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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
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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
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
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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
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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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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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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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Morningstar, Inc. to Announce First-Quarter 2024 Financial Results on April 24
March 25, 2024
From
Morningstar, Inc.
Via
Business Wire
Morningstar Introduces Low Carbon Transition Leaders Indexes
March 20, 2024
From
Morningstar, Inc.
Via
Business Wire
New Report Reveals How Retirement Plan Design Can Address the Racial and Gender Retirement Savings Gap
March 19, 2024
From
Morningstar, Inc.
Via
Business Wire
Morningstar Inc. (NASDAQ: MORN) Climbs to New 52-Week High
March 06, 2024
Via
Investor Brand Network
CoStar Stock Pops As NAR Lawsuit Settlement Opens A Door
↗
March 18, 2024
CoStar stock got a rating upgrade after it shot up 8.3% Friday and held that gain Monday, rising another 1% to above 96.
Via
Investor's Business Daily
Topics
Lawsuit
Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share
March 15, 2024
From
Morningstar, Inc.
Via
Business Wire
Look Beyond S&P 500 for Big Winners Excluded From Index
March 14, 2024
Despite exclusion from the S&P 500, Dell, The Trade Desk, and Apollo are outperforming, offering growth and diversification beyond traditional benchmarks.
Via
MarketBeat
Topics
Stocks
Morningstar Announces Agenda for 2024 Morningstar Investment Conference
March 13, 2024
From
Morningstar, Inc.
Via
Business Wire
Earnings Scheduled For October 25, 2023
↗
October 25, 2023
Companies Reporting Before The Bell • Deutsche Bank (NYSE:DB) is estimated to report quarterly earnings at $0.52 per share on revenue of $7.65 billion.
Via
Benzinga
Alphabet, Starbucks And 2 Other Stocks Insiders Are Selling
↗
March 07, 2024
The Nasdaq 100 closed higher by over 100 points on Wednesday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
Morningstar Indexes Selected by IMX Health for First Healthcare Futures Exchange Product Offering
March 05, 2024
From
IMX Health, LLC
Via
Business Wire
Rising Profits Drive Morningstar Stock Price, Ratings Higher
↗
February 26, 2024
A Relative Strength Rating upgrade for Morningstar stock shows improving technical performance.
Via
Investor's Business Daily
Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2023 Financial Results
February 22, 2024
From
Morningstar, Inc.
Via
Business Wire
Earnings Scheduled For February 22, 2024
↗
February 22, 2024
Companies Reporting Before The Bell • Indivior (NASDAQ:INDV) is likely to report quarterly earnings at $0.28 per share on revenue of $260.00 million.
Via
Benzinga
Health Care Becomes Most Overweighted Sector As Hedge Funds Crowd Into Magnificent 7
↗
February 21, 2024
Goldman Sachs' Hedge Fund Trend Monitor highlights concentration in mega-caps, with optimism in AI and health care.
Via
Benzinga
Topics
Artificial Intelligence
Robinhood Gold Just Got Even Better, With Its Best Rates Yet – Earn 5.25% APY On Uninvested Funds
↗
February 15, 2024
In the current landscape of financial markets, the significance of having suitable investment tools cannot be overstated. Fortunately for the public, the proliferation of apps and online platforms has...
Via
Benzinga
3 Top Stock Picks from America’s Leading SMID-Cap Fund
↗
February 07, 2024
One of the best actively managed mutual funds to buy for SMID-Cap top stock picks is from Eaton Vance. Here are three of the top stocks.
Via
InvestorPlace
History Says the Nasdaq Will Soar in 2024: 1 Stock-Split AI Growth Stock to Buy Now and Hold Forever
↗
January 09, 2024
Nvidia is well positioned to create value for patient shareholders, given its leadership in artificial intelligence chips.
Via
The Motley Fool
Topics
Artificial Intelligence
This Growth Stock Soared 391% in 2023. It Could Fall 48% in 2024, According to Wall Street.
↗
January 03, 2024
Wall Street sees substantial downside for Coinbase shareholders in 2024. Does that mean it's time to sell?
Via
The Motley Fool
Wall Street Says the S&P 500 Is Headed Higher in 2024: 2 No-Brainer Growth Stocks to Buy Now With $200 and Hold Long Term
↗
December 11, 2023
These reasonably priced growth stocks could make patient shareholders richer.
Via
The Motley Fool
Topics
Stocks
These energy stocks are most-upgraded amid falling oil prices
December 08, 2023
Exxon Mobil, Diamondback, EOG,and Range Resources are attracting analyst attention. Acquisitions and tech investments are contributing to the optimism.
Via
MarketBeat
Morningstar Inc. (NASDAQ: MORN) Records 52-Week High Friday Morning
December 01, 2023
Via
Investor Brand Network
Scoring Big: 3 Football Stocks to Keep an Eye On This Thanksgiving
↗
November 21, 2023
Bet big this Thanksgiving with these three football stocks that stand to gain from investor enthusiasm and company strength.
Via
InvestorPlace
Thomson Reuters Stock, An AI Play Closing In On Key Benchmark, Gets Rating Upgrade
↗
November 03, 2023
Among its other ratings, Thomson Reuters stock has a strong 93 Composite Rating and a best-possible 99 Earnings Per Share Rating.
Via
Investor's Business Daily
Topics
Artificial Intelligence
2 Little-Known Artificial Intelligence (AI) Growth Stocks to Buy Before They Soar 43% and 50%, According to Wall Street
↗
November 01, 2023
If Wall Street analysts are correct, these artificial intelligence stocks are headed higher in the next year.
Via
The Motley Fool
Topics
Artificial Intelligence
IBD's 100 Best ESG Companies For 2023
↗
October 27, 2023
The companies on our list combine high sustainability scores and top stock ratings.
Via
Investor's Business Daily
Why Harley-Davidson Shares Are Trading Lower By Around 10%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
October 26, 2023
Gainers
Via
Benzinga
Green Giants: The 3 Best ESG Stocks for a Sustainable Portfolio
↗
October 05, 2023
These green giant companies offer compelling ESG ratings and high growth potential, making them the best ESG stocks to buy.
Via
InvestorPlace
IBM, ServiceNow, Lennox, Morningstar And Other Big Stocks Moving Higher On Thursday
↗
October 26, 2023
U.S. stocks traded lower, with the Nasdaq Composite falling more than 90 points on Thursday. Here are some big stocks bucking the trend and recording gains in today’s session.
Via
Benzinga
Topics
Stocks
Ticking Time Bombs: 3 Financial Services Stocks to Dump Before the Damage Is Done
↗
September 28, 2023
Financial services stocks usually suffer most from high interest rates. These three stocks may bear the brunt of the damage.
Via
InvestorPlace
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