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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Event Schedule
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Read FULL Seminar Here
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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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MSCI Inc. Common Stock
(NY:
MSCI
)
565.25
-8.48 (-1.48%)
Official Closing Price
Updated: 7:00 PM EST, Jan 2, 2026
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All News about MSCI Inc. Common Stock
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MSCI ESG Research Launches Tool for Companies to Analyze Their Sustainability Strategy Against Peers
February 07, 2023
From
MSCI Inc.
Via
Business Wire
MSCI February Index Review Announcement Scheduled for February 09, 2023
February 02, 2023
From
MSCI Inc.
Via
Business Wire
Analyst Expectations for MSCI's Future
↗
February 01, 2023
Via
Benzinga
MSCI (MSCI) Q4 2022 Earnings Call Transcript
↗
January 31, 2023
MSCI earnings call for the period ending December 31, 2022.
Via
The Motley Fool
Baer Pettit Appointed to MSCI Inc. Board of Directors
January 31, 2023
From
MSCI Inc.
Via
Business Wire
MSCI's Earnings: A Preview
↗
January 30, 2023
Via
Benzinga
A Bullish Sign Appears On MSCI's Chart
↗
December 06, 2022
Via
Benzinga
Where MSCI Stands With Analysts
↗
December 02, 2022
Via
Benzinga
Why MSCI Stock Soared 18.3% This Week
↗
October 28, 2022
The stock market index provider got a big boost from strong Q3 earnings
Via
The Motley Fool
MSCI Reports Financial Results for Fourth Quarter and Full Year 2022
January 31, 2023
From
MSCI Inc.
Via
Business Wire
Earnings Scheduled For January 31, 2023
↗
January 31, 2023
Companies Reporting Before The Bell • Biophytis (NASDAQ:BPTS) is projected to report earnings for its first quarter.
Via
Benzinga
MSCI (MSCI) Q3 2022 Earnings Call Transcript
↗
October 25, 2022
MSCI earnings call for the period ending September 30, 2022.
Via
The Motley Fool
MSCI Partners with Google Cloud to Build a Secure Global Investment Data Platform in the Cloud
January 25, 2023
From
MSCI
Via
Business Wire
3 Financial Stocks to Buy Doing Better Than Goldman Sachs
↗
January 23, 2023
Goldman Sachs’ consumer banking problems puts it out of the running when it comes to financial stocks to buy. Consider these three instead.
Via
InvestorPlace
MSCI Schedules Earnings Call to Review Fourth Quarter and Full Year 2022 Results
January 05, 2023
From
MSCI Inc.
Via
Business Wire
MSCI Launches MSCI ONE, an Integrated Cloud-based Platform for MSCI Content and Solutions
December 15, 2022
From
MSCI Inc.
Via
Business Wire
MSCI to Launch Tools to Help Investors Assess Biodiversity, Deforestation Risk in Portfolios
December 14, 2022
From
MSCI Inc.
Via
Business Wire
Why Goldman Sachs Stock Climbed 12.1% Higher in November
↗
December 07, 2022
The investment banking behemoth caught some nice tailwinds last month.
Via
The Motley Fool
MSCI 2023 ESG & Climate Trends to Watch Report Identifies New Risk Landscape for Investors
December 06, 2022
From
MSCI Inc.
Via
Business Wire
MSCI’s Net-Zero Targets Approved by The Science Based Targets initiative
November 30, 2022
From
MSCI
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For December 13, 2022
↗
December 13, 2022
Via
Benzinga
Is the 60/40 Portfolio Mix Still in Vogue?
November 23, 2022
The classic 60/40 portfolio, consisting of 60% stocks and 40% bonds, has served investors well. But in volatile conditions, does that mix still make sense?
Via
MarketBeat
Topics
Bonds
ETFs
MSCI to Participate in Upcoming Investor Conferences; Publishes Management Presentation
November 11, 2022
From
MSCI Inc.
Via
Business Wire
MSCI Equity Indexes November 2022 Index Review
November 10, 2022
From
MSCI Inc.
Via
Business Wire
MSCI to Participate in the RBC Capital Markets Global TIMT Conference
November 04, 2022
From
MSCI Inc.
Via
Business Wire
MSCI November Semi-Annual Index Review Announcement Scheduled for November 10, 2022
November 03, 2022
From
MSCI Inc.
Via
Business Wire
MSCI Launches First Suite of Digital Assets Indexes
November 03, 2022
From
MSCI Inc.
Via
Business Wire
MSCI Earnings Perspective: Return On Invested Capital
↗
October 26, 2022
According to Benzinga Pro, during Q3, MSCI (NYSE:MSCI) earned $216.59 million, a 2.85% increase from the preceding quarter. MSCI also posted a total of $560.64 million in sales, a 1.6% increase since...
Via
Benzinga
Recap: MSCI Q3 Earnings
↗
October 25, 2022
MSCI (NYSE:MSCI) reported its Q3 earnings results on Tuesday, October 25, 2022 at 06:45 AM. Here's what investors need to know about the announcement. Earnings MSCI beat estimated earnings by 4.78%,...
Via
Benzinga
MSCI Reports Financial Results for Third Quarter and Nine Months 2022
October 25, 2022
From
MSCI Inc.
Via
Business Wire
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