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home
about us
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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
Services, Fees and Compensation
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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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Marex Group plc - Ordinary Shares
(NQ:
MRX
)
52.80
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EDT, Apr 24, 2026
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All News about Marex Group plc - Ordinary Shares
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Marex Group PLC (NASDAQ:MRX) Shows Strong Earnings Momentum and Bullish Technical Setup
↗
April 21, 2026
Via
Chartmill
Marex Group plc Announces Pricing of U.S.$500 Million Senior Notes Offering
April 17, 2026
From
Marex Group plc
Via
GlobeNewswire
Marex Group President Sells $577,000 in Stock -- Here's What Investors Should Know
↗
April 07, 2026
This global financial services provider just reported a notable insider sale.
Via
The Motley Fool
Topics
Regulatory Compliance
Marex Group plc announces Q1 trading update and hosts Investor Day in New York
March 26, 2026
From
Marex Group plc
Via
GlobeNewswire
Marex Group Plc (NASDAQ:MRX) Soars on Strong Q4 Earnings Beat
↗
March 03, 2026
Via
Chartmill
Marex Group plc files its Annual Report on Form 20-F
March 25, 2026
From
Marex Group plc
Via
GlobeNewswire
Marex Group plc provides details for upcoming investor day on March 26, 2026
March 17, 2026
From
Marex Group plc
Via
GlobeNewswire
This Fund Bet $39 Million on The Andersons as Stock Surges Over 50% This Past Year
↗
March 05, 2026
This agribusiness firm delivers grain, ethanol, and plant nutrient solutions to U.S. and global markets through integrated operations.
Via
The Motley Fool
Topics
Economy
Regulatory Compliance
Supply Chain
Powell Industries Stock Surges Over 200% in a Year, and One Fund Dumped a $37 Million Stake Last Quarter
↗
March 05, 2026
This electrical equipment firm delivers custom-engineered power solutions for industrial and utility clients worldwide.
Via
The Motley Fool
Topics
Regulatory Compliance
This Fund Built a Nearly $40 Million Stake in Magnite Stock as Shares Plunged 25% Last Quarter
↗
March 05, 2026
This digital advertising platform enables publishers to monetize inventory across CTV, apps, and digital media using proprietary technology.
Via
The Motley Fool
Topics
Regulatory Compliance
Investor Builds $42 Million Position in Marex Amid 38% Revenue Jump
↗
March 05, 2026
This financial services firm delivers liquidity, market access, and risk management solutions to institutional clients worldwide.
Via
The Motley Fool
Topics
Derivatives
Regulatory Compliance
This Investor Built a $34 Million Stake in nCino Despite Shares Sinking 50% in One Year
↗
March 05, 2026
This cloud banking software provider serves financial institutions with SaaS solutions focused on automation, analytics, and compliance.
Via
The Motley Fool
Topics
Regulatory Compliance
Marex Group (MRX) Q4 2025 Earnings Call Transcript
↗
March 03, 2026
Marex Group (MRX) Q4 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
Marex Group plc announces fourth quarter and full year 2025 results
March 03, 2026
From
Marex Group plc
Via
GlobeNewswire
Marex Group plc to announce fourth quarter and full year 2025 results on March 3, 2026 with an Investor Day on March 26, 2026
February 12, 2026
From
Marex Group plc
Via
GlobeNewswire
Marex Group plc to acquire equity derivatives market maker Webb Traders
February 06, 2026
From
Marex Group plc
Via
GlobeNewswire
What a $14 Million Accelerant Bet Signals to Long-Term Investors After the Firm's July IPO
↗
December 26, 2025
The stock is underwater since its IPO, but the business beneath it just posted triple-digit profit growth, and one fund didn’t wait around.
Via
The Motley Fool
Topics
Initial Public Offering
Regulatory Compliance
Why a $30 Million Bruker Stock Trim Matters Amid an 18% Slide
↗
December 26, 2025
The sale isn’t about panic selling, but it is about what happens when growth stumbles, margins compress, and opportunity cost suddenly matters a lot more.
Via
The Motley Fool
Topics
Regulatory Compliance
FINAL DEADLINE ALERT: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Marex Group
December 08, 2025
From
Faruqi & Faruqi, LLP
Via
Business Wire
MRX Investors Have Opportunity to Lead Marex Group plc Securities Fraud Lawsuit with the Schall Law Firm
December 08, 2025
From
Schall Law
Via
GlobeNewswire
MAREX URGENT DEADLINE REMINDER: Bragar Eagel & Squire, P.C. Urges Marex Stockholders to Contact the Firm Before December 8th Deadline
December 06, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
Marex Group 72 Hour Deadline Alert: Former Louisiana Attorney General And Kahn Swick & Foti, LLC Remind Investors With Losses In Excess Of $100,000 of Deadline in Class Action Lawsuit Against Marex Group plc - MRX
December 05, 2025
From
Kahn Swick & Foti, LLC
Via
Business Wire
Marex Group Shareholder Alert: ClaimsFiler Reminds Investors With Losses In Excess Of $100,000 Of Lead Plaintiff Deadline In Class Action Lawsuits Against Marex Group plc - MRX
December 04, 2025
From
SkyMedia, LLC
Via
GlobeNewswire
MRX Investors Have Opportunity to Lead Marex Group plc Securities Fraud Lawsuit with the Schall Law Firm
December 04, 2025
From
Schall Law
Via
GlobeNewswire
DEADLINE ALERT: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Marex Group
December 03, 2025
From
Faruqi & Faruqi LLP
Via
GlobeNewswire
Marex Group Shareholder Alert By Former Louisiana Attorney General: Kahn Swick & Foti, LLC Reminds Investors with Losses in Excess of $100,000 of Lead Plaintiff Deadline in Class Action Lawsuit Against Marex Group plc - MRX
December 02, 2025
From
Kahn Swick & Foti, LLC
Via
GlobeNewswire
MRX DEADLINE: ROSEN, LEADING INVESTOR COUNSEL, Encourages Marex Group plc Investors to Secure Counsel Before Important December 8 Deadline in Securities Class Action – MRX
December 02, 2025
From
The Rosen Law Firm PA
Via
GlobeNewswire
Bragar Eagel & Squire, P.C. Urgently Reminds Stockholders of Molina, aTyr, and Marex to Contact the Firm Before Upcoming Deadlines
December 01, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
MRX Investors Have Opportunity to Lead Marex Group plc Securities Fraud Lawsuit with the Schall Law Firm
December 01, 2025
From
Schall Law
Via
GlobeNewswire
DEADLINE APPROACHING: Berger Montague Advises Marex Group PLC (NASDAQ: MRX) Investors to Inquire About a Securities Fraud Class Action by December 8, 2025
December 01, 2025
From
Berger Montague
Via
GlobeNewswire
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