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home
about us
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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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
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Principal Financial Group
(NQ:
PFG
)
89.42
+1.21 (+1.37%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
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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
Analyst Ratings for Principal Finl Gr
↗
September 08, 2022
Principal Finl Gr (NASDAQ:PFG) has observed the following analyst ratings within the last quarter:
Via
Benzinga
Principal Financial Group® names Anthony Shea Treadway to lead U.S. Insurance Solutions distribution
October 25, 2022
From
Principal Financial Group
Via
Business Wire
Principal® Releases First Sustainable Financing Report Announcing Allocations of $600M Sustainability Bond
October 25, 2022
From
Principal Financial Group
Via
Business Wire
Principal to announce third quarter 2022 financial results
October 10, 2022
From
Principal Financial Group
Via
Business Wire
Principal Financial Group® strengthens commitment to global asset management
October 10, 2022
From
Principal Financial Group
Via
Business Wire
Expert Ratings for Principal Finl Gr
↗
October 07, 2022
Over the past 3 months, 8 analysts have published their opinion on Principal Finl Gr (NASDAQ:PFG) stock. These analysts are typically employed by large Wall Street banks and tasked with understanding a...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For October 7, 2022
↗
October 07, 2022
Upgrades
Via
Benzinga
Principal® Charity Classic sets charitable giving record in 2022
October 03, 2022
From
Principal Financial Group
Via
Business Wire
Amid economic uncertainty, nonprofits enhancing 403(b) retirement plans for employees
September 29, 2022
From
Principal Financial Group
Via
Business Wire
Principal® Small Business Event Highlights Importance of Leveraging Technology for Business Growth
September 22, 2022
From
Principal Financial Group
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For September 22, 2022
↗
September 22, 2022
Upgrades
Via
Benzinga
Global Financial Inclusion Index from Principal® Develops Benchmark for Financial Security and Inclusion Across Global Economies
September 21, 2022
From
Principal Financial Group
Via
Business Wire
Kevin Farley joins Post Advisory Group as portfolio manager to support growing CLO and structured credit platform
September 15, 2022
From
Post Advisory Group
Via
Business Wire
Will Investors Notice Exciting Sign On Principal Finl Gr's Chart?
↗
September 14, 2022
If history is any guide, there may be good fortune ahead for shares of Principal Finl Gr (NASDAQ:PFG). A so-called "golden cross" has formed on its chart and, not surprisingly, this could be bullish...
Via
Benzinga
Principal® Survey Finds Retirement “Super Savers” Undeterred by Market Volatility and Inflation, Prioritizing Lofty Savings Goals
September 13, 2022
From
Principal Financial Group
Via
Business Wire
DataSetGo to Promote Financial Literacy and Future-Ready Job Skills for 70,000+ High School Students
September 08, 2022
From
Principal Financial Group Foundation, Inc.
Via
Business Wire
Dan Houston to Speak at 2022 KBW Insurance Conference
August 30, 2022
From
Principal Financial Group
Via
Business Wire
Principal® Survey Finds Small and Midsized Businesses Remain Financially Stable Amid Recession Concerns
August 30, 2022
From
Principal Financial Group
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For August 18, 2022
↗
August 18, 2022
Via
Benzinga
6 Analysts Have This to Say About Principal Financial
↗
August 09, 2022
Principal Finl Gr (NASDAQ:PFG) has observed the following analyst ratings within the last quarter:
Via
Benzinga
Why Avalo Therapeutics Surged 32%; Here Are 111 Biggest Movers From Yesterday
↗
August 10, 2022
Gainers AeroClean Technologies, Inc. (NASDAQ: AERC) gained 60.1% to settle at $7.27 on Tuesday after the company was granted US patent for an air treatment system and method.
Via
Benzinga
Why Verona Pharma Is Trading Higher By Around 84%, Here Are 85 Stocks Moving In Tuesday's Mid-Day Session
↗
August 09, 2022
Gainers Verona Pharma plc (NASDAQ: VRNA) shares jumped 83.6% to $12.70 after the company announced ensifentrine met its primary endpoint and secondary endpoints in the Phase 3 ENHANCE-2 trial for COPD....
Via
Benzinga
Insurance Stocks Moving In Tuesday's Intraday Session
↗
August 09, 2022
According to Benzinga Pro following are the gainers and losers in Insurance industry for today's Intraday session.
Via
Benzinga
Qualys, ShockWave Medical, News Corporation And Some Other Big Stocks Moving Higher On Tuesday
↗
August 09, 2022
Verona Pharma plc (NASDAQ: VRNA) shares jumped 83.6% to $12.70 after the company announced ensifentrine met its primary endpoint and secondary endpoints in the Phase 3 ENHANCE-2 trial for COPD. The...
Via
Benzinga
Principal Financial Group® Announces Second Quarter 2022 Results
August 08, 2022
From
Principal Financial Group
Via
Business Wire
A Flurry Of Employment News Drops Ahead Of Friday's Jobs Report
↗
August 04, 2022
(Thursday Market Open) The Bank of England (BoE) raised its key lending rate by 50 basis points, its biggest hike in 27 years.
Via
Benzinga
Earnings Scheduled For August 8, 2022
↗
August 08, 2022
Companies Reporting Before The Bell • Pyxis Tankers (NASDAQ:PXS) is likely to report earnings for its second quarter.
Via
Benzinga
Equity Index Futures Rebound Despite Concerns Over OPEC And China
↗
August 03, 2022
(Wednesday Market Open) Stocks look to rebound as equity index futures point to a higher open and the dollar retreats from yesterday’s rally. But Fed speak and news out of OPEC and China present...
Via
Benzinga
U.S. Manufacturing Picture Is Looking Brighter Than Europe's Right Now
↗
August 02, 2022
(Tuesday Market Open) Global jitters over U.S. House Speaker Nancy Pelosi’s expected visit to Taiwan dominated premarket trading with major U.S. equities indexes moving mildly lower before the open....
Via
Benzinga
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