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home
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
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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Event Schedule
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MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
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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Vanguard's Top ETF Is Up 24% This Year. Here's Another ETF Up Twice As Much.
↗
June 30, 2024
If you're looking for sizzling returns, this hot ETF could be just the ticket.
Via
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Topics
ETFs
Sustainability Kings: 3 ESG-Minded Stocks That Are Actually Making a Difference
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June 28, 2024
Discover three top ESG stocks leading among sustainable stocks, making a real impact and offering growth potential for ESG investors.
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What Went Wrong at Fisker Automotive?
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June 25, 2024
We also talk about what's going on with Wells Fargo and answer some retirement questions.
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Morningstar, Inc. to Announce Second-Quarter 2024 Financial Results on July 24
June 24, 2024
From
Morningstar, Inc.
Via
Business Wire
MORN Stock Earnings: Morningstar Reported Results for Q1 2024
↗
April 24, 2024
Morningstar just reported results for the first quarter of 2024.
Via
InvestorPlace
Nvidia Executed a 10-for-1 Stock Split. Here's What Happened the Last 5 Times the Artificial Intelligence (AI) Stock Split.
↗
June 24, 2024
Stock splits have historically been bad news for Nvidia shareholders.
Via
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AssetMark to Enter Strategic Alliance with Morningstar Wealth, Acquire Assets from TAMP Business
June 20, 2024
From
AssetMark, Inc.
Via
GlobeNewswire
Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share
June 18, 2024
From
Morningstar, Inc.
Via
Business Wire
Morningstar Introduces Morningstar® Developed Markets LGBTQ+ Leaders IndexTM
June 18, 2024
From
Morningstar, Inc.
Via
Business Wire
Nvidia's 10-for-1 Stock Split Comes With a Warning. History Says the Artificial Intelligence (AI) Stock Could Do This Next.
↗
June 15, 2024
Nvidia shares have performed poorly following past stock splits.
Via
The Motley Fool
Topics
Artificial Intelligence
Morningstar Sustainalytics Introduces Significant Enhancements to its ESG Risk Ratings
June 12, 2024
From
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Via
Business Wire
Billionaire Bill Gates Has 66% of His Portfolio Invested in 3 Brilliant Stocks
↗
June 05, 2024
The Bill and Melinda Gates Foundation Trust outperformed the S&P 500 over the last three years, with help from Microsoft, Berkshire Hathaway, and Waste Management.
Via
The Motley Fool
Topics
Stocks
Beyond Nvidia: 2 Artificial Intelligence (AI) Stocks to Buy Before They Soar 91% and 154%, According to Certain Wall Street Analysts
↗
June 03, 2024
Certain Wall Street analysts are predicting big gains for Super Micro Computer and Snowflake shareholders.
Via
The Motley Fool
Topics
Artificial Intelligence
The Stock Market Is Roaring Past Record Highs: The 2 Worst Mistakes Investors Can Make Right Now
↗
June 03, 2024
With the S&P 500 bouncing between record highs, Investors should be mindful of these costly mistakes.
Via
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DoorDash, Wynn Resorts And 2 Other Stocks Insiders Are Selling
↗
May 29, 2024
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What's on Jamie Dimon's Mind?
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May 28, 2024
We also answer listener questions about 403(b) accounts and saving for college.
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The Motley Fool
Archer-Daniels-Midland, Morningstar And 2 Other Stocks Insiders Are Selling
↗
May 24, 2024
Via
Benzinga
Morningstar to Appoint Rod Diefendorf as President and Chief Operating Officer of PitchBook
May 22, 2024
From
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Via
Business Wire
7 Cheap Value Stocks to Buy Now: May 2024
↗
May 15, 2024
Worried about a potential market correction? These seven cheap value stocks are bargains today regardless of the broader economic climate.
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Morningstar Names Clare Hart “Outstanding Portfolio Manager” for 2024 U.S. Morningstar Awards for Investing Excellence
May 08, 2024
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Via
Business Wire
Is PayPal's CEO Delivering?
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May 07, 2024
We've also got advice for people looking for a financial advisor.
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Billionaires Are Selling Nvidia Stock and Buying 2 Top Index Funds That Beat the S&P 500 Over the Past Decade
↗
May 06, 2024
These wealthy hedge fund managers trimmed their Nvidia positions during the fourth quarter, while purchasing shares of supercharged index funds.
Via
The Motley Fool
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Stocks
Big Banks and Big Screens
↗
May 01, 2024
We dig into some bank earnings and the case for Imax.
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The Motley Fool
1 Little-Known Vanguard Index Fund to Buy Before It Soars 50%, According to a Wall Street Analyst
↗
April 28, 2024
Tom Lee of Fundstrat Global Advisors thinks the small-cap Russell 2000 could climb 50% by the end of 2024.
Via
The Motley Fool
Morningstar, Inc. Reports First-Quarter 2024 Financial Results
April 24, 2024
From
Morningstar, Inc.
Via
Business Wire
New Morningstar Report Sheds Light on Rapid Expansion of Active ETFs
April 23, 2024
From
Morningstar, Inc.
Via
Business Wire
Meet the Stock-Split Stock Making Wall Street History, Plus the Nasdaq Stock That Could Split Next
↗
April 18, 2024
Chipotle Mexican Grill recently announced a historic 50-for-1 stock split.
Via
The Motley Fool
Al Gore's Hedge Fund Loves This $445 Billion Stock
↗
April 12, 2024
Mastercard is a stock that can continue to beat the market for decades.
Via
The Motley Fool
Morningstar Publishes Fourth Annual Corporate Sustainability Report
March 28, 2024
From
Morningstar, Inc.
Via
Business Wire
Morningstar Report Reveals Collective-Investment Trusts Poised to Overtake Mutual Funds in Target-Date Strategies in 2024
March 26, 2024
From
Morningstar, Inc.
Via
Business Wire
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