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Advantages of Our Bid Wanted System
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Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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
)
436.25
+4.20 (+0.97%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 31, 2026
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This Is the Best Time to Buy These 7 Long-Term Warren Buffett Stocks
↗
October 05, 2022
There are 50 stocks in the Berkshire Hathaway equity portfolio. Here are seven long-term Warren Buffett stocks to buy now.
Via
InvestorPlace
Expert Ratings for Moody's
↗
October 03, 2022
Analysts have provided the following ratings for Moody's (NYSE:MCO) within the last quarter:
Via
Benzinga
Moody’s Analytics: Most States are Well Prepared to Weather a Recession
September 29, 2022
From
Moody’s Analytics
Via
Business Wire
This Analyst Boosts PT On PepsiCo? Plus UBS Sees $75 For Micron Technology
↗
September 27, 2022
Deutsche Bank raised the price target on PepsiCo, Inc. (NASDAQ: PEP) from $179 to $181. Deutsche Bank analyst Steve Powers maintained a Hold rating on the stock. PepsiCo shares fell 1.2% to $166.47 on...
Via
Benzinga
Where Moody's Stands With Analysts
↗
August 15, 2022
Within the last quarter, Moody's (NYSE:MCO) has observed the following analyst ratings:
Via
Benzinga
15 Analysts Have This to Say About Moody's
↗
July 27, 2022
Analysts have provided the following ratings for Moody's (NYSE:MCO) within the last quarter:
Via
Benzinga
Moody's: Q2 Earnings Insights
↗
July 26, 2022
Moody's (NYSE:MCO) reported its Q2 earnings results on Tuesday, July 26, 2022 at 07:00 AM. Here's what investors need to know about the announcement.
Via
Benzinga
Earnings Scheduled For July 26, 2022
↗
July 26, 2022
Companies Reporting Before The Bell • General Motors (NYSE:GM) is likely to report quarterly earnings at $1.30 per share on revenue of $34.59 billion.
Via
Benzinga
Morgan Stanley Maintains Equal-Weight Rating for Moody's: Here's What You Need To Know
↗
September 27, 2022
Morgan Stanley has decided to maintain its Equal-Weight rating of Moody's (NYSE:MCO) and raise its price target from $283.00 to $288.00. Shares of Moody's are trading up 0.81% over the last 24 hours,...
Via
Benzinga
Hot Take: Will Biden's Student Loan Forgiveness Drive Inflation Higher?
↗
August 25, 2022
Student loan forgiveness has become a reality for the roughly 48 million Americans currently in debt. President Joe Biden said in a speech on Wednesday the student loan payment moratorium would be...
Via
Benzinga
Analyzing Moody's Short Interest
↗
August 11, 2022
Moody's (NYSE:MCO) short percent of float has risen 3.53% since its last report. The company recently reported that it has 3.22 million shares sold short, which is...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 10, 2022
↗
August 10, 2022
Via
Benzinga
14 Analysts Have This to Say About Moody's
↗
July 07, 2022
Moody's (NYSE:MCO) has observed the following analyst ratings within the last quarter:
Via
Benzinga
Moody’s Corporation Announces the Expiration and Results of Cash Tender Offer for Any and All 2.625% Senior Notes Due 2023
August 09, 2022
From
Moody’s Corporation Investor Relations
Via
Business Wire
Moody’s Corporation Posted an Updated Management Presentation for Investors
August 09, 2022
From
Moody’s Corporation Investor Relations
Via
Business Wire
Moody’s Corporation Announces Pricing Terms of Cash Tender Offer for Any and All 2.625% Senior Notes Due 2023
August 08, 2022
From
Moody’s Corporation Investor Relations
Via
Business Wire
If You Invested $100 In This Stock 10 Years Ago, You Would Have $800 Today
↗
August 02, 2022
Moody's (NYSE:MCO) has outperformed the market over the past 10 years by 11.09% on an annualized basis producing an average annual return of 22.48%. Currently, Moody's has a market capitalization of...
Via
Benzinga
Moody’s Corporation Commences Tender Offer for Any and All 2.625% Senior Notes Due 2023
August 02, 2022
From
Moody’s Corporation Investor Relations
Via
Business Wire
Moody's Corporation Reports Results for Second Quarter 2022
July 26, 2022
From
Moody’s Corporation Investor Relations
Via
Business Wire
Peering Into Moody's' Recent Short Interest
↗
July 20, 2022
Moody's' (NYSE:MCO) short percent of float has fallen 13.57% since its last report. The company recently reported that it has 3.16 million shares sold short, which is...
Via
Benzinga
Time Updated for Moody's Investor Teleconference
July 19, 2022
From
Moody’s Corporation Investor Relations
Via
Business Wire
Here's How Much You Would Have Made Owning Moody's Stock In The Last 15 Years
↗
July 15, 2022
Moody's (NYSE:MCO) has outperformed the market over the past 15 years by 4.68% on an annualized basis producing an average annual return of 10.94%. Currently, Moody's has a market capitalization of...
Via
Benzinga
7 Best Warren Buffett Stocks to Buy Now in July 2022
↗
July 06, 2022
Looking to get ideas from the world's most famed investor? These are seven of the best Warren Buffett stocks to buy for July 2022.
Via
InvestorPlace
Date Set for Moody's Earnings Release and Investor Teleconference
July 05, 2022
From
Moody’s Corporation Investor Relations
Via
Business Wire
Here's How Much $1000 Invested In Moody's 5 Years Ago Would Be Worth Today
↗
June 30, 2022
Moody's (NYSE:MCO) has outperformed the market over the past 5 years by 7.8% on an annualized basis producing an average annual return of 16.94%. Currently, Moody's has a market capitalization of...
Via
Benzinga
Warren Buffett Stocks: Moody’s Corporation
↗
June 28, 2022
As of March 31st, 2022, Buffett’s Berkshire Hathaway owned about 25 million shares of Moody’s Corporation, for a market value approaching $7 billion.
Via
Talk Markets
7 Deadbeat Stocks to Dump Now
↗
June 22, 2022
These are the seven stocks to sell now. Investors should keep away from BBY, COIN, EBAY, NFLX, RBLX, VLTA, and ZEN as they may fall further.
Via
InvestorPlace
Moody’s Analytics: Stronger ESG Risk Mitigation Practices Linked to Better Shareholder Returns
June 22, 2022
From
Moody’s Analytics
Via
Business Wire
Analyzing Moody's's Short Interest
↗
June 17, 2022
Moody's's (NYSE:MCO) short percent of float has risen 14.81% since its last report. The company recently reported that it has 3.43 million shares sold short, which is 1.86% of all...
Via
Benzinga
If You Invested $1000 In This Stock 5 Years Ago, You Would Have $2,100 Today
↗
June 14, 2022
Moody's (NYSE:MCO) has outperformed the market over the past 5 years by 7.24% on an annualized basis producing an average annual return of 16.1%. Currently, Moody's has a market capitalization of...
Via
Benzinga
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