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home
about us
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Team Biographies
Firm ADV PDFs
Form CRS
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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
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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Morgan Stanley
(NY:
MS
)
154.26
-6.63 (-4.12%)
Streaming Delayed Price
Updated: 3:29 PM EDT, Mar 12, 2026
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EPAM Systems enters into $300M accelerated share repurchase agreement with Morgan Stanley to buy back stock under $1B authorization.
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Business Insider reported the layoffs on Wednesday, citing a message from Amazon Robotics VP Scott Dresser.
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Morgan Stanley Reportedly Lays Off 2,500 Employees Across Three Major Divisions
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March 04, 2026
The cuts are affecting employees in the bank’s investment banking, wealth management, and investment management divisions, as per the Wall Street Journal report.
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Crypto Market Bull Run Likely Amid Trump’s Clarity Act Support, Morgan Stanley’s Coinbase Bet, Says Clear Street
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March 04, 2026
President Trump's social media post from Tuesday night about the Genius Act "is a very meaningful support," the firm said in the note.
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Dan Simkowitz to Speak at the Annual Morgan Stanley European Financials Conference
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Datadog (DDOG) Shares Skyrocket, What You Need To Know
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March 04, 2026
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White House Officially Nominates Kevin Warsh As Fed Chair, Senate Confirmation Pending
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March 04, 2026
The White House has sent Kevin Warsh's nomination to the U.S. Senate on Wednesday.
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Resilience Amid Uncertainty: U.S. Private Sector Hiring Gains Momentum Ahead of Crucial March Payroll Report
March 04, 2026
As of today, March 4, 2026, the U.S. labor market is flashing a surprising signal of strength in the face of persistent economic headwinds. Fresh data released this morning by Automatic Data...
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INTC Shares Rally On CFO Reassurance Over Strong Server Demand, Potential External Sale Of 18A Technology
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CFO Dave Zinsner said at a conference in San Francisco that following a 20%+ growth in units in 2025, the server market is going to continue to rise “meaningfully this year.”
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The Warsh Shock: Trump’s Federal Reserve Pivot Sends Ripples Through Wall Street
March 04, 2026
WASHINGTON, D.C. — As of March 4, 2026, the global financial landscape is bracing for one of the most significant architectural shifts in the history of American central banking. With Jerome Powell’s...
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Nvidia’s Huang Says $30B OpenAI Investment May Be Last Pre-IPO Deal
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March 04, 2026
CEO Jensen Huang said at a conference on Wednesday that the potential to invest an additional $100 billion in the startup, as discussed in a deal in September, was probably not slated for before its...
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U.S. Services Sector Surges to Post-2022 Highs, Complicating Federal Reserve’s Inflation Fight
March 04, 2026
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Want to Invest in AI? Consider These 3 Bank Stocks.
March 04, 2026
Morgan Stanley says these banks will be net beneficiaries of AI.
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Morgan Stanley Files Bitcoin ETF, Coinbase, BNY Named As Custodians
↗
March 04, 2026
Morgan Stanley (NYSE:MS) is expanding its crypto footprint, filing an S-1 with the U.S.
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Western Digital, Seagate Stocks Rebound. How AI Video Could Boost Storage Demand.
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Western Digital stock and Seagate stock rallied Wednesday after being hit hard by the broader market sell-off to start the week.
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Are Memory Stocks Old News? Why Morgan Stanley Just Snubbed Micron.
March 04, 2026
Citing "exceptional" conditions unlikely to be sustained, the memory giant lost the top spot to Nvidia.
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The Return of the Titans: M&A Volume Set to Surge 20% in 2026 Amidst "Animal Spirits"
March 04, 2026
As of March 4, 2026, the global financial landscape is witnessing a seismic shift in corporate strategy. After years of cautious maneuvering and high interest rates, the "animal spirits" of the...
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The "One Big Beautiful" Era: How July's Tax Reform is Powering a 2026 Wall Street Renaissance
March 04, 2026
As of March 4, 2026, the American financial landscape is undergoing a tectonic shift, driven by the implementation of the "One Big Beautiful Act" (OBBBA). Signed into law on July 4, 2025, this sweeping...
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S&P 500 to 7,800? Morgan Stanley Bets on "One Big Beautiful Act" and AI Productivity as Bears Warn of Bubble
March 04, 2026
As the first quarter of 2026 unfolds, the equity markets are at a historic crossroads. Morgan Stanley (NYSE:MS) has stunned Wall Street with a revised year-end target for the S&P 500, projecting the...
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Morgan Stanley Chooses Coinbase And BNY Mellon For Its Bitcoin ETF
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March 04, 2026
According to the S1 filing, Coinbase Custody Trust Company will serve as the Bitcoin custodian to safeguard Morgan Stanley’s digital assets.
Via
Stocktwits
Topics
ETFs
Regulatory Compliance
Morgan Stanley Says These Could Be 2 of the Best Agentic AI Stocks to Buy Now
March 03, 2026
The premiere financial services firm expects these two payment giants to get a big boost from AI. But both are reportedly facing a big threat.
Via
Barchart.com
Topics
Artificial Intelligence
Credit Cards
Nvidia Has 'Never Been So Cheap,' Bernstein Analyst Says
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March 03, 2026
Bernstein analyst Stacy Rasgon bullish on Nvidia (NVDA), citing cheap valuation relative to chip industry. Morgan Stanley agrees, but Eisman doubts downstream risk. Prediction markets favor Nvidia's...
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Benzinga
Why Peloton Stock Plummeted by Over 28% Last Month
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March 03, 2026
It had a fiscal second quarter to forget, with a double miss on consensus analyst estimates.
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Financial Stocks Are Getting Crushed. Consider Buying This Low-Cost Vanguard ETF.
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