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home
about us
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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)
TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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
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Total Asset Fund (TAF)
TAF® Program
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Chubb Limited
(NY:
CB
)
309.15
-6.04 (-1.92%)
Streaming Delayed Price
Updated: 11:55 AM EST, Jan 6, 2026
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Smart Money Is Betting Big In Chubb Options
↗
April 01, 2025
Via
Benzinga
85% of Warren Buffett's $290 Billion Portfolio Is Invested in These 12 Magnificent Stocks
↗
March 31, 2025
The Oracle of Omaha is a big believer in concentrating Berkshire's invested assets into his top ideas.
Via
The Motley Fool
Is It Time to Buy These 3 Tariff-Proof Dividend Stocks?
↗
March 30, 2025
Altria, Verizon, and Chubb Limited are all insulated from Trump's unpredictable tariffs.
Via
The Motley Fool
Topics
Economy
Government
World Trade
Oxford Industries’s (NYSE:OXM) Q4: Beats On Revenue But Stock Drops
March 27, 2025
Fashion conglomerate Oxford Industries (NYSE:OXM) reported revenue ahead of Wall Street’s expectations in Q4 CY2024, but sales fell by 3.4% year on year to $390.5 million. On the other hand, next...
Via
StockStory
$100 Invested In Chubb 20 Years Ago Would Be Worth This Much Today
↗
March 07, 2025
Via
Benzinga
Here's How Much You Would Have Made Owning Chubb Stock In The Last 20 Years
↗
February 06, 2025
Via
Benzinga
Here's How Much $100 Invested In Chubb 20 Years Ago Would Be Worth Today
↗
March 26, 2025
Via
Benzinga
Want Decades of Passive Income? 3 Reliable Dividend Stocks to Buy Right Now
↗
March 26, 2025
Via
The Motley Fool
3 Top Buffett Stocks to Buy and Hold for the Long Haul
↗
March 19, 2025
Amazon, Visa, and Chubb are all great stocks to buy, hold, and forget.
Via
The Motley Fool
Master P & No Limit to Perform in NJ for a Historic Juneteenth Benefit Concert
March 06, 2025
Via
Press Release Distribution Service
Senior Life Insurance Company Named 7th Fastest-Growing Life Insurer in America
March 05, 2025
Via
Get News
Here's How Much $100 Invested In Chubb 20 Years Ago Would Be Worth Today
↗
January 27, 2025
Via
Benzinga
3 Warren Buffett Stocks to Buy With $1,100 and Hold Forever
↗
March 01, 2025
Via
The Motley Fool
Awalé Included in 2025 TSX Venture 50 List of Top Performing Companies
February 19, 2025
Toronto, Ontario--(Newsfile Corp. - February 19, 2025) - Awalé Resources Limited (TSXV: ARIC) ("Awalé" or the "Company") is pleased to...
Via
Newsfile
Billionaire Investor Stanley Druckenmiller Dumps Broadcom, Bets Big On Tesla, Amazon And Other Big Tech Stocks In Q4
↗
February 18, 2025
Billionaire investor Stanley Druckenmiller's family office Duquesne has divested his entire stake in Broadcom, simultaneously increasing his investments in major tech companies, as revealed in a recent...
Via
Benzinga
Want Decades of Passive Income? 3 Stocks to Buy Right Now
↗
February 17, 2025
Via
The Motley Fool
February Winter Weather Set To Bring Northeast Snow, Soak California Fire Zones
↗
February 11, 2025
Winter weather is moving into nearly every part of the country this week and threatens to bring several different weather hazards depending on location.
Via
Benzinga
Fintech vs. Traditional Finance: Showdown of Nu, SoFi, and Chubb
February 11, 2025
Fintech firms continue to fight for dominance; here we take a look at two recent contenders, comparing them against a long-standing insurance dividend play.
Via
MarketBeat
2 Warren Buffett Stocks to Buy Without Hesitation If You Have $1,000 to Invest Right Now
↗
February 02, 2025
Via
The Motley Fool
Palo Alto, Taiwan Semiconductor, Fortive And A Major Financial Stock On CNBC's 'Final Trades'
↗
January 30, 2025
Jason Snipe of Odyssey Capital Advisors said he is staying long on Palo Alto Networks, Inc. Supporting his choice, Morgan Stanley analyst Hamza Fodderwala, on Jan. 21, maintained Palo Alto Networks...
Via
Benzinga
Chubb CEO Expects $1.5 Billion Loss From LA Wildfires: 'California Is A Difficult Market For Insurance Companies'
↗
January 29, 2025
Chubb held its fourth-quarter earnings call on Wednesday and addressed the future financial impacts resulting from the recent California wildfires.
Via
Benzinga
Topics
Earnings
Stocks Tick Down Ahead Of Fed Meeting, Nvidia Jitters Resume, Trump Media Rallies: What's Driving Markets Wednesday?
↗
January 29, 2025
Caution dominates Wednesday's midday trading session in New York as investors anxiously await the Federal Open Market Committee decision at 2 p.m. ET.
Via
Benzinga
Topics
Economy
Government
Chubb (CB) Q4 2024 Earnings Call Transcript
↗
January 29, 2025
CB earnings call for the period ending December 31, 2024.
Via
The Motley Fool
Topics
Earnings
Chubb Stock Rises After Q4 Profit Beat: Retail Stays Bullish But Gets More Cautious
↗
January 29, 2025
The Zurich-based company reported core operating earnings of $6.02 per share, compared with the average analysts’ estimate of $5.45 per share, according to Koyfin data.
Via
Stocktwits
Tech Rebounds After Black Monday, Nvidia Rallies 6%, GM Plummets: What's Driving Markets Tuesday?
↗
January 28, 2025
Tech stocks attempted a rebound after Monday's devastating crash triggered by DeepSeek, as investors show interest in dip-buying the hardest-hit names.
Via
Benzinga
39% of Warren Buffett's $296 Billion Is Invested in These 11 Financial Stocks. Here's the Best of the Bunch for 2025.
↗
January 27, 2025
Via
The Motley Fool
LA Wildfire Update: Hughes Fire Burns 10,000 Acres, Travelers Insurance Says Fires Will Have 'Material Impact' On Q1 Earnings
↗
January 23, 2025
Travelers, one of the major insurers in Southern California, addresses the California wildfires on its quarterly earnings call on Wednesday.
Via
Benzinga
Topics
Earnings
Earnings Scheduled For January 28, 2025
↗
January 28, 2025
Via
Benzinga
Allstate, Chubb, Progressive Face Significant Losses From Wildfires, Weather Events Say Analysts Ahead Of Q4 Reports
↗
January 17, 2025
As the earnings season gets underway, analysts from BofA Securities released a preview on Friday of what to expect from major insurers' fourth-quarter reports. The firm also took a look at how the Los...
Via
Benzinga
Warren Buffett Stock Enters Buy Range Amid Bank Boom
↗
January 16, 2025
Berkshire Hathaway took a 'Rip Van Winkle' approach to Amex while selling other stocks. And it has paid off.
Via
Investor's Business Daily
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