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Advantages of Same Day Allocation
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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
)
436.25
+4.20 (+0.97%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 31, 2026
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Don't Be Surprised if Warren Buffett Has Bought This Stock
↗
August 03, 2021
Discover Financial has a lot of the things that the Oracle of Omaha looks for in an investment.
Via
The Motley Fool
Topics
Economy
What 13 Analyst Ratings Have To Say About Moody's
↗
July 29, 2021
Moody's (NYSE:MCO) has observed the following analyst ratings within the last...
Via
Benzinga
Moody's Corporation (MCO) Q2 2021 Earnings Call Transcript
↗
July 28, 2021
MCO earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
Recap: Moody's Q2 Earnings
↗
July 28, 2021
Shares of Moody's (NYSE:MCO) remained unaffected after the company reported Q2 results. Quarterly Results Earnings per share rose 14.59% over the past year to $3.22,...
Via
Benzinga
Moody's Corporation Reports Results for Second Quarter 2021
July 28, 2021
From
Moody’s Corporation Investor Relations
Via
Business Wire
Earnings Scheduled For July 28, 2021
↗
July 28, 2021
Companies Reporting Before The Bell • Barclays (NYSE:BCS) is likely to report quarterly earnings at $0.55 per share on revenue of $7.90 billion. • United...
Via
Benzinga
Where Moody's Stands With Analysts
↗
July 08, 2021
Within the last quarter, Moody's (NYSE:MCO) has observed the...
Via
Benzinga
Where Moody's Stands With Analysts
↗
July 07, 2021
Moody's (NYSE:MCO) has observed the following analyst rating...
Via
Benzinga
Rock ‘n’ Roll Is Expensive (And So Is Everything Else)
↗
July 27, 2021
Global food prices are up 40% in 2021. The owner of the Gristedes supermarket chain expects another 10% to 14% increase by October.
Via
Talk Markets
Stocks That Hit 52-Week Highs On Friday
↗
July 23, 2021
On Friday morning, 126 companies achieved new highs for the year. Significant Points: Microsoft (NASDAQ:MSFT) was the largest firm on a market cap basis to set a...
Via
Benzinga
Moody’s Analytics and ACLI Support Revised Regulatory Capital Requirements Adopted by the NAIC for US Life Insurers
July 22, 2021
From
Moody’s Analytics
Via
Business Wire
RBC Bullish On Moody's, Projects Sustainable Double-Digit Revenue Growth
↗
July 08, 2021
Moody's Corporation (NYSE:MCO) shares traded lower by 1.2...
Via
Benzinga
Dates Set for Moody's Earnings Release and Investor Teleconference
July 08, 2021
From
Moody’s Corporation Investor Relations
Via
Business Wire
Moody's Named to The Civic 50
June 18, 2021
SOURCE: Moody's Corporation
Via
3BL Media
Benzinga's Top Ratings Upgrades, Downgrades For July 8, 2021
↗
July 08, 2021
Upgrades For FB Financial Corp (NYSE:
Via
Benzinga
Stocks That Hit 52-Week Highs On Wednesday
↗
June 23, 2021
This morning 122 companies reached new 52-week highs. Interesting Facts: The largest company on a market cap basis to set a new 52-week high was Microsoft (NASDAQ:...
Via
Benzinga
Moody’s Corporation Elects Zig Serafin to Board of Directors
June 17, 2021
From
Moody’s Corporation Investor Relations
Via
Business Wire
Moody's Highlights Its Commitment to Sustainability Leadership
June 17, 2021
SOURCE: 3BL Alerts
Via
3BL Media
Topics
Supply Chain
Moody’s Analytics Adds CMBS Data to CRE Solutions
June 15, 2021
From
Moody’s Analytics, Inc.
Via
Business Wire
Moody’s Highlights Its Commitment to Sustainability Leadership
June 14, 2021
From
Moody’s Corporation Investor Relations
Via
Business Wire
Cramer Gives His Opinion On Nvidia, Spotify And More
↗
June 12, 2021
On CNBC's "Mad Money Lightning Round," Jim Cramer said Restoration Hardware Holdings (NYSE: RH) is just getting started and it goes higher. Moody's Corporation (...
Via
Benzinga
Moody’s Analytics to Provide CMBS Cash Flow Data for Citi Velocity Platform
June 11, 2021
From
Moody’s Analytics
Via
Business Wire
Moody’s Launches Moody’s Moments Video Series Providing Insight into Corporate Strategy
June 10, 2021
From
Moody’s Corporation Investor Relations
Via
Business Wire
Moody’s Named to the Fortune 500
June 02, 2021
From
Moody’s Corporation Investor Relations
Via
Business Wire
Moody’s Corporation to Present at Investor Conferences
May 27, 2021
From
Moody’s Corporation Investor Relations
Via
Business Wire
Morningstar Stock Earns Key IBD Rating Upgrade; New Day Dawning For Research Firm?
↗
May 26, 2021
A Relative Strength Rating upgrade for Morningstar shows improving technical performance. Will it continue?
Via
Investor's Business Daily
Moody’s Corporation Posted an Updated Management Presentation for Investors
May 13, 2021
From
Moody’s Corporation Investor Relations
Via
Business Wire
Moody's, Team8 Complete $25M VisibleRisk Investment Amid Bump In Attention To Cyber Risk
↗
May 12, 2021
Moody’s Corporation (NYSE: MCO), alongside global venture group Team8, formally announced Wednesday the completion of a $25 million investment in VisibleRisk. About: Founded...
Via
Benzinga
Moody’s and Team8 Announce Investment in VisibleRisk as It Launches Cyber Rating
May 12, 2021
From
Moody’s Corporation Investor Relations
Via
Business Wire
Moody’s Corporation to Present at the Barclays Americas Select Franchise Conference on May 18, 2021
May 11, 2021
From
Moody’s Corporation Investor Relations
Via
Business Wire
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