Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Featured Articles
Contrarian Notes Blog
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
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about MSBHF
Recent news which mentions MSBHF
< Previous
1
2
Next >
5 Warren Buffett Stocks to Buy Hand Over Fist and 1 to Avoid
August 24, 2025
Tickers
AAPL
BAC
BRK-A
BRK-B
Tags
BAC
BRK/A
XOM
From
Motley Fool
3 No-Brainer Warren Buffett Stocks to Buy Right Now
August 08, 2025
Tickers
AMZN
BRK-A
BRK-B
DPZ
Tags
BRK/A
BRK/B
DPZ
From
Motley Fool
Trump's Trade Deal With Japan A Tax On Americans — Economist Says, 'Not Remotely Optimistic' US Auto Companies Will Gain As Toyota And Honda Stocks Rally
July 25, 2025
Tickers
ASIA
FUJHY
GM
HMC
Tags
MSBHF
Large Cap
TM
From
Benzinga
Trump Trade Deal With Japan Sends Toyota, Mazda Stock Soaring, Nikkei Rises Sharply
July 22, 2025
Tickers
ASIA
MSBHF
MZDAY
NEWS
Tags
Regulations
Markets
Pre/Market Outlook
From
Benzinga
7 Space Stocks I'd Buy Without Hesitation
June 25, 2025
Tickers
AMZN
ASTS
BKSY
EADSY
Tags
PLTR
BKSY
LMT
From
Motley Fool
3 Warren Buffett Stocks to Hold Forever
June 14, 2025
Tickers
AMZN
BRK-A
BRK-B
MSBHF
Tags
AMZN
MSBHF
BRK/A
From
Motley Fool
Warren Buffett Has $92 Billion of Berkshire Hathaway's $280 Portfolio Put to Work in 8 Prominent Artificial Intelligence (AI) Stocks
June 04, 2025
Tickers
AAPL
AI
AMZN
BRK-A
Tags
MARUY
MITSF
Recent Press Releases
From
Motley Fool
Warren Buffett's Successor Would Love to Buy 5X More of These Stocks. Here's Why They're Good Picks for Other Investors, Too.
May 24, 2025
Tickers
ITOCF
ITOCY
MARUF
MARUY
Tags
MTSU/Y
SSUM/F
MITSY
From
Motley Fool
Warren Buffett Bought 13 Stocks in the March-Ended Quarter -- 6 of Which He Never Wants to Sell
May 23, 2025
Tickers
AXP
BRK-A
BRK-B
DPZ
Tags
MTSU/Y
AXP
HEI/A
From
Motley Fool
Warren Buffett Bought 13 Stocks in Q1. Here's the Best of the Bunch.
May 20, 2025
Tickers
BRK-A
BRK-B
CB
DPZ
Tags
MARUY
MITSF
Recent Press Releases
From
Motley Fool
Here Are 8 Stocks Warren Buffett Bought During the First 3 Months of 2025 -- Including 2 Legal Monopolies
May 14, 2025
Tickers
BRK-A
BRK-B
ITOCY
MARUY
Tags
ITOCY
MSBHF
SIRI
From
Motley Fool
Under the Radar: From Deflation to Dividend Machines — Japan's Market Turns a Corner
May 13, 2025
Tickers
ITOCY
MARUY
MSBHF
MTSFY
Tags
Market News
under the radar
MTSFY
From
Benzinga
Warren Buffett Is Set to Step Down as Berkshire Hathaway CEO at the End of 2025: Here's What Will and Won't Change (and What Already Has)
May 05, 2025
Tickers
BRK-A
BRK-B
ITOCY
MARUY
Tags
SNOW
MSBHF
MARUY
From
Motley Fool
Warren Buffett And His Successor Greg Abel Say Berkshire Hathaway Could Hold This $20B Bet For '50 Years Or Forever'
May 04, 2025
Tickers
AAPL
AXP
BRK
ITOCY
Tags
Berkshire Hathaway
MARUY
Markets
From
Benzinga
Warren Buffett Loaded Up on These Stocks As the Market Sank. Should You Buy Them Too?
