Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Featured Articles
Contrarian Notes Blog
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
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Morgan Stanley
(NY:
MS
)
185.31
+3.21 (+1.76%)
Streaming Delayed Price
Updated: 2:52 PM EST, Jan 21, 2026
Add to My Watchlist
Quote
Overview
Detailed Quote
Charting
Historical Prices
News
Press Releases
Research
Quarterly Reports
Insider Filings
Other Filings
All News about Morgan Stanley
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
S&P 500, Nasdaq Futures Waver As More Bank Earnings, Jobs Data And Iran Tensions Test Markets
↗
January 15, 2026
Stocks sold off sharply on Wednesday, with tech and consumer discretionary leading losses, while energy and defensives outperformed as oil jumped.
Via
Stocktwits
Topics
ETFs
Economy
Government
Mortgage expert explains why 2026 could be the best time to buy a home
January 14, 2026
Via
Get News
Topics
Economy
Morgan Stanley Just Upgraded This 1 Lesser-Known Tech Stock. Should You Buy Shares Now?
January 14, 2026
A rare double upgrade, backed by improving security, cloud growth, margins, and a discounted multiple versus peers, makes AKAM stock look like a reasonable buy.
Via
Barchart.com
The Perilous Peak: Micron Technology and the Great Memory Debate of 2026
January 14, 2026
As of mid-January 2026, the global semiconductor industry finds itself at a dizzying crossroads. Micron Technology (NASDAQ: MU) has just closed a year that defied even the most optimistic projections,...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
Goldman’s $920 Breakthrough: Wall Street Giant Hits All-Time Highs Amid M&A Renaissance
January 14, 2026
In a historic milestone for the financial sector, Goldman Sachs (NYSE: GS) has surged to an all-time high, with shares crossing the $920 threshold during mid-January 2026 trading. This rally, which has...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Initial Public Offering
Wall Street’s Divergent Resilience: Financials Defy Broader S&P 500 Earnings Slump
January 14, 2026
As the first quarter of 2026 unfolds, a striking divergence has emerged within the American equity markets. While the broader S&P 500 has faced a wave of downward earnings revisions amidst cooling...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
The Yield Anchor: 10-Year Treasury Stabilizes at 4.15%, Fueling Early 2026 Equity Surge
January 14, 2026
As the first two weeks of 2026 draw to a close, the financial markets have found an unlikely hero in the form of the benchmark 10-year Treasury yield. Holding steady at approximately 4.15%, the yield...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
S&P 500 Surges 1.9% in Early 2026 as Wall Street Sets Sights on 8,000 Milestone
January 14, 2026
The S&P 500 has kicked off 2026 with a powerful display of momentum, climbing 1.9% in the first two weeks of the year to reach historic levels. Following a robust 16.4% gain in 2025, the index hit a...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
The Wall Street Renaissance: Goldman Sachs and Morgan Stanley Lead a $5 Trillion Resurgence as Capital Markets Thaw
January 14, 2026
As the sun rises on 2026, the frozen tundra of the global capital markets has finally given way to a roaring spring. Following two years of stagnation characterized by "wait-and-see" attitudes and...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Wall Street's Bellwether: JPMorgan Chase Sets the Tone for 2026 as Capital Markets Rebound
January 14, 2026
As the first major financial institution to pull back the curtain on its final performance for 2025, JPMorgan Chase & Co. (NYSE: JPM) has officially kicked off the 2026 earnings season with a report...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Treasury Yields Retreat to 4.16% as Markets Weigh Resilient Retail Against Fading Inflation
January 14, 2026
In a week defined by economic cross-currents, the 10-year U.S. Treasury yield has retreated to 4.16%, a significant pivot from the 4.21% highs seen late last year. This downward shift comes as...
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Oppenheimer Sets Record 8,100 Target for S&P 500: The Case for a $305 Earnings Surge
January 14, 2026
As the financial world settles into the first weeks of 2026, Oppenheimer Asset Management has sent a jolt through the markets by issuing a "Street-high" price target for the S&P 500, projecting the...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Thursday Earnings Preview: Look to These Banking Giants for Key Consumer Insights
January 14, 2026
Wednesday's earnings reports from some major banks are just the appetizer. On Thursday, the main course will be served up by Morgan Stanley, Goldman Sachs, PNC, and U.S. Bancorp.
Via
Barchart.com
Topics
ETFs
Stocks
The 10% Shock: Wall Street Reels as Proposed Interest Rate Cap Threatens to Redefine American Credit
January 14, 2026
The U.S. banking sector is facing its most significant regulatory upheaval in decades as a bipartisan push to cap credit card interest rates at 10% gains sudden, aggressive momentum in Washington. This...
Via
MarketMinute
Topics
Credit Cards
Economy
Government
The Battle for the Fed: Warsh and Hassett Neck-and-Neck in High-Stakes Kalshi Race
January 14, 2026
The transition of power at the Federal Reserve has officially moved from a matter of speculation to a high-stakes duel in the prediction markets. As of January 14, 2026, the race to succeed Jerome...
