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home
about us
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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
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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TAF® Program
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Morningstar, Inc. - Common Stock
(NQ:
MORN
)
218.00
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 30, 2025
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Morningstar: Asset Owners Nimbly Navigate a Global Market in Transition
September 18, 2025
From
Morningstar, Inc.
Via
Business Wire
1 Oversold Stock Set for a Comeback and 2 We Question
September 18, 2025
Rock-bottom prices don't always mean rock-bottom businesses. The stocks we're examining today have all touched their 52-week lows, creating a classic investor's dilemma: bargain opportunity or value...
Via
StockStory
What's Driving the Market Sentiment Around Morningstar?
↗
September 16, 2025
Via
Benzinga
$100 Invested In Morningstar 20 Years Ago Would Be Worth This Much Today
↗
September 15, 2025
Via
Benzinga
What Does the Market Think About Morningstar?
↗
August 22, 2025
Via
Benzinga
Earnings Scheduled For July 30, 2025
↗
July 30, 2025
Via
Benzinga
Billionaire Philippe Laffont Sells a Popular AI Stock and Buys the S&P 500's Worst Stock. Does He Know Something Wall Street Doesn't?
↗
September 13, 2025
Hedge fund manager Philippe Laffont recently trimmed his stake in Meta Platforms and bought stock in The Trade Desk.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Introducing the Morningstar PitchBook US Modern Market 100: The First Benchmark to Track Public & Private Market Companies in a Single Index
September 10, 2025
From
Morningstar, Inc.
Via
Business Wire
Does It Pay to Switch Jobs?
↗
September 09, 2025
And did you know it definitely can pay to get professional financial help?
Via
The Motley Fool
Topics
ETFs
Economy
1 Profitable Stock to Target This Week and 2 We Ignore
September 09, 2025
While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my...
Via
StockStory
AI Spending Could Soar 600%: 2 Brilliant AI Stocks to Buy in September (Hint: Not Nvidia or Palantir)
↗
September 04, 2025
Meta Platforms and Pure Storage are poised to benefit as artificial intelligence spending continues to surge in the years ahead.
Via
The Motley Fool
Topics
Artificial Intelligence
Morningstar Publishes First Medalist Ratings for Semiliquid Funds
September 03, 2025
From
Morningstar, Inc.
Via
Business Wire
1 Cash-Producing Stock on Our Buy List and 2 We Find Risky
September 02, 2025
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak...
Via
StockStory
3 Safe-and-Steady Stocks with Competitive Advantages
August 26, 2025
Stocks with low volatility can be a great foundation for a portfolio, especially for investors looking to reduce risk. While they don’t often make headlines, these companies provide consistency in an...
Via
StockStory
$1000 Invested In Morningstar 15 Years Ago Would Be Worth This Much Today
↗
August 20, 2025
Via
Benzinga
The Stock Market Just Did Something for the 16th Time Since 1950. It Usually Signals a Big Move in the Next Year.
↗
August 19, 2025
The S&P 500 posted gains in May, June, and July, a rare occurrence that has historically preceded more upside in the next year.
Via
The Motley Fool
Topics
Government
Stocks
World Trade
What's Driving the Market Sentiment Around Morningstar?
↗
August 06, 2025
Via
Benzinga
529 Plans, 401(k) Plans, and Using Any Extra Money From Washington
↗
August 06, 2025
529 plans aren't just for college anymore.
Via
The Motley Fool
Topics
Retirement
$1000 Invested In Morningstar 20 Years Ago Would Be Worth This Much Today
↗
August 04, 2025
Via
Benzinga
Morningstar (MORN) Q2 EPS Jumps 19%
↗
July 31, 2025
Via
The Motley Fool
Topics
Retirement
Morningstar, Inc. Reports Second-Quarter 2025 Financial Results
July 30, 2025
From
Morningstar, Inc.
Via
Business Wire
2 Popular Artificial Intelligence (AI) Stocks to Sell Before They Fall 47% and 62%, According to Wall Street Analysts
↗
July 30, 2025
AI stocks Palantir and CoreWeave have rocketed higher this year, but certain analysts expect shareholders to sustain major losses in the coming months.
Via
The Motley Fool
Topics
Artificial Intelligence
Where Will Berkshire Hathaway Be in 5 Years?
↗
July 29, 2025
A major management shake-up means it's time to reassess where this company's going and how it will get there.
Via
The Motley Fool
Morningstar Inc (NASDAQ:MORN) – A Quality Stock Worth Considering
↗
July 24, 2025
Morningstar Inc (NASDAQ:MORN) shows strong growth, high profitability, and solid financial health, making it a compelling choice for quality investors.
Via
Chartmill
Prediction: XRP (Ripple) Will Be Worth This Much in 10 Years
↗
July 15, 2025
XRP could triple in value over the next decade if stablecoin regulations and spot XRP ETFs legitimize the cryptocurrency.
Via
The Motley Fool
Topics
ETFs
The Smartest Vanguard ETF to Buy With $1,000 Right Now
↗
July 12, 2025
Even if it's not easy to see or feel, a sea-change is brewing for the stock market.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
$100 Invested In This Stock 15 Years Ago Would Be Worth This Much Today
↗
July 11, 2025
Via
Benzinga
1 Artificial Intelligence (AI) Stock to Buy Before It Soars to $10 Trillion, According to a Wall Street Analyst (Hint: Not Apple)
↗
July 10, 2025
If this Wall Street analyst is correct, Nvidia shareholders will see monster returns through the end of the decade.
Via
The Motley Fool
Topics
Artificial Intelligence
Morningstar Announces Winners for the 2025 U.S. Morningstar Awards for Investing Excellence
July 08, 2025
From
Morningstar, Inc.
Via
Business Wire
Here's How Much You Would Have Made Owning Morningstar Stock In The Last 15 Years
↗
July 07, 2025
Via
Benzinga
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