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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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
)
532.23
+5.35 (+1.02%)
Streaming Delayed Price
Updated: 3:05 PM EST, Jan 6, 2026
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Billionaire Warren Buffett Is Generating Annual Yields of 37% to 63% From Coca-Cola, American Express, and Moody's -- Here's His Secret
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September 19, 2025
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A Look Into Moodys Inc's Price Over Earnings
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September 09, 2025
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2 Unstoppable Dividend Stocks Yielding More Than 4% That Income-Seeking Investors Will Want to Buy in October and Hold Forever
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Gold Poised for Record Highs Above US$3,860 as U.S. Government Shutdown Looms, Igniting Safe-Haven Rush
September 30, 2025
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1 Profitable Stock with Exciting Potential and 2 We Find Risky
September 30, 2025
Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
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Looking Into Moodys's Recent Short Interest
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September 03, 2025
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Warren Buffett Sends Investors a $177 Billion Warning -- History Says the Stock Market Will Do This Next
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The Best Warren Buffett Stocks to Buy With $300 Right Now
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You don't need to be a billionaire to invest like Buffett.
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Q2 Earnings Outperformers: S&P Global (NYSE:SPGI) And The Rest Of The Financial Exchanges & Data Stocks
September 25, 2025
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Here's How Much $100 Invested In Moodys 15 Years Ago Would Be Worth Today
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September 24, 2025
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Q1 Earnings Outperformers: S&P Global (NYSE:SPGI) And The Rest Of The Financial Exchanges & Data Stocks
September 23, 2025
Let’s dig into the relative performance of S&P Global (NYSE:SPGI) and its peers as we unravel the now-completed Q1 financial exchanges & data earnings season.
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This Recession-Forecasting Algorithm Hasn't Been Wrong in 65 Years -- and It Has an Ominous Message for Wall Street
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September 17, 2025
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Moody’s Agentic Solutions to Automate Complex Workflows and Speed Human Decision-Making
September 16, 2025
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3 Reasons We Love Moody's (MCO)
September 16, 2025
Moody's trades at $508.76 and has moved in lockstep with the market. Its shares have returned 12.2% over the last six months while the S&P 500 has gained 16.5%.
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Moody's: A Resilient Player in the Bond Rating Market
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September 15, 2025
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If you're looking for stability and long-term growth, these four Warren Buffett stocks could be for you.
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Here's How Much $1000 Invested In Moodys 10 Years Ago Would Be Worth Today
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September 10, 2025
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September 09, 2025
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The Looming Shadow of Debt: How Government Spending is Driving Up Long-Term Bond Yields
September 09, 2025
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2 S&P 500 Stocks to Consider Right Now and 1 Facing Headwinds
September 09, 2025
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