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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
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Event Schedule
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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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Morningstar, Inc. - Common Stock
(NQ:
MORN
)
211.08
-1.28 (-0.60%)
Streaming Delayed Price
Updated: 9:48 AM EST, Jan 9, 2026
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1 Financials Stock to Own for Decades and 2 Facing Headwinds
November 02, 2025
Financial firms serve as the backbone of the economy, providing essential services from lending and investment management to risk management and payment processing. But worries about economic...
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November 02, 2025
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$1000 Invested In Morningstar 20 Years Ago Would Be Worth This Much Today
↗
October 31, 2025
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Morningstar (NASDAQ:MORN) Beats Q3 Sales Expectations
October 29, 2025
Investment research firm Morningstar (NASDAQ:MORN) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 8.4% year on year to $617.4 million. Its GAAP profit of $2.17 per...
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Earnings Scheduled For October 29, 2025
↗
October 29, 2025
Via
Benzinga
Morningstar, Inc. Reports Third-Quarter 2025 Financial Results
October 29, 2025
From
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Via
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Warren Buffett Sells Apple Stock and Buys a Brand New Stock Up 5,600% in 30 Years
↗
October 28, 2025
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Morningstar (MORN) Reports Earnings Tomorrow: What To Expect
October 27, 2025
Investment research firm Morningstar (NASDAQ:MORN) will be reporting earnings this Wednesday afternoon. Here’s what investors should know.
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The Fed's Dovish Pivot: Navigating Rate Cuts for Optimal Investor Returns
October 27, 2025
As October 27, 2025, dawns, the financial markets are abuzz with the Federal Reserve's decisive shift towards an easing monetary policy. After a period of aggressive tightening to combat inflation, the...
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Here's How Much You Would Have Made Owning Morningstar Stock In The Last 20 Years
↗
October 23, 2025
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Morningstar Retirement and NPPG Announce Strategic Integration to Expand Access to Personalized Retirement Services
October 22, 2025
From
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2 Trillion-Dollar Artificial Intelligence (AI) Stocks to Buy Before They Soar in 2026, According to Wall Street
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October 22, 2025
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A Look Into Morningstar Inc's Price Over Earnings
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October 20, 2025
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Could Buying Ferrari Stock Today Set You Up for Life?
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October 18, 2025
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Value Line, Inc. (VALU) Declares $0.325 Quarterly Cash Dividend, Signaling Robust Financial Health
October 17, 2025
New York, NY – October 17, 2025 – Value Line, Inc. (NASDAQ: VALU), a leading independent investment research publisher, today announced that its Board of Directors has declared a quarterly cash...
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Morningstar Publishes 2025 Health Savings Account Landscape With New Provider Assessments and Market Insights
October 16, 2025
From
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Via
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Billionaire Ken Griffin Sells Broadcom Stock and Buys an AI Stock Up 2,700% Since 2023
↗
October 16, 2025
Ken Griffin is one of the most successful hedge fund managers in history, and he bought a small position in Palantir in the second quarter.
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October 12, 2025
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Q2 Financial Exchanges & Data Earnings: Moody's (NYSE:MCO) Impresses
October 09, 2025
Looking back on financial exchanges & data stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Moody's (NYSE:MCO) and its peers.
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Here's How Much You Would Have Made Owning Morningstar Stock In The Last 20 Years
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October 08, 2025
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Gold Soars to Record Highs as Fed Rate Cut Expectations Fuel Investor Frenzy
October 06, 2025
Gold prices have recently shattered all previous records, surging to unprecedented levels as market participants increasingly anticipate a series of interest rate cuts from the Federal Reserve. This...
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Q2 Earnings Roundup: Morningstar (NASDAQ:MORN) And The Rest Of The Financial Exchanges & Data Segment
October 05, 2025
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at financial exchanges & data stocks,...
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Prediction: XRP (Ripple) Will Soar to This Price in 3 Years
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October 05, 2025
I predict XRP will double in the next three years, but Standard Chartered analyst Geoff Kendrick thinks the cryptocurrency could quadruple in value.
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Why Investors Earn Less Than Their Funds, and the Small-Cap Surge
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October 03, 2025
When evaluating a fund, one of the first sets of numbers you'll likely look up is its past returns. But those are not the returns that owners of that fund actually earned.
Via
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1 of Wall Street’s Favorite Stock with Exciting Potential and 2 Facing Headwinds
October 02, 2025
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because...
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Morningstar, Inc. to Announce Third-Quarter 2025 Financial Results on Oct. 29
September 29, 2025
From
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Via
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Morningstar Plans to Acquire CRSP, Solidifying Position as a Top-Tier Global Index Provider
September 23, 2025
From
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Via
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The Mortgage Market Gets Its Groove Back
↗
September 22, 2025
Ever since interest rates started to rise in 2022, the American mortgage market has been stuck. With recent economic data, though, mortgage rates have been coming down and it's bringing buyers and...
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