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home
about us
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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
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Quarterly Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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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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Morgan Stanley
(NY:
MS
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182.91
-2.19 (-1.18%)
Official Closing Price
Updated: 7:00 PM EST, Feb 3, 2026
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The Next Phase of the Artificial Intelligence Race Could Benefit This Company Most
↗
December 05, 2025
Both hardware and software will define the next iteration of AI -- and Alphabet could be a key player in both.
Via
The Motley Fool
Topics
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Here's How Much $1000 Invested In Morgan Stanley 5 Years Ago Would Be Worth Today
↗
December 05, 2025
Via
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Down 40% in the Past Month, Morgan Stanley Says This 1 Stock Is Key to the Future of AI
December 05, 2025
Morgan Stanley says there is a growing AI power gap, and IREN will be important in helping generate the power needed for AI compute.
Via
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The Stimulus Debate: Will Rate Cuts Ignite Economic Growth for Businesses and Consumers?
December 05, 2025
Central banks globally are constantly evaluating monetary policy in response to economic indicators. A perennial question in this discourse is the efficacy of interest rate cuts as a catalyst for...
Via
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Sprott Physical Gold and Silver Trust Soars to All-Time High Amidst Surging Precious Metals Demand
December 05, 2025
New York, NY – December 5, 2025 – The Sprott Physical Gold and Silver Trust (NYSE Arca: CEF), a prominent investment vehicle offering direct exposure to physical gold and silver bullion, has today...
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S&P 500 Poised for New Record as Market Rally Gains Steam Amid Encouraging Economic Signals
December 05, 2025
The S&P 500 Index is teetering on the brink of an unprecedented new high, propelled by a robust market rally fueled by a potent combination of encouraging inflation figures and a nuanced, yet generally...
Via
MarketMinute
Topics
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Bonds
Economy
This Key Rare Earth Player Received A Ratings Boost From Morgan Stanley – Can It Prompt Another Rally?
↗
December 05, 2025
Morgan Stanley upgraded MP Materials’ stock to ‘Overweight’ from ‘Equal Weight’ and raised its price target to $71 from $68.50.
Via
Stocktwits
Topics
Economy
Kevin Hassett Reportedly Says 'It's A Good Time' For Fed To Reduce Rates Cautiously
↗
December 05, 2025
The NEC Director is currently among the frontrunners to succeed Fed Chair Jerome Powell, whose term expires in May next year.
Via
Stocktwits
Topics
Economy
InvestorNewsBreaks – Belite Bio, Inc (NASDAQ: BLTE) Prices $350M Underwritten Public Offering of ADSs
December 05, 2025
Via
Investor Brand Network
Morgan Stanley Now Predicts 25 Bps Rate Cut In December Meeting, Reversing Earlier Stance: Report
↗
December 05, 2025
The firm said it may have jumped the gun on its earlier stance and added that Chair Powell will indicate that further cuts will come at a higher bar.
Via
Stocktwits
Topics
Economy
Why Micron (MU) Stock Is Trading Lower Today
December 04, 2025
Shares of memory chips maker Micron (NYSE:MU) fell 3.3% in the afternoon session after the company announced its decision to exit the crucial consumer memory business to focus on more strategic growth...
Via
StockStory
Topics
Artificial Intelligence
Dear MicroStrategy Stock Fans, Mark Your Calendars for January 15
December 04, 2025
Popular equity benchmarks may stop incorporating MSTR stock. Such a decision could weigh meaningfully on the shares.
Via
Barchart.com
Market Holds Breath: Dow and S&P 500 Teeter Near Records as Fed Rate Decision Looms
December 04, 2025
As of early December 2025, the U.S. stock market finds itself in a precarious yet optimistic position, with both the Dow Jones Industrial Average and the S&P 500 index hovering tantalizingly close to...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Bitcoin's December Descent: A New Kind of Crypto Correction Amidst Macroeconomic Storm
December 04, 2025
The cryptocurrency market has once again been shaken by a significant price correction in Bitcoin (BTC), with the digital asset experiencing a sharp decline in November and early December 2025. This...
Via
MarketMinute
Topics
Artificial Intelligence
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Morgan Stanley Real Estate Investing Acquires MorningStar Denver Senior Living Portfolio for $305 Million
December 04, 2025
From
Morgan Stanley Investment Management
Via
Business Wire
3 Overrated Stocks We Keep Off Our Radar
December 03, 2025
The stocks in this article are all trading near their 52-week highs. This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial...
