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
Morningstar, Inc. - Common Stock
(NQ:
MORN
)
210.42
-6.89 (-3.17%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 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 Morningstar, Inc. - Common Stock
< Previous
1
2
3
4
5
6
7
8
9
10
Next >
Apple And 3 Other Stocks Insiders Are Selling
↗
May 09, 2022
Gold futures traded lower on Monday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
Top News In Fintech And Beyond For April 11, 2022
↗
April 10, 2022
👉 Top Things To Know In TradeFi: Binance expanding asset services. CME looking into more crypto futs. (NASDAQ: CME) Moneybox securing ...
Via
Benzinga
Executives Sell Around $42M Of 5 Stocks
↗
April 01, 2022
Although the US economy added 431,000 payrolls in March, there were a few notable insider trades. When insiders sell shares, it indicates their concern in the company’s...
Via
Benzinga
Best Buy And 3 Other Stocks Sold By Insiders
↗
March 24, 2022
Although gold futures traded higher on Thursday, there were a few notable insider trades. When insiders sell shares, it indicates their concern in the company’s prospects or...
Via
Benzinga
Death Cross Looms Over Morningstar Investors
↗
March 18, 2022
If history is any guide, there may be trouble ahead for shares of Morningstar (NASDAQ:MORN). A so-called "death cross" has formed on its chart and, not surprisingly, this could...
Via
Benzinga
Earnings Scheduled For October 27, 2021
↗
October 27, 2021
Companies Reporting Before The Bell • McDonald's (NYSE:MCD) is expected to report quarterly earnings at $2.46 per share on revenue of $6.03 billion. • General...
Via
Benzinga
Earnings Scheduled For July 28, 2021
↗
July 28, 2021
Companies Reporting Before The Bell • Barclays (NYSE:BCS) is likely to report quarterly earnings at $0.55 per share on revenue of $7.90 billion. • United...
Via
Benzinga
Ex-Dividend Date Insight: Morningstar
↗
July 07, 2021
Morningstar (NASDAQ:MORN) declared a dividend payable on ...
Via
Benzinga
Insiders Sell More Than $321M Of 4 Stocks
↗
March 16, 2022
The US Federal Reserve is scheduled to announce its policy decision today, with markets expecting a 25bps increase in the fed funds rate. Investors, meanwhile, focused on some...
Via
Benzinga
Executives Sell Over $50M Of 5 Stocks
↗
March 10, 2022
Although US crude oil futures traded higher this morning, there were a few notable insider trades. When insiders sell shares, it indicates their concern in the company’s...
Via
Benzinga
Executives Sell More Than $47M Of 5 Stocks
↗
March 02, 2022
Although the Bank of Canada raised its key lending rate to 0.5% on Wednesday, there were a few notable insider trades. When insiders sell shares, it indicates their concern in the...
Via
Benzinga
Insiders Sell Around $16M Of 4 Stocks
↗
February 24, 2022
U.S. crude oil futures jumped more than 7% on Thursday after Russia’s President Vladimir Putin announced that the country’s armed forces would carry out a “...
Via
Benzinga
Apple And 3 Other Stocks Sold By Insiders
↗
February 08, 2022
The euro dropped around 0.3% against the US dollar on Tuesday, extending losses from the previous day. Investors, meanwhile, focused on some notable insider trades When insiders...
Via
Benzinga
5 Stocks Insiders Are Selling: Accenture, Centene And More
↗
January 25, 2022
French CAC 40 Index gained around 1% this morning, partially recovering from previous session’s 4% plunge, as investors await the policy decision from the Federal Reserve...
Via
Benzinga
5 Stocks Insiders Are Selling
↗
January 14, 2022
When insiders sell shares, it indicates their concern in the company’s prospects or that they view the stock as being overpriced. Either way, this signals an opportunity to...
Via
Benzinga
5 Stocks Insiders Are Selling
↗
December 31, 2021
When insiders sell shares, it indicates their concern in the company’s prospects or that they view the stock as being overpriced. Either way, this signals an opportunity to...
Via
Benzinga
$1000 Invested In This Stock Over The Last 15 Years, Would Be Worth This Much
↗
November 23, 2021
Morningstar (NASDAQ:MORN) has outperformed the market over the past 15 years by 30.85% on an annualized basis. Buying $1,000.00 In MORN: 15 years ago, an investor could have...
Via
Benzinga
A Chat With Morningstar's Christine Benz
↗
November 07, 2021
A personal finance expert shares insight.
Via
The Motley Fool
S&P Global Stock Price Performance Improves; Generally High Ratings Despite Market Correction
↗
October 06, 2021
S&P Global stock has an excellent 92 Composite Rating. And its 83 EPS Rating, of a possible 99, shows strong profit growth.
Via
Investor's Business Daily
Topics
Stocks
Moody's Stock Closes In On Key Rating Benchmark After Strong Run Higher So Far This Year
↗
September 30, 2021
Moody's stock's 90 Composite Rating is in line with what CAN SLIM investors look for in stocks to watch and buy.
Via
Investor's Business Daily
4 Stocks Insiders Are Selling
↗
September 17, 2021
When insiders sell shares, it indicates their concern in the company’s prospects or that they view the stock as being overpriced. Either way, this signals an opportunity to...
Via
Benzinga
Morningstar Insider Trades $5.25 Million In Company Stock
↗
September 08, 2021
Joseph Mansueto, Director at Morningstar (NASDAQ:MORN), made a large insider sell on September 7, according to a new SEC filing. What Happened: A Form 4 filing from the U.S....
Via
Benzinga
Topics
Regulatory Compliance
4 Stocks Insiders Are Selling
↗
August 25, 2021
When insiders sell shares, it indicates their concern in the company’s prospects or that they view the stock as being overpriced. Either way, this signals an opportunity to...
Via
Benzinga
Price Over Earnings Overview: Morningstar
↗
July 26, 2021
Right now, Morningstar Inc. (NASDAQ:MORN) share price is at $249.79, after a 0.1% increase. Moreover, over the past month, the stock decreased by 2.61%, but in the...
Via
Benzinga
3 Stocks Insiders Are Selling
↗
July 23, 2021
When insiders sell shares, it indicates their concern in the company's prospects or that they view the stock as being overpriced. Either way, this signals an opportunity to go...
Via
Benzinga
Morningstar Stock Earns Key IBD Rating Upgrade; New Day Dawning For Research Firm?
↗
May 26, 2021
A Relative Strength Rating upgrade for Morningstar shows improving technical performance. Will it continue?
Via
Investor's Business Daily
Understanding Morningstar's Ex-Dividend Date
↗
April 07, 2021
Morningstar (NASDAQ:MORN) declared a dividend payable on April 30, 2021 to its shareholders as of February 23, 2021. It was also announced that shareholders of Morningstar's...
Via
Benzinga
Earnings Scheduled For April 28, 2021
↗
April 28, 2021
Companies Reporting Before The Bell • M/I Homes (NYSE:MHO) is likely to report quarterly earnings at $1.51 per share on revenue of $758.77 million. • Melco...
Via
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
10
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.