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 Moody's Corp
Recent news which mentions Moody's Corp
< Previous
1
2
Next >
Where the axe might fall during the UK's spending review
June 10, 2025
Tags
Economic events
Europe Economy
Europe Politics
From
CNBC.com News
The Republican spending bill is sending yields soaring and creating a major market headache
May 21, 2025
Tags
US: News
Moody's Corp
U/S/ Markets
From
CNBC.com News
What Moody’s downgrade of U.S. credit rating means for your money
May 19, 2025
Tags
Credit Cards
Moody's Corp
Personal Finance
From
CNBC.com News
Bank of Israel governor expects higher short-term inflation but rate cuts 'feasible' this year
January 21, 2025
Tags
World Economy
Breaking News: Davos
Social media
From
CNBC.com News
France's new prime minister gets a baptism of fire after surprise Moody's downgrade
December 16, 2024
Tags
Moody's Corp
International: Top News And Analysis
Europe Markets
From
CNBC.com News
Helene recovery could cost $34 billion. Here's who might pay for it.
October 03, 2024
Tags
US: News
Breaking News: Politics
Property and Casualty Insurance
From
CNBC.com News
Trump blames Harris, Biden for stock market meltdown after taking credit for past upswing
August 05, 2024
Tags
Government and politics
US Economy
Markets
From
CNBC.com News
The unemployment rate hit 4% for the first time in 2 years. Here's why economists say you shouldn't worry
June 21, 2024
Tickers
JOBS
Tags
Recessions and depressions
Personal finance
Jobs
From
CNBC.com News
How immigrants are helping to keep job growth hot while inflation cools
June 17, 2024
Tickers
JOBS
Tags
The Fed
Bank of America Corp
Goldman Sachs Group Inc
From
CNBC.com News
Biden says U.S. economy is world's best. Trump calls it a 'cesspool.' Data is clear.
April 04, 2024
Tags
U/S/ Economy
Economic events
World economy
From
CNBC.com News
Baltimore bridge collapse poses little threat to U.S. economic growth, experts say
March 26, 2024
Tags
Breaking News: Politics
US: News
FedEx Corp
From
CNBC.com News
CNBC Daily Open: U.S. CEOs feel more upbeat on economy
March 07, 2024
Tags
Markets
Market Outlook
Microsoft Corp
From
CNBC.com News
CNBC Daily Open: No surprises for Wall Street from Powell
March 07, 2024
Tags
Europe Markets
Moody's Corp
S&P Global Inc
From
CNBC.com News
CNBC Daily Open: No news is good news for Wall Street
March 06, 2024
Tags
Microsoft Corp
Economic events
Daily Open
From
CNBC.com News
CNBC Daily Open: U.S. services activity moderates
March 06, 2024
Tags
Prices
Spirit Airlines Inc
Europe Markets
From
CNBC.com News
CNBC Daily Open: U.S. services pace slows slightly
March 05, 2024
Tags
Spirit Airlines Inc
Prices
S&P Global Inc
From
CNBC.com News
CNBC Daily Open: Will the Fed not cut rates in 2024?
March 05, 2024
Tags
Meta Platforms Inc
Market Outlook
Markets
From
CNBC.com News
CNBC Daily Open: No rate cuts in 2024?
March 04, 2024
Tags
NVIDIA Corp
Microsoft Corp
Daily Open
From
CNBC.com News
CNBC Daily Open: U.S. manufacturing struggles to recover
March 04, 2024
Tags
Prices
Amazon/com Inc
Europe Markets
From
CNBC.com News
CNBC Daily Open: U.S. manufacturing drag continues
March 03, 2024
Tags
NVIDIA Corp
Microsoft Corp
World Markets
From
CNBC.com News
CNBC Daily Open: Wall Street unfazed by hot inflation data
March 01, 2024
Tags
Daily Open
World Markets
Asia Markets
From
CNBC.com News
CNBC Daily Open: Hot inflation data but could have been worse
February 29, 2024
Tags
Microsoft Corp
Moody's Corp
Daily Open
From
CNBC.com News
CNBC Daily Open: Markets brace for Fed's key inflation gauge
February 29, 2024
Tags
Warner Bros Discovery Inc
Eli Lilly and Co
Reliance Steel & Aluminum Co
From
CNBC.com News
CNBC Daily Open: Wall Street on edge over Fed's key inflation gauge
February 28, 2024
Tags
Market Outlook
Markets
Walt Disney Co
From
CNBC.com News
CNBC Daily Open: Americans' mood on the economy sinks
February 28, 2024
Tags
Warner Bros Discovery Inc
Paramount Global
Tesla Inc
From
CNBC.com News
CNBC Daily Open: Americans sour on the economy
February 27, 2024
Tags
Markets
Market Outlook
Alibaba Group Holding Ltd
From
CNBC.com News
CNBC Daily Open: Upbeat sentiment over U.S. growth
February 27, 2024
Tags
Markets
Market Outlook
Economic events
From
CNBC.com News
CNBC Daily Open: U.S. economy sparks optimism
February 26, 2024
Tags
Zoom Video Communications Inc
Market Outlook
Super Micro Computer Inc
From
CNBC.com News
CNBC Daily Open: AI fervor takes over Wall Street
February 26, 2024
Tags
Daily Open
Xiaomi Corp
World Markets
From
CNBC.com News
CNBC Daily Open: Wall Street high on AI euphoria
February 25, 2024
Tags
Daily Open
Nasdaq Inc
Berkshire Hathaway Inc
From
CNBC.com News
< 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.