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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
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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
)
439.61
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Apr 13, 2026
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If You Invested $100 In This Stock 10 Years Ago, You Would Have $500 Today
↗
December 18, 2023
Via
Benzinga
Warren Buffett Has Gained Over $196 Billion From Only 4 Stocks
↗
December 18, 2023
The Oracle of Omaha's concentrated investment portfolio at Berkshire Hathaway has led to a veritable mountain of unrealized gains.
Via
The Motley Fool
These 3 Stocks Have Made Warren Buffett the Most Money in 2023. Are They No-Brainer Buys for the New Year?
↗
December 17, 2023
A few stocks have soared more than these three so far in 2023. But none have made the Oracle of Omaha more money.
Via
The Motley Fool
Got $1,000? 5 Buffett Stocks to Buy and Hold Forever
↗
December 16, 2023
The Oracle of Omaha's "favorite holding period is forever." He can definitely hold on to these stocks for the long term.
Via
The Motley Fool
Where Moody's Stands With Analysts
↗
December 15, 2023
Via
Benzinga
Moody’s to Host Innovation Update: An Inside Look at Moody's Research Assistant
December 11, 2023
From
Moody’s Corporation Investor Relations
Via
Business Wire
Moody’s Corp. (NYSE: MCO) Records 52-Week High Wednesday Morning
December 06, 2023
Via
Investor Brand Network
$1000 Invested In Moody's 15 Years Ago Would Be Worth This Much Today
↗
December 04, 2023
Via
Benzinga
1 Buffett Stock Nobody Talks About That's Trounced the Market Over the Past 5 Years
↗
December 09, 2023
Hidden opportunities are often the best ones.
Via
The Motley Fool
Moody’s Launches Moody’s Research Assistant, a GenAI Tool to Power Analytic Insights
December 05, 2023
From
Moody’s Corporation Investor Relations
Via
Business Wire
This Is What Whales Are Betting On Moody's
↗
November 27, 2023
Via
Benzinga
(MCO) - Analyzing Moody's's Short Interest
↗
November 22, 2023
Via
Benzinga
NVDA, Tech, And Earnings In A Holiday Week - What's In Play?
↗
November 21, 2023
We're seeing little movement in key tech stock NVIDIA after hours, at least on the initial earnings announcement.
Via
Talk Markets
Moody’s Corp. (NYSE: MCO) Records 52-Week High Tuesday Morning
November 21, 2023
Via
Investor Brand Network
$1000 Invested In Moody's 10 Years Ago Would Be Worth This Much Today
↗
November 20, 2023
Via
Benzinga
How Is The Market Feeling About Moody's?
↗
November 03, 2023
Via
Benzinga
Here's How Much $1000 Invested In Moody's 20 Years Ago Would Be Worth Today
↗
October 31, 2023
Via
Benzinga
Warren Buffett Diversifies Beyond Apple: Berkshire Hathaway's Financial Sector Bets
↗
November 16, 2023
Investors may want to look beyond Apple Inc when assessing Warren Buffett's portfolio holdings. Here's what Berkshire Hathaway is investing in beyond Apple and Tech.
Via
Benzinga
Moody’s Corporation Posted an Updated Management Presentation for Investors
November 16, 2023
From
Moody’s Corporation Investor Relations
Via
Business Wire
EXCLUSIVE: Experts Foresee Blockchain Coexisting With Traditional Assets, Eye Trillions In Growth By 2030
↗
November 14, 2023
Discover insights from a panel of financial experts, including Rajeev Bamra and Patrick Martinez, on how blockchain technology can enhance transaction security and efficiency while coexisting with...
Via
Benzinga
Topics
Bonds
The S&P 500 Just Had Its Best Week of 2023: Here's Why This Buffett Stock Is a No-Brainer Stock for the Next Bull Market
↗
November 10, 2023
The benchmark index has been on a tear the past few days. This Buffett stock might be a good one to ride in the next bull market.
Via
The Motley Fool
Topics
Stocks
Moody’s Corp. (NYSE: MCO) is a Leading Gainer in Wednesday Morning Trading
October 25, 2023
Via
Investor Brand Network
Earnings Scheduled For October 25, 2023
↗
October 25, 2023
Companies Reporting Before The Bell • Deutsche Bank (NYSE:DB) is estimated to report quarterly earnings at $0.52 per share on revenue of $7.65 billion.
Via
Benzinga
Moody’s Corporation to Present at the J.P. Morgan Ultimate Services Investor Conference on November 16, 2023
November 09, 2023
From
Moody’s Corporation Investor Relations
Via
Business Wire
Moody’s creates new private credit analytical franchise, appoints Ana Arsov to lead
November 06, 2023
From
Moody’s Corporation Investor Relations
Via
Business Wire
Passive Income You Can Trust: These 3 Stocks Have Raised Dividends 40 Years or More
↗
November 06, 2023
Looking for a reliable source of income for your investment portfolio? Consider these three stocks with long histories of payout increases.
Via
The Motley Fool
Moody's Stock Gets Rating Upgrade As Rating Agency Outperforms
↗
October 26, 2023
Moody's stock got a rating upgrade Thursday. The credit rating agency has posted rising EPS growth over the last three quarters.
Via
Investor's Business Daily
Moody's Q3: Earnings Above Street View, Double-Digit Revenue Growth & More
↗
October 25, 2023
Moody's Corp (NYSE: MCO) reported third-quarter FY23
Via
Benzinga
3 No-Brainer Warren Buffett Stocks to Buy Right Now
↗
October 25, 2023
Among the Oracle of Omaha's holdings, these represent particularly strong buying opportunities.
Via
The Motley Fool
Moody's Corporation Reports Results for Third Quarter 2023
October 25, 2023
From
Moody’s Corporation Investor Relations
Via
Business Wire
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