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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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Morgan Stanley
(NY:
MS
)
216.14
-0.19 (-0.09%)
Streaming Delayed Price
Updated: 12:12 PM EDT, Aug 10, 2026
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Humanoid Robots Are Moving From Hype to Mass Production. These 2 Stocks Are in Pole Position.
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Broadcom stock has stalled since November despite strong results, prompting Erste Group's downgrade over valuation, while Morgan Stanley still calls it a core AI winner.
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Crypto Market Today, July 16: Bitcoin Pulls Back as Risk Aversion Weighs on Markets
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July 16, 2026
Today, July 16, 2026, increasing tensions in the Middle East prompted a sell-off in cryptocurrencies and tech stocks.
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If You Invested $1000 In Morgan Stanley Stock 15 Years Ago, You Would Have This Much Today
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July 16, 2026
Morgan Stanley (NYSE:MS) has outperformed the market over the past 15 years by 3.79% on an annualized basis producing an average annual return of 15.94%. Currently, Morgan Stanley has a market...
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E*TRADE from Morgan Stanley Completes Rollout of Crypto Spot Trading
July 16, 2026
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E*TRADE from Morgan Stanley
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What a $1,000 Investment in SpaceX Could Be Worth in 2030
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SpaceX stock has been volatile since going public last month.
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SpaceX vs. Rocket Lab: Which Is the Better Space Stock to Buy Right Now?
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Investors Are Growing Wary of AI-Related Debt
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July 16, 2026
Demand for hyperscaler company bonds has waned this year.
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Bonds
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Diploma (LON:DPLM) said third-quarter trading remained strong, with Chief Executive Johnny Thomson reporting 15% organic growth and continued momentum from the first half of the year. On the company’s...
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Dow Jumps 150 Points Following Producer Inflation Data: Investor Sentiment Improves, Fear & Greed Index In ‘Neutral’ Zone
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U.S. stocks gain, led by Amazon and Alphabet. Apple hits record high. Aehr Test Systems and Morgan Stanley report strong earnings. PPI data cools inflation fears.
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2 Small-Cap Stocks Worth Your Attention and 1 We Brush Off
July 16, 2026
Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that ...
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Morgan Stanley (MS) Q2 2026 Earnings Call Transcript
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July 15, 2026
Record net revenues of $21.3 billion drove a 62% earnings-per-share surge.
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Earnings
Why Is CAVA (CAVA) Stock Soaring Today
July 15, 2026
What Happened? Shares of mediterranean fast-casual restaurant chain CAVA (NYSE:CAVA) jumped 6.1% in the afternoon session after Morgan Stanley upgraded the c...
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Morgan Stanley Says AI Spending Boom Is Only 10%-15% Complete
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July 15, 2026
Morgan Stanley tops Q2 2026 estimates with record $21.35B revenue and $3.46 EPS, driven by surging investment banking and equity trading.
Via
Benzinga
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Artificial Intelligence
Morgan Stanley Picks Its Top Three Defense Stocks. One Has 100% Upside.
↗
July 15, 2026
Morgan Stanley picked its topped three defense names that included Northrop Grumman, FTAI Aviation and a space company with 100% upside.
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Investor's Business Daily
Is It Too Late to Buy Bitcoin?
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July 15, 2026
With the top cryptocurrency in a bear market, investors are wondering if its best days are in the past.
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The Motley Fool
Morgan Stanley Q2 Earnings Call Highlights
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July 15, 2026
Morgan Stanley (NYSE:MS) reported record second-quarter 2026 results, with executives citing strong client activity across institutional securities, wealth management and investment management, as well...
Via
MarketBeat
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Artificial Intelligence
Earnings
Dow Gains Over 150 Points; Morgan Stanley Profit Tops Views
↗
July 15, 2026
US stocks traded higher with Dow up 150 points. Consumer discretionary shares surged 1.3% while health care stocks fell 0.4%. Morgan Stanley beat earnings.
Via
Benzinga
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Stocks
Bold Prediction: Here's What a $5,000 Investment in SpaceX Will Be Worth in 10 Years
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July 15, 2026
A $5,000 investment in SpaceX today could sink by more than half in 10 years -- or grow tenfold.
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Morgan Stanley, JPMorgan, Invesco and a Key Tech Stock on CNBC’s ‘Final Trades’
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July 15, 2026
Joshua Brown chooses JPMorgan Chase & Co. as his final trade on CNBC's Halftime Report. Morgan Stanley, Invesco, and NVIDIA also discussed.
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Benzinga
Morgan Stanley (NYSE:MS) Delivers Impressive Q2 CY2026
July 15, 2026
Global financial services firm Morgan Stanley (NYSE:MS) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 27.1% year on year to $21.35 bill...
Via
StockStory
Morgan Stanley Reports Second Quarter 2026 Earnings Results
July 15, 2026
From
Morgan Stanley
Via
Business Wire
Morgan Stanley Submits Amended Filing for Ethereum, Solana ETF— Analyst Says Launch Getting 'Pretty Close'
↗
July 15, 2026
Morgan Stanley filed amendments on Tuesday, July 14, to its registration documents for exchange-traded funds tied to Ethereum and Solana.
Via
Benzinga
Morgan Stanley, Johnson & Johnson And 3 Stocks To Watch Heading Into Wednesday
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July 15, 2026
Morgan Stanley, Pentair, Johnson & Johnson expected to release earnings, ASML posts strong results, Progressive to report
Via
Benzinga
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