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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
)
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Updated: 4:00 PM EST, Dec 31, 2025
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Principal Financial Group Announces 2023 and Long-Term Outlook
March 01, 2023
From
Principal Financial Group
Via
Business Wire
Principal® Announces Integration of Global Asset Management and International Pension Businesses
February 28, 2023
From
Principal Financial Group
Via
Business Wire
3 Stocks to Sell Now According to Analysts
↗
February 14, 2023
Of all the companies in the S&P Composite 1500, analysts believe there are approximately 38 stocks to sell. Here are three of them.
Via
InvestorPlace
Principal to Host 2023 Outlook Call on March 2, 2023
February 10, 2023
From
Principal Financial Group
Via
Business Wire
Analyst Ratings for Principal Finl Gr
↗
January 31, 2023
Via
Benzinga
Principal Financial Group Earnings Preview
↗
January 27, 2023
Via
Benzinga
Analyst Ratings for Principal Finl Gr
↗
January 10, 2023
Via
Benzinga
What 8 Analyst Ratings Have To Say About Principal Finl Gr
↗
December 08, 2022
Via
Benzinga
Principal Financial Group® Names Vivek Agrawal as Chief Growth Officer
February 07, 2023
From
Principal Financial Group
Via
Business Wire
Amy Friedrich to Speak at Bank of America Financial Services Conference 2023
February 02, 2023
From
Principal Financial Group
Via
Business Wire
Principal Financial Group® Announces Full Year and Fourth Quarter 2022 Results
January 30, 2023
From
Principal Financial Group
Via
Business Wire
Earnings Scheduled For January 30, 2023
↗
January 30, 2023
Companies Reporting Before The Bell • Franklin Resources (NYSE:BEN) is expected to report quarterly earnings at $0.54 per share on revenue of $1.86 billion.
Via
Benzinga
Where Principal Finl Gr Stands With Analysts
↗
November 17, 2022
Via
Benzinga
Principal® Doubles Direct Lending Committed Capital In 2022
January 18, 2023
From
Principal Financial Group
Via
Business Wire
Principal® to Announce Fourth Quarter and Full Year 2022 Financial Results
January 09, 2023
From
Principal Financial Group
Via
Business Wire
Principal® announces pension joint venture in China
January 06, 2023
From
Principal Financial Group
Via
Business Wire
Businesses and employees report rising concerns about a potential recession according to Principal® survey
December 06, 2022
From
Principal Financial Group
Via
Business Wire
Principal® joins First Women’s Bank as Mission Partner
December 01, 2022
From
Principal Financial Group
Via
Business Wire
Principal® Survey Finds Nonqualified Plans Critical in Key Employee Recruitment and Retention
November 29, 2022
From
Principal Financial Group
Via
Business Wire
Dan Houston to Speak at Goldman Sachs 2022 US Financial Services Conference
November 29, 2022
From
Principal Financial Group
Via
Business Wire
Our 7 Top Stock Picks for December 2022
↗
November 27, 2022
As we head into the final month of 2022, investors are looking for the top stock picks to end a down year on a high note.
Via
InvestorPlace
Principal Asset ManagementSM real estate strategies score highly for integrating ESG factors into investment practices
November 22, 2022
From
Principal Financial Group
Via
Business Wire
Insurance Stocks Moving In Thursday's Intraday Session
↗
November 17, 2022
According to Benzinga Pro following are the gainers and losers in Insurance industry for today's Intraday session.
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For November 17, 2022
↗
November 17, 2022
Upgrades
Via
Benzinga
Quest Diagnostics To Plunge 16%? Here Are 5 Other Price Target Changes For Thursday
↗
November 17, 2022
Via
Benzinga
Target To Rally 29%? Plus This Analyst Predicts $245 For IQVIA Holdings
↗
November 17, 2022
Piper Sandler boosted the price target on Target Corporation (NYSE: TGT) from $190 to $200. Target shares fell 13.1% to close at $155.47 on Wednesday.
Via
Benzinga
New analysis from Principal® reveals employer support for financial inclusion differs by job sector
November 14, 2022
From
Principal Financial Group
Via
Business Wire
Principal Financial Group® Announces Third Quarter 2022 Results
October 27, 2022
From
Principal Financial Group
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For November 1, 2022
↗
November 01, 2022
Upgrades
Via
Benzinga
Earnings Scheduled For October 27, 2022
↗
October 27, 2022
Companies Reporting Before The Bell • Janus Henderson Gr (NYSE:JHG) is expected to report quarterly earnings at $0.48 per share on revenue of $494.27 million.
Via
Benzinga
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