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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
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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
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
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TAV Program
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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
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Event Schedule
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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
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Moody's Corp
(NY:
MCO
)
436.25
+4.20 (+0.97%)
Official Closing Price
Updated: 4:00 PM EDT, Mar 31, 2026
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All News about Moody's Corp
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'Merger Monday' Makes Comeback As US M&A Tops $80 Billion In 24 Hours
↗
October 28, 2025
U.S. companies have struck more than $80 billion worth of deals in the past 24 hours, in the latest sign that mergers and acquisitions (M&A) are picking up after the tariff-induced cool-off earlier...
Via
Benzinga
Moody’s Named #1 in Chartis RiskTech100® for the Fourth Year Running
October 24, 2025
From
Moody’s Corporation
Via
Business Wire
Moody's To Benefit From M&A Activity Recovery, Margins Expansion, Analysts Say
↗
October 23, 2025
Moody's stock is coming under pressure even after a beat-and-raise quarter was surprising, RBC Capital Markets analyst Ashish Sabadra said.
Via
Benzinga
MCO Q3 Deep Dive: Multi-Segment Growth Driven by Issuance, AI, and Margin Expansion
October 23, 2025
Credit rating agency Moody's (NYSE:MCO) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 10.7% year on year to $2.01 billion. Its non-GAAP profit of $3.92 per share...
Via
StockStory
Topics
Artificial Intelligence
World Trade
A Preview Of Moody's's Earnings
↗
October 21, 2025
Via
Benzinga
Strong Margins, Strategic Investments Boost Moody's Q3 Results, Board Approves $4 Billion Share Buyback, Revenue Growth Expected
↗
October 22, 2025
Moody's (MCO) beats revenue and profit forecasts, stock sees uptick post earnings release.
Via
Benzinga
Tech Stocks Drop, Netflix Sinks 10% On Worst Day Since 2022: What's Moving Markets Wednesday?
↗
October 22, 2025
Risk sentiment deteriorated sharply on Wednesday as a wave of disappointing earnings guidance and escalating U.S.-China trade tensions rattled investor confidence.
Via
Benzinga
Topics
World Trade
Moody's Corp (NYSE:MCO) Tops Q3 2025 Earnings and Revenue Estimates
↗
October 22, 2025
Moody's Q3 2025 earnings beat estimates with EPS of $3.92 and revenue of $2.01B, showing strong profit and sales growth.
Via
Chartmill
Topics
Earnings
Moody’s (NYSE:MCO) Q3 Sales Beat Estimates
October 22, 2025
Credit rating agency Moody's (NYSE:MCO) announced better-than-expected revenue in Q3 CY2025, with sales up 10.7% year on year to $2.01 billion. Its non-GAAP profit of $3.92 per share was 6.4% above...
Via
StockStory
Topics
Bonds
Earnings
Moody's Corporation Reports Results for Third Quarter 2025
October 22, 2025
From
Moody’s Corporation Investor Relations
Via
Business Wire
Here's How Much $100 Invested In Moodys 15 Years Ago Would Be Worth Today
↗
October 21, 2025
Via
Benzinga
Streamlining the Economy's Pulse: Census Bureau's AIES Revisions Promise Sharper Insights and Reduced Burden
October 21, 2025
Washington D.C. – October 21, 2025 – The U.S. Census Bureau is actively refining its approach to economic data collection, with significant revisions to the Annual Integrated Economic Survey (AIES) now...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Earnings Scheduled For October 22, 2025
↗
October 22, 2025
Via
Benzinga
Moody's (MCO) Q3 Earnings: What To Expect
October 20, 2025
Credit rating agency Moody's (NYSE:MCO) will be reporting earnings this Wednesday before market hours. Here’s what to look for.
Via
StockStory
Topics
Artificial Intelligence
World Trade
PineStone Sells $41.1 Million in Oracle Stock After Rally — Here's What Long-Term Investors Should Know
↗
October 19, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
PineStone Scaled Back AutoZone Amid Record Stock Surge — But Here’s Why It’s Still a Core Holding
↗
October 19, 2025
Via
The Motley Fool
PineStone Asset Management Sells Moody’s Stock — But Here's Why It Kept a $1.1 Billion Position
↗
October 19, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Q2 Earnings Highlights: MarketAxess (NASDAQ:MKTX) Vs The Rest Of The Financial Exchanges & Data Stocks
October 16, 2025
Let’s dig into the relative performance of MarketAxess (NASDAQ:MKTX) and its peers as we unravel the now-completed Q2 financial exchanges & data earnings season.
Via
StockStory
Topics
Bonds
Financial Exchanges & Data Stocks Q2 Teardown: Tradeweb Markets (NASDAQ:TW) Vs The Rest
October 14, 2025
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Tradeweb Markets (NASDAQ:TW)...
Via
StockStory
Topics
Bonds
14 Analysts Assess Moodys: What You Need To Know
↗
October 14, 2025
Via
Benzinga
Wall Street Rallies As Trump's Tariff Threat Fades, Broadcom Jumps 10%: What's Moving Markets Monday?
↗
October 13, 2025
Wall Street rebounds as Trump downplays China tariff threat. The S&P 500 rose 1.5%, while the Nasdaq 100 rallied 2%.
Via
Benzinga
Topics
Government
Stocks
World Trade
The Best Blue Chip Stocks to Buy With $2,000 Right Now
↗
October 13, 2025
If you're looking to invest $2,000 in the stock market, here are five quality stocks to consider adding today.
Via
The Motley Fool
Topics
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Economy
US Growth Hides Trouble Beneath — Economist Warns Low-Income Americans Are 'Hanging On By Fingertips'
↗
October 10, 2025
Even with the U.S. economy growing by 3.8% last quarter, and unemployment holding at 4.3%, Moody's (NYSE: MCO) Analytics said that roughly half of all U.S. states are actually seeing their economies...
Via
Benzinga
Topics
Economy
Q2 Financial Exchanges & Data Earnings: Moody's (NYSE:MCO) Impresses
October 09, 2025
Looking back on financial exchanges & data stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Moody's (NYSE:MCO) and its peers.
Via
StockStory
Topics
Bonds
Date Set For Moody's Earnings Release And Investor Teleconference
October 08, 2025
From
Moody’s Corporation Investor Relations
Via
Business Wire
Billionaire Warren Buffett Is Generating Annual Yields of 37% to 63% From Coca-Cola, American Express, and Moody's -- Here's His Secret
↗
October 08, 2025
The unsung hero to the Oracle of Omaha's long-term investing outperformance is dividend stocks.
Via
The Motley Fool
Q2 Earnings Roundup: Morningstar (NASDAQ:MORN) And The Rest Of The Financial Exchanges & Data Segment
October 05, 2025
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at financial exchanges & data stocks,...
Via
StockStory
Topics
Bonds
How Is The Market Feeling About Moodys Corp?
↗
October 03, 2025
Via
Benzinga
Investing in These 3 Quantum Computing Stocks Could Be a Once-in-a-Lifetime Opportunity
↗
October 03, 2025
All of these rising quantum computing stars could be massive winners over the long run.
Via
The Motley Fool
2 Unstoppable Dividend Stocks Yielding More Than 4% That Income-Seeking Investors Will Want to Buy in October and Hold Forever
↗
October 01, 2025
These dividend payers have over a decade of consecutive annual payout raises under their belts.
Via
The Motley Fool
Topics
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