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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
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
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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
Client Service Approach
Client's Responsibilities
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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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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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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
)
215.97
-1.52 (-0.70%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Aug 21, 2026
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GE Vernova's AI Data Center Orders Just Doubled All of 2025 in 1 Half-Year. Is the Stock Still a Buy?
↗
August 20, 2026
The stock's fully reflecting the company's recent revenue growth, led by demand from the artificial intelligence industry.
Via
The Motley Fool
Topics
Artificial Intelligence
Energy
Dividend Stocks Usually Beat Non-Payers. Berkshire Hathaway Is the Exception.
↗
August 15, 2026
Berkshire Hathaway has been an outlier.
Via
The Motley Fool
Q2 Rundown: MSCI (NYSE:MSCI) Vs Other Financial Exchanges & Data Stocks
August 13, 2026
Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at MSCI (NYSE:MSCI) and its peer...
Via
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Why Morningstar (NASDAQ:MORN) Fits the Quality Investing Screen
↗
August 07, 2026
Via
Chartmill
Morningstar (NASDAQ:MORN) Beats Q2 Earnings Estimates as Revenue Meets Targets
↗
July 29, 2026
Via
Chartmill
Morningstar Inc (NASDAQ:MORN): A Value Investor's Dream with Strong Profitability and Growth at a Discount
↗
July 11, 2026
Via
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SK Hynix and Samsung Just Sent a Major Warning to Micron Investors
↗
August 09, 2026
This detail from their earnings reports could spell trouble for Micron's stock in the long run.
Via
The Motley Fool
Topics
Artificial Intelligence
Financial Exchanges & Data Stocks Q2 Earnings: Morningstar (NASDAQ:MORN) Best of the Bunch
August 05, 2026
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking a...
Via
StockStory
Q1 Earnings Roundup: MarketAxess (NASDAQ:MKTX) And The Rest Of The Financial Exchanges & Data Segment
August 04, 2026
Wrapping up Q1 earnings, we look at the numbers and key takeaways for the financial exchanges & data stocks, including MarketAxess (NASDAQ:MKTX) and its peer...
Via
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Topics
Bonds
Prediction: SpaceX Stock Is About to Sink Even More After Plunging Over 40%
↗
August 01, 2026
Expect more volatility from this whipsawing IPO stock.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
Prediction: This Is Where Micron Stock Will Be at the End of 2026
↗
August 01, 2026
The prevailing market dynamics serve as a strong tailwind for this tech stock.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
1 Profitable Stock on Our Buy List and 2 We Brush Off
July 31, 2026
While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifi...
Via
StockStory
Topics
Retirement
Prediction: This Will Be Palantir's Stock Price in a Year (Hint: It's Time to Buy)
↗
July 30, 2026
Palantir stock looks attractive after tumbling 40% from its high.
Via
The Motley Fool
Topics
Artificial Intelligence
Morningstar (NASDAQ:MORN) Beats Q2 CY2026 Sales Expectations
July 29, 2026
Investment research firm Morningstar (NASDAQ:MORN) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 9.6% year on year to $663...
Via
StockStory
Morningstar, Inc. Reports Second-Quarter 2026 Financial Results
July 29, 2026
From
Morningstar, Inc.
Via
Business Wire
SpaceX Is Down More Than 40% From All-Time Highs. Here's What a $10,000 Investment Will Be Worth If Wall Street Analysts Are Correct
↗
July 29, 2026
After an early pop following its record initial public offering, SpaceX shares have struggled.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
SpaceX Stock Reaches All-Time Low. Here's the Case for Buying Before Aug. 4 Earnings.
↗
July 29, 2026
SpaceX's growth vision remains entirely intact.
Via
The Motley Fool
Topics
Bonds
Initial Public Offering
Morningstar Completes Rebrand of CRSP Market Indexes to Morningstar Market Indexes
July 28, 2026
From
Morningstar, Inc.
Via
Business Wire
What To Expect From Morningstar’s (MORN) Q2 Earnings
July 27, 2026
Investment research firm Morningstar (NASDAQ:MORN) will be reporting earnings this Wednesday after market hours. Here’s what investors should know. Morningst...
Via
StockStory
Topics
Artificial Intelligence
South Korea's KOSPI Is Trading Like a Meme Stock, and the S&P 500 or Nasdaq Composite May Be Next
↗
July 26, 2026
If you think the wild volatility we've observed in Korea's stock market could never happen here, the data suggests you'll be sorely mistaken.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
PitchBook and Madrona to Talk AI and Capital Concentration at Seattle Tech Week
July 23, 2026
From
PitchBook
Via
Business Wire
Lumonic Launches MCP Server, Bringing Audit-Ready Portfolio Data to Leading AI Assistants
July 23, 2026
From
PitchBook
Via
Business Wire
Morningstar Launches US Capital Allocation Leaders Index, Providing Exposure to Companies with Exemplary Capital Allocation Practices
July 22, 2026
From
Morningstar, Inc.
Via
Business Wire
PitchBook Named Best Alternative Data Provider in Waters Technology Rankings 2026
July 17, 2026
From
PitchBook
Via
Business Wire
Q1 Earnings Highlights: CME Group (NASDAQ:CME) Vs The Rest Of The Financial Exchanges & Data Stocks
July 16, 2026
Let’s dig into the relative performance of CME Group (NASDAQ:CME) and its peers as we unravel the now-completed Q1 financial exchanges & data earnings season...
Via
StockStory
Topics
Derivatives
Financial Exchanges & Data Stocks Q1 Highlights: Intercontinental Exchange (NYSE:ICE)
July 16, 2026
Wrapping up Q1 earnings, we look at the numbers and key takeaways for the financial exchanges & data stocks, including Intercontinental Exchange (NYSE:ICE) a...
Via
StockStory
History Says It's Time to Buy SpaceX Stock Before It's Too Late
↗
July 13, 2026
SpaceX's stock price experienced a steep correction in recent weeks.
Via
The Motley Fool
Topics
Initial Public Offering
2 Value Stocks to Own for Decades and 1 We Ignore
July 09, 2026
Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor. The ...
Via
StockStory
Topics
Energy
PitchBook’s VC Exit Predictor Now Forecasts When Companies Will Exit
July 09, 2026
From
PitchBook
Via
Business Wire
Financial Exchanges & Data Stocks Q1 Teardown: S&P Global (NYSE:SPGI) Vs The Rest
July 07, 2026
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking a...
Via
StockStory
Topics
Stocks
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