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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
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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Additional Information
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Morningstar, Inc. - Common Stock
(NQ:
MORN
)
219.06
+0.86 (+0.39%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 26, 2025
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Billionaires Are Buying an AI Stock That Could Be the Apple of the 2030s
↗
December 25, 2025
Mark Zuckerberg believes smart glasses will be our primary computing devices in the future, and Meta currently dominates the market.
Via
The Motley Fool
Topics
Artificial Intelligence
New Quarterly Report from Morningstar and PitchBook Brings Transparency to Rapidly Expanding Evergreen Fund Universe
December 18, 2025
From
Morningstar, Inc.
Via
Business Wire
Morningstar and PitchBook Bring Trusted Investing Intelligence to Apps in ChatGPT
December 17, 2025
From
Morningstar, Inc.
Via
Business Wire
Warren Buffett Says Buy This Vanguard Index Fund -- It Could Turn $400 Per Month Into $835,000 With Help From Nvidia, Apple, and Microsoft
↗
December 15, 2025
Warren Buffett's recommended investment strategy would have been profitable 100% of the time throughout history.
Via
The Motley Fool
Topics
ETFs
Billionaires Buy 2 Brilliant AI Stocks as the Nasdaq Bull Market Rolls Toward 2026
↗
December 08, 2025
Meta Platforms and Alphabet can ride the Nasdaq bull market higher.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Stocks
Morningstar, Inc. Increases Quarterly Dividend to 50 Cents Per Share
December 05, 2025
From
Morningstar, Inc.
Via
Business Wire
2 Cash-Producing Stocks to Keep an Eye On and 1 That Underwhelm
December 04, 2025
A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
Via
StockStory
Morningstar Announces Clearer, Simplified Medalist Rating to Empower Investor Success
December 04, 2025
From
Morningstar, Inc.
Via
Business Wire
Billionaire Bill Ackman May Be the Next Warren Buffett -- 2 AI Stocks Make Up 39% of His Portfolio (Hint: One Just Partnered With Nvidia)
↗
November 30, 2025
Bill Ackman, who outlined plans to create a modern Berkshire Hathaway earlier this year, has 39% of his portfolio split between Alphabet and Uber.
Via
The Motley Fool
Topics
Artificial Intelligence
What To Know Before Buying Alibaba Stock
↗
November 28, 2025
The stock's price is largely being controlled by three narratives.
Via
The Motley Fool
Topics
Artificial Intelligence
Prediction: 2 AI Stocks Will Be Worth More Than Nvidia and Palantir Technologies Combined by 2030 (Hint: Not Apple)
↗
November 27, 2025
Meta Platforms and Amazon could surpass the current combined market value of Nvidia and Palantir by the end of the decade.
Via
The Motley Fool
Topics
Artificial Intelligence
1 Stock-Split Stock to Buy Now -- It's Up 88,900% Since Its IPO and History Says Shares Are Headed Higher
↗
November 26, 2025
Historical trends suggest that Netflix's stock split will push its share price higher over the next year; Wall Street analysts concur.
Via
The Motley Fool
Topics
Initial Public Offering
Stock-Split Watch: Is Quantum Computing [QUBT] Next?
↗
November 23, 2025
Shares of this quantum computing stock have soared over the past year. Is a stock split in the cards?
Via
The Motley Fool
The Best Stocks to Buy With $10,000 Before 2026 (Hint: Not Nvidia or Palantir)
↗
November 21, 2025
Wall Street analysts are forecasting substantial upside in Meta Platforms, MercadoLibre, and Circle Internet Group.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Morningstar Unleashes AI-Ready Investing Insights in Microsoft AI Tools
November 18, 2025
From
Morningstar, Inc.
Via
Business Wire
Morningstar's 2026 Outlook Report Delivers Global and Regional Insights for Durable Portfolios
November 17, 2025
From
Morningstar, Inc.
Via
Business Wire
Unpacking Q3 Earnings: Morningstar (NASDAQ:MORN) In The Context Of Other Financial Exchanges & Data Stocks
November 16, 2025
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 Q3. Today, we are looking at financial exchanges & data stocks,...
Via
StockStory
Topics
Bonds
$1000 Invested In Morningstar 20 Years Ago Would Be Worth This Much Today
↗
November 14, 2025
Via
Benzinga
History Says the Nasdaq Will Soar in 2026: 2 AI Stocks to Buy Now, According to Wall Street
↗
November 14, 2025
Wall Street thinks Meta Platforms and Alphabet can ride the Nasdaq bull market higher next year.
Via
The Motley Fool
Topics
Artificial Intelligence
Government
Stocks
Navigating the Storm: Global Uncertainty Fuels Demand for Stability and Sustainable Investing, IO DeFi Unveils 'Stability 2.0'
November 13, 2025
The global economy is currently navigating a tumultuous sea of uncertainty, with a pervasive sense of precariousness defining market sentiment in late 2025. Persistent inflation, escalating...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
1 Oversold Stock Set for a Comeback and 2 We Avoid
November 09, 2025
The past year hasn't been kind to the stocks featured in this article. Each has tumbled to their lowest points in 12 months, leaving investors to decide whether they're witnessing fire sales or falling...
Via
StockStory
ESG Investing's Future: Navigating Regulatory Currents and Sustainable Fund Performance
November 06, 2025
November 6, 2025 – Environmental, Social, and Governance (ESG) investing finds itself at a pivotal juncture, grappling with a complex web of evolving global regulations and shifting political...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Climate Change
Morgan Housel on the Forces That Drive Our Spending
↗
November 05, 2025
What makes the U.S. consumer and investor unique? Are we biologically programmed to be dissatisfied? Should you want your kids to be poor?
Via
The Motley Fool
Topics
Bonds
ETFs
Economy
3 Things I'll Be Looking for in DraftKings' Earnings Report on Thursday
↗
November 05, 2025
A lack of perspective and a lack of information have recently undermined this stock. But have the sellers overshot their target?
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Morningstar and PitchBook to Launch Comprehensive Index Suite for Evergreen Private Market Funds
November 05, 2025
From
Morningstar, Inc.
Via
Business Wire
Looking Into Morningstar Inc's Recent Short Interest
↗
November 03, 2025
Via
Benzinga
1 Financials Stock to Own for Decades and 2 Facing Headwinds
November 02, 2025
Financial firms serve as the backbone of the economy, providing essential services from lending and investment management to risk management and payment processing. But worries about economic...
Via
StockStory
Topics
Bankruptcy
Economy
Stocks
The Smartest Dividend Stocks for Conservative Portfolios (and Why They Beat Bonds)
↗
November 02, 2025
REITs have historically been excellent investments.
Via
The Motley Fool
Topics
Bonds
Retirement
$1000 Invested In Morningstar 20 Years Ago Would Be Worth This Much Today
↗
October 31, 2025
Via
Benzinga
Morningstar (NASDAQ:MORN) Beats Q3 Sales Expectations
October 29, 2025
Investment research firm Morningstar (NASDAQ:MORN) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 8.4% year on year to $617.4 million. Its GAAP profit of $2.17 per...
Via
StockStory
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