Via
StockStory
Topics
Economy
Why Is e.l.f. Beauty (ELF) Stock Soaring Today
December 03, 2025
Shares of cosmetics company e.l.f. Beauty (NYSE:ELF) jumped 6.2% in the afternoon session after the company presented at the Morgan Stanley Global Consumer & Retail Conference. Such investor...
Via
StockStory
Topics
World Trade
Mattel (MAT) Stock Trades Up, Here Is Why
December 03, 2025
Shares of toy manufacturing and entertainment company (NASDAQ:MAT) jumped 4.8% in the afternoon session after the company presented at the Morgan Stanley Global Consumer & Retail Conference, where its...
Via
StockStory
Topics
Artificial Intelligence
Economy
Supply Chain
Why Columbus McKinnon (CMCO) Stock Is Up Today
December 03, 2025
Shares of material handling equipment manufacturer Columbus McKinnon (NASDAQ:CMCO) jumped 3.4% in the afternoon session after the company presented at a Bank of America conference, highlighting its...
Via
StockStory
Topics
Artificial Intelligence
Why Guardant Health (GH) Stock Is Up Today
December 03, 2025
Shares of diagnostics company Guardant Health (NASDAQ:GH) jumped 1.8% in the afternoon session after Morgan Stanley raised its price target on the stock, reflecting heightened optimism about the...
Via
StockStory
Quanex (NX) Stock Trades Up, Here Is Why
December 03, 2025
Shares of building products company Quanex (NYSE:NX) jumped 3.8% in the afternoon session after positive technical signals and investor optimism about future earnings growth outweighed mixed historical...
Via
StockStory
Topics
Artificial Intelligence
Tandem Diabetes (TNDM) Stock Is Up, What You Need To Know
December 03, 2025
Shares of diabetes technology company Tandem Diabetes Care (NASDAQ:TNDM) jumped 4.5% in the afternoon session after an analyst at Morgan Stanley raised the firm's price target for the stock. The firm's...
Via
StockStory
Topics
Artificial Intelligence
Economy
Supply Chain
Celsius (CELH) Stock Trades Up, Here Is Why
December 03, 2025
Shares of energy drink company Celsius (NASDAQ:CELH) jumped 3.6% in the afternoon session after the company provided a positive business update ahead of a conference, highlighting strong market share...
Via
StockStory
Google Is Gaining Ground in TPUs, But This 1 Other Chipmaker Is Still a Strong Buy According to Morgan Stanley
December 03, 2025
Valued at a market cap of $1.8 trillion, Broadcom is a mega-cap chip stock that offers significant upside potential, according to Morgan Stanley.
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Supply Chain
Ignore the AI Bubble Talk. Morgan Stanley Still Thinks Nvidia Stock Can Gain 40% from Here.
December 03, 2025
Nvidia stock is at the epicenter of the AI gold rush and has significant upside potential in December 2025, according to Morgan Stanley.
Via
Barchart.com
Topics
Artificial Intelligence
Economy
Supply Chain
Why Vertex Pharmaceuticals (VRTX) Stock Is Up Today
December 03, 2025
Shares of biotech company Vertex Pharmaceuticals (NASDAQ:VRTX) jumped 6.2% in the afternoon session after Morgan Stanley upgraded its rating on the stock to "Overweight" from "Equal-Weight" and...
Via
StockStory
Topics
Artificial Intelligence
Economy
Why Energizer (ENR) Stock Is Trading Up Today
December 03, 2025
Shares of battery and lighting company Energizer (NYSE:ENR) jumped 7.6% in the afternoon session after the stock appeared to rebound from a 52-week low set in the prior session, a drop that followed...
Via
StockStory
Topics
Artificial Intelligence
Supply Chain
World Trade
Morgan Stanley Downgrades Regeneron (REGN) to Equal-Weight, Citing Fair Valuation and Pipeline Scrutiny
December 03, 2025
New York, NY – December 3, 2025 – In a significant move reverberating through the biotechnology sector, investment banking giant Morgan Stanley has downgraded Regeneron Pharmaceuticals (NASDAQ: REGN)...
Via
MarketMinute
Topics
Intellectual Property
Morgan Stanley Soars to Historic High of $171.78, Signaling Robust Financial Sector Strength
December 03, 2025
NEW YORK, NY – December 3, 2025 – Morgan Stanley (NYSE: MS) has today achieved a significant milestone, with its stock price reaching an all-time high of $171.78. This landmark achievement underscores...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Deutsche Bank's Bold 2026 S&P 500 Target: A Glimpse into a Bullish Future
December 03, 2025
In a significant move that has captured the attention of financial markets, Deutsche Bank (DB) (NYSE:DB) has issued an exceptionally bullish forecast for the S&P 500 (SPX) (NYSEARCA:SPY), setting a...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
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