April 24, 2025
Tickers
BRK-A
BRK-B
ITOCF
ITOCY
Tags
MTSU/Y
BRK/B
MARUY
From
Motley Fool
85% of Warren Buffett's $290 Billion Portfolio Is Invested in These 12 Magnificent Stocks
March 31, 2025
Tickers
AAPL
AXP
BAC
BRK-A
Tags
Market News
AAPL
BRK/A
From
Motley Fool
Which Stocks Is Warren Buffett Buying During the Market Pullback?
March 27, 2025
Tickers
BRK-A
BRK-B
DPZ
ITOCF
Tags
MSBHF
ITOCY
POOL
From
Motley Fool
Warren Buffett Has Added to 6 of His 8 Forever Holdings Over the Last 6 Weeks
March 25, 2025
Tickers
AXP
BRK-A
BRK-B
ITOCF
Tags
MARUF
SSUM/Y
Recent Press Releases
From
Motley Fool
Warren Buffett Played the Stock Market Sell-Off Perfectly. Now, the Billionaire Investor Is Shopping Abroad.
March 21, 2025
Tickers
BRK-A
BRK-B
ITOCY
MARUF
Tags
MARUF
Recent Press Releases
SSUM/F
From
Motley Fool
Warren Buffett Just Increased Berkshire Hathaway's Investment in These 5 Stocks He Plans to Hold Forever
March 20, 2025
Tickers
BRK-A
BRK-B
ITOCF
MARUY
Tags
BRK/A
Market News
BRK/B
From
Motley Fool
Warren Buffett-Backed Japanese Trading Stocks Surge As Tokyo Market Digest Berkshire's Increased Stake
March 17, 2025
Tickers
ASIA
BRK
ITOCY
MARUY
Tags
Asia
Equities
Market News
From
Benzinga
3 Can't-Miss Takeaways From Warren Buffett's Letter to Berkshire Hathaway Shareholders
March 01, 2025
Tickers
AAPL
AXP
BRK-A
BRK-B
Tags
BRK/B
NVDA
MTSU/Y
From
Motley Fool
Every Stock Warren Buffett Has Said He'd Own Practically Forever
January 13, 2025
Tickers
AAPL
AXP
BRK-A
BRK-B
Tags
MITSY
Recent Press Releases
SSUM/Y
From
Motley Fool
Here Are All 44 Stocks Warren Buffett Holds for Berkshire Hathaway's $291 Billion Portfolio
December 24, 2024
Tickers
BAC
BRK-A
BRK-B
CB
Tags
DPZ
BRK/B
MTSU/Y
From
Motley Fool
Exxon, Mitsubishi Join Forces For Low-Carbon Hydrogen Project
September 13, 2024
Tickers
DRLL
MSBHF
NEWS
WEEI
Tags
WEEI
DRLL
MSBHF
From
Benzinga
34% of Warren Buffett's $318 Billion Portfolio Is Invested in These 8 "Forever" Stocks
September 06, 2024
Tickers
AXP
BRK-A
BRK-B
ITOCF
Tags
ITOCY
MSBHF
OXY
From
Motley Fool
Here Are All 45 Stocks Warren Buffett Holds for Berkshire Hathaway's $314 Billion Portfolio
August 21, 2024
Tickers
AAPL
BAC
BRK-A
BRK-B
Tags
CVX
ITOCY
MSBHF
From
Motley Fool
3 More Stocks Warren Buffett Might Sell to Prep for a Market Crash
August 12, 2024
Tickers
BRK-A
BRK-B
COF
ITOCF
Tags
BRK/B
Stocks to Sell
COF
From
InvestorPlace
Global Market Turmoil Tests Warren Buffett's Japanese Investments: Despite Initial 30% Plunge, Berkshire Hathaway's $20B Bet On Japan's Trading Giants Recovers
August 12, 2024
Tickers
AAPL
ASIA
BRK
ITOCY
Tags
Market News
Equities
Asia
From
Benzinga
3 Warren Buffett Stocks to Buy Instead of Bank of America
August 01, 2024
Tickers
AMZN
MCO
MSBHF
Tags
MSBHF
AMZN
NASDAQ:AMZN,NYSE:MCO,OTC:MSBHF
From
InvestorPlace
< Previous
1
2
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.