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home
about us
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Firm ADV PDFs
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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
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Additional Information
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Marsh Common Stock
(NY:
MRSH
)
167.97
-2.86 (-1.67%)
Streaming Delayed Price
Updated: 2:40 PM EDT, Apr 30, 2026
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All News about Marsh Common Stock
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Marsh McLennan Agency to Acquire TriBridge Partners
Today 9:00 EDT
From
Marsh McLennan Agency
Via
Business Wire
CFO Role Expands as Growth, Transformation and AI Agendas Converge, Oliver Wyman Forum and New York Stock Exchange Survey Finds
April 29, 2026
From
Oliver Wyman Forum
Via
Business Wire
Cyber risk tops the global people risk agenda, according to Marsh’s 2026 People Risks report
April 29, 2026
From
Marsh
Via
Business Wire
Marsh Risk unveils AI-powered Risk Companion suite of analytics to empower clients with faster, smarter risk management
April 28, 2026
From
Marsh Risk
Via
Business Wire
Marsh & McLennan Cos. (NYSE:MRSH) Tops Q1 2026 Revenue Estimates Amid Legal Charge
↗
April 16, 2026
Via
Chartmill
Marsh & McLennan Cos. (NYSE:MRSH) Embodies Quality Investing Principles
↗
March 27, 2026
Via
Chartmill
Marsh and Formula 1® Announce Official Multi-Year Partnership
April 28, 2026
From
Marsh
Via
Business Wire
Marsh’s Q1 Earnings Call: Our Top 5 Analyst Questions
April 23, 2026
Marsh’s first quarter results were met with a positive market reaction, reflecting strong top-line growth and the company’s ability to navigate challenging i...
Via
StockStory
Topics
Artificial Intelligence
Earnings
A Look Back at Professional Services Stocks’ Q1 Earnings: Concentrix (NASDAQ:CNXC) Vs The Rest Of The Pack
April 22, 2026
Wrapping up Q1 earnings, we look at the numbers and key takeaways for the professional services stocks, including Concentrix (NASDAQ:CNXC) and its peers. The...
Via
StockStory
Topics
Artificial Intelligence
Economy
MRSH Q1 Deep Dive: AI Investments, Margin Expansion, and New Talent Fuel Growth Amid Market Pressures
April 17, 2026
Professional services firm Marsh (NYSE:MRSH) reported Q1 CY2026 results topping the market’s revenue expectations, with sales up 7.6% year on year to $7.60 b...
Via
StockStory
Topics
Artificial Intelligence
Marsh (MRSH) Stock Is Up, What You Need To Know
April 16, 2026
What Happened? Shares of professional services firm Marsh (NYSE:MRSH) jumped 4.6% in the afternoon session after the company reported strong first-quarter 20...
Via
StockStory
Topics
Artificial Intelligence
Retirement
Marsh McLennan (MRSH) Q1 2026 Earnings Transcript
↗
April 16, 2026
Marsh McLennan (MRSH) Q1 2026 Earnings Transcript
Via
The Motley Fool
Marsh (NYSE:MRSH) Beats Q1 CY2026 Sales Expectations
April 16, 2026
Professional services firm Marsh (NYSE:MRSH) reported Q1 CY2026 results beating Wall Street’s revenue expectations, with sales up 7.6% year on year to $7.60 ...
Via
StockStory
Marsh Reports Strong First Quarter 2026 Results
April 16, 2026
From
Marsh
Via
Business Wire
Marsh & McLennan (MRSH) Reports Q1: Everything You Need To Know Ahead Of Earnings
April 14, 2026
Professional services firm Marsh & McLennan (NYSE:MRSH) will be reporting results this Thursday before market hours. Here’s what investors should know. Marsh...
Via
StockStory
Topics
Artificial Intelligence
Marsh McLennan Agency Acquires Seitz Insurance Agency
April 07, 2026
From
Marsh McLennan Agency
Via
Business Wire
CEOs Convert Disruption Into Competitive Advantage, Oliver Wyman Forum and New York Stock Exchange Survey Finds
April 07, 2026
From
Oliver Wyman
Via
Business Wire
2 S&P 500 Stocks with Exciting Potential and 1 We Ignore
April 02, 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 ...
Via
StockStory
Topics
Stocks
Marsh Appoints Ted Moynihan President and CEO of Marsh Management Consulting and Oliver Wyman
March 31, 2026
From
Marsh
Via
Business Wire
Winners And Losers Of Q4: Ryan Specialty (NYSE:RYAN) Vs The Rest Of The Insurance Brokers Stocks
March 26, 2026
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a...
Via
StockStory
Topics
Economy
Marsh to Host First Quarter Earnings Investor Call on April 16
March 25, 2026
From
Marsh
Via
Business Wire
Marsh & McLennan (MRSH) Stock Is Up, What You Need To Know
March 20, 2026
What Happened? Shares of professional services firm Marsh & McLennan (NYSE:MRSH) jumped 2.9% in the afternoon session after its business, Mercer, agreed to a...
Via
StockStory
Topics
Economy
Retirement
Supply Chain
Oliver Wyman appoints Helen Leis as Global Head of Leadership and Change
March 20, 2026
From
Oliver Wyman
Via
Business Wire
Marsh to Expand Its Private Markets Capabilities With the Addition of AltamarCAM
March 19, 2026
From
Mercer
Via
Business Wire
Emerging Technology Could Help Manage Healthcare Costs as Spending Poised to Reach $23 Trillion by 2040, Oliver Wyman Analysis Shows
March 18, 2026
From
Oliver Wyman
Via
Business Wire
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
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