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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
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
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Back Dated Performance Reports
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TAV Program
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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
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Additional Information
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Morningstar, Inc. - Common Stock
(NQ:
MORN
)
215.97
-1.52 (-0.70%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Aug 21, 2026
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Should You Buy SpaceX After Its IPO? Here Are 3 Lessons to Heed from Warren Buffett
↗
June 16, 2026
The "Oracle of Omaha" knows a thing or two about buying IPO stocks.
Via
The Motley Fool
Topics
Initial Public Offering
The SpaceX IPO Hinges on This $26.5 Trillion Growth Opportunity
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June 12, 2026
SpaceX needs to capitalize on one key opportunity to justify its IPO valuation.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Unpacking Q1 Earnings: FactSet (NYSE:FDS) In The Context Of Other Financial Exchanges & Data Stocks
June 11, 2026
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SpaceX Is Going Public. Here's What a $25,000 Investment Could Be Worth by 2030.
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June 11, 2026
Here's what could happen if you make a big bet on the leading space company.
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Topics
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Initial Public Offering
Morningstar Inc (NASDAQ:MORN): A Quality Investing Darling Passing the Caviar Cruise Screen
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May 15, 2026
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PitchBook Wins Lattice's 2026 Performance Impact Award
June 11, 2026
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Warren Buffett Would Never Buy the SpaceX IPO. Here's What He'd Do Instead.
↗
June 11, 2026
The legendary investor preached the value of buying good companies at reasonable prices.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
SpaceX: Why This $1.6 Trillion Opportunity Is Critical for the Upcoming IPO
↗
June 10, 2026
Recent filings clarify SpaceX's biggest growth opportunities.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Google's $920 Million‑a‑Month Deal Could Supercharge the SpaceX IPO
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June 09, 2026
An already interesting IPO story just became even more intriguing.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
History Says SpaceX Stock Will Do This in Its First Year of Trading
↗
June 09, 2026
SpaceX expects to go public this month at a $1.77 trillion valuation.
Via
The Motley Fool
Topics
Initial Public Offering
The SpaceX IPO Is Just Days Away. History Says the Stock Will Do This When It Starts Trading.
↗
June 08, 2026
The 10 largest U.S. IPO stocks in history have collectively underperformed the S&P 500 by a wide margin.
Via
The Motley Fool
Topics
Initial Public Offering
Stocks
SpaceX in 5 Years: Boom, Bust, or Quietly Crushing It?
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June 08, 2026
What will SpaceX be like long after its looming IPO?
Via
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Topics
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Initial Public Offering
3 Reasons We Love Morningstar (MORN)
June 08, 2026
Over the past six months, Morningstar’s stock price fell to $185.85. Shareholders have lost 14.4% of their capital, which is disappointing considering the S&...
Via
StockStory
Financial Exchanges & Data Stocks Q1 Teardown: MSCI (NYSE:MSCI) Vs The Rest
June 07, 2026
Let’s dig into the relative performance of MSCI (NYSE:MSCI) and its peers as we unravel the now-completed Q1 financial exchanges & data earnings season. Fina...
Via
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The SpaceX IPO Looks Expensive on the Surface. Here's What Investors Should Know.
↗
June 06, 2026
Experts are worried about SpaceX's target valuation.
Via
The Motley Fool
Topics
Artificial Intelligence
Energy
Initial Public Offering
SpaceX IPO: Is This Space and AI Stock Really Only Worth $780 Billion?
↗
June 05, 2026
A recent report from Morningstar is sounding the alarm.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
PitchBook Announces New Premium Connector Integration with Harvey, Bringing Private Market Intelligence Into AI-Native Legal and Deal Workflows
June 04, 2026
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Morningstar Credit Analytics Launches AI Access to CRE Surveillance and CMBS Analytics
June 04, 2026
From
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Via
Business Wire
SpaceX IPO: 2 Alarming Statistics Investors Must See Before Buying the Stock
↗
June 04, 2026
History says SpaceX will be a very risky stock when it starts trading later this month.
Via
The Motley Fool
Topics
Initial Public Offering
2 Financials Stocks to Target This Week and 1 We Turn Down
June 04, 2026
Financial firms serve as the backbone of the economy, providing essential services from lending and investment management to risk management and payment proc...
Via
StockStory
Topics
Bonds
Credit Cards
Economy
Morningstar Shares Perspective from Global Asset Owners
May 27, 2026
From
Morningstar, Inc.
Via
Business Wire
This AI Stock Has Been Called Overvalued for 3 Years. The Bears Keep Losing.
↗
May 25, 2026
The critics have missed out on substantial returns.
Via
The Motley Fool
Topics
Artificial Intelligence
Financial Exchanges & Data Stocks Q1 Teardown: Tradeweb Markets (NASDAQ:TW) Vs The Rest
May 24, 2026
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how financial exchang...
Via
StockStory
Topics
Bonds
Reflecting On Financial Exchanges & Data Stocks’ Q1 Earnings: Nasdaq (NASDAQ:NDAQ)
May 24, 2026
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a...
Via
StockStory
Firing on All Cylinders: Morningstar (NASDAQ:MORN) Q1 Earnings Lead the Way
May 21, 2026
Looking back on financial exchanges & data stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Morningstar (NASDAQ:MORN) and ...
Via
StockStory
Morningstar Credit Analytics Cuts Through Private Market Opacity with Standardized Corporate Credit Analytics
May 20, 2026
From
Morningstar, Inc.
Via
Business Wire
3 Dividend ETFs to Lock In Before Summer Volatility Picks Up
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May 19, 2026
With geopolitical, inflation, and economic slowdown risks growing, it could be time to consider lower-volatility dividend stocks for part of your portfolio.
Via
The Motley Fool
Topics
ETFs
Economy
Stocks
Maximizing Your 401(k), and Is Retirement Bad for Your Brain?
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May 16, 2026
Motley Fool retirement expert Robert Brokamp provides 11 tips for making the most of your employer-sponsored retirement plan.
Via
The Motley Fool
Topics
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Morningstar and PitchBook Expand Access to Trusted Investment Intelligence Through Perplexity
May 08, 2026
From
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Via
Business Wire
American Express Just Showed Why Berkshire Hathaway Still Likes This Credit Card Stock
↗
May 08, 2026
Maybe investors need a gentle reminder of why it's a Berkshire favorite.
Via
The Motley Fool
Topics
Credit Cards
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