2023
From
Principal Financial Group
Via
Business Wire
5 Investors Betting Big on Domino’s Pizza (DPZ) Stock Now
↗
July 12, 2023
A key partnership announcement with Uber has sent shares of DPZ stock soaring as investors bet on better growth.
Via
InvestorPlace
Piper Sandler Maintains Neutral Rating for Principal Finl Gr: Here's What You Need To Know
↗
July 07, 2023
Via
Benzinga
Principal® Joins Industry Consortium to Support Automatic Portability of U.S. Retirement Accounts
July 06, 2023
From
Principal Financial Group
Via
Business Wire
Principal® to announce second quarter 2023 financial results
June 29, 2023
From
Principal Financial Group
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For June 23, 2023
↗
June 23, 2023
Via
Benzinga
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