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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
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Willis Towers Watson Public Limited Company - Ordinary Shares
(NQ:
WTW
)
333.99
-6.30 (-1.85%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Aug 13, 2026
Add to My Watchlist
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All News about Willis Towers Watson Public Limited Company - Ordinary Shares
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WTW (WTW) Q2 2026 Earnings Call Transcript
↗
August 03, 2026
CEO Hess unveils Propel AI plan targeting 30% operating margin by 2028.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Economy
WTW (WTW) Q2 2026 Earnings Call Transcript
↗
July 30, 2026
CEO Hess unveils Propel AI plan targeting 30% operating margin by 2028.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Economy
Willis Towers Watson Public Q2 Earnings Call Highlights
↗
July 30, 2026
Willis Towers Watson Public (NASDAQ:WTW) reported second-quarter 2026 organic revenue growth of 5%, adjusted operating margin expansion of 100 basis points and adjusted diluted earnings per share of...
Via
MarketBeat
Topics
Artificial Intelligence
Earnings
Willis Towers Watson (NASDAQ:WTW) Q2 Earnings Beat EPS Estimates, Stock Rises in Pre-Market
↗
July 30, 2026
Via
Chartmill
Topics
Earnings
Willis Towers Watson (NASDAQ:WTW) Drops 10% Pre-Market After Revenue Miss and Tepid 3% Organic Growth
↗
April 30, 2026
Via
Chartmill
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Willis Towers Watson plc - WTW
May 19, 2026
From
Pomerantz LLP
Via
GlobeNewswire
WTW Investors Have Opportunity to Join Willis Towers Watson Public Limited Company Fraud Investigation with the Schall Law Firm
May 13, 2026
From
Schall Law
Via
GlobeNewswire
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Willis Towers Watson plc - WTW
May 12, 2026
From
Pomerantz LLP
Via
GlobeNewswire
Why Willis Towers Watson Stock Was Sliding This Week
↗
May 01, 2026
It didn't exactly blow the market away with its first earnings report of this year.
Via
The Motley Fool
Topics
Economy
Thursday's session: top gainers and losers in the S&P500 index
↗
April 30, 2026
Via
Chartmill
WTW Q1 2026 Earnings Call Transcript
↗
April 30, 2026
WTW Q1 2026 Earnings Call Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
In today's session, there are S&P500 stocks with remarkable trading volume.
↗
April 30, 2026
Via
Chartmill
Exploring the top movers within the S&P500 index during today's session.
↗
April 30, 2026
Via
Chartmill
These S&P500 stocks are gapping in today's session
↗
April 30, 2026
Via
Chartmill
Discover the top S&P500 movers in Thursday's pre-market session.
↗
April 30, 2026
Via
Chartmill
Explore the top gainers and losers within the S&P500 index in today's session.
↗
March 20, 2026
Via
Chartmill
Unusual volume S&P500 stocks in Wednesday's session
↗
February 11, 2026
Via
Chartmill
The Architect of Risk: WTW’s Strategic Transformation and the New Era of Brokerage
February 10, 2026
Date: February 10, 2026 Introduction In the high-stakes world of global risk management and human capital consulting, Willis Towers Watson Public Limited Company (Nasdaq: WTW) has spent the last decade...
Via
Finterra
Topics
Artificial Intelligence
Climate Change
Economy
Uncover the latest developments among S&P500 stocks in today's session.
↗
February 09, 2026
Via
Chartmill
Monday's session: top gainers and losers in the S&P500 index
↗
February 09, 2026
Via
Chartmill
Which S&P500 stocks are moving on Tuesday?
↗
February 03, 2026
Via
Chartmill
Willis Towers Watson (WTW) Earnings Transcript
↗
February 03, 2026
Willis Towers Watson (WTW) Earnings Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Cortland Associates Ditches First Advantage Shares in $5.6 Million Sale, According to Recent Filing
↗
January 28, 2026
First Advantage delivers technology-driven screening and compliance solutions for employers worldwide, serving a broad range of industries.
Via
The Motley Fool
Topics
Regulatory Compliance
Investment Manager Sells $10.1 Million Worth of Blue Owl Stock, According to Recent SEC Filing
↗
January 28, 2026
Blue Owl Capital delivers direct lending, GP capital, and real estate solutions, generating steady fee income from institutional clients.
Via
The Motley Fool
Topics
Regulatory Compliance
Cortland Associates Sheds JD Shares Worth $11.7 Million, as Competition Heats Up
↗
January 28, 2026
JD.com delivers a broad range of consumer and enterprise products through a technology-driven, supply chain-focused business model in China.
Via
The Motley Fool
Topics
Economy
Regulatory Compliance
Why a Fund Just Added $18.5 Million to Grocery Outlet Despite a 40% One-Year Stock Slide
↗
December 28, 2025
The stock has been punished, margins are under pressure, and yet one investor just leaned in hard. Here’s what they may be seeing that the market is missing.
Via
The Motley Fool
Topics
Regulatory Compliance
Why One Investor Took $20 Million in Sensient Stock Off the Table Amid a 32% Rally
↗
December 28, 2025
Sensient’s earnings momentum looks solid, but one concentrated investor just made a very different call about where future upside really lies.
Via
The Motley Fool
Topics
Regulatory Compliance
Supply Chain
Warren Buffett Disciple Seth Klarman Takes New Stake In Railroad Company, Lowers Stake In This Magnificent Seven Stock
↗
November 14, 2025
Baupost Group, led by Seth Klarman, made major changes to its investment portfolio in the third quarter. A look at the changes.
Via
Benzinga
Dodge & Cox Bets on Aon PLC: A Value Play in the Insurance Brokerage Giant
November 13, 2025
Dodge & Cox, the renowned value-oriented investment firm, made a significant strategic move in the third quarter of 2025, sending ripples of interest through the financial markets. The firm initiated a...
Via
MarketMinute
Topics
Artificial Intelligence
Climate Change
Retirement
Looking Into Willis Towers Watson PLC's Recent Short Interest
↗
November 03, 2025
Via
Benzinga
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