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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
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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Marsh Common Stock
(NY:
MRSH
)
172.15
+1.27 (+0.74%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 13, 2026
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All News about Marsh Common Stock
Insurance Brokers Q4 Earnings: Marsh & McLennan (NYSE:MRSH) is the Best in the Biz
March 11, 2026
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking a...
Via
StockStory
Topics
Economy
This $9 Million Institutional Buy Targeted a Semiconductor Stock Down 19% Over the Past Year
↗
March 11, 2026
Skyworks Solutions delivers semiconductor products for wireless and analog applications across diverse global markets.
Via
The Motley Fool
Topics
Regulatory Compliance
OLED Stock Down 35% This Past Year, but One Fund Invested $9 Million More Anyway
↗
March 11, 2026
Universal Display licenses OLED tech and supplies materials to major players in the global display and lighting markets.
Via
The Motley Fool
Topics
Intellectual Property
Regulatory Compliance
3 Reasons We’re Fans of Marsh & McLennan (MRSH)
March 11, 2026
Over the past six months, Marsh & McLennan’s shares (currently trading at $175.81) have posted a disappointing 13.6% loss, well below the S&P 500’s 3.1% gain...
Via
StockStory
Topics
Stocks
Supply Chain
Insurance Brokers Stocks Q4 Highlights: Arthur J. Gallagher (NYSE:AJG)
March 10, 2026
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking a...
Via
StockStory
Topics
Economy
Copart, Huron, Brown & Brown, Marsh & McLennan, and Omnicom Group Shares Are Falling, What You Need To Know
March 10, 2026
Via
StockStory
Topics
Economy
Supply Chain
Marsh Appoints Nick Studer President and CEO of Marsh Risk and Martin South Chief Client Officer of Marsh
March 10, 2026
From
Marsh
Via
Business Wire
Q4 Earnings Highs And Lows: Baldwin Insurance Group (NASDAQ:BWIN) Vs The Rest Of The Insurance Brokers Stocks
March 09, 2026
Via
StockStory
Topics
Economy
Q4 Earnings Highs And Lows: Brown & Brown (NYSE:BRO) Vs The Rest Of The Insurance Brokers Stocks
March 05, 2026
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at ...
Via
StockStory
Topics
Economy
2 Profitable Stocks to Research Further and 1 We Question
February 26, 2026
While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my...
Via
StockStory
Marsh Declares Quarterly Cash Dividend
February 25, 2026
From
Marsh
Via
Business Wire
Investors Say Companies Combining Human and AI Capabilities Gain a Competitive Advantage, According to Mercer’s Global Talent Trends 2026 Report
February 25, 2026
From
Marsh
Via
Business Wire
Marsh Appoints Peter Harrison to Its Board of Directors
February 25, 2026
From
Marsh
Via
Business Wire
1 Services Stock for Long-Term Investors and 2 We Brush Off
February 16, 2026
Business services providers thrive by solving complex operational challenges for their clients, allowing them to focus on their secret sauce. Still, investors are uneasy as firms face challenges from...
Via
StockStory
Topics
Economy
Stocks
Marsh Announces Pricing of $600 Million Senior Notes Offering
February 11, 2026
From
Marsh
Via
Business Wire
Amid Economic and AI Anxieties, US Employees Are Choosing to Stay Put, Mercer Finds
February 10, 2026
From
Mercer
Via
Business Wire
The Top 5 Analyst Questions From Marsh & McLennan’s Q4 Earnings Call
February 05, 2026
Marsh & McLennan’s fourth quarter was marked by above-consensus revenue and profit, reflecting strong execution on strategic priorities despite a complex market environment. Management credited...
Via
StockStory
Topics
Artificial Intelligence
Earnings
Marsh McLennan Agency Acquires Robinson & Son
February 02, 2026
From
Marsh McLennan Agency
Via
Business Wire
2 S&P 500 Stocks with Exciting Potential and 1 We Brush Off
February 01, 2026
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some...
Via
StockStory
Topics
Stocks
MRSH Q4 Deep Dive: Digital Infrastructure and AI Drive Strategic Shifts Amid Industry Headwinds
January 30, 2026
Professional services firm Marsh & McLennan (NYSE:MMC) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 8.7% year on year to $6.60 billion. Its non-GAAP profit of...
Via
StockStory
Topics
Artificial Intelligence
Marsh McLennan (MRSH) Q4 2025 Earnings Transcript
↗
January 29, 2026
Marsh McLennan (MRSH) Q4 2025 Earnings Transcript
Via
The Motley Fool
Marsh & McLennan’s (NYSE:MRSH) Q4 CY2025 Sales Beat Estimates
January 29, 2026
Professional services firm Marsh & McLennan (NYSE:MMC) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 8.7% year on year to $6.60 billion. Its non-GAAP profit of $2.12 per share was...
Via
StockStory
Topics
Earnings
Marsh Reports Solid Fourth Quarter and Full-Year 2025 Results
January 29, 2026
From
Marsh
Via
Business Wire
Marsh & McLennan (MRSH) Q4 Earnings Report Preview: What To Look For
January 27, 2026
Professional services firm Marsh & McLennan (NYSE:MMC) will be reporting earnings this Thursday before the bell. Here’s what investors should know.
Via
StockStory
Topics
Artificial Intelligence
Marsh McLennan Agency Launches Secure Harbor Group Captive to Help Senior Living Clients Manage Challenging Market Conditions
January 27, 2026
From
Marsh McLennan Agency
Via
Business Wire
Deep Shifts in Human Sentiment Are Redefining Economic, Health, and Workplace Norms, Oliver Wyman Forum Report Finds
January 20, 2026
From
Oliver Wyman
Via
Business Wire
Sports Economy Set to Reach $8.8 Trillion by 2050, But Physical Inactivity and Climate Threats Risk Billions Without Urgent Action
January 15, 2026
From
Oliver Wyman
Via
Business Wire
As Organizations Race to Adopt AI in 2026, Marsh’s Mercer Says Empower Talent and Redesign Work
January 14, 2026
From
Mercer
Via
Business Wire
Marsh Declares Quarterly Cash Dividend
January 14, 2026
From
Marsh
Via
Business Wire
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