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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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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Moody's Corp
(NY:
MCO
)
434.70
-1.55 (-0.36%)
Streaming Delayed Price
Updated: 10:39 AM EDT, Apr 1, 2026
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Where Moody's Stands With Analysts
↗
July 10, 2023
Via
Benzinga
Moody's Aiming For Analytical Business Leadership With GenAI: Oppenheimer Analyst
↗
July 07, 2023
Oppenheimer analyst Owen Lau reiterated an
Via
Benzinga
Date Set for Moody's Earnings Release and Investor Teleconference
July 07, 2023
From
Moody’s Corporation Investor Relations
Via
Business Wire
Moody’s to Host Briefing on Its Generative AI Strategy
June 30, 2023
From
Moody’s Corporation Investor Relations
Via
Business Wire
Microsoft To Power Moody's Next-Generation Solutions With Azure OpenAI Service
↗
June 29, 2023
Moody's Corp (NYSE: MCO) tapped Microsoft Corp (NASDAQ: MSFT) to deliver next-generation data, analytics, research, collaboration, and risk solutions for financial services and
Via
Benzinga
If You Invested $1000 In This Stock 15 Years Ago, You Would Have $10,000 Today
↗
June 27, 2023
Via
Benzinga
$100 Invested In This Stock 10 Years Ago Would Be Worth $500 Today
↗
June 12, 2023
Via
Benzinga
$1000 Invested In This Stock 15 Years Ago Would Be Worth $8,300 Today
↗
May 25, 2023
Via
Benzinga
Moody’s and Microsoft Develop Enhanced Risk, Data, Analytics, Research and Collaboration Solutions Powered by Generative AI
June 29, 2023
From
Moody’s Corporation Investor Relations
Via
Business Wire
Warren Buffett Has Made $54 Billion So Far This Year With These 3 Stocks
↗
June 23, 2023
It doesn't take many stocks to make a lot of money in a short time.
Via
The Motley Fool
Why Shares of Dingdong, Gaotu Techedu, and RLX Technology Are Rising This Week
↗
June 15, 2023
China's central bank recently cut a key policy rate.
Via
The Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For June 15, 2023
↗
June 15, 2023
Via
Benzinga
Where Moody's Stands With Analysts
↗
May 17, 2023
Via
Benzinga
$100 Invested In This Stock 20 Years Ago Would Be Worth $1,200 Today
↗
May 10, 2023
Via
Benzinga
Beyond the Blue Chips: Buy This Dividend Stock and Relax
↗
June 14, 2023
Mid-America Apartment Communities owns more than 100,000 apartments in some of the country's hottest markets.
Via
The Motley Fool
2 Warren Buffett Stocks to Buy Hand Over Fist and 1 to Avoid
↗
June 11, 2023
These stocks have the Buffett seal of approval.
Via
The Motley Fool
3 Passive Income Powerhouses to Buy in June
↗
June 09, 2023
Investing in equal parts of this basket of stocks and ETFs produces a dividend yield of 3.4%.
Via
The Motley Fool
9 Financials Stocks Whale Activity In Today's Session
↗
June 01, 2023
Via
Benzinga
93% of Warren Buffett's Portfolio Is Invested in These 4 Sectors
↗
May 29, 2023
Portfolio concentration is kind of a big deal for the Oracle of Omaha.
Via
The Motley Fool
Cboe Joins Goldman Sachs And BNP Paribas In The Formation Of A New Global Blockchain Network
↗
May 24, 2023
Partnering with Goldman Sachs (NYSE: GS) and Digital Assets, Cboe Global Markets (BATS: CBOE) is launching Canton Network, the first privacy-enabled interoperable blockchain network for institutional...
Via
Benzinga
Moody’s Corporation to Present at the Bernstein Strategic Decisions Conference on May 31, 2023
May 23, 2023
From
Moody’s Corporation Investor Relations
Via
Business Wire
Sectors With $1.1 Trillion Debt Have High Exposure To Both Climate And Natural Capital Risks: Moody’s
↗
May 23, 2023
Five sectors with more than $1 trillion in rated debt face high exposure to both physical climate and natural capital risk, according to a new report from Moody’s Investors Service.
Via
Talk Markets
Moody’s Corporation Posted an Updated Management Presentation for Investors
May 18, 2023
From
Moody’s Corporation Investor Relations
Via
Business Wire
Moody's Analytics: Spending 30% of Income on Rent Is the New Normal in Many US Metros
May 16, 2023
From
Moody’s Analytics
Via
Business Wire
2 Warren Buffett Stocks to Buy Hand Over Fist and 1 to Avoid
↗
May 16, 2023
Two Berkshire Hathaway holdings are solid long-term holdings, while another Buffett favorite should be avoided in the short term.
Via
The Motley Fool
Warren Buffett Trims Activision Blizzard, Adds Capital One In Q1: What Investors Need To Know
↗
May 15, 2023
Via
Benzinga
Here's Why S&P Global Can Keep Paying You for Years
↗
May 15, 2023
This dividend stock has raised its payout for 50 consecutive years.
Via
The Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For May 9, 2023
↗
May 09, 2023
Via
Benzinga
89% of Warren Buffett's $347 Billion Portfolio Is Invested in Only 11 Stocks
↗
May 05, 2023
According to the Oracle of Omaha, portfolio diversification is only necessary if you don't know what you're doing.
Via
The Motley Fool
Buffett's Tech Stock Mistake, and 1 Sneaky Winner That Made Berkshire Billions
↗
May 05, 2023
Buffett's lessons on losing can be just as valuable as his winners.
Via
The Motley Fool
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