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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
MARKET RESEARCH
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Moody's Corp
(NY:
MCO
)
503.32
+4.55 (+0.91%)
Official Closing Price
Updated: 7:00 PM EDT, Aug 21, 2026
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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
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Moody’s Corporation Posted an Updated Management Presentation for Investors
February 23, 2023
From
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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.
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Moody’s Seeking Nonprofit Partners Aligned with Community Impact Strategy
February 14, 2023
From
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Via
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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
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January 30, 2023
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Will Investors Notice Exciting Sign On Moody's's Chart?
↗
January 18, 2023
Via
Benzinga
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
13 Analysts Have This to Say About Moody's
↗
January 10, 2023
Via
Benzinga
Where Moody's Stands With Analysts
↗
December 06, 2022
Via
Benzinga
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.
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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.
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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.
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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
Crocs, Lamb Weston And These 3 Stocks Insiders Are Selling
↗
January 06, 2023
The Nasdaq Composite dropped around 150 points on Thursday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
Congressman Sells Stocks At End Of 2022 And Retires From Office: Taking Profits Or Warning Sign?
↗
January 03, 2023
A member of Congress sold out of his positions in several stocks at the end of 2022. The move came as he finished his term serving the state of Texas and announced his retirement.
Via
Benzinga
Rep. Nicholas V. Taylor Has Sold Up to $500K Worth Of Moody's Stock: Here's What You Should Know
↗
December 27, 2022
Via
Benzinga
TikTok Concerns
↗
December 24, 2022
Plus, we talk about the ins and outs of buying bonds.
Via
The Motley Fool
Moody’s Corporation Announces Pricing Terms and Acceptance of Notes of Its Cash Tender Offer
December 14, 2022
From
Moody’s Corporation Investor Relations
Via
Business Wire
Moody’s Corporation Announces Early Tender Results and Upsize of Its Cash Tender Offer
December 13, 2022
From
Moody’s Corporation Investor Relations
Via
Business Wire
Replay of the BMO Growth & ESG Conference Fireside Chat Is Now Available
December 08, 2022
From
Moody’s Corporation Investor Relations
Via
Business Wire
'3-Legged Stool' Hedge Fund Upped Its Stake In 2 Dividend Stocks - The Next Compounding Machine?
↗
December 06, 2022
Akre Capital uses an investment strategy called the “three-legged stool” approach, describing what the Middleburg, Virginia-based company looks for in an investment:
Via
Benzinga
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