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home
about us
Investment Approach
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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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Assurant
(NY:
AIZ
)
229.80
-0.66 (-0.29%)
Official Closing Price
Updated: 7:00 PM EDT, Apr 24, 2026
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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
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Why Poseida Therapeutics Is Trading Higher By Around 100%, Here Are 75 Stocks Moving In Wednesday's Mid-Day Session
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August 03, 2022
Gainers Helius Medical Technologies, Inc. (NASDAQ: HSDT) shares jumped 167% to $1.72 after dropping 13% on Tuesday.
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Benzinga
AMD, SolarEdge Technologies And Some Other Big Stocks Moving Lower On Wednesday
↗
August 03, 2022
Rocky Brands, Inc. (NASDAQ: RCKY) dipped 21.6% to $26.62 after the company reported worse-than-expected Q2 EPS results.
Via
Benzinga
Recap: Assurant Q2 Earnings
↗
August 02, 2022
Assurant (NYSE:AIZ) reported its Q2 earnings results on Tuesday, August 2, 2022 at 04:15 PM. Here's what investors need to know about the announcement. Earnings Assurant missed estimated earnings by...
Via
Benzinga
Assurant Reports Second Quarter 2022 Financial Results
August 02, 2022
From
Assurant, Inc.
Via
Business Wire
Assurant Recognized as Ward’s Top 50 Performing P&C Insurer for 16th Consecutive Year
July 11, 2022
From
Assurant, Inc.
Via
Business Wire
Assurant to Announce Second Quarter 2022 Financial Results
July 06, 2022
From
Assurant, Inc.
Via
Business Wire
American International, Hot Stock In A Strong Industry Group
↗
June 29, 2022
American International's RS Rating rose to 71 Wednesday, near the 80 CAN SLIM investors want. And it sports an outstanding 95 EPS Rating.
Via
Investor's Business Daily
Benzinga's Top Ratings Upgrades, Downgrades For June 24, 2022
↗
June 24, 2022
Upgrades
Via
Benzinga
Assurant to Participate in William Blair Growth Stock Conference
May 31, 2022
From
Assurant, Inc.
Via
Business Wire
Markets Finish Sharply Lower Amid Weak Retail Earnings; Dow Suffers Worst Decline Since June 2020
↗
May 18, 2022
U.S. indices traded sharply lower Wednesday following worse-than-expected retail earnings this week. Anticipation of further Fed policy tightening has continued to weigh on stocks across sectors.
Via
Benzinga
784M Returned to US Consumers in Q1 2022 via Mobile Device Trade-In Programs
May 18, 2022
From
Assurant, Inc.
Via
Business Wire
Assurant Board of Directors Declares Quarterly Dividend of $0.68 per Common Share
May 12, 2022
From
Assurant, Inc.
Via
Business Wire
Assurant Appoints Sari Granat to its Board
May 12, 2022
From
Assurant, Inc.
Via
Business Wire
Assurant Reports First Quarter 2022 Financial Results
May 03, 2022
From
Assurant, Inc.
Via
Business Wire
Assurant Highlights Purpose and Commitment to Building a More Sustainable Future in Latest Sustainability Report
May 02, 2022
From
Assurant, Inc.
Via
Business Wire
Assurant to Announce First Quarter 2022 Financial Results
April 05, 2022
From
Assurant, Inc.
Via
Business Wire
Insurance Stocks Moving In Tuesday's Intraday Session
↗
March 29, 2022
According to Benzinga Pro following are the gainers and losers in Insurance industry for today's Intraday session.
Via
Benzinga
Assurant to Share Strategic Vision, 2022 Outlook and Long-term Financial Objectives at Investor Day
March 24, 2022
From
Assurant, Inc.
Via
Business Wire
Mobile Device Trade-In and Upgrade Programs Return More Than $3 Billion to US Consumers In 2021
February 22, 2022
From
Assurant, Inc.
Via
Business Wire
Assurant Earns 2022 Great Place to Work Certification™ in the U.S.
February 17, 2022
From
Assurant, Inc.
Via
Business Wire
Assurant to Host Virtual Investor Day on Thursday, March 24, 2022
February 14, 2022
From
Assurant, Inc.
Via
Business Wire
Assurant to Participate in Bank of America Securities 2022 Insurance Conference
February 10, 2022
From
Assurant, Inc.
Via
Business Wire
Assurant: Q4 Earnings Insights
↗
February 08, 2022
Assurant (NYSE:AIZ) reported its Q4 earnings results on Tuesday, February 8, 2022 at 04:15 PM. Here's what investors need to know about the announcement. Earnings Assurant beat estimated earnings by...
Via
Benzinga
Assurant Reports Fourth Quarter and Full-Year 2021 Financial Results
February 08, 2022
From
Assurant, Inc.
Via
Business Wire
Earnings Scheduled For February 8, 2022
↗
February 08, 2022
Companies Reporting Before The Bell • Pfizer (NYSE:PFE) is likely to report quarterly earnings at $0.87 per share on revenue of $24.20 billion.
Via
Benzinga
Assurant Earnings Preview
↗
February 07, 2022
Assurant (NYSE:AIZ) is set to give its latest quarterly earnings report on Tuesday, 2022-02-08. Here's what investors need to know before the announcement. Analysts estimate that Assurant will likely...
Via
Benzinga
Assurant Affirms Commitment to Sustainability, Environmental Transparency
February 01, 2022
From
Assurant, Inc.
Via
Business Wire
CPR by Assurant Ranks No. 1 In Prestigious Entrepreneur Franchise 500
January 12, 2022
From
CPR by Assurant
Via
Business Wire
Assurant Board of Directors Declares Quarterly Dividend of $0.68 per Common Share
January 11, 2022
From
Assurant, Inc.
Via
Business Wire
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