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Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
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Default Rates
Yield Difference
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Preferred Custodian Settlement
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TSL’s Turnkey Operation Platform
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Liquidity
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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 sm Program
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EVENTS
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TAF
Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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MARKET RESEARCH
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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
MARKET RESEARCH
Featured Quarterly Newsletter
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Contrarian Notes Blog
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Benzinga's Top Ratings Upgrades, Downgrades For March 8, 2022
March 08, 2022
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March 04, 2022
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Why Shares of Bank of America, Wells Fargo, and JPMorgan Chase Are Falling Today
February 24, 2022
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Apple is Berkshire’s largest stock holding, but Buffett and Co. own a bigger share of these companies
February 15, 2022
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Will Chart Analysts Notice Bad Omen on Moody's's Chart
February 15, 2022
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Sunac China shares slide after downgrade by Moody’s
February 13, 2022
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Tags
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Where Moody's Stands With Analysts
February 11, 2022
Tickers
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Tags
Benzinga
BZI/AAR
MCO
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Benzinga
Moody's: Q4 Earnings Insights
February 10, 2022
Tickers
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Tags
News
BZI/Recaps
Benzinga
From
Benzinga
Earnings Scheduled For February 10, 2022
February 10, 2022
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ACB
AFRM
AHH
ALNY
Tags
ACB
TGH
CYBN
From
Benzinga
Moody's's Earnings Outlook
February 09, 2022
Tickers
MCO
Tags
Benzinga
Market News
MCO
From
Benzinga
Why Moody's Stock Declined 15.2% in January
February 03, 2022
Tickers
MCO
SPGI
Tags
Market News
MCO
Recent Press Releases
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3 Inflation-Resistant Stocks to Buy Right Now
January 27, 2022
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AXP
BAC
BRK-A
Tags
BRK/A
WM
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From
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Here's What You Need to Know About Moody's in 2022
January 26, 2022
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BAC
C
DB
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Tags
C
BAC
Market News
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2 No-Brainer Buffett Stocks to Buy for 2022
January 21, 2022
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AXP
BRK-A
BRK-B
MCO
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Recent Press Releases
MCO
Market News
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What 5 Analyst Ratings Have To Say About Moody's
January 05, 2022
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Tags
BZI/AAR
Benzinga
Analyst Ratings
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Apple Stock Just Got Safer, and With a Better Growth Profile, According to These Analysts
December 28, 2021
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JNJ
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MCO
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How Has Warren Buffett's Stock Portfolio Performed in 2021?
December 17, 2021
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With the S&P 500 Up 25% for the Year, Is It Too Late to Buy?
December 15, 2021
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LPLA
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MS
Tags
MS
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3 Incredible Value Stocks to Buy Before 2021 Is Over
December 04, 2021
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DIS
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DIS
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Here's How Much $1000 Invested In Moody's 10 Years Ago Would Be Worth Today
December 01, 2021
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MCO
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MCO
From
Benzinga
Omicron is bound to disrupt supply chains. The question is, how bad will it be?
November 30, 2021
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FORR
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BNTX
FORR
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MarketWatch
Got $1,000? Here's 1 Great Stock to Buy and Hold
November 18, 2021
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MSCI
SPGI
Tags
MSCI
SPGI
MCO
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$100 Invested In This Stock Over The Last 10 Years, Would Be Worth This Much
November 12, 2021
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Tags
Benzinga
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New All-Time High: Solana Becomes The Fourth Top Crypto After Overtaking Cardano
November 07, 2021
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ADSK
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Tags
$SOL
Benzinga
ADSK
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3 Best Warren Buffett Stocks to Buy in November
November 07, 2021
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BAC
BRK-A
BRK-B
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Fintech Focus For November 2, 2021
November 01, 2021
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BAC
MA
MCO
MQ
Tags
Fintech
Specialized Finance
Penny Stocks
From
Benzinga
Moody's Corporation (MCO) Q3 2021 Earnings Call Transcript
October 28, 2021
Tickers
MCO
Tags
MCO
Market News
From
Motley Fool
Moody's Posts Double-Digit Revenue Growth In Q3, Beats Consensus
October 28, 2021
Tickers
MCO
TECH
Tags
Briefs
Tech
Benzinga
From
Benzinga
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