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home
about us
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Back Dated Performance Reports
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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
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Corporate Cash Management
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Financial Planning
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Implementation
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Client's Responsibilities
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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
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Read FULL Seminar Here
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Morningstar, Inc. - Common Stock
(NQ:
MORN
)
210.42
-6.89 (-3.17%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
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Morningstar DBRS Names Richard Sibthorpe Head of Canada
November 26, 2024
From
Morningstar, Inc.
Via
Business Wire
Gratitude: 2024
↗
November 25, 2024
As another year winds down, it's time to pause and reflect on the gratitude we feel.
Via
The Motley Fool
Walmart's Flywheel Keeps Spinning
↗
November 22, 2024
We also look at nicotine products' popularity.
Via
The Motley Fool
A Once-in-a-Decade Investment Opportunity: 1 Little-Known Vanguard Index Fund to Buy for the Artificial Intelligence (AI) Boom
↗
November 21, 2024
Via
The Motley Fool
Topics
Artificial Intelligence
Looking Into Morningstar's Recent Short Interest
↗
November 15, 2024
Via
Benzinga
Looking Into Morningstar's Recent Short Interest
↗
October 31, 2024
Via
Benzinga
MORN Stock Earnings: Morningstar Reported Results for Q2 2024
↗
July 24, 2024
Morningstar just reported results for the second quarter of 2024.
Via
InvestorPlace
Want $1 Million In Retirement? Invest $100,000 in These 3 Stocks and Wait a Decade
↗
November 14, 2024
Indicators point to considerable gains for these three tech names.
Via
The Motley Fool
Morningstar Releases Medalist Ratings for 529 College-Savings Plans, Including 11 Upgrades and Nine Downgrades
October 29, 2024
From
Morningstar, Inc.
Via
Business Wire
Morningstar Chief Financial Officer Jason Dubinsky to Depart
October 23, 2024
From
Morningstar, Inc.
Via
Business Wire
Here's How Much You Would Have Made Owning Morningstar Stock In The Last 10 Years
↗
July 15, 2024
Via
Benzinga
Morningstar, Inc. Reports Third-Quarter 2024 Financial Results
October 23, 2024
From
Morningstar, Inc.
Via
Business Wire
1 Vanguard Index Fund to Buy to Beat the S&P 500 as the Artificial Intelligence (AI) Boom Unfolds
↗
October 18, 2024
Technology stocks have consistently beat the S&P 500, and that trend could continue as AI spending increases.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Top 2 Financials Stocks That May Implode In October
↗
October 09, 2024
Via
Benzinga
Morningstar Releases Eighth Annual Study on Advancements and Opportunities in Health Savings Account Industry
September 26, 2024
From
Morningstar, Inc.
Via
Business Wire
Active Ownership, Growing Materiality & Data Demand Drive ESG Implementation for Asset Owners
September 24, 2024
From
Morningstar, Inc.
Via
Business Wire
Morningstar, Inc. to Announce Third-Quarter 2024 Financial Results on Oct. 23
September 23, 2024
From
Morningstar, Inc.
Via
Business Wire
Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share
September 18, 2024
From
Morningstar, Inc.
Via
Business Wire
Billionaire Dan Loeb Has 23% of His Portfolio Invested in 3 AI Stocks (Hint: Not Nvidia)
↗
September 17, 2024
Third Point is heavily invested in Amazon, Microsoft, and Taiwan Semiconductor.
Via
The Motley Fool
Topics
Artificial Intelligence
Morningstar Will Enhance Medalist Rating Methodology for Improved Investment Insights
September 16, 2024
From
Morningstar, Inc.
Via
Business Wire
Billionaires Are Selling Nvidia Stock and Buying This Supercharged AI Index Fund Instead
↗
September 16, 2024
Billionaire fund managers have been buying this index fund to capitalize on the artificial intelligence boom.
Via
The Motley Fool
Topics
Artificial Intelligence
Warren Buffett Is Selling Apple Stock and Buying This Little-Known Stock Instead
↗
September 12, 2024
Warren Buffett's company sold Apple and bought Ulta Beauty in the second quarter
Via
The Motley Fool
3 Supercharged Growth Stocks Up 302% to 775% in 2 Years to Buy Now, According to Wall Street
↗
September 03, 2024
Nvidia, Super Micro Computer, and Royal Caribbean were the three fastest-growing stocks in the S&P 500 during the last two years.
Via
The Motley Fool
Topics
Stocks
Should Investors Buy AI Stock Nvidia Before Aug. 28?
↗
July 31, 2024
Wall Street will be watching closely when AI chipmaker Nvidia reports earnings in late August.
Via
The Motley Fool
Topics
Artificial Intelligence
Morningstar Retirement Launches New Morningstar Model of US Retirement Outcomes
July 30, 2024
From
Morningstar, Inc.
Via
Business Wire
The Top 7 Fintech Stocks to Buy Now: Summer 2024
↗
July 29, 2024
These are some of the fintech stocks that look ready to outperform the market as the industry should maintain a 16.5% CAGR past 2032.
Via
InvestorPlace
IBM Posts Upbeat Earnings, Joins ServiceNow, Helmerich & Payne, RTX, Nasdaq And Other Big Stocks Moving Higher On Thursday
↗
July 25, 2024
Via
Benzinga
2 Turnaround AI Stocks to Buy Before They Soar 67% and 93%, According to Certain Wall Street Analysts
↗
July 25, 2024
These AI stocks have fallen over 30% from their highs, but some Wall Street analysts are forecasting big gains.
Via
The Motley Fool
Topics
Artificial Intelligence
Morningstar, Inc. Reports Second-Quarter 2024 Financial Results
July 24, 2024
From
Morningstar, Inc.
Via
Business Wire
Billionaire Bill Gates Has 50% of His $46 Billion Trust Invested in 2 Brilliant Stocks
↗
July 23, 2024
The Bill and Melinda Gates Foundation Trust outperformed the S&P 500 over the last three years, and large positions in Microsoft and Waste Management were a big reason why.
Via
The Motley Fool
Topics
Stocks
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