Via
PredictStreet
Topics
Bonds
Economy
The Golden Age of the Integrated Firm: A Deep Dive into Morgan Stanley (NYSE: MS) heading into 2026 Earnings
January 14, 2026
Today’s date is January 14, 2026. As the fourth-quarter earnings season kicks into high gear, all eyes are on the giants of the financial district. Among the "Bulge Bracket," perhaps no firm enters...
Via
Finterra
Topics
Artificial Intelligence
ETFs
Initial Public Offering
Goldman Sachs: The 2026 Deep-Dive – A Renaissance for the Wall Street Titan
January 14, 2026
Date: January 14, 2026 As the global financial markets settle into the first weeks of 2026, all eyes are turned toward 200 West Street. Tomorrow, The Goldman Sachs Group, Inc. (NYSE: GS) will release...
Via
Finterra
Topics
Artificial Intelligence
Bonds
Economy
The Lithium Rebirth: Sector Enters 2026 with Bullish Momentum as Supply Squeeze Looms
January 14, 2026
The "lithium winter" that chilled the clean energy sector for nearly two years has officially thawed. As of mid-January 2026, the lithium market is signaling a decisive V-shaped recovery, marked by a...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Electric Vehicles
Morgan Stanley Poised for ‘Renaissance’ as Wall Street Braces for Q4 Earnings and M&A Surge
January 14, 2026
As Wall Street moves into the heart of the January earnings season, all eyes have turned toward Morgan Stanley (NYSE: MS), which is scheduled to report its fourth-quarter 2025 results on Thursday,...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
IBM Q4 2025 Preview: The Renaissance of Big Blue in the Era of Agentic AI
January 14, 2026
As of today, January 14, 2026, International Business Machines Corp. (NYSE: IBM) has officially set the stage for its upcoming fourth-quarter and full-year 2025 financial results call. This...
Via
Finterra
Topics
Artificial Intelligence
Earnings
The Fortress Ascendant: A Deep-Dive Into JPMorgan Chase’s Q4 2025 Performance and 2026 Outlook
January 14, 2026
Date: January 14, 2026 Introduction As the sun rises over the Manhattan skyline on this crisp winter morning, the financial world is fixed on 270 Park Avenue. JPMorgan Chase & Co. (NYSE: JPM), the...
Via
Finterra
Topics
Artificial Intelligence
Credit Cards
Economy
JPMorgan's Earnings Beat Overshadowed by Investment Banking Miss and Expense Jitters
January 14, 2026
In a complex start to the 2026 banking earnings season, JPMorgan Chase & Co. (NYSE: JPM) reported fourth-quarter results that surpassed headline profit expectations but left investors uneasy. Despite...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Earnings
The Unshackled Stagecoach: Wells Fargo’s Aggressive Pivot Into 2026
January 14, 2026
For nearly a decade, Wells Fargo & Company (NYSE: WFC) stood as the cautionary tale of American banking—a once-venerated institution crippled by self-inflicted scandals and unprecedented regulatory...
Via
Finterra
Topics
Credit Cards
Economy
The Resurrection of Citigroup — Navigating the “Great Simplification” in 2026
January 14, 2026
As of early 2026, Citigroup Inc. (NYSE: C) stands at a historic crossroads. Long considered the "problem child" of the American "Big Four" banks—a global behemoth bogged down by complexity, regulatory...
Via
Finterra
Topics
Artificial Intelligence
Credit Cards
Economy
The AMD Transformation: From x86 Underdog to AI Systems Architect
January 14, 2026
As of January 14, 2026, the semiconductor industry has reached a "Great Decoupling," shifting from a CPU-centric world to one dominated by massive AI infrastructure. At the heart of this transformation...
Via
Finterra
Topics
Artificial Intelligence
Economy
Retirement
The Fortress of Finance: A Deep-Dive into JPMorgan Chase & Co. (JPM) in 2026
January 14, 2026
Today’s Date: January 14, 2026 Introduction In the world of global finance, few institutions command the same gravity as JPMorgan Chase & Co. (NYSE: JPM). As of January 2026, the firm stands not just...
Via
Finterra
Topics
Artificial Intelligence
Credit Cards
Economy
Bank of America, Wells Fargo Slip, Citi Pops On Bank Earnings Day 2
↗
January 14, 2026
Bank of America, Wells Fargo, Citi report on busy day 2 of bank earnings. Shares slide on mixed results.
Via
Investor's Business Daily
Palantir Stock Investors Just Got Great News From Wall Street
↗
January 14, 2026
Several Wall Street analysts have upwardly revised their earnings estimates and target prices on Palantir.
Via
The Motley Fool
Topics
Artificial Intelligence
Netflix Stock Under Pressure As Warner Bros. Deal Saga Spills Over
↗
January 13, 2026
The streaming giant’s stock has lost about one-third of its value in the past six months.
Via
Stocktwits
Topics
Lawsuit
Morgan Stanley Earnings: What To Look For From MS
January 13, 2026
Global financial services firm Morgan Stanley (NYSE:MS) will be reporting earnings this Thursday before the bell. Here’s what investors should know.
Via
StockStory
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.