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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
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Moody's Corp
(NY:
MCO
)
436.25
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Mar 31, 2026
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80% of Warren Buffett's $297 Billion Portfolio Is Invested in These 9 Unstoppable Stocks in 2025
↗
January 10, 2025
The Oracle of Omaha strongly believes in concentrating capital in his best investment ideas.
Via
The Motley Fool
Here's How Much $100 Invested In Moodys 15 Years Ago Would Be Worth Today
↗
January 07, 2025
Via
Benzinga
"Rule Breaker Investing" Mailbag: Portfolio-Level Thinking
↗
January 03, 2025
From a preschool teacher newly inspired to invest at 73 to a lifelong Fool whose Microsoft shares became a 500-bagger, this year-end mailbag edition brims with transformational stories.
Via
The Motley Fool
Peering Into Moodys's Recent Short Interest
↗
January 01, 2025
Via
Benzinga
Expert Outlook: Moodys Through The Eyes Of 11 Analysts
↗
December 20, 2024
Via
Benzinga
If You Invested $1000 In This Stock 20 Years Ago, You Would Have This Much Today
↗
December 18, 2024
Via
Benzinga
A Look Into Moodys Inc's Price Over Earnings
↗
December 04, 2024
Via
Benzinga
(MCO) - Analyzing Moodys's Short Interest
↗
October 29, 2024
Via
Benzinga
5 Magnificent Dividend Growth Stocks Down 24% to 41% to Buy Before 2025 for a Lifetime of Passive Income
↗
December 19, 2024
Via
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3 No-Brainer Warren Buffett Stocks to Buy Right Now
↗
December 03, 2024
Via
The Motley Fool
Moody’s Corporation to Present at Investor Conferences
November 26, 2024
From
Moody’s Corporation Investor Relations
Via
Business Wire
2 Finance Stocks With Competitive Advantages You Can't Ignore
November 23, 2024
Check out these two financial stocks that benefit from huge competitive advantages that allow them to control massive market share in their industries.
Via
MarketBeat
Here's How Much You Would Have Made Owning Moodys Stock In The Last 20 Years
↗
October 28, 2024
Via
Benzinga
Moody's Earnings Preview
↗
October 21, 2024
Via
Benzinga
Here's How Much $100 Invested In Moodys 10 Years Ago Would Be Worth Today
↗
October 14, 2024
Via
Benzinga
Moody’s Acquires Numerated Growth Technologies, Expanding Lending Technology Solutions
November 21, 2024
From
Moody’s Corporation Investor Relations
Via
Business Wire
Will the Stock Market Soar if President-Elect Donald Trump Cuts Corporate Taxes? Here's What History Shows.
↗
November 14, 2024
Reductions in the corporate tax rate have historically led to above-average returns in the S&P 500.
Via
The Motley Fool
Topics
Government
Stocks
Moody’s Corporation to Present at the J.P. Morgan Ultimate Services Conference on November 14, 2024
November 07, 2024
From
Moody’s Corporation Investor Relations
Via
Business Wire
3 No-Brainer Warren Buffett Stocks to Buy Right Now
↗
November 02, 2024
It's tough to compete with the success of Warren Buffett. Here are three investments from the Berkshire Hathaway portfolio that I love.
Via
The Motley Fool
Stocks Going Ex Dividend In November 2024
↗
October 31, 2024
The following is a short list of some of the many stocks going ex-dividend during the next month.
Via
Talk Markets
This Magnificent Stock Has Made Many Millionaires, and Could Make More
↗
October 26, 2024
A fantastic AI technology stock is hiding in plain sight (and no, it's not Nvidia).
Via
The Motley Fool
Topics
Artificial Intelligence
Seagate To Rally More Than 24%? Here Are 10 Top Analyst Forecasts For Wednesday
↗
October 23, 2024
Via
Benzinga
Moody's Beats Estimates In Q3, Raises Full-Year Outlook After Investors Service Segment Achieves 41% Revenue Growth
↗
October 22, 2024
Moody's quarterly sales of $1.81 billion are up by 23% year-on-year, beating the street view of $1.7 billion.
Via
Benzinga
Moody's Corporation Reports Results for Third Quarter 2024
October 22, 2024
From
Moody’s Corporation Investor Relations
Via
Business Wire
Stocks Fall, GM Eyes Best Day In A Year, Gold Breaks Records, Silver Hits 12-Year Highs: What's Driving Markets Tuesday?
↗
October 22, 2024
Wall Street traded lower for the second consecutive day on Tuesday, as investor sentiment turned cautious with the U.S. presidential election just two weeks away. Concerns over U.S. fiscal policies and...
Via
Benzinga
Warren Buffett Is Generating an Annual Yield of 33% to 60% From 3 Magnificent Stocks -- Here's His Simple Secret to Outsize Yields
↗
October 14, 2024
The Oracle of Omaha is using a simple "recipe" to generate respective dividend yields of 33%, 34%, and 60% from three core holdings.
Via
The Motley Fool
Why Your Next Social Security COLA Could Be Lower if Kamala Harris Wins in November
↗
October 13, 2024
Your future Social Security benefit increases could be affected by which candidate wins the upcoming presidential election.
Via
The Motley Fool
IBD's Three Most Sustainable Companies In 11 Industry Categories
↗
October 11, 2024
ESG investing is out. Long live sustainable investing, powered by green stocks like Oracle, Moody's and more. Here are the industry leaders.
Via
Investor's Business Daily
Sustainability Of Energy Stocks Is Clouded By 2024 Election Uncertainty
↗
October 11, 2024
Here's what investors should know about what's at stake for sustainable companies.
Via
Investor's Business Daily
IBD's 100 Most Sustainable Companies For 2024
↗
October 11, 2024
Looking for the best green investments? IBD's 100 Most Sustainable Companies combine high sustainability scores and superior stock ratings.
Via
Investor's Business Daily
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