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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
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
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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MSCI Inc. Common Stock
(NY:
MSCI
)
561.72
-5.92 (-1.04%)
Official Closing Price
Updated: 7:00 PM EDT, May 15, 2026
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MSCI Equity Indexes May 2026 Index Review
May 12, 2026
From
MSCI Inc.
Via
Business Wire
What's going on in today's pre-market session: S&P500 movers
↗
May 11, 2026
Via
Chartmill
MSCI May Index Review Announcement Scheduled for May 12, 2026
May 05, 2026
From
MSCI Inc.
Via
Business Wire
MSCI to Participate in Upcoming Investor Conferences
April 30, 2026
From
MSCI Inc.
Via
Business Wire
5 Insightful Analyst Questions From MSCI’s Q1 Earnings Call
April 28, 2026
MSCI's first quarter was marked by strong execution across both traditional and newer product lines, driving a positive market response. Management credited ...
Via
StockStory
Topics
Artificial Intelligence
Earnings
MSCI Inc (NYSE:MSCI) Reports Q1 2026 Revenue Beat and In-Line Earnings
↗
April 21, 2026
Via
Chartmill
Does "The Big Short's" Michael Burry Know Something That Wall Street Doesn't? The Famed Investor Is Buying a "Magnificent Seven" Stock Coming Off Its Worst Quarter Since 2008
↗
April 24, 2026
Burry is one of the more closely followed investors on Wall Street, after his legendary bets made during the Great Recession and deep knowledge of markets.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
Economy
"The Big Short's" Michael Burry Just Threw Cold Water on SaaS Armageddon. 3 Software Stocks He's Buying
↗
April 23, 2026
Burry is famous for betting against mortgage bonds during the Great Recession.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
Credit Cards
MSCI Q1 Deep Dive: AI-Driven Product Acceleration and Market Diversification Bolster Growth
April 22, 2026
Investment analytics provider MSCI (NYSE:MSCI) reported Q1 CY2026 results exceeding the market’s revenue expectations, with sales up 14.1% year on year to $8...
Via
StockStory
Topics
Artificial Intelligence
ETFs
MSCI (MSCI) Q1 2026 Earnings Call Transcript
↗
April 21, 2026
MSCI (MSCI) Q1 2026 Earnings Call Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Earnings
MSCI (MSCI) Stock Is Up, What You Need To Know
April 21, 2026
What Happened? Shares of investment analytics provider MSCI (NYSE:MSCI) jumped 3.7% in the afternoon session after the company reported strong first-quarter ...
Via
StockStory
Wondering what's happening in today's S&P500 pre-market session?
↗
April 21, 2026
Via
Chartmill
MSCI (NYSE:MSCI) Beats Q1 CY2026 Sales Expectations
April 21, 2026
Investment analytics provider MSCI (NYSE:MSCI) reported Q1 CY2026 results beating Wall Street’s revenue expectations, with sales up 14.1% year on year to $85...
Via
StockStory
Topics
Artificial Intelligence
MSCI Reports Financial Results for First Quarter 2026
April 21, 2026
From
MSCI Inc.
Via
Business Wire
What To Expect From MSCI’s (MSCI) Q1 Earnings
April 19, 2026
Investment analytics provider MSCI (NYSE:MSCI) will be reporting results this Tuesday morning. Here’s what you need to know. MSCI met analysts’ revenue expec...
Via
StockStory
Financial Titans Signal Economic Resilience as BlackRock and Wells Fargo Kick Off 2026 Earnings Season with Major Beats
April 15, 2026
The first-quarter earnings season of 2026 has opened with a decisive signal of strength from the financial sector, as two of the world’s largest banking and investment institutions reported results...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
SEC Fast-Tracks Proposal to Replace Quarterly Reporting with Semi-Annual Reports
April 09, 2026
The landscape of American capital markets is on the verge of its most radical regulatory shift in decades. Today, April 9, 2026, the Securities and Exchange Commission (SEC), under the leadership of...
Via
MarketMinute
Topics
Economy
Regulatory Compliance
MSCI Advances Transparency in Private Markets With Acquisition of PM Insights
April 07, 2026
From
MSCI Inc.
Via
Business Wire
MSCI Announces 2026 Quarterly Earnings Reporting Dates
April 06, 2026
From
MSCI Inc.
Via
Business Wire
1 Profitable Stock to Keep an Eye On and 2 We Ignore
April 06, 2026
Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest ...
Via
StockStory
Goldman Sachs Issues Bullish 7,600 S&P 500 Target, Citing AI Productivity and "Cleared Decks"
April 03, 2026
As of April 3, 2026, the equity markets are entering a pivotal transition point following a turbulent first quarter. Goldman Sachs (NYSE:GS) has released its highly anticipated mid-year outlook,...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
MSCI to Reclassify the MSCI Greece Indexes from Emerging Market to Developed Market status
March 31, 2026
From
MSCI Inc.
Via
Business Wire
FactSet Surpasses Expectations in Q2 2026: AI-Driven Efficiency and ASV Growth Signal Strong Outlook
March 31, 2026
FactSet Research Systems Inc. (NYSE: FDS) reported a strong second-quarter fiscal 2026 performance today, March 31, 2026, delivering revenue of $611 million. This 7.1% increase year-over-year surpassed...
Via
MarketMinute
Topics
Artificial Intelligence
Rule Breaker Investing: 2026 March Market Cap Game Semifinals
↗
March 31, 2026
In this semifinal match, defending world champion Emily Flippen faces longtime Motley Fool advisor Bill Barker in a rematch of the epic Final Four game they played one year ago.
Via
The Motley Fool
Syntax Data Collaborates with MSCI to Bring Global ADR Indexes to Syntax Direct Platform
March 31, 2026
From
Syntax Data
Via
Business Wire
The End of "Quarterly Capitalism"? SEC’s Semiannual Reporting Shift Reaches White House Review
March 30, 2026
As of March 30, 2026, the long-debated overhaul of the American corporate reporting landscape has reached a definitive crossroads. The Securities and Exchange Commission (SEC) has officially submitted...
Via
MarketMinute
Topics
Earnings
Initial Public Offering
Regulatory Compliance
Verisk Analytics Tumbles 5% as Shifting P&C Data Sparks Fears of Insurance Sector Cooling
March 26, 2026
Shares of Verisk Analytics (NASDAQ: VRSK) fell 5.2% on March 26, 2026, marking the stock’s sharpest single-day decline in over two years. The sell-off was ignited by the release of preliminary U.S....
Via
MarketMinute
Topics
Climate Change
Earnings
Economy
1 of Wall Street’s Favorite Stock with Promising Prospects and 2 We Find Risky
March 26, 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
Essential Intelligence: An In-Depth Research Report on S&P Global Inc. (NYSE: SPGI) in 2026
March 25, 2026
Date: March 25, 2026 Introduction In the intricate machinery of global finance, few entities are as indispensable as S&P Global Inc. (NYSE: SPGI). As of March 2026, the company stands at a pivotal...
Via
Finterra
Topics
Artificial Intelligence
Bonds
ETFs
Bamco Expands FactSet Stake to $838 Million as Financial Data Platform Drives Recurring Revenue
↗
March 12, 2026
FactSet provides financial data, analytics, and workflow software used by investment professionals worldwide. Because its platform is embedded in research and portfolio-management systems, the company...
Via
The Motley Fool
Topics
Regulatory Compliance
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