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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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MSCI Inc. Common Stock
(NY:
MSCI
)
539.01
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Updated: 7:00 PM EDT, Mar 31, 2026
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The Impact of Climate Change on the Global Economy
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October 13, 2023
Let's discuss how climate change, GHG Emissions, and ESG impact the global economy and international trade.
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How Is The Market Feeling About MSCI?
↗
October 12, 2023
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MSCI to Advance Clarity in Carbon Markets With Acquisition of Trove Research
October 10, 2023
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MSCI Schedules Earnings Call to Review Third Quarter 2023 Results
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$100 Invested In This Stock 10 Years Ago Would Be Worth $1,300 Today
↗
September 28, 2023
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Benzinga
$1000 Invested In MSCI 10 Years Ago Would Be Worth This Much Today
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September 18, 2023
Via
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MSCI Completes Acquisition of Burgiss
October 02, 2023
From
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Via
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According to the World's Largest Commercial Real Estate Specialist, You Shouldn't Expect a Rebound This Year
↗
September 19, 2023
Commercial real estate companies face some pretty significant headwinds in the near future.
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Peering Into MSCI's Recent Short Interest
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September 18, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For September 14, 2023
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September 14, 2023
Via
Benzinga
Analyst Expectations for MSCI's Future
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September 14, 2023
Via
Benzinga
If You Invested $1000 In This Stock 10 Years Ago, You Would Have $14,000 Today
↗
August 31, 2023
Via
Benzinga
Here's How Much You Would Have Made Owning MSCI Stock In The Last 10 Years
↗
August 14, 2023
Via
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MSCI to Participate in the Goldman Sachs Global Sustainability Forum
September 13, 2023
From
MSCI Inc.
Via
Business Wire
MSCI launches MSCI Sustainability Institute to drive progress on the role of capital markets in creating sustainable value
September 12, 2023
From
MSCI Inc.
Via
Business Wire
MSCI to Participate in the Barclays Global Financial Services Conference
September 07, 2023
From
MSCI Inc.
Via
Business Wire
MSCI Expands Partnership with Google Cloud to Accelerate Generative AI Solutions for the Investment Industry
August 29, 2023
From
MSCI Inc.
Via
Business Wire
MSCI Acquires Remaining 66% Of Burgiss Group For $697M Cash
↗
August 14, 2023
MSCI Inc.
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August 03, 2023
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Looking to build your nest egg into a seven-figure sum? These three Vanguard ETFs might be your ticket to a millionaire's retirement.
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MSCI Published a Management Presentation for Investors
August 15, 2023
From
MSCI Inc.
Via
Business Wire
MSCI announces acquisition of Burgiss, expanding private assets leadership and strengthening multi-asset class offering
August 14, 2023
From
MSCI Inc.
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Business Wire
MSCI Equity Indexes August 2023 Index Review
August 10, 2023
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Benzinga Bulls And Bears: Tesla, Uber, BlackRock, And Is Twitter/X Exploring Bitcoin, Dogecoin Trading?
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August 05, 2023
Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.
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MSCI August Index Review Announcement Scheduled for August 10, 2023
August 03, 2023
From
MSCI Inc.
Via
Business Wire
'Massive Flows Of American Capital' Into China Put BlackRock, MSCI In Congressional Crosshairs
↗
August 01, 2023
Via
Benzinga
MSCI appoints Hiromichi Mizuno as a Special Advisor to the CEO
August 01, 2023
From
MSCI Inc.
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Business Wire
10 Best Sugar Stocks to Buy Now
July 31, 2023
No individual sugar-producing companies trade on major U.S. stock exchanges, so should you invest? Learn more about the best sugar stocks to buy on MarketBeat.
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