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
Moelis & Company Class A Common Stock
(NY:
MC
)
57.50
+1.07 (+1.90%)
Official Closing Price
Updated: 7:00 PM EDT, Apr 7, 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 Moelis & Company Class A Common Stock
< Previous
1
2
3
4
5
6
7
8
9
Next >
2 Russell 2000 Stocks with Exciting Potential and 1 That Underwhelm
April 06, 2026
The Russell 2000 (^RUT) is home to many small-cap stocks, offering investors the chance to uncover hidden gems before the broader market catches on. However,...
Via
StockStory
Topics
Energy
Moelis & Co (NYSE:MC) Combines Strong Growth with a Bullish Technical Setup
↗
April 03, 2026
Via
Chartmill
3 Small-Cap Stocks with Exciting Potential
April 03, 2026
In today’s market, large companies dominate the landscape and grow their leads by acquiring smaller competitors - a trend that will accelerate with the Trump...
Via
StockStory
Topics
Government
Q4 Earnings Roundup: Interactive Brokers (NASDAQ:IBKR) And The Rest Of The Investment Banking & Brokerage Segment
April 01, 2026
Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at Interactive Brokers (NASDAQ:I...
Via
StockStory
Topics
Bonds
Reflecting On Investment Banking & Brokerage Stocks’ Q4 Earnings: PJT (NYSE:PJT)
March 29, 2026
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how investment bankin...
Via
StockStory
Moelis & Co (NYSE:MC) Emerges as a Prime "Affordable Growth" Candidate
↗
March 16, 2026
Via
Chartmill
Moelis & Co (NYSE:MC) Posts Strong Q4 Earnings, Beats Revenue and EPS Estimates
↗
February 04, 2026
Via
Chartmill
Topics
Earnings
3 Financials Stocks with Solid Fundamentals
March 25, 2026
Financial firms serve as the backbone of the economy, providing essential services from lending and investment management to risk management and payment proc...
Via
StockStory
Topics
Economy
2 Reasons to Watch MC and 1 to Stay Cautious
March 25, 2026
Shareholders of Moelis would probably like to forget the past six months even happened. The stock dropped 24.6% and now trades at $54.11. This might have inv...
Via
StockStory
Why Moelis (MC) Stock Is Up Today
March 23, 2026
What Happened? Shares of investment banking firm Moelis & Company (NYSE:MC) jumped 2.9% in the afternoon session after reports revealed easing geopolitical t...
Via
StockStory
Topics
Government
Stocks
Q4 Earnings Outperformers: Houlihan Lokey (NYSE:HLI) And The Rest Of The Investment Banking & Brokerage Stocks
March 19, 2026
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the investment banking & brokerage industry, including Houlihan L...
Via
StockStory
Investment Banking & Brokerage Stocks Q4 Results: Benchmarking BGC (NASDAQ:BGC)
March 19, 2026
Looking back on investment banking & brokerage stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including BGC (NASDAQ:BGC) and its p...
Via
StockStory
Reflecting On Investment Banking & Brokerage Stocks’ Q4 Earnings: Evercore (NYSE:EVR)
March 18, 2026
Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at Evercore (NYSE:EVR) and its p...
Via
StockStory
Bread Financial, Piper Sandler, Perella Weinberg, Moelis, and Evercore Shares Are Soaring, What You Need To Know
March 17, 2026
What Happened? A number of stocks jumped in the afternoon session after the broader market advanced amid a more stable investor response to geopolitical tens...
Via
StockStory
Topics
Credit Cards
Stocks
Affiliated Managers Group, PJT, Moelis, Jefferies, and Evercore Shares Are Falling, What You Need To Know
March 12, 2026
What Happened? A number of stocks fell in the afternoon session after investors raised concerns over the stability of the private credit market, following a ...
Via
StockStory
Topics
Economy
1 of Wall Street’s Favorite Stock with Promising Prospects and 2 That Underwhelm
March 12, 2026
Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptic...
Via
StockStory
Perella Weinberg, Franklin Resources, Moelis, Lazard, and PROG Shares Plummet, What You Need To Know
March 09, 2026
What Happened? A number of stocks fell in the morning session after rising geopolitical tensions in the Middle East triggered a significant spike in crude oi...
Via
StockStory
Topics
Economy
Piper Sandler, Moelis, Lazard, Evercore, and Corpay Stocks Trade Down, What You Need To Know
March 06, 2026
What Happened? A number of stocks fell in the afternoon session after the release of a surprisingly weak February jobs report showed an unexpected drop in em...
Via
StockStory
Topics
Economy
Investment Banking & Brokerage Stocks Q4 In Review: LPL Financial (NASDAQ:LPLA) Vs Peers
March 02, 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 Q4. Today, we are looking a...
Via
StockStory
Investment Banking & Brokerage Stocks Q4 Results: Benchmarking Charles Schwab (NYSE:SCHW)
March 02, 2026
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the investment banking & brokerage industry, including Charles Sc...
Via
StockStory
Ally Financial, Stifel, Piper Sandler, Perella Weinberg, and Moelis Shares Plummet, What You Need To Know
February 27, 2026
A number of stocks fell in the afternoon session after the release of a stronger-than-anticipated Producer Price Index (PPI) report showed wholesale inflation rose more than expected in January.
Via
StockStory
Topics
Economy
Investment Banking & Brokerage Stocks Q4 Highlights: Moelis (NYSE:MC)
February 23, 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 Q4. Today, we are looking at investment banking & brokerage stocks,...
Via
StockStory
Unpacking Q4 Earnings: Goldman Sachs (NYSE:GS) In The Context Of Other Investment Banking & Brokerage Stocks
February 18, 2026
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the investment banking & brokerage industry, including Goldman Sachs (NYSE:GS) and its peers.
Via
StockStory
5 Must-Read Analyst Questions From Moelis’s Q4 Earnings Call
February 11, 2026
Moelis delivered a strong Q4, with results that were above Wall Street expectations and a positive market reaction. Management attributed the quarter’s performance to robust M&A activity, a record year...
Via
StockStory
Topics
Artificial Intelligence
Earnings
2 Growth Stocks to Add to Your Roster and 1 Facing Headwinds
February 09, 2026
Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.
Via
StockStory
MC Q4 Deep Dive: M&A Momentum, Capital Markets Expansion, and Strategic Hires Drive Growth
February 05, 2026
Investment banking firm Moelis & Company (NYSE:MC) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 11.2% year on year to $487.9 million. Its non-GAAP profit of...
Via
StockStory
Moelis MC Q4 2025 Earnings Call Transcript
↗
February 04, 2026
Moelis MC Q4 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Moelis (NYSE:MC) Surprises With Strong Q4 CY2025
February 04, 2026
Investment banking firm Moelis & Company (NYSE:MC) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 11.2% year on year to $487.9 million. Its non-GAAP profit of...
Via
StockStory
Topics
Artificial Intelligence
Moelis & Company Reports Fourth Quarter and Full Year 2025 Financial Results; Declares Regular Quarterly Dividend of $0.65 Per Share and Board Approves New $300 Million Share Repurchase Authorization
February 04, 2026
From
Moelis & Company
Via
Business Wire
Moelis (MC) Q4 Earnings Report Preview: What To Look For
February 02, 2026
Via
StockStory
Topics
Artificial Intelligence
< Previous
1
2
3
4
5
6
7
8
9
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.