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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
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
Services, Fees and Compensation
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
)
455.92
-12.50 (-2.67%)
Streaming Delayed Price
Updated: 3:57 PM EDT, Jun 17, 2026
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Benzinga Bulls And Bears: Tesla, Amazon, Meta And Shiba Inu Developer Admits To Big Mistake
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March 18, 2023
Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.
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Want to Buy the Dip in Regional Bank Stocks? Check These 3 Must-Know Stats Before You Do.
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March 15, 2023
If you're thinking of buying the dip in regional banks, make sure you know what you own -- really, really well.
Via
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Moody's Warns Of 'Rapid Deterioration' In Banking Environment, Evaluates Comerica, Western Alliance And More
↗
March 14, 2023
Risk assessment firm Moody’s Corporation (NYSE: MCO) is downgrading the outlook on the U.S.
Via
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8 Stocks That Warren Buffett Dominates
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March 13, 2023
These three stocks are each core holdings of Warren Buffett, also famously known as the "Oracle of Omaha" for his prescient stock picks.
Via
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Why Moody's Stock Plunged 10.1% in February
↗
March 07, 2023
Moody's experienced revenue and earnings declines in the fourth quarter.
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10 Analysts Have This to Say About Moody's
↗
February 01, 2023
Via
Benzinga
$100 Invested In Moody's 10 Years Ago Would Be Worth This Much Today
↗
February 01, 2023
Via
Benzinga
Earnings Outlook For Moody's
↗
January 30, 2023
Via
Benzinga
Moody's Corporation Appoints Vincent Forlenza as Chairman of the Board
March 09, 2023
From
Moody’s Corporation Investor Relations
Via
Business Wire
Warren Buffett Is Collecting a 57% Annual Yield on This High-Profile Stock -- but There's a Catch
↗
March 06, 2023
The Oracle of Omaha is more than doubling his company's initial investment in this stock every two years.
Via
The Motley Fool
Moody’s Corporation to Present at Investor Conferences
March 01, 2023
From
Moody’s Corporation Investor Relations
Via
Business Wire
Warren Buffett On Berkshire's Journey From 1-Trick Pony To Owner Of Diversified Businesses: 8 Biggest Companies It Holds
↗
February 26, 2023
Berkshire Hathaway, Inc.’s (NYSE: BRK-A) (NYSE: BRK-B) Chairman and CEO Warren Buffett took a trip down memory lane in his
Via
Benzinga
Will Investors Notice Exciting Sign On Moody's's Chart?
↗
January 18, 2023
Via
Benzinga
13 Analysts Have This to Say About Moody's
↗
January 10, 2023
Via
Benzinga
2 Under-the-Radar Warren Buffett Stocks to Buy Right Now
↗
February 26, 2023
Of the dozens of stocks in Berkshire Hathaway's portfolio, these two look especially attractive.
Via
The Motley Fool
Moody’s Corporation Posted an Updated Management Presentation for Investors
February 23, 2023
From
Moody’s Corporation Investor Relations
Via
Business Wire
Investing in the Artificial Intelligence Revolution? Consider This High-Yielding Dividend Stock.
↗
February 16, 2023
Data centers are a critical part of powering artificial intelligence models.
Via
The Motley Fool
Moody’s Seeking Nonprofit Partners Aligned with Community Impact Strategy
February 14, 2023
From
Moody’s Corporation Investor Relations
Via
Business Wire
85% of Warren Buffett's $354 Billion Portfolio Is Invested in Just 10 Stocks
↗
February 10, 2023
Portfolio concentration is a big reason Berkshire Hathaway has handily outperformed Wall Street for nearly 60 years.
Via
The Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For February 1, 2023
↗
February 01, 2023
Via
Benzinga
Moody’s Named to Bloomberg Gender-Equality Index for Fourth Consecutive Year
January 31, 2023
From
Moody’s Corporation Investor Relations
Via
Business Wire
Moody's Corporation Reports Results for Fourth Quarter and Full Year 2022; Sets Outlook for 2023
January 31, 2023
From
Moody’s Corporation Investor Relations
Via
Business Wire
Earnings Scheduled For January 31, 2023
↗
January 31, 2023
Companies Reporting Before The Bell • Biophytis (NASDAQ:BPTS) is projected to report earnings for its first quarter.
Via
Benzinga
Here's Why S&P Global Can Keep Paying You for Years
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January 23, 2023
Dividend stocks can be an excellent source of income and returns in various market conditions.
Via
The Motley Fool
Warren Buffett Has $32 Billion in These 5 Stocks
↗
January 22, 2023
The vast majority of the Oracle of Omaha's wealth is in Berkshire. But a lot of Berkshire's value is in the stocks that it owns.
Via
The Motley Fool
Date Set for Moody's Earnings Release and Investor Teleconference
January 17, 2023
From
Moody’s Corporation Investor Relations
Via
Business Wire
Will Medical Properties Trust Maintain Its Ultra-High-Yield Dividend?
↗
January 14, 2023
Although high-yielding stocks often disappoint, Medical Properties Trust may be an exception.
Via
The Motley Fool
Moody’s Named One of America’s Most JUST Companies
January 10, 2023
From
Moody’s Corporation Investor Relations
Via
Business Wire
4 Dividend Stocks You Can Trust In a Bear Market
↗
January 10, 2023
Dividend stocks can offer excellent returns in bear markets.
Via
The Motley Fool
Moody’s Names Francisco Martinez-Garcia Chief Diversity, Equity & Inclusion Officer
January 09, 2023
From
Moody’s Corporation Investor Relations
Via
Business Wire
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