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home
about us
Investment Approach
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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
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FactSet Research Systems Inc. Common Stock
(NY:
FDS
)
216.99
+12.44 (+6.08%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 31, 2026
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2 Top Financial Services Stocks to Buy in October
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October 07, 2023
These finance companies have strong moats and are cash-generating machines.
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Reasonable Growth, Debt Levels, and a High ROIC Make FACTSET RESEARCH SYSTEMS INC (NYSE:FDS) Appealing to Quality Investors.
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October 03, 2023
Reasonable Growth, Debt Levels, and a High ROIC Make FACTSET RESEARCH SYSTEMS INC (NYSE:FDS) Appealing to Quality Investors.
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FactSet's Subscription Model Offers Buffers Against Economic Cyclicality, Analyst Boosts Price Target
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September 22, 2023
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September 22, 2023
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September 22, 2023
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FactSet Research Systems Inc. (NYSE: FDS) is a Leading Gainer in Thursday Morning Trading
September 21, 2023
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Expert Ratings for FactSet Research Systems
↗
August 25, 2023
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Why the quality investor may take a look at NYSE:FDS.
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August 18, 2023
FACTSET RESEARCH SYSTEMS INC (NYSE:FDS) may be suited for quality investing, we'll explore why in this article.
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Why FactSet Research Systems Shares Sliding Today
↗
June 22, 2023
FactSet Research Systems Inc. (NYSE: FDS) reported
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FedEx, Splunk, FactSet Research And Other Big Stocks Moving Higher On Thursday
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September 21, 2023
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FactSet Research Q4: Marginal Revenue Beat, Misses On Bottomline, Dull FY24 Outlook & More
↗
September 21, 2023
FactSet Research Systems Inc. (NYSE: FDS) reported fourth-quarter FY23 sales growth of 7.3% year-on-year to $535.797 million, marginally
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FactSet Research Systems Earnings Preview
↗
June 21, 2023
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Analyst Expectations for FactSet Research Systems's Future
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June 15, 2023
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September 21, 2023
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Investor Optimism Falls After Fed Keeps Rates Steady
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September 21, 2023
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FactSet Research Likely To Higher Q4 Earnings; Here's A Look At Recent Price Target Changes By The Most Accurate Analysts
↗
September 21, 2023
FactSet Research Systems Inc. (NYSE: FDS) is expected to report its financial results for the fourth quarter fiscal 2023, ending Aug. 31, 2023, before the opening bell on Sept. 21, 2023.
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August 25, 2023
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June 27, 2023
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BMO Capital Maintains Market Perform Rating for FactSet Research Systems: Here's What You Need To Know
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June 26, 2023
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June 23, 2023
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FactSet Research Systems Falls Into The Buy Zone
June 23, 2023
Factset Research Systems had a solid quarter and raised the outlook for earnings, sending shares down more than 5% into a buy zone.
Via
MarketBeat
FactSet Research Likely To Report Lower Q3 Earnings; Here's A Look At Recent Price Target Changes By The Most Accurate Analysts
↗
June 22, 2023
FactSet Research Systems Inc. (NYSE: FDS) is expected to report its financial and operating results for the third quarter fiscal 2023, ending May 31, 2023, before the opening bell on June 22, 2023.
Via
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