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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
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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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
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Aon Plc
(NY:
AON
)
349.56
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Aug 27, 2026
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Warren Buffett Diversifies Beyond Apple: Berkshire Hathaway's Financial Sector Bets
↗
November 16, 2023
Investors may want to look beyond Apple Inc when assessing Warren Buffett's portfolio holdings. Here's what Berkshire Hathaway is investing in beyond Apple and Tech.
Via
Benzinga
Buffett's latest portfolio additions, trims and cuts in Q3
November 16, 2023
Buffett's Berkshire latest Q3 moves: Acquires Sirius XM, Atlanta Braves; trims HP, Chevron, Amazon; holds onto Apple, Bank of America.
Via
MarketBeat
Topics
Regulatory Compliance
Aon Survey Projects Increase in Salaries in Southeast Asia in 2024 Defying Economic Slowdown Concerns
November 14, 2023
SINGAPORE - Media OutReach - 15 November 2023 - Aon plc (NYSE: AON), a leading global professional services firm, has released its 2023 Salary Increase...
Via
MediaOutReach
$100 Invested In This Stock 10 Years Ago Would Be Worth $400 Today
↗
October 31, 2023
Via
Benzinga
Aon Analysts Slash Their Forecasts After Q3 Results
↗
October 30, 2023
Aon plc (NYSE: AON) reported better-than-expected results for its third quarter on Friday.
Via
Benzinga
Warren Buffett's Insurance Empire Doesn't Pay Dividends, But These 5 Insurance Companies Do
↗
November 06, 2023
If you want a share of the insurance industry's gains, investing in these top five dividend-paying companies can be the right strategy.
Via
Benzinga
Insurance Stocks Moving In Friday's Intraday Session
↗
October 27, 2023
Via
Benzinga
Aon Plc (AON) Q3 2023 Earnings Call Transcript
↗
October 27, 2023
AON earnings call for the period ending September 30, 2023.
Via
The Motley Fool
Topics
Earnings
Aon Earnings Preview
↗
October 26, 2023
Via
Benzinga
If You Invested $1000 In This Stock 10 Years Ago, You Would Have $4,400 Today
↗
October 13, 2023
Via
Benzinga
Obesity Medication Insurance Coverage? Employers Embrace the Inclusion of Novo Nordisk's Wegovy in Health Coverage
↗
October 10, 2023
Coverage for obesity medications, including Novo Nordisk A/S's (NYSE: NVO) Wegovy, is expected to expand among U.S.
Via
Benzinga
Expert Ratings for Aon
↗
October 05, 2023
Via
Benzinga
If You Invested $1000 In This Stock 10 Years Ago, You Would Have $4,400 Today
↗
September 29, 2023
Via
Benzinga
Earnings Scheduled For October 27, 2023
↗
October 27, 2023
Companies Reporting Before The Bell • Sanofi (NASDAQ:SNY) is projected to report quarterly earnings at $2.26 per share on revenue of $12.56 billion.
Via
Benzinga
Aon Expands Indian Footprint With Global Insurance Brokers Acquisition
↗
October 06, 2023
Global Insurance Brokers, a provider of risk management, insurance, and reinsurance broking services in the Indian subcontinent, announces its
Via
Benzinga
(AON) - Analyzing Aon's Short Interest
↗
September 15, 2023
Via
Benzinga
Here's How Much You Would Have Made Owning Aon Stock In The Last 5 Years
↗
September 13, 2023
Via
Benzinga
Here's How Much You Would Have Made Owning Aon Stock In The Last 10 Years
↗
August 30, 2023
Via
Benzinga
$1000 Invested In This Stock 10 Years Ago Would Be Worth $4,600 Today
↗
August 09, 2023
Via
Benzinga
Position Imaging Secures $30M Funding to Support Growth and Market Expansion
October 19, 2023
From
Position Imaging, Inc.
Via
Business Wire
Q3 2023 Insurance Labor Market Study Indicates a Strong Market
September 06, 2023
From
The Jacobson Group
Via
Business Wire
(AON) - Analyzing Aon's Short Interest
↗
August 04, 2023
Via
Benzinga
Aon Plc (AON) Q2 2023 Earnings Call Transcript
↗
July 28, 2023
AON earnings call for the period ending June 30, 2023.
Via
The Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For October 5, 2023
↗
October 05, 2023
Via
Benzinga
5 Insurance Brokerage Stocks To Benefit From Higher Demand
↗
August 20, 2023
Better pricing, prudent underwriting, rising demand for insurance products, and global expansion have all been driving revenues of the insurance industry space. Here's a look at 5 such stocks that may...
Via
Talk Markets
A Preview Of Aon's Earnings
↗
July 27, 2023
Via
Benzinga
$100 Invested In This Stock 5 Years Ago Would Be Worth $200 Today
↗
July 25, 2023
Via
Benzinga
Q3 2023 Insurance Labor Market Study Results to be Revealed in Webinar
August 08, 2023
From
The Jacobson Group
Via
Business Wire
2 Top Insurance Stocks to Buy in August
↗
August 04, 2023
Insurance stocks can make an excellent addition to diversify your portfolio.
Via
The Motley Fool
Earnings Scheduled For July 28, 2023
↗
July 28, 2023
Companies Reporting Before The Bell • Sanofi (NASDAQ:SNY) is likely to report quarterly earnings at $1.58 per share on revenue of $11.32 billion.
Via
Benzinga
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