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Preferred Custodian Settlement
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
Featured Quarterly Newsletter
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Moody's Corp
(NY:
MCO
)
436.25
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Mar 31, 2026
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Benzinga's Top Ratings Upgrades, Downgrades For March 8, 2022
↗
March 08, 2022
Upgrades According to Janney Montgomery Scott, the prior rating for Wintrust Financial Corp (NASDAQ:WTFC) was changed from Neutral to Buy. Wintrust Finl earned $1.58 in the fourth...
Via
Benzinga
Analyst Ratings For Moody's
↗
March 04, 2022
Within the last quarter, Moody's (NYSE:MCO) has observed the following analyst ratings: Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total Ratings 0 3 3...
Via
Benzinga
Moody's: Q4 Earnings Insights
↗
February 10, 2022
Moody's (NYSE:MCO) reported its Q4 earnings results on Thursday, February 10, 2022 at 07:00 AM. Here's what investors need to know about the announcement.
Via
Benzinga
Earnings Scheduled For February 10, 2022
↗
February 10, 2022
Companies Reporting Before The Bell • Canada Goose Hldgs (NYSE:GOOS) is projected to report quarterly earnings at $1.46 per share on revenue of $584.49 million.
Via
Benzinga
Moody’s Corporation Posted an Updated Management Presentation for Investors
February 28, 2022
From
Moody’s Corporation Investor Relations
Via
Business Wire
Top Ten Stock Holdings Of Berkshire Hathaway And Warren Buffett
↗
February 26, 2022
Legendary investor Warren Buffett's ability to identify and buy the stock of up-and-coming publicly traded companies has been key to the success of...
Via
Benzinga
Will Chart Analysts Notice Bad Omen on Moody's's Chart
↗
February 15, 2022
If history is any guide, there may be trouble ahead for shares of Moody's (NYSE:MCO). A so-called "death cross" has formed on its chart and, not surprisingly, this could be...
Via
Benzinga
Where Moody's Stands With Analysts
↗
February 11, 2022
Within the last quarter, Moody's (NYSE:MCO) has observed the following analyst ratings: Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total Ratings 0 2 2...
Via
Benzinga
Moody's Corporation Reports Results for Fourth Quarter and Full Year 2021; Sets Full Year 2022 and Medium-Term Outlooks
February 10, 2022
From
Moody’s Corporation Investor Relations
Via
Business Wire
Moody's's Earnings Outlook
↗
February 09, 2022
Moody's (NYSE:MCO) is set to give its latest quarterly earnings report on Thursday, 2022-02-10. Here's what investors need to know before the announcement. Analysts estimate that Moody's will likely...
Via
Benzinga
Moody’s Analytics Launches Lending Solution for Commercial Real Estate
February 09, 2022
From
Moody’s Analytics, Inc.
Via
Business Wire
Moody’s Appoints Maral Kazanjian as Chief People Officer
February 07, 2022
From
Moody’s Corporation Investor Relations
Via
Business Wire
Moody’s to Acquire Majority Stake in GCR Ratings, Expanding Presence in Africa
February 02, 2022
From
Moody’s Corporation Investor Relations
Via
Business Wire
Sustainable Bond Issuance To Surge Past $1.3 Trillion In 2022: Moody’s
↗
January 31, 2022
Sustainable bond volumes are set to surge again this year, with issuance of green, social, sustainability and sustainability-linked bonds expected to hit $1.35 trillion in 2022, according to a new...
Via
Talk Markets
Moody’s Again Earns Top LGBTQ+ Corporate Equality Score From Human Rights Campaign
January 27, 2022
From
Moody’s Corporation Investor Relations
Via
Business Wire
Moody’s Named to Bloomberg Gender-Equality Index for Third Consecutive Year
January 26, 2022
From
Moody’s Corporation Investor Relations
Via
Business Wire
Dates Set for Moody's Earnings Release and Investor Teleconference
January 24, 2022
From
Moody’s Corporation Investor Relations
Via
Business Wire
Moody’s: One Of The Widest Business Moats In The Stock Market
↗
January 05, 2022
Moody's is a classic Warren Buffett stock. It has a wide economic moat, and long-term growth.
Via
Talk Markets
What 5 Analyst Ratings Have To Say About Moody's
↗
January 05, 2022
Over the past 3 months, 5 analysts have published their opinion on Moody's (NYSE:M...
Via
Benzinga
Moody's, CubeSmart Lead 5 Stocks Near Buy Points Showing This Bullish Trait
↗
December 18, 2021
Moodys and CubeSmart are among stocks carving out bullish base-on-base patterns.
Via
Investor's Business Daily
Berkshire’s Apple Weighting Swells to Nearly 50%
↗
December 13, 2021
Although Berkshire Hathaway has almost $150 billion in cash, the company’s portfolio has still performed strongly.
Via
Talk Markets
Moody’s Recognized with CDP’s ‘A’ Score on Climate Action for Second Consecutive Year
December 07, 2021
From
Moody’s Corporation Investor Relations
Via
Business Wire
Moody’s Corporation to Present at a Fireside Chat With Goldman Sachs on December 10, 2021
December 03, 2021
From
Moody’s Corporation Investor Relations
Via
Business Wire
Moody’s Acquires PassFort and Agrees to Acquire kompany, Expanding KYC and Compliance Capabilities
December 03, 2021
From
Moody’s Corporation Investor Relations
Via
Business Wire
Here's How Much $1000 Invested In Moody's 10 Years Ago Would Be Worth Today
↗
December 01, 2021
Moody's (NYSE:MCO) has outperformed the market over the past 10 years by 13.4% on an annualized basis. Buying $1,000.00 In MCO: 10 years ago, an investor could have purchased 28....
Via
Benzinga
Moody’s Corporation to Present at the Goldman Sachs U.S. Financial Services Conference on December 8, 2021
December 01, 2021
From
Moody’s Corporation Investor Relations
Via
Business Wire
Moody’s Analytics Launches New Front-Office Loan Pricing Solution
November 17, 2021
From
Moody’s Analytics
Via
Business Wire
$100 Invested In This Stock Over The Last 10 Years, Would Be Worth This Much
↗
November 12, 2021
Moody's (NYSE:MCO) has outperformed the market over the past 10 years by 13.81% on an annualized basis. Buying $100 In MCO: 10 years ago, an investor could have purchased 3.03...
Via
Benzinga
Moody’s Corporation to Present at the J.P. Morgan Ultimate Services Investor Conference on November 18, 2021
November 10, 2021
From
Moody’s Corporation Investor Relations
Via
Business Wire
Moody’s Corporation Posted an Updated Management Presentation for Investors
November 10, 2021
From
Moody’s Corporation Investor Relations
Via
Business Wire
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