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home
about us
Investment Approach
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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MSCI CEO Hails Decade of Growth, Record Q4 Earnings Signal Strong Future for Investment Giant
January 30, 2024
Tickers
MSCI
NEWS
Tags
Guidance
why it's moving
Briefs
From
Benzinga
Earnings Scheduled For January 30, 2024
January 30, 2024
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AMD
AOS
APAM
ASH
Tags
CAC
Market News
POWL
From
Benzinga
Earnings Outlook For MSCI
January 29, 2024
Tickers
MSCI
Tags
Market News
BZI/EP
Benzinga
From
Benzinga
Jim Cramer Advises Investors To Buy Blackrock Despite Market Volatility: 'I Think That Was An Amazing Quarter'
January 26, 2024
Tickers
BLK
MSCI
NEWS
Tags
Pooja Rajkumari
Benzinga
MSCI
From
Benzinga
BlackRock Analyst Warns Of 'New Geopolitical Regime' That Could Disrupt Markets: 'The Old Playbook No Longer Applies'
January 23, 2024
Tickers
MSCI
NEWS
Tags
Global
stock market
Benzinga
From
Benzinga
MSCI Downgraded: Analyst Highlights ESG Sales Slowdown And Persistent Political Headwinds
January 05, 2024
Tickers
MSCI
NEWS
Tags
Market News
Equities
News
From
Benzinga
$100 Invested In This Stock 10 Years Ago Would Be Worth $1,300 Today
January 05, 2024
Tickers
MSCI
NEWS
Tags
News
Market News
BZI/POD
From
Benzinga
Analyst Favorites: 3 Newly Rated ‘Buy’ Stocks to Consider Now
December 26, 2023
Tickers
AAPL
META
MSCI
NVDA
Tags
TRU
YUMC
NASDAQ:AAPL,NASDAQ:NVDA,NYSE:TRU,NYSE:MSCI,NASDAQ:META,NYSE:YUMC,NYSE:YUM
From
InvestorPlace
MSCI Expands Portfolio Solutions With Strategic Acquisition Of Wealth Tech Platform Fabric
December 20, 2023
Tickers
MSCI
Tags
Briefs
M&A
Markets
From
Benzinga
$1000 Invested In MSCI 10 Years Ago Would Be Worth This Much Today
December 19, 2023
Tickers
MSCI
Tags
Market News
BZI/POD
News
From
Benzinga
Here's How Much You Would Have Made Owning MSCI Stock In The Last 10 Years
December 01, 2023
Tickers
MSCI
Tags
Trading Ideas
Benzinga
MSCI
From
Benzinga
$100 Invested In MSCI 5 Years Ago Would Be Worth This Much Today
November 16, 2023
Tickers
MSCI
Tags
Market News
BZI/POD
News
From
Benzinga
MSCI's Ex-Dividend Date Is Wednesday, Here's What You Need To Know
November 03, 2023
Tickers
MSCI
Tags
Benzinga
MSCI
Dividends
From
Benzinga
$100 Invested In MSCI 10 Years Ago Would Be Worth This Much Today
November 02, 2023
Tickers
MSCI
Tags
News
Market News
BZI/POD
From
Benzinga
MSCI (MSCI) Q3 2023 Earnings Call Transcript
October 31, 2023
Tickers
MSCI
Tags
Recent Press Releases
MSCI
Market News
From
Motley Fool
Investment Research Firm MSCI Reports Strong Q3 Growth With Significant Advances In ESG & Climate Segment
October 31, 2023
Tickers
MSCI
Tags
Benzinga
MSCI
Market News
From
Benzinga
Earnings Preview For MSCI
October 30, 2023
Tickers
MSCI
Tags
Benzinga
Earnings
MSCI
From
Benzinga
Is It Time to Bet on Small Caps? Analysts Share Insights On The Valuation Gap Versus Large Caps
October 21, 2023
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AAPL
AMZN
GOOG
GOOGL
Tags
Analyst Ratings
SPY
IWM
From
Benzinga
If You Invested $1000 In This Stock 10 Years Ago, You Would Have $12,000 Today
October 19, 2023
Tickers
MSCI
Tags
Benzinga
Trading Ideas
MSCI
From
Benzinga
The Impact of Climate Change on the Global Economy
October 13, 2023
Tickers
BLK
MSCI
TSLA
Tags
TSLA
Market Analysis
BLK
From
InvestorPlace
How Is The Market Feeling About MSCI?
October 12, 2023
Tickers
MSCI
Tags
Short Sellers
Short Ideas
Market News
From
Benzinga
Green Giants: The 3 Best ESG Stocks for a Sustainable Portfolio
October 05, 2023
Tickers
BKR
HST
MORN
MSCI
Tags
Stocks to Buy
MSCI
HST
From
InvestorPlace
What 10 Analyst Ratings Have To Say About MSCI
October 05, 2023
Tickers
MSCI
Tags
Analyst Ratings
Market News
BZI/AAR
From
Benzinga
Ticking Time Bombs: 3 ETFs to Dump Before the Damage Is Done
October 02, 2023
Tickers
MSCI
PEJ
XLE
Tags
Mutual Funds & ETFs
XLE
PEJ
From
InvestorPlace
$100 Invested In This Stock 10 Years Ago Would Be Worth $1,300 Today
September 28, 2023
Tickers
MSCI
Tags
MSCI
Dividends
Earnings
From
Benzinga
According to the World's Largest Commercial Real Estate Specialist, You Shouldn't Expect a Rebound This Year
September 19, 2023
Tickers
BCS
CBRE
MSCI
Tags
MSCI
CBRE
Recent Press Releases
From
Motley Fool
$1000 Invested In MSCI 10 Years Ago Would Be Worth This Much Today
September 18, 2023
Tickers
MSCI
Tags
Market News
BZI/POD
News
From
Benzinga
Peering Into MSCI's Recent Short Interest
September 18, 2023
Tickers
MSCI
Tags
Short Sellers
Short Ideas
Market News
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For September 14, 2023
September 14, 2023
Tickers
ALGN
APPS
ARCE
AVB
Tags
LAW
FSLR
MCO
From
Benzinga
Analyst Expectations for MSCI's Future
September 14, 2023
Tickers
MSCI
Tags
Benzinga
MSCI
BZI/AAR
From
Benzinga
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