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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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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
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Marsh & McLennan
(NY:
MMC
)
182.90
-2.64 (-1.42%)
Official Closing Price
Updated: 7:00 PM EST, Jan 7, 2026
Add to My Watchlist
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All News about Marsh & McLennan
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Here's How Much $1000 Invested In Marsh & McLennan 20 Years Ago Would Be Worth Today
↗
June 24, 2024
Via
Benzinga
Why quality investors should have a look at MARSH & MCLENNAN COS (NYSE:MMC).
↗
June 21, 2024
Should Quality-Oriented Investors Explore MARSH & MCLENNAN COS (NYSE:MMC)?
Via
Chartmill
Marsh McLennan to Host Second Quarter Earnings Investor Call on July 18
June 20, 2024
From
Marsh McLennan
Via
Business Wire
Week Of June 16: What's In Store For The Markets
↗
June 16, 2024
Lots of chairs are being removed as the music gets louder and faster. It is a great time to raise cash by harvesting some gains and selling losing positions.
Via
Talk Markets
Exploring MARSH & MCLENNAN COS's Technical Signals and Breakout Potential.
↗
June 14, 2024
There are signs that NYSE:MMC may be ready to breakout.
Via
Chartmill
A Look Into Marsh & McLennan Inc's Price Over Earnings
↗
June 11, 2024
Via
Benzinga
If You Invested $1000 In This Stock 10 Years Ago, You Would Have $4,000 Today
↗
June 03, 2024
Via
Benzinga
Looking Into Marsh & McLennan's Recent Short Interest
↗
May 23, 2024
Via
Benzinga
Marsh McLennan’s Mercer to Acquire Cardano
June 11, 2024
From
Mercer
Via
Business Wire
Marsh McLennan Agency completes acquisition of Fisher Brown Bottrell Insurance, Inc.
June 03, 2024
From
Marsh McLennan Agency
Via
Business Wire
Marsh McLennan Agency Acquires Perkins Insurance Agencies
May 31, 2024
From
Marsh McLennan Agency
Via
Business Wire
Leadership, benefits, and technology risks top of mind for risk and HR professionals surveyed by Mercer and Marsh
May 23, 2024
From
Marsh McLennan
Via
Business Wire
Marsh McLennan stockholders re-elect Board of Directors during 2024 meeting
May 16, 2024
From
Marsh McLennan
Via
Business Wire
Stable Stocks: 3 Blue Chips to Buy for Longterm Profits
↗
May 14, 2024
Don’t miss out on the three best blue-chip stocks to add to your portfolio now to see the best and safest long-term profits.
Via
InvestorPlace
Here's How Much You Would Have Made Owning Marsh & McLennan Stock In The Last 5 Years
↗
May 14, 2024
Via
Benzinga
The 10% for 10 Club: These 3 Stocks Have Grown Their Dividends 10% (or More) Each Year for a Decade
↗
May 12, 2024
These companies have delivered tremendous dividend growth over the past decade.
Via
The Motley Fool
Berkshire Hathaway's Ajit Jain Cautions On Cyber Insurance Amid Risks: 'Each Time You Write A Cyber Insurance Policy, You Are Losing Money'
↗
May 04, 2024
Ajit Jain of Berkshire Hathaway cautions on cyber insurance, highlighting profitability and risk concerns amidst increasing market demand.
Via
Benzinga
Marsh McLennan launches AI-powered solution to transform supply chain risk management
May 02, 2024
From
Marsh McLennan
Via
Business Wire
Marsh McLennan Agency acquires AC Risk Management
May 02, 2024
From
Marsh McLennan Agency
Via
Business Wire
Here's How Much You Would Have Made Owning Marsh & McLennan Stock In The Last 15 Years
↗
April 26, 2024
Via
Benzinga
Marsh McLennan’s Mercer Announces Successful Fundraising for Private Investment Partners (PIP) VII, Closing With Nearly $4 Billion in Commitments
April 25, 2024
From
Mercer
Via
Business Wire
7 Stocks That Will Keep Going Up During the Next Downturn
↗
April 25, 2024
These seven stocks for the next downturn can keep your portfolio afloat during the most volatile market conditions.
Via
InvestorPlace
Marsh McLennan Agency to acquire Fisher Brown Bottrell Insurance, Inc.
April 23, 2024
From
Marsh McLennan Agency
Via
Business Wire
Marsh & McLennan Companies (MMC) Q1 2024 Earnings Call Transcript
↗
April 18, 2024
MMC earnings call for the period ending March 31, 2024.
Via
The Motley Fool
Topics
Earnings
Stocks Edge Higher As Earnings Provide Support, Tesla Sinks To 15-Month Lows, Bitcoin Rebounds: What's Driving Markets Thursday?
↗
April 18, 2024
Stocks surged higher on Thursday, with the S&P 500 index aiming to snap a four-day losing streak as investors assess the latest wave of corporate earnings.
Via
Benzinga
MMC Stock Earnings: Marsh & McLennan Beats EPS, Beats Revenue for Q1 2024
↗
April 18, 2024
MMC stock results show that Marsh & McLennan beat analyst estimates for earnings per share and beat on revenue for the first quarter of 2024.
Via
InvestorPlace
Earnings Scheduled For April 18, 2024
↗
April 18, 2024
Companies Reporting Before The Bell • Addex Therapeutics (NASDAQ:ADXN) is estimated to report earnings for its fourth quarter.
Via
Benzinga
Marsh McLennan Reports First Quarter 2024 Results
April 18, 2024
From
Marsh & McLennan Companies, Inc.
Via
Business Wire
Wall Street Looks To Snap 4-Day Losing Streak As Traders Eye Fed Speeches, Netflix Earnings: Analyst Pencils S&P 500's Next 'Major' Downside Support
↗
April 18, 2024
Cautious optimism hangs in the air on Thursday morning as index futures traded up moderately in early hours.
Via
Benzinga
Topics
Economy
Stocks
Investor Sentiment Decreases Further, S&P 500 Falls For Fourth Straight Session
↗
April 18, 2024
The CNN Money Fear and Greed index showed further decline in the overall market sentiment, while the index remained in the "Fear" zone on Wednesday. U.S. stocks closed lower on Wednesday, with the S&P...
Via
Benzinga
Topics
Stocks
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