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home
about us
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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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Assurant
(NY:
AIZ
)
219.40
-3.88 (-1.74%)
Official Closing Price
Updated: 7:00 PM EDT, Apr 10, 2026
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Selecting The Best Dividend Growth Stocks For Total Return: Part II
↗
January 26, 2023
The process is more important than the actual stock selection. It would be virtually impossible to find those appropriate stocks unless you implemented a sound and prudent process.
Via
Talk Markets
Assurant Partners with Altelium to Advance Battery Electric Vehicle Protection and Products Through Accelerated EV Battery Analytics & Consumer Insights
January 25, 2023
From
Assurant, Inc.
Via
Business Wire
Constructing A Dividend Growth Stock Portfolio For Total Return
↗
January 20, 2023
A common mistake that investors make regarding dividend portfolio construction is not having a well-thought-out plan.
Via
Talk Markets
New Assurant Vehicle Care Brings Enhanced Protection Products and a Comprehensive Digital Consumer Experience
January 20, 2023
From
Assurant, Inc.
Via
Business Wire
Assurant Board of Directors Declares Quarterly Dividend of $0.70 per Common Share
January 19, 2023
From
Assurant, Inc.
Via
Business Wire
Guidewire and Assurant Partner to Streamline Insurance Processes and Improve Customer Experience
January 12, 2023
From
Guidewire
Via
Business Wire
CPR Cell Phone Repair Ranked No. 1 In Entrepreneur Franchise 500 For Second Consecutive Year
January 12, 2023
From
CPR Cell Phone Repair
Via
Business Wire
Assurant to Announce Fourth Quarter and Full Year 2022 Financial Results
January 11, 2023
From
Assurant, Inc.
Via
Business Wire
Assurant Aims to Reduce Greenhouse Gas Emissions by 40 Percent by 2030
December 14, 2022
From
Assurant, Inc.
Via
Business Wire
U.S. Mobile Trade-In Programs Saw a 28% Year-on-Year Growth of Money Returned to Consumers in Q3
November 15, 2022
From
Assurant, Inc.
Via
Business Wire
Assurant Raises More Than $340,000 for United Way in Annual Global 5K Race
November 14, 2022
From
Assurant
Via
Business Wire
Assurant Board of Directors Approves Common Stock Dividend Increase of 3%
November 10, 2022
From
Assurant, Inc.
Via
Business Wire
Assurant Expands Availability, Coverage of Assurant EV One Protection℠ Vehicle Service Contract as EV Ownership Grows in U.S.
November 07, 2022
From
Assurant, Inc.
Via
Business Wire
Assurant Reports Third Quarter 2022 Financial Results
November 01, 2022
From
Assurant, Inc.
Via
Business Wire
Boeing, Seagate, Chipotle And Other Big Losers From Wednesday
↗
October 27, 2022
U.S. stocks closed mostly lower on Wednesday, with the Nasdaq Composite dropping over 200 points. Here is the list of some big stocks recording losses in the previous session.
Via
Benzinga
Why New Oriental Education Shares Jumped Over 28%; Here Are 68 Biggest Movers From Yesterday
↗
October 27, 2022
Gainers ESSA Pharma Inc. (NASDAQ: EPIX) shares climbed 180.2% to close at $4.82 on Wednesday after the company highlighted updates results from the Phase 1/2 study of EPI-7386 with Enzalutamide At the...
Via
Benzinga
Assurant Shares Are Nosediving Today: Here's Why
↗
October 26, 2022
Assurant, Inc. (NYSE: AIZ) shares are trading lower by 10.24% to $137.05 going into the close of Wednesday's session. Shares are falling after the company reported preliminary third-quarter financial...
Via
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
↗
October 26, 2022
On Wednesday, 53 companies reached new 52-week lows.
Via
Benzinga
Assurant Reports Preliminary Third Quarter 2022 Financial Results
October 25, 2022
From
Assurant, Inc.
Via
Business Wire
Wounded Warriors Family Support, Assurant Present Georgia Marine Veteran with Modified 2022 Chevrolet Silverado 2500 Truck
October 13, 2022
From
Wounded Warriors Family Support
Via
GlobeNewswire
Why Seagate Shares Are Trading Lower By More Than 7%? Here Are 49 Stocks Moving In Wednesday's Mid-Day Session
↗
October 26, 2022
Gainers ESSA Pharma Inc. (NASDAQ: EPIX) shares surged 59.3% to $2.7417 after the company highlighted updates results from the Phase 1/2 study of EPI-7386 with Enzalutamide At the 29th Annual Prostate...
Via
Benzinga
Assurant to Announce Third Quarter 2022 Financial Results
October 11, 2022
From
Assurant, Inc.
Via
Business Wire
CPR Cell Phone Repair Partners with MobileSentrix, a Leading Wireless Repair Parts Distributor in the U.S.
October 03, 2022
From
CPR Cell Phone Repair
Via
Business Wire
Assurant Extends Longstanding T-Mobile Partnership with New Multiyear Agreement
September 26, 2022
From
Assurant, Inc.
Via
Business Wire
Average age of smartphones turned in through trade-in and upgrade programs has broken the 3.5-year threshold
September 13, 2022
From
Assurant, Inc.
Via
Business Wire
Assurant Partners with BuyBack Booth to Bring New Innovation to Retail Device Trade-in Programs
September 07, 2022
From
Assurant, Inc.
Via
Business Wire
AM Best Revises Outlooks to Positive for Assurant, Inc. and Its Property/Casualty Subsidiaries; Upgrades Credit Ratings of Its Life/Health Subsidiaries
August 26, 2022
From
AM Best
Via
Business Wire
Assurant Board of Directors Declares Quarterly Dividend of $0.68 per Common Share
August 04, 2022
From
Assurant, Inc.
Via
Business Wire
This Biotechnology Stock Jumped Over 360%; Here Are 106 Biggest Movers From Yesterday
↗
August 04, 2022
Gainers Quoin Pharmaceuticals, Ltd. (NASDAQ: QNRX) shares surged 360.5% to settle at $19.80 on Wednesday on above-average volume.
Via
Benzinga
Why Poseida Therapeutics Is Trading Higher By Around 100%, Here Are 75 Stocks Moving In Wednesday's Mid-Day Session
↗
August 03, 2022
Gainers Helius Medical Technologies, Inc. (NASDAQ: HSDT) shares jumped 167% to $1.72 after dropping 13% on Tuesday.
Via
Benzinga
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