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Advantages of Our Clearing System
Preferred Custodian Settlement
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Traditional Broker/Dealer Execution Flow
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home
about us
Investment Approach
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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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This Is What Whales Are Betting On Morgan Stanley
October 27, 2023
Tickers
MS
Tags
BZI/UOA
Markets
Options
From
Benzinga
JPMorgan CEO Jamie Dimon Plans to Sell 1 Million Shares of JPM Stock
October 27, 2023
Tickers
JPM
MS
Tags
NYSE:JPM,NYSE:MS
Market News
Today's Market
From
InvestorPlace
Citigroup's Push into Generative AI Signals Tech-Driven Future for Banking
October 27, 2023
Tickers
C
JPM
MS
Tags
AI Generated
Benzinga
Market News
From
Benzinga
Why Are Stocks Down Today?
October 26, 2023
Tickers
F
GOOG
GOOGL
META
Tags
MS
GOOGL
F
From
InvestorPlace
MS Stock Alert: What to Know as Morgan Stanley Announces New CEO
October 26, 2023
Tickers
F
MS
PLTR
STLA
Tags
F
NYSE:MS,NYSE:F,NYSE:STLA,NYSE:PLTR
MS
From
InvestorPlace
Morgan Stanley’s new chief executive Ted Pick has ‘big shoes to fill’ as he faces challenging markets: analyst
October 26, 2023
Tickers
MS
Tags
MS
From
MarketWatch
Morgan Stanley Appoints 'Battle-Tested' Edward Pick As CEO, James Gorman To Assume Role Of Executive Chairman
October 26, 2023
Tickers
MS
Tags
Equities
News
MS
From
Benzinga
Morgan Stanley names Ted Pick its next CEO
October 25, 2023
Tickers
MS
Tags
MS
From
MarketWatch
3 Growth Stocks That Will Make You Rich in 20 Years
October 25, 2023
Tickers
AMZN
MS
RACE
TM
Tags
NASDAQ:AMZN,NASDAQ:TSLA,NYSE:RACE,NYSE:MS,CCC:BTC/USD,CCC:ETH/USD,NYSE:TM
BTC/USD
RACE
From
InvestorPlace
Fed Chair Jerome Powell Is Not 'In A Rush To Raise Rates Again,' Says Morgan Stanley: FOMC Meeting Preview
October 25, 2023
Tickers
MS
Tags
Benzinga
Market News
Jerome Powell
From
Benzinga
How Is The Market Feeling About Morgan Stanley?
October 25, 2023
Tickers
MS
Tags
Market News
Benzinga
BZI/SHORTHIST
From
Benzinga
Gold Price Predictions 2024: How Bright Will the Yellow Metal Shine?
October 24, 2023
Tickers
BAC
MS
Tags
NYSE:MS,NYSE:BAC
BAC
MS
From
InvestorPlace
Succession wait bites into Morgan Stanley’s stock as company studies CEO options
October 24, 2023
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BAC
C
GS
JPM
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GS
MS
BAC
From
MarketWatch
This Is What Whales Are Betting On Morgan Stanley
October 23, 2023
Tickers
MS
Tags
Benzinga
Market News
Options
From
Benzinga
The 10-year Treasury yield briefly pierced 5%. Here’s what could drive it higher.
October 23, 2023
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COMP
DJIA
MS
SPX
Tags
BX:TMUBMUSD01M
SPX
BX:TMUBMUSD02Y
From
MarketWatch
Goldman Sachs, Bank Of America And Morgan Stanley Continue Last Week's Momentum Of Exceeding Estimates Despite The Macroeconomic Turmoil
October 20, 2023
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GS
MS
Tags
banks
Benzinga
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Hong Kong Stocks End The Week In A Rout As China's Central Bank Pumps $100 Billion Into Banking System Ahead Of Long Weekend
October 20, 2023
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BABA
CTRYF
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Benzinga
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Benzinga's Top Ratings Upgrades, Downgrades For October 20, 2023
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AMRC
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Buy AMZN Stock Now, You’ll Never Regret It
October 20, 2023
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MS
Tags
Stocks to Buy
MS
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Are People Done Buying Chips And Soda? Stock Market Winners And Losers From Rise Of Ozempic, Weight-Loss Drugs
October 19, 2023
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CAVA
CMG
MCD
MDLZ
Tags
CAVA
Ozempic
NSRGY
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Benzinga
3 Space Stocks That Are Shooting for the Stars
October 19, 2023
Tickers
LHX
LMT
MS
NOC
Tags
LMT
NYSE:MS,NASDAQ:RKLB,NYSE:XAR,NYSE:NOC,NYSE:LMT,NYSE:LHX
NOC
From
InvestorPlace
Morgan Stanley's Net Interest Income To Slump 14% In FY24: Analyst Cautions
October 19, 2023
Tickers
MS
Tags
MS
News
Equities
From
Benzinga
Morgan Stanley Analysts Slash Their Forecasts After Q3 Earnings
October 19, 2023
Tickers
MS
Tags
Intraday Update
Price Target
Markets
From
Benzinga
Morgan Stanley Details Indicators For Investors Gauging 'Crypto Winter's' End
October 19, 2023
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MS
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Cryptocurrency
News
MS
From
Benzinga
1 EV Stock to Buy Hand Over Fist Right Now
October 19, 2023
Tickers
AMZN
MS
TSLA
Tags
Recent Press Releases
MS
TSLA
From
Motley Fool
Expert Ratings for Morgan Stanley
October 19, 2023
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MS
Tags
Benzinga
Market News
BZI/AAR
From
Benzinga
Bull vs. Bear: Is Rivian Stock Worth the Drive?
October 19, 2023
Tickers
MS
RIVN
Tags
NASDAQ:RIVN,NYSE:MS
RIVN
MS
From
InvestorPlace
Top 3 Financial Stocks You'll Regret Missing In Q4
October 19, 2023
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MNSB
MS
RSI
VALU
Tags
MNSB
Markets
financial stocks
From
Benzinga
Why Johnson & Johnson Stock Flopped Today
October 18, 2023
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JNJ
KVUE
MS
RJF
Tags
MS
JNJ
RJF
From
Motley Fool
The 3 Best Flying Car Stocks to Buy for Long-Term Gains
October 18, 2023
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ACHR
BA
DAL
JOBY
Tags
Stocks to Buy
JOBY
BA
From
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