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home
about us
Investment Approach
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Market Analysis Summary
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Team Biographies
Firm ADV PDFs
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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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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Featured Quarterly Newsletter
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Morgan Stanley
(NY:
MS
)
179.00
-4.05 (-2.21%)
Official Closing Price
Updated: 7:00 PM EST, Jan 23, 2026
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All News about Morgan Stanley
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Morgan Stanley Says Chip Sales Weakened in November. What Does That Mean for Nvidia Stock?
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The Algorithmic Banker: Inside Goldman Sachs’ Radical Shift to AI Productivity After the Apple Card Exit
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Exploring the top movers within the S&P500 index during today's session.
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January 15, 2026
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Anchoring the Storm: Morgan Stanley’s Wealth Management Surge Provides Stability Amid Market Volatility
January 15, 2026
As the financial world digests the final tallies from a turbulent 2025, Morgan Stanley (NYSE: MS) has emerged as a beacon of stability, largely due to the relentless engine of its Wealth Management...
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Wall Street’s Golden Era Returns: Goldman Sachs Shatters Records at $920 as M&A Renaissance Ignites
January 15, 2026
As the opening bell rang on January 15, 2026, the financial world witnessed a historic milestone: Goldman Sachs Group Inc. (NYSE:GS) saw its shares surge past the $920 mark, reaching an all-time...
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The $5 Trillion Renaissance: How 2025’s M&A Surge is Redefining the 2026 Financial Landscape
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The global financial markets have emerged from a period of stagnation into what analysts are calling a "Dealmaking Renaissance." In a staggering display of corporate confidence, global mergers and...
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MarketMinute
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Big Banks Power Up: JPMorgan, Goldman Sachs, Morgan Stanley Strengthen Financial ETFs
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January 15, 2026
Financial ETFs rose as gains in big banks such as JPMorgan, Goldman Sachs and Morgan Stanley outweighed recent policy-related worries.
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Constitutional Crossroads: Wall Street on Edge as SCOTUS Weighs Presidential Tariff Power
January 15, 2026
As of January 15, 2026, the global financial community is held in a state of suspended animation. The U.S. Supreme Court is on the precipice of delivering a verdict in Learning Resources, Inc. v....
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Why Morgan Stanley Stock Was Cruising Higher on Thursday
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January 15, 2026
It's good to be a top company waist-deep in the U.S. capital markets these days.
Via
The Motley Fool
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Wells Fargo’s Mixed 2025 Finale: Why Tepid Guidance Triggered a 4.6% Sell-Off
January 15, 2026
The final earnings season of 2025 has kicked off with a sobering reality check for the banking sector. On January 14, 2026, Wells Fargo & Company (NYSE: WFC) reported fourth-quarter results that...
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Why Is Morgan Stanley (MS) Stock Soaring Today
January 15, 2026
Shares of global financial services firm Morgan Stanley (NYSE:MS) jumped 5.7% in the afternoon session after the company reported fourth-quarter 2025 earnings that surpassed analyst expectations.
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Why Is Coherent (COHR) Stock Rocketing Higher Today
January 15, 2026
Shares of materials and photonics company Coherent (NYSE:COHR) jumped 10.8% in the afternoon session after the company announced the launch of its Sapphire XT, a new compact and powerful visible laser...
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Why Lam Research (LRCX) Stock Is Trading Up Today
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What's going on in today's session: S&P500 movers
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January 15, 2026
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Why Are Morgan Stanley Shares Rising? Q4 Profit Tops Estimates
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January 15, 2026
Morgan Stanley stock rose over 4% after the bank beat Q4 estimates, posting $2.68 EPS on $17.89 billion in revenue as investment banking revenue jumped 47%.
Via
Talk Markets
Recession Fears Fade as 2026 Outlook Brightens: Analysts Lower Odds to Just 10%
January 15, 2026
In a dramatic shift from the economic anxiety that permeated the mid-2020s, the consensus among Wall Street’s elite has pivoted toward a "soft landing" of historic proportions. As of January 15, 2026,...
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Spotify Raises US Prices Again: A New Era for Music Streaming Profitability
January 15, 2026
In a move that underscores the growing pricing power of digital platforms in a maturing market, Spotify (NYSE: SPOT) announced today, January 15, 2026, that it will increase subscription rates for its...
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Goldman Sachs Q4 Earnings: A Tale of Two Tapes as Wall Street Braces for a 2026 Dealmaking Boom
January 15, 2026
As the clock struck the opening bell on January 15, 2026, all eyes turned to 200 West Street. The Goldman Sachs Group Inc. (NYSE: GS) released its fourth-quarter and full-year 2025 results this...
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Nebius Stock Is Seeing Positive Momentum: What's Happening Today?
↗
January 15, 2026
Shares of Nebius Group N.V. (NASDAQ: NBIS) are rising Thursday. Morgan Stanley initiated coverage on the AI infrastructure stock.
Via
Benzinga
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Morgan Stanley (MS) Q4 2025 Earnings Transcript
↗
January 15, 2026
Morgan Stanley (MS) Q4 2025 Earnings Transcript
Via
The Motley Fool
Frozen Harvest: Russian Weather Volatility and the Battle for Global Wheat Dominance
January 15, 2026
As of January 15, 2026, the global agricultural landscape is grappling with a paradox of plenty and peril. While the 2025/26 marketing year has seen record-level production in Russia, a severe...
Via
MarketMinute
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Supply Chain
Morgan Stanley Sees 2026 IPO Wave, CFO Flags Bigger Pipeline, Broader Dealmaking
↗
January 15, 2026
Morgan Stanley reported strong Q4 2025 earnings, beating consensus and showing growth across businesses thanks to multi-year investments.
Via
Benzinga
Topics
Initial Public Offering
BlackRock Climbs On Q4 Beat, Dividend Hike. Shares In Bullish Pattern.
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January 15, 2026
BlackRock beat Q4 earnings and revenue estimates early Thursday, hiked its dividend. BLK stock trades tightly in bullish setup.
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Investor's Business Daily
Wall Street's Major Banks Deliver Blowout Trading Results — So Why Are Stocks Struggling?
↗
January 15, 2026
Goldman Sachs and Morgan Stanley crushed trading expectations, yet bank stocks lag as investors sell the news and worry about regulation and credit risks.
Via
Benzinga
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