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home
about us
Investment Approach
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Firm ADV PDFs
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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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Back Dated Performance Reports
Quarterly Performance Reports
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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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
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MorphoSys AG - American Depositary Shares
(NQ:
MOR
)
18.96
UNCHANGED
Last Price
Updated: 4:00 PM EDT, Aug 2, 2024
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Press Releases about MorphoSys AG - American Depositary Shares
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Merger Squeeze-Out of MorphoSys Minority Shareholders Approved at 2024 Annual General Meeting
August 27, 2024
Via
ACCESSWIRE
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates SILK, MOR, AFBI on Behalf of Shareholders
July 17, 2024
From
Halper Sadeh LLC
Via
GlobeNewswire
MorphoSys Announces Voluntary Delisting from the Nasdaq Global Market
July 12, 2024
From
MorphoSys AG
Via
Business Wire
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates DM, SHCR, MOR, ALE on Behalf of Shareholders
July 08, 2024
From
Halper Sadeh LLC
Via
GlobeNewswire
Invitation to MorphoSys' Full Year Results 2023 Conference Call on March 14, 2024
March 07, 2024
Via
ACCESSWIRE
MorphoSys AG (NASDAQ: MOR) Near the Top of Equities by Percentage Gain on 2/5
February 05, 2024
Via
Investor Brand Network
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates ALLG, MOR, BEST, MGOL on Behalf of Shareholders
June 29, 2024
From
Halper Sadeh LLC
Via
GlobeNewswire
MOR STOCK ALERT: Halper Sadeh LLC Is Investigating Whether the Sale of MorphoSys AG Is Fair to Shareholders
June 20, 2024
From
Halper Sadeh LLC
Via
Business Wire
MorphoSys and Novartis Sign Delisting Agreement and Intend to Implement a Merger Squeeze-out of MorphoSys’ Minority Shareholders
June 20, 2024
From
MorphoSys AG
Via
Business Wire
Ad hoc: Novartis BidCo Germany AG Intends to Implement a Merger Squeeze-out of MorphoSys AG’s Minority Shareholders
June 19, 2024
Via
ACCESSWIRE
MorphoSys AG (NASDAQ: MOR) Leading the Way in Monday Trading Based on Percentage Gain
December 11, 2023
Via
Investor Brand Network
Invitation to MorphoSys' Third Quarter and First Nine Months 2023 Financial Results Conference Call on November 16, 2023
November 09, 2023
Via
ACCESSWIRE
MorphoSys AG Reports First Quarter 2024 Financial Results
April 29, 2024
From
MorphoSys AG
Via
Business Wire
MorphoSys To Present New Phase 3 MANIFEST-2 Data on Pelabresib in Myelofibrosis in Oral Presentation at 2024 ASCO Annual Meeting
April 24, 2024
Via
ACCESSWIRE
MorphoSys’ Management Board and Supervisory Board Recommend Shareholders Accept Public Takeover Offer by Novartis
April 11, 2024
From
MorphoSys AG
Via
Business Wire
MorphoSys' Management Board and Supervisory Board Recommend Shareholders Accept Public Takeover Offer by Novartis
April 11, 2024
Via
ACCESSWIRE
MorphoSys Announces U.S. Antitrust Clearance of Proposed Acquisition by Novartis Under HSR Act
March 21, 2024
Via
ACCESSWIRE
MorphoSys AG Reports Fourth Quarter and Full Year 2023 Financial Results and Provides Corporate Update
March 13, 2024
From
MorphoSys AG
Via
Business Wire
MorphoSys Enters into Business Combination Agreement to be Acquired by Novartis for € 2.7 Billion Equity Value
February 05, 2024
Via
ACCESSWIRE
MorphoSys Reports Preliminary 2023 Monjuvi U.S. Net Product Sales and Gross Margin, Provides 2024 Financial Guidance and Reduces Financial Liability
January 29, 2024
Via
ACCESSWIRE
MorphoSys to Present at the 42nd Annual J.P. Morgan Healthcare Conference
January 07, 2024
Via
ACCESSWIRE
MorphoSys’ Pelabresib Improves All Four Hallmarks of Myelofibrosis in Phase 3 MANIFEST-2 Study
December 10, 2023
From
MorphoSys AG
Via
Business Wire
Ad hoc: MorphoSys' Phase 3 Study of Pelabresib in Myelofibrosis Demonstrates Statistically Significant Improvement in Spleen Volume Reduction and Strong Positive Trend in Symptom Reduction
November 20, 2023
Via
ACCESSWIRE
MorphoSys’ Phase 3 Study of Pelabresib in Myelofibrosis Demonstrates Statistically Significant Improvement in Spleen Volume Reduction and Strong Positive Trend in Symptom Reduction
November 20, 2023
From
MorphoSys AG
Via
Business Wire
MorphoSys AG Reports First Nine Months and Third Quarter 2023 Financial Results
November 15, 2023
From
MorphoSys AG
Via
Business Wire
MorphoSys To Showcase Phase 3 MANIFEST-2 Data on Pelabresib in Myelofibrosis in Oral Presentation at 2023 ASH Annual Meeting
November 02, 2023
Via
ACCESSWIRE
MorphoSys Reports Preliminary Q3 2023 Monjuvi U.S. Sales and Gross Margin, and Updates Financial Guidance for 2023
October 25, 2023
Via
ACCESSWIRE
MorphoSys Receives U.S. FDA Fast Track Designation for Tulmimetostat in Endometrial Cancer
September 12, 2023
Via
ACCESSWIRE
MorphoSys AG Reports Second Quarter and First Half 2023 Financial Results
August 09, 2023
From
MorphoSys AG
Via
Business Wire
MorphoSys AG Reports First Quarter 2023 Financial Results
May 03, 2023
From
MorphoSys AG
Via
Business Wire
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