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home
about us
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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
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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
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Event Schedule
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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
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$100 Invested In This Stock 10 Years Ago Would Be Worth This Much Today
March 07, 2025
Tickers
MSCI
NEWS
Tags
Benzinga
Trading Ideas
MSCI
From
Benzinga
Here's How Much You Would Have Made Owning MSCI Stock In The Last 10 Years
February 07, 2025
Tickers
MSCI
NEWS
Tags
Benzinga
Trading Ideas
MSCI
From
Benzinga
MSCI Management Is Conservative, Analyst Sees Strong Momentum In 2025
January 30, 2025
Tickers
MSCI
NEWS
Tags
News
Reiteration
Market News
From
Benzinga
Looking Into MSCI's Recent Short Interest
January 30, 2025
Tickers
MSCI
Tags
Short Sellers
Market News
Short Ideas
From
Benzinga
MSCI (MSCI) Q4 2024 Earnings Call Transcript
January 29, 2025
Tickers
MSCI
Tags
Market News
Recent Press Releases
MSCI
From
Motley Fool
Stocks Tick Down Ahead Of Fed Meeting, Nvidia Jitters Resume, Trump Media Rallies: What's Driving Markets Wednesday?
January 29, 2025
Tickers
ADP
AMP
ASML
CB
Tags
DHR
Jerome Powell
ASML
From
Benzinga
MSCI's Q4 EPS Surpasses, Income Drops
January 29, 2025
Tickers
MSCI
Tags
Market News
Recent Press Releases
MSCI
From
Motley Fool
MSCI Q4 Earnings: Beats EPS Estimates, Boosts Dividend 12.5%, ESG And Index Revenues Drive Growth, Higher Margins, $1.4 Billion+ Free Cash Flow Projection
January 29, 2025
Tickers
MSCI
NEWS
Tags
Earnings
Briefs
Guidance
From
Benzinga
Earnings Scheduled For January 29, 2025
January 29, 2025
Tickers
ADP
AIT
AMP
ASML
Tags
BHE
LBRT
AXS
From
Benzinga
$1000 Invested In MSCI 10 Years Ago Would Be Worth This Much Today
January 15, 2025
Tickers
MSCI
NEWS
Tags
Trading Ideas
Benzinga
MSCI
From
Benzinga
The Little-Known Stock Behind Thousands of ETFs
January 07, 2025
Tickers
MSCI
Tags
Market News
MSCI
Recent Press Releases
From
Motley Fool
Here's How Much You Would Have Made Owning MSCI Stock In The Last 5 Years
January 02, 2025
Tickers
MSCI
NEWS
Tags
Benzinga
Trading Ideas
MSCI
From
Benzinga
MSCI Aims To Strengthen Buy-Side Conditions, Boost Earnings In 2025
December 18, 2024
Tickers
MSCI
Tags
Trading Ideas
Upgrades
Market News
From
Benzinga
This Dow Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday
December 18, 2024
Tickers
DOW
EXPE
MSCI
NEWS
Tags
Benzinga
top upgrades
MSCI
From
Benzinga
US Stocks Led By Apple, Nvidia, And Other Tech Giants Dominate Nearly Two-Thirds Of MSCI World Index, Drawing Parallels To 1980s Peak
December 18, 2024
Tickers
AAPL
AMZN
AVGO
GOOG
Tags
AMZN
MSFT
AAPL
From
Benzinga
Here's How Much $100 Invested In MSCI 10 Years Ago Would Be Worth Today
December 13, 2024
Tickers
MSCI
NEWS
Tags
Benzinga
Trading Ideas
MSCI
From
Benzinga
Looking Into MSCI's Recent Short Interest
December 04, 2024
Tickers
MSCI
Tags
Benzinga
Trading Ideas
MSCI
From
Benzinga
Looking Into MSCI's Recent Short Interest
November 18, 2024
Tickers
MSCI
Tags
Short Sellers
Market News
Short Ideas
From
Benzinga
MSCI (MSCI) Q3 2024 Earnings Call Transcript
October 29, 2024
Tickers
MSCI
Tags
Recent Press Releases
MSCI
Market News
From
Motley Fool
Tech Stocks Rise Ahead Of Key Earnings, Gold Smashes Records, Bitcoin Nears All-Time Highs: What's Driving Markets Tuesday?
October 29, 2024
Tickers
AMD
BITCOMP
CB
CMG
Tags
Commodities
F
Consumer Tech
From
Benzinga
MSCI Touts Strong Subscription Growth, CEO Says Q3's Recurring Sales Were 'Best-Ever'
October 29, 2024
Tickers
MSCI
NEWS
Tags
Benzinga
MSCI
Market News
From
Benzinga
$1000 Invested In This Stock 5 Years Ago Would Be Worth $2,600 Today
October 24, 2024
Tickers
MSCI
NEWS
Tags
BZI/POD
Market News
News
From
Benzinga
(MSCI) - Analyzing MSCI's Short Interest
October 15, 2024
Tickers
MSCI
Tags
Short Sellers
Short Ideas
Market News
From
Benzinga
$1000 Invested In This Stock 10 Years Ago Would Be Worth $14,000 Today
October 14, 2024
Tickers
MSCI
NEWS
Tags
BZI/POD
Market News
News
From
Benzinga
Top 2 Financials Stocks That May Implode In October
October 09, 2024
Tickers
MORN
MSCI
NEWS
RSI
Tags
Markets
RSI
Expert Ideas
From
Benzinga
$1000 Invested In MSCI 10 Years Ago Would Be Worth This Much Today
October 01, 2024
Tickers
MSCI
NEWS
Tags
BZI/POD
Market News
News
From
Benzinga
IPO Rebound And FinTech Growth Potential Is Helping Nasdaq: Analyst Double Upgrades Stock
September 04, 2024
Tickers
JKHY
MCO
MLNK
MSCI
Tags
Top Stories
Benzinga
MSCI
From
Benzinga
Jim Cramer Calls This Tech Stock 'Terrific' And Says 'I Heavily Suggest That You Buy Much More' Of DuPont
August 07, 2024
Tickers
DD
MSCI
NEWS
NFE
Tags
Markets
Stories That Matter
CNBC
From
Benzinga
MSCI (MSCI) Q2 2024 Earnings Call Transcript
July 23, 2024
Tickers
MSCI
Tags
MSCI
Recent Press Releases
Market News
From
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Small-Cap Gains Resume Ahead Of Major Tech Earnings; UPS Faces Worst Day Ever, Bitcoin Dips Below $66,000: What's Driving Markets Tuesday?
July 23, 2024
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AGYS
BITCOMP
CB
CMCSA
Tags
Stories That Matter
XLE
AGYS
From
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