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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
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RSVP-Signup Form
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Ameriprise Financial
(NY:
AMP
)
475.38
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Apr 29, 2026
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Ameriprise Financial Celebrates 130-Year Anniversary and Its Unwavering Commitment to Clients
June 27, 2024
From
Ameriprise Financial, Inc.
Via
Business Wire
87 Ameriprise Financial Advisors Named to AdvisorHub’s “Advisors to Watch” Rankings
June 27, 2024
From
Ameriprise Financial, Inc.
Via
Business Wire
Financial Advisor with Over $100 Million and Nearly 30-Years of Industry Experience Joins Ameriprise Financial to Fulfill Growth Aspirations
June 20, 2024
From
Ameriprise Financial
Via
Business Wire
10 Value Stocks With Low Debt And Strong Growth
↗
June 14, 2024
One of the problems we are facing as a value investor is an extremely high stock market and an aberrantly long-running bull market. It’s one of the longest in recorded history.
Via
Talk Markets
Looking Into Ameriprise Finl's Recent Short Interest
↗
June 12, 2024
Via
Benzinga
Here's How Much $1000 Invested In Ameriprise Finl 5 Years Ago Would Be Worth Today
↗
June 04, 2024
Via
Benzinga
Advisor Team with $105 Million In Assets Returns to Ameriprise Financial After 5 Years at LPL
June 04, 2024
From
Ameriprise Financial, Inc.
Via
Business Wire
$1000 Invested In Ameriprise Finl 15 Years Ago Would Be Worth This Much Today
↗
May 17, 2024
Via
Benzinga
How Is The Market Feeling About Ameriprise Finl?
↗
May 15, 2024
Via
Benzinga
In-Depth Examination Of 7 Analyst Recommendations For Ameriprise Finl
↗
May 06, 2024
Via
Benzinga
Here's How Much You Would Have Made Owning Ameriprise Finl Stock In The Last 15 Years
↗
May 02, 2024
Via
Benzinga
Julie Wallace Moves Her $100 Million Practice to Ameriprise Financial to Embrace Client-First Culture and Operational Excellence
April 30, 2024
From
Ameriprise Financial, Inc.
Via
Business Wire
Will Earnings Cheer Continue To Buoy Markets? Apple, Amazon, Pfizer, Coinbase Lead Flurry Of Q1 Reports This Week
↗
April 29, 2024
With the earnings season now halfway through, the percentage of S&P 500 companies reporting positive earnings surprises and the magnitude of earnings surprises were above their 10-year averages.
Via
Benzinga
Topics
Stocks
AMP Stock Earnings: Ameriprise Finl Beats EPS, Beats Revenue for Q1 2024
↗
April 22, 2024
InvestorPlace - Stock Market News, Stock Advice & Trading Tips
Via
InvestorPlace
Ameriprise Financial Increases Regular Quarterly Dividend
April 22, 2024
From
Ameriprise Financial, Inc.
Via
Business Wire
Ameriprise Financial Reports First Quarter 2024 Results, Raises Quarterly Dividend 10 Percent
April 22, 2024
From
Ameriprise Financial, Inc.
Via
Business Wire
Earnings Scheduled For April 22, 2024
↗
April 22, 2024
Companies Reporting Before The Bell • MainStreet Bancshares (NASDAQ:MNSB) is projected to report quarterly earnings at $0.52 per share on revenue of $17.10 million.
Via
Benzinga
$100 Invested In This Stock 10 Years Ago Would Be Worth $400 Today
↗
April 15, 2024
Via
Benzinga
Analyst Expectations For Ameriprise Finl's Future
↗
April 09, 2024
Via
Benzinga
US Stocks Set To Open Fresh Week Higher On Big Tech Earnings Hopes: Analyst Warns Any Letdown Could Push Market 'Deeper Into Oversold Territory'
↗
April 22, 2024
Wall Street appears to be shrugging off rate worries as major stock index futures were moderately higher in early pre-market trading on Monday in the hopes of getting some respite from Big Tech...
Via
Benzinga
Ameriprise Financial Recognized by Newsweek as One of “America’s Greatest Workplaces for Women”
April 18, 2024
From
Ameriprise Financial
Via
Business Wire
American Couples Have Shared Goals for Retirement, but Haven’t Nailed Down the Details: New Research from Ameriprise Financial
April 17, 2024
From
Ameriprise Financial
Via
Business Wire
Peering Into Ameriprise Finl's Recent Short Interest
↗
April 01, 2024
Via
Benzinga
Can Magnificent 7 Help Script Market Turnaround? Earnings Pick Up Pace With Microsoft, Meta, Alphabet And Tesla Expected This Week
↗
April 21, 2024
Corporate profit growth rose in Q3 2023 and is expected to continue in Q1.
Via
Benzinga
Ameriprise Financial Motivates and Empowers Women at Its 7th Annual Women Advisor Summits
April 16, 2024
From
Ameriprise Financial
Via
Business Wire
Kinecta Federal Credit Union Moves its Wealth Management Program to Ameriprise Financial
April 10, 2024
From
Ameriprise Financial
Via
Business Wire
Advisor With Over $100 Million in Assets Joins Ameriprise to Elevate the Experience He Delivers for Clients
April 09, 2024
From
Ameriprise Financial, Inc.
Via
Business Wire
Ameriprise Financial Announces Schedule for First Quarter 2024 Investor Conference Call
April 08, 2024
From
Ameriprise Financial, Inc.
Via
Business Wire
Top Analyst Reports For T-Mobile US, Abbott Laboratories & Palo Alto Networks
↗
April 06, 2024
Today's Research Daily features new research reports on 16 major stocks, including T-Mobile US, Inc. (TMUS), Abbott Laboratories (ABT) and Palo Alto Networks, Inc. (PANW).
Via
Talk Markets
Here's How Much You Would Have Made Owning Ameriprise Finl Stock In The Last 15 Years
↗
March 29, 2024
Via
Benzinga
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