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home
about us
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Firm ADV PDFs
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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MSCI Inc. Common Stock
(NY:
MSCI
)
562.06
+4.28 (+0.77%)
Streaming Delayed Price
Updated: 2:50 PM EST, Feb 9, 2026
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MSCI Passes Buy Point In Cup Base; Earns Relative Strength Rating Upgrade
↗
June 15, 2021
MSCI stock passed a cup-without-handle 495.26 buy point Tuesday. It was up 1.3% to 496.95 Tuesday afternoon despite market consolidation.
Via
Investor's Business Daily
Results of the MSCI 2021 Global Market Accessibility Review
June 10, 2021
From
MSCI Inc.
Via
Business Wire
Rajat Taneja Appointed to MSCI Inc. Board of Directors
June 01, 2021
From
MSCI Inc.
Via
Business Wire
MSCI Completes Private Offering of $600 Million 3.625% Senior Notes Due 2031
May 14, 2021
From
MSCI Inc.
Via
Business Wire
Earnings Scheduled For April 27, 2021
↗
April 27, 2021
Companies Reporting Before The Bell • Camden National (NASDAQ:CAC) is projected to report quarterly earnings at $1.01 per share on revenue of $45.73 million. •...
Via
Benzinga
Stocks That Hit 52-Week Highs On Friday
↗
April 23, 2021
On Friday morning, 152 companies hit new 52-week highs. Things to Consider: The largest company by market cap to hit a new 52-week high was ASML Holding (NASDAQ:...
Via
Benzinga
Stocks That Hit 52-Week Highs On Thursday
↗
April 15, 2021
Thursday morning saw 166 companies set new 52-week highs. Interesting Highlights: The largest company by market cap to hit a new 52-week high was Microsoft (NASDAQ:...
Via
Benzinga
MSCI Equity Indexes May 2021 Index Review
May 11, 2021
From
MSCI Inc.
Via
Business Wire
MSCI to Participate in the Barclays Americas Select Franchise Conference
May 06, 2021
From
MSCI Inc.
Via
Business Wire
MSCI May Semi-Annual Index Review Announcement Scheduled for May 11, 2021
May 04, 2021
From
MSCI Inc.
Via
Business Wire
MSCI Published an Investor Presentation
May 04, 2021
From
MSCI Inc.
Via
Business Wire
MSCI Prices $600 Million 3.625% Senior Unsecured Notes Due 2031
April 30, 2021
From
MSCI Inc.
Via
Business Wire
MSCI Launches Private Offering of $500 Million Senior Unsecured Notes Due 2031
April 30, 2021
From
MSCI Inc.
Via
Business Wire
MSCI (MSCI) Q1 2022 Earnings Call Transcript
↗
April 27, 2021
MSCI earnings call for the period ending March 31, 2021.
Via
The Motley Fool
Topics
Earnings
Recap: MSCI Q1 Earnings
↗
April 27, 2021
Shares of MSCI (NYSE:MSCI) decreased 0.2% in pre-market trading after the company reported Q1 results. Quarterly Results Earnings per share rose 29.47% over the past year...
Via
Benzinga
MSCI Reports Financial Results for First Quarter 2021
April 27, 2021
From
MSCI Inc.
Via
Business Wire
MSCI Announces Strategic Alliance With Royalty Pharma to Launch Life Sciences Indexes
April 21, 2021
From
MSCI Inc.
Via
Business Wire
MSCI Calls on Capital to Lead the Net-Zero Revolution
April 20, 2021
From
MSCI
Via
Business Wire
MSCI Commits to Net-Zero Prior To 2040
April 19, 2021
From
MSCI Inc.
Via
Business Wire
Stocks That Hit 52-Week Highs On Tuesday
↗
April 13, 2021
This morning 106 companies set new 52-week highs. Interesting Highlights: Microsoft (NASDAQ:MSFT) was the largest company by market cap to set a new 52-week high...
Via
Benzinga
MSCI Schedules Earnings Call to Review First Quarter 2021 Results
April 07, 2021
From
MSCI Inc.
Via
Business Wire
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