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home
about us
Investment Approach
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Team Biographies
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)
MVS Program
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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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Principal Financial Group
(NQ:
PFG
)
89.38
-0.21 (-0.23%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 26, 2025
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The Rock in Transition: A Comprehensive Research Feature on Prudential Financial (NYSE: PRU)
December 26, 2025
Published on December 26, 2025 Introduction Prudential Financial, Inc. (NYSE: PRU) stands at a critical juncture as 2025 draws to a close. Long synonymous with stability—represented by its iconic Rock...
Via
PredictStreet
Topics
Bonds
Data Breach
Retirement
1 Safe-and-Steady Stock with Exciting Potential and 2 We Ignore
December 10, 2025
A stock with low volatility can be reassuring, but it doesn’t always mean strong long-term performance. Investors who prioritize stability may miss out on higher-reward opportunities elsewhere.
Via
StockStory
Topics
Retirement
Principal® Recognized as Best Place to Work in Money Management by Pensions & Investments for 14th Consecutive Year
December 09, 2025
From
Principal Asset Management
Via
Business Wire
1 Surging Stock Worth Investigating and 2 We Turn Down
December 04, 2025
The stocks featured in this article have all approached their 52-week highs. When these price levels hit, it typically signals strong business execution, positive market sentiment, or significant...
Via
StockStory
Topics
Retirement
Principal Financial Group (NASDAQ:PFG) Shows Strong Technical and Setup Ratings for Potential Breakout
↗
November 26, 2025
Principal Financial Group (PFG) shows strong technicals and a high-quality breakout setup, signaling a potential entry point for traders.
Via
Chartmill
A Look Back at Life Insurance Stocks’ Q3 Earnings: Principal Financial Group (NASDAQ:PFG) Vs The Rest Of The Pack
November 23, 2025
Looking back on life insurance stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Principal Financial Group (NASDAQ:PFG) and its peers.
Via
StockStory
Topics
Artificial Intelligence
Retirement
U.S. Businesses Lean on Talent and Tech to Power Growth Amid Rising Costs
November 19, 2025
From
Principal Financial Group
Via
Business Wire
3 Unpopular Stocks Walking a Fine Line
November 14, 2025
Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can...
Via
StockStory
Topics
Retirement
Principal Asset Management® Real Estate Strategies Earn Top GRESB Ratings for 10th Consecutive Year
November 05, 2025
From
Principal Asset Management
Via
Business Wire
Prudential Financial's Stellar Q3 2025: Dividend Declared Amidst Robust Earnings Performance
November 04, 2025
Prudential Financial (NYSE: PRU) has once again demonstrated its financial resilience and commitment to shareholder returns, announcing a quarterly dividend declaration in conjunction with a strong...
Via
MarketMinute
Topics
Climate Change
Retirement
Supply Chain
Apollo Funds Complete Acquisition of Stream Data Centers
November 03, 2025
SDC Positioned to Accelerate Development Across Multi-Gigawatt Hyperscale Pipeline with Apollo Funds’ Capital and Strategic Support
From
Apollo Global Management, Inc.
Via
GlobeNewswire
The 5 Most Interesting Analyst Questions From Principal Financial Group’s Q3 Earnings Call
November 03, 2025
Principal Financial Group’s third quarter results were met with a positive market reaction, reflecting investor confidence in the company’s diversified strategy and ongoing momentum across key business...
Via
StockStory
Topics
Earnings
Retirement
PFG Q3 Deep Dive: Diversified Segments Drive Growth Despite Margin Pressures
October 29, 2025
Financial services company Principal Financial Group (NASDAQGS:PFG) fell short of the markets revenue expectations in Q3 CY2025, but sales rose 6.1% year on year to $3.90 billion. Its non-GAAP profit...
Via
StockStory
Topics
Retirement
Nasdaq 100 Hits 26,000, Gold Falls Below $4,000: What's Moving Markets Tuesday?
↗
October 28, 2025
Tech stocks hit new highs as the Nasdaq 100 rallies 0.7% midday. Investors eye a Fed rate cut, Trump-Xi meeting, and major tech earnings.
Via
Benzinga
Topics
Economy
Which S&P500 stocks are moving after the closing bell on Monday?
↗
October 27, 2025
As the regular session of the US market on Monday comes to an end, let's delve into the after-hours session and discover the top S&P500 gainers and losers shaping the post-market sentiment.
Via
Chartmill
Principal Financial Group Announces Third Quarter 2025 Results
October 27, 2025
From
Principal Financial Group
Via
Business Wire
Principal Financial Group (PFG) Q3 Earnings: What To Expect
October 25, 2025
Financial services company Principal Financial Group (NASDAQGS:PFG) will be reporting results this Monday afternoon. Here’s what you need to know.
Via
StockStory
Insights Ahead: Principal Finl Gr's Quarterly Earnings
↗
October 24, 2025
Via
Benzinga
Earnings Scheduled For October 27, 2025
↗
October 27, 2025
Via
Benzinga
U.S. Opens Floodgates to Argentinian Beef: A Seismic Shift for Livestock Markets
October 23, 2025
The global livestock commodity sector is bracing for significant shifts following a landmark decision by the United States to dramatically increase its imports of Argentinian beef. This move, announced...
Via
MarketMinute
Topics
Economy
Government
World Trade
This CME Group Analyst Turns Bullish; Here Are Top 5 Upgrades For Thursday
↗
October 23, 2025
Via
Benzinga
Progress in Global Financial Inclusion Stalls after Two Years of Significant Improvement, According to the 2025 Research Study from Principal®
October 20, 2025
From
Principal Financial Group
Via
Business Wire
US Foods Holding Corp. Serves Up Sustained Growth: Will the Momentum Continue?
October 17, 2025
US Foods Holding Corp. (NYSE: USFD), a prominent player in the American foodservice distribution landscape, has been on a remarkable upward trajectory, showcasing robust stock performance and strategic...
Via
MarketMinute
Topics
Artificial Intelligence
Climate Change
Economy
3 S&P 500 Stocks with Open Questions
October 14, 2025
While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural...
Via
StockStory
Topics
Retirement
Stocks
Principal Financial Group Stock: A Deep Dive Into Analyst Perspectives (8 Ratings)
↗
October 08, 2025
Via
Benzinga
Principal® Partners With Barings on New $1 Billion Portfolio Finance Initiative to Strengthen Private Credit Platform
October 07, 2025
From
Principal Financial Group
Via
Business Wire
Principal Financial Group (PFG): Buy, Sell, or Hold Post Q2 Earnings?
October 07, 2025
Although Principal Financial Group (currently trading at $84.18 per share) has gained 17.5% over the last six months, it has trailed the S&P 500’s 33.2% return during that period. This was partly due...
Via
StockStory
Topics
Stocks
Principal to Announce Third Quarter 2025 Financial Results
October 01, 2025
From
Principal Financial Group
Via
Business Wire
3 Mid-Cap Stocks We’re Skeptical Of
October 01, 2025
Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from...
Via
StockStory
Topics
Retirement
1 Unpopular Stock That Deserves Some Love and 2 We Avoid
September 25, 2025
When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other...
Via
StockStory
Topics
Retirement
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