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
Latest News about STT
Recent news which mentions STT
< Previous
1
2
3
4
5
6
7
8
9
...
15
16
Next >
Here’s what to expect when banks report earnings, and how cheap their stocks are now
October 06, 2023
Tickers
ALLY
AXP
BAC
C
Tags
MTB
DJIA
MS
From
MarketWatch
What 10 Analyst Ratings Have To Say About State Street
October 03, 2023
Tickers
STT
Tags
BZI/AAR
STT
Market News
From
Benzinga
5 Investors Betting Big on Oracle (ORCL) Stock
September 12, 2023
Tickers
AMZN
BLK
JPM
MSFT
Tags
Today's Market
STT
AMZN
From
InvestorPlace
11 Analysts Have This to Say About State Street
September 12, 2023
Tickers
STT
Tags
Analyst Ratings
Market News
Benzinga
From
Benzinga
Stop! This ETF May Be a Far Safer Bet Than SPY Stock for 2023.
September 07, 2023
Tickers
AAPL
AMZN
GOOG
GOOGL
Tags
SPY
AAPL
Market News
From
InvestorPlace
3 AI Stocks the Big Money Is Buying Now
September 03, 2023
Tickers
GS
MS
MSFT
NVDA
Tags
NVDA
Market News
GS
From
InvestorPlace
5 Value Stocks In The Financial Services Sector
August 24, 2023
Tickers
BCH
CFG
FBP
OVBC
Tags
BZI/VS
STT
CFG
From
Benzinga
U.S. Credit Rating Concerns? Here Are 3 Stocks to Protect Your Portfolio
August 24, 2023
Tickers
ABT
ALLY
BK
CBSH
Tags
NYSE:ABT,NYSE: WMT,NYSE:KO,NYE:CFG,NASDAQ:CBSH,NYSE:STT,NYSE:ALLY,NYSE:MCO,NYSE:TFC,NYSE:BK
MCO
WMT
From
InvestorPlace
Palo Alto Networks, State Street And 2 Other Stocks Insiders Are Selling
August 24, 2023
Tickers
BKE
PANW
STT
TXT
Tags
TXT
Market News
Small Cap
From
Benzinga
U.S. banks and regional lenders slide across the board as S&P is latest to downgrade ratings
August 22, 2023
Tickers
ASB
BK
BKX
C
Tags
GS
BKX
CMA
From
MarketWatch
S&P Slashes Ratings Of 5 US Regional Banks Facing Growing Challenges
August 22, 2023
Tickers
ASB
BK
CMA
KEY
Tags
banks
financial sector
CMA
From
Benzinga
5 Investors Betting Big on Tesla (TSLA) Stock in Q2
August 17, 2023
Tickers
BLK
STT
TSLA
Tags
Market News
BLK
TSLA
From
InvestorPlace
5 Investors Betting Big on GameStop (GME) Stock in Q2
August 17, 2023
Tickers
AMC
BLK
GME
STT
Tags
BLK
NYSE:GME,NYSE:AMC,NYSE:BLK,NYSE:STT
AMC
From
InvestorPlace
Moody's Just Put These Big Banks on Notice. Here's What You Need to Know
August 17, 2023
Tickers
BK
CBSH
MTB
STT
Tags
Market News
USB
BK
From
Motley Fool
5 Investors Betting Big on SoFi (SOFI) Stock in Q2
August 16, 2023
Tickers
BAC
BLK
JPM
SOFI
Tags
STT
JPM
NASDAQ:SOFI,NYSE:BLK,NYSE:STT,NYSE:BAC,NYSE:JPM
From
InvestorPlace
5 Investors Betting Big on Palantir (PLTR) Stock in Q2
August 15, 2023
Tickers
BLK
PLTR
STT
Tags
NYSE:PLTR,NYSE:BLK,NYSE:STT
BLK
PLTR
From
InvestorPlace
BlackRock Just Doubled Down on Lucid Motors (LCID) Stock
August 15, 2023
Tickers
BLK
LCID
STT
Tags
NASDAQ:LCID,NYSE:STT,NYSE:BLK
STT
Today's Market
From
InvestorPlace
5 Investors Betting Big on Nvidia (NVDA) Stock in Q2
August 15, 2023
Tickers
AMD
AMZN
BLK
NVDA
Tags
BLK
Market News
AMD
From
InvestorPlace
5 Investors Betting Big on AMC Entertainment (AMC) Stock in Q2
August 15, 2023
Tickers
AMC
APE
BLK
STT
Tags
STT
Today's Market
NYSE:AMC,NYSE:APE,NYSE:STT,NYSE:BLK
From
InvestorPlace
5 Investors Betting Big on Mullen (MULN) Stock in Q2
August 15, 2023
Tickers
BLK
MULN
STT
Tags
NASDAQ:MULN,NYSE:STT,NYSE:BLK
STT
BLK
From
InvestorPlace
Rising Risk: US Banks Face Deposit Flight Threat With Shrinking Profits
August 13, 2023
Tickers
BK
CFR
NTRS
STT
Tags
CFR
STT
NTRS
From
Benzinga
Bank asset quality, weaker profits spark Moody’s reviews and downgrades as it weighs potential 2024 recession
August 08, 2023
Tickers
ALLY
ASB
BK
BOKF
Tags
CADE
WBS
TFC
From
MarketWatch
Bank ETFs head for worst day in 3 months after credit downgrades, warnings rattle sector
August 08, 2023
Tickers
BAC
BK
BOKF
CBSH
Tags
KBE
KRE
BOKF
From
MarketWatch
US Banking Sector Shaken: Moody's Drops Credit Ratings Of 10 Banks, Sounds Alarm For More Downgrades
August 08, 2023
Tickers
ALLY
BAC
BK
BOKF
Tags
CFG
COF
Real Estate
From
Benzinga
Moody’s places credit ratings of 6 major U.S. banks on review for downgrade
August 08, 2023
Tickers
ALLY
BK
BOKF
CBSH
Tags
BK
COF
USB
From
MarketWatch
JPMorgan, Goldman and Morgan Stanley win praise in Jefferies Q2 bank earnings wrap
August 03, 2023
Tickers
BAC
BK
C
CFG
Tags
MS
BK
RF
From
MarketWatch
‘Anti-woke’ fallout? BlackRock, Fidelity and other asset managers soften climate-change efforts, report says
July 31, 2023
Tickers
BLK
STT
UBS
Tags
FR:BNP
CL00
NG00
From
MarketWatch
3 Millionaire-Maker Battery Stocks to Buy Before the Window Closes
July 25, 2023
Tickers
BMWYY
DTRUY
F
JPM
Tags
F
DTRUY
MS
From
InvestorPlace
Benzinga's Top Ratings Upgrades, Downgrades For July 17, 2023
July 17, 2023
Tickers
AGRO
BC
BFAM
BGNE
Tags
BZI/Ratings
HILS
NRSN
From
Benzinga
Bank of America, Morgan Stanley, Charles Schwab Report Tuesday: Earnings Season Heats Up
July 17, 2023
Tickers
BAC
BLK
C
JPM
Tags
Benzinga
WFC
Earnings
From
Benzinga
< Previous
1
2
3
4
5
6
7
8
9
...
15
16
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.