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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
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Marsh & McLennan
(NY:
MMC
)
182.47
-3.05 (-1.64%)
Official Closing Price
Updated: 7:00 PM EST, Jan 2, 2026
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D.R. Horton, Netflix And 3 Stocks To Watch Heading Into Thursday
↗
April 18, 2024
With U.S. stock futures trading higher this morning on Thursday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Marsh & McLennan Likely To Report Higher Q1 Earnings; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
↗
April 18, 2024
Marsh & McLennan Companies, Inc. (NYSE: MMC) is set to release earnings results for its first quarter before the opening bell on April 18, 2024.
Via
Benzinga
$100 Invested In Marsh & McLennan 10 Years Ago Would Be Worth This Much Today
↗
April 11, 2024
Via
Benzinga
10 Financials Stocks With Whale Alerts In Today's Session
↗
April 10, 2024
Via
Benzinga
Three-Quarters of Insurers Invest in Private Markets or Plan to Do So as Firms Put Excess Cash to Work, According to Mercer-Oliver Wyman Global Insurance Survey
April 10, 2024
From
Marsh McLennan
Via
Business Wire
Analyzing the Quality Characteristics of MARSH & MCLENNAN COS (NYSE:MMC).
↗
March 18, 2024
Is NYSE:MMC a Suitable Choice for Quality Investing?
Via
Chartmill
Here's How Much You Would Have Made Owning Marsh & McLennan Stock In The Last 10 Years
↗
March 27, 2024
Via
Benzinga
Got $500? 2 Blue Chip Stocks to Buy and Hold Forever
↗
March 24, 2024
Blue chip stocks can be excellent investments for those seeking stability, reliable income, and long-term growth potential.
Via
The Motley Fool
Marsh McLennan to Host First Quarter Earnings Investor Call on April 18
March 21, 2024
From
Marsh McLennan
Via
Business Wire
Marsh McLennan’s Mercer completes acquisition of Vanguard’s US Outsourced Chief Investment Officer business
March 15, 2024
From
Mercer
Via
Business Wire
Here's How Much $100 Invested In Marsh & McLennan 10 Years Ago Would Be Worth Today
↗
March 08, 2024
Via
Benzinga
If You Invested $100 In This Stock 20 Years Ago, You Would Have $800 Today
↗
February 28, 2024
Via
Benzinga
Reasonable growth and debt and a high ROIC for MARSH & MCLENNAN COS (NYSE:MMC).
↗
February 26, 2024
Why NYSE:MMC Stands Out as a Quality Stock.
Via
Chartmill
10 Financials Stocks With Whale Alerts In Today's Session
↗
March 14, 2024
Via
Benzinga
Marsh McLennan Declares Quarterly Cash Dividend
March 13, 2024
From
Marsh McLennan
Via
Business Wire
C-Suite executives believe AI is key to increased productivity, yet most workforces are not ready to transform, according to Mercer’s 2024 Global Talent Trends Study
March 06, 2024
From
Mercer
Via
Business Wire
Marsh McLennan Agency Completes Acquisition of Querbes & Nelson and Louisiana Companies
March 01, 2024
From
Marsh McLennan Agency
Via
Business Wire
$1000 Invested In Marsh & McLennan 15 Years Ago Would Be Worth This Much Today
↗
February 06, 2024
Via
Benzinga
Here's How Much $1000 Invested In Marsh & McLennan 15 Years Ago Would Be Worth Today
↗
February 01, 2024
Via
Benzinga
Unity insurance facility expanded to cover all shipping to and from Ukrainian ports
March 01, 2024
From
Marsh McLennan
Via
Business Wire
Mercer Launches Mercer SelectRx, a Tech-Enabled Solution Designed to Lower Specialty Drug Costs for Employers and Their Employees
February 29, 2024
From
Mercer
Via
Business Wire
Marsh McLennan Agency to Acquire Querbes & Nelson and Louisiana Companies
February 20, 2024
From
Marsh McLennan Agency
Via
Business Wire
Earnings Outlook For Marsh & McLennan
↗
January 24, 2024
Via
Benzinga
Tuesday Is Your Last Chance To Buy Marsh & McLennan Before The Dividend Payout
↗
January 19, 2024
Via
Benzinga
Marsh McLennan Announces Pricing of $1,000,000,000 Senior Notes Offering
February 14, 2024
From
Marsh McLennan
Via
Business Wire
The Top 25 Stocks to Buy Immediately According to AI: February 2024 Edition
↗
February 06, 2024
Some of the best stocks to buy in February according to MarketMaster AI suggest that a major economic recovery is underway.
Via
InvestorPlace
Topics
Artificial Intelligence
Marsh & McLennan Companies (MMC) Q4 2023 Earnings Call Transcript
↗
January 25, 2024
MMC earnings call for the period ending December 31, 2023.
Via
The Motley Fool
Topics
Earnings
Marsh McLennan Reports Fourth Quarter and Full-year 2023 Results
January 25, 2024
From
Marsh McLennan
Via
Business Wire
Earnings Scheduled For January 25, 2024
↗
January 25, 2024
Companies Reporting Before The Bell • Nokia (NYSE:NOK) is projected to report quarterly earnings at $0.15 per share on revenue of $7.05 billion.
Via
Benzinga
Marsh McLennan Declares Quarterly Cash Dividend
January 10, 2024
From
Marsh McLennan
Via
Business Wire
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