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TSL's Turnkey Operation Platform
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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
MARKET RESEARCH
Featured Quarterly Newsletter
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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
Add to My Watchlist
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All News about Marsh & McLennan
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Dow Jones Launches Factiva Sentiment Signals Powered by Oliver Wyman
January 10, 2024
Predictive, news-driven solution combines business intelligence from Factiva with cutting-edge AI from Oliver Wyman to enhance corporate risk assessment
From
Dow Jones & Company
Via
GlobeNewswire
Here's How Much $1000 Invested In Marsh & McLennan 20 Years Ago Would Be Worth Today
↗
January 03, 2024
Via
Benzinga
Marsh McLennan to Host Fourth Quarter Earnings Investor Call on January 25
January 02, 2024
From
Marsh McLennan
Via
Business Wire
$100 Invested In This Stock 5 Years Ago Would Be Worth $200 Today
↗
December 20, 2023
Via
Benzinga
Where Marsh & McLennan Stands With Analysts
↗
December 15, 2023
Via
Benzinga
Here's How Much $1000 Invested In Marsh & McLennan 5 Years Ago Would Be Worth Today
↗
December 04, 2023
Via
Benzinga
Here's How Much $1000 Invested In Marsh & McLennan 5 Years Ago Would Be Worth Today
↗
November 21, 2023
Via
Benzinga
10 Financials Stocks With Whale Alerts In Today's Session
↗
December 15, 2023
Via
Benzinga
Insurance Stocks Moving In Thursday's Intraday Session
↗
December 14, 2023
Via
Benzinga
Mercer to Acquire Vanguard’s US Outsourced Chief Investment Officer Business
December 05, 2023
From
Mercer
Via
Business Wire
Is Warren Buffett's Recent Stock Selling Sending a Silent Warning to This Industry?
↗
December 03, 2023
Berkshire Hathaway sold several portfolio holdings in the third quarter, including a significant amount from this one industry.
Via
The Motley Fool
Sustaining Growth Momentum: Marsh & McLennan Continues to Excel and Reports Rising Profits
↗
November 15, 2023
Via
Benzinga
$1000 Invested In Marsh & McLennan 10 Years Ago Would Be Worth This Much Today
↗
October 31, 2023
Via
Benzinga
$1000 Invested In Marsh & McLennan 5 Years Ago Would Be Worth This Much Today
↗
October 19, 2023
Via
Benzinga
Warren Buffett Reduced This Long-Time Berkshire Hathaway Holding by 67%. Should Investors Follow His Lead?
↗
December 01, 2023
Berkshire Hathaway trimmed several longtime holdings in the third quarter, including this stock it has held since 2001.
Via
The Motley Fool
Delisting and Cancellation of Trading From the London Stock Exchange
November 27, 2023
From
Marsh McLennan
Via
Business Wire
Marsh McLennan Develops New Generative AI Tool
November 21, 2023
From
Marsh McLennan
Via
Business Wire
Mercer Survey Finds Health Benefit Costs Up 5.2% in 2023 Due to Inflation and Higher Spending on Prescription Drugs
November 17, 2023
From
Mercer
Via
Business Wire
Earnings Outlook For Marsh & McLennan
↗
October 18, 2023
Via
Benzinga
What 6 Analyst Ratings Have To Say About Marsh & McLennan
↗
October 05, 2023
Via
Benzinga
Marsh McLennan collaborates with Ukrainian government, banks, and insurers to provide cost-effective insurance for Black Sea grain shipments
November 15, 2023
From
Marsh McLennan
Via
Business Wire
Marsh & McLennan Forms Bottoming Pattern At Same Time As Major Indices
↗
November 07, 2023
Following a nearly 11% decline in the S&P 500 between July 27 and October 27, buying pressure is coming back into the market and several Market Health Indicators are signaling that a bottoming is...
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
Notice of Intention to Delist From the London Stock Exchange
October 27, 2023
From
Marsh McLennan
Via
Business Wire
$1000 Invested In Marsh & McLennan 10 Years Ago Would Be Worth This Much Today
↗
October 02, 2023
Via
Benzinga
Marsh & McLennan Companies (MMC) Q3 2023 Earnings Call Transcript
↗
October 19, 2023
MMC earnings call for the period ending September 30, 2023.
Via
The Motley Fool
Topics
Earnings
Marsh McLennan Reports Third Quarter 2023 Results
October 19, 2023
From
Marsh McLennan
Via
Business Wire
Ukraine Activates Marsh McLennan-Supported War Risk Data Platform; Analysis Confirms Progress in Protecting Ukrainian Communities and People
October 12, 2023
From
Marsh McLennan
Via
Business Wire
Marsh McLennan names Pat Tomlinson President of Mercer
October 12, 2023
From
Marsh McLennan
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For October 5, 2023
↗
October 05, 2023
Via
Benzinga
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