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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
)
89.42
+1.21 (+1.37%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
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Chipotle To Rally Over 12%? Here Are 10 Other Analyst Forecasts For Friday
↗
June 23, 2023
Keybanc boosted the price target for Advanced Energy Industries, Inc. (NASDAQ: AEIS) from $105 to $125. Keybanc analyst Steve Barger maintained an Overweight rating. Advanced Energy shares fell 0.6% to...
Via
Benzinga
Bargain Buys: 3 Stocks Trading Below 7x Earnings Not to Miss
↗
June 21, 2023
If you’re looking for bargain stocks to buy, one place to start is with companies with low price-to-earnings multiples under 7x.
Via
InvestorPlace
Principal Financial Group Gets An Upgrade: A Look Into Its Investment Portfolio's Strength
↗
June 09, 2023
Keefe, Bruyette & Woods, Inc analyst Ryan Krueger upgraded Principal Financial Group Inc (NASDAQ: PFG) to Market Perform from Underperform at a reduced
Via
Benzinga
Keefe, Bruyette & Woods Upgrades Principal Finl Gr: Here's What You Need To Know
↗
June 09, 2023
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For June 9, 2023
↗
June 09, 2023
Via
Benzinga
The Latest Analyst Ratings for Principal Finl Gr
↗
June 02, 2023
Via
Benzinga
Analyst Expectations for Principal Finl Gr's Future
↗
April 25, 2023
Via
Benzinga
3 Stocks to Sell as Strategists Get Jittery
↗
June 01, 2023
Although an unpopular topic, investors need to be cognizant of the top stocks to sell now, especially if analysts hate them.
Via
InvestorPlace
Principal® debuts annuity solution with sustainability index
June 01, 2023
From
Principal Financial Group
Via
Business Wire
Insurance Stocks Moving In Wednesday's Intraday Session
↗
May 31, 2023
Via
Benzinga
Principal® Foundation Invests More Than $30 Million to Help Over 8 Million People Access Greater Financial Security
May 25, 2023
From
Principal Financial Group
Via
Business Wire
Death Cross Looms Over Principal Finl Gr Investors
↗
April 19, 2023
Via
Benzinga
Expert Ratings for Principal Finl Gr
↗
April 04, 2023
Via
Benzinga
Analyst Expectations for Principal Finl Gr's Future
↗
March 03, 2023
Via
Benzinga
Roberto Walker to Retire From Principal After 27 Years
May 11, 2023
From
Principal Financial Group
Via
Business Wire
Businesses report growth despite continued inflationary and economic uncertainty, according to new Principal® survey
May 02, 2023
From
Principal Financial Group
Via
Business Wire
MGM Resorts To Rally Around 33%? Here Are 10 Other Analyst Forecasts For Tuesday
↗
May 02, 2023
Credit Suisse boosted the price target for KBR, Inc. (NYSE: KBR) from $68 to $71. Credit Suisse analyst Jamie Cook maintained an Outperform rating. KBR shares rose 4.4% to close at $59.16 on Monday.
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For May 1, 2023
↗
May 01, 2023
Via
Benzinga
Principal Financial Group® Announces First Quarter 2023 Results
April 27, 2023
From
Principal Financial Group
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For April 25, 2023
↗
April 25, 2023
Via
Benzinga
Earnings Scheduled For April 27, 2023
↗
April 27, 2023
Companies Reporting Before The Bell • Cazoo Gr (NYSE:CZOO) is expected to report earnings for its first quarter.
Via
Benzinga
Thermo Fisher, Principal Financial Group, And Two Promising ETFs Steal The Show On CNBC's 'Final Trades'
↗
April 14, 2023
On CNBC’s "Halftime Report Final Trades," Bryn Talkington of Requisite Capital Management named SPDR S&P Biotech ETF (NYSE: XBI), which is trading in a tight range <
Via
Benzinga
7 Stocks to Sell as Storm Clouds Appear on the Horizon
↗
April 11, 2023
Although it’s an unsavory topic, investors seeking long-term success must eventually come to grips with stocks to sell.
Via
InvestorPlace
5 Investors Betting Big on CarMax (KMX) Stock
↗
April 11, 2023
KMX stock opened in the green today after the used car retailer reported better profitability than expected of $69 million.
Via
InvestorPlace
Principal to Announce First Quarter 2023 Financial Results
April 05, 2023
From
Principal Financial Group
Via
Business Wire
Principal® Meeting Rising Demand for Personalized Retirement Investment Strategies With New Hybrid QDIA
April 03, 2023
From
Principal Financial Group
Via
Business Wire
Principal® earns ENERGY STAR® Partner of the Year: Sustained Excellence Award for sixth consecutive year
March 28, 2023
From
Principal Financial Group
Via
Business Wire
3 Leading Dividend Stocks Expected To Grow Earnings
March 23, 2023
Interpublic Group, ConAgra and Principal Financial Group are leading dividend stocks showing either strong earnings potential or good chart action, or both.
Via
MarketBeat
Principal® Survey Identifies Leading Disruptors of Retirement Industry By 2030
March 20, 2023
From
Principal Financial Group
Via
Business Wire
AM Best Affirms Credit Ratings of Principal Financial Group, Inc. and Its Subsidiaries
March 16, 2023
From
AM Best
Via
Business Wire
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