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 State Street Corp
Recent news which mentions State Street Corp
JPMorgan Chase overhauls quantum computing leadership, poaches State Street executive
July 21, 2025
Tags
Banks
Investing
Barclays PLC
From
CNBC.com News
‘Fell through the cracks’: Controversial private credit ETF faces new regulatory hurdles
March 06, 2025
Tags
State Street Corp
Apollo Global Management Inc
Exchange/traded funds
From
CNBC.com News
Disney board seat for Nelson Peltz hinges on Vanguard, State Street, institutional investors
April 02, 2024
Tags
Asia: Business
Acquisitions
Asia: Mobile
From
CNBC.com News
Cramer's Lightning Round: Huntington Ingalls is a winner
March 26, 2024
Tags
U/S/ Markets
Investing
AECOM
From
CNBC.com News
Bank CEOs express support for Supplemental Security Income reform. 'This definitely should be fixed,' Jamie Dimon says
December 06, 2023
Tags
Personal debt
Consumer banking
Citigroup Inc
From
CNBC.com News
Eight big U.S. bank CEOs to face Senate Banking Committee grilling in December
September 29, 2023
Tags
Business News
Breaking News: Politics
Bank of New York Mellon Corp
From
CNBC.com News
Moody's cuts ratings of 10 U.S. banks and puts some big names on downgrade watch
August 08, 2023
Tags
Banks
Investing
Bank of New York Mellon Corp
From
CNBC.com News
State Street is cutting fees on 10 funds worth more than $70 billion combined
August 01, 2023
Tags
Breaking News: Markets
State Street Corp
Finance
From
CNBC.com News
Stocks making the biggest moves midday: Ford, AT&T, Yelp, Figs and more
July 17, 2023
Tags
Figs Inc
CleanSpark Inc
Yeti Holdings Inc
From
CNBC.com News
Stocks making the biggest premarket moves: Activision Blizzard, Chewy, Yelp, Tesla and more
July 17, 2023
Tags
State Street Corp
Economy
Finance
From
CNBC.com News
Stocks making the biggest moves midday: UnitedHealth, JPMorgan Chase, Microsoft, JetBlue and more
July 14, 2023
Tags
Breaking News: Markets
Markets
Cigna Corp
From
CNBC.com News
CNBC Daily Open: China reported an economic boom
April 18, 2023
Tags
Europe Markets
M&T Bank Corp
Market Outlook
From
CNBC.com News
CNBC Daily Open: The regional banks are OK. Sort of
April 17, 2023
Tags
Technology
Europe Markets
M&T Bank Corp
From
CNBC.com News
Stocks making the biggest moves midday: Alphabet, Charles Schwab, State Street, Moderna and more
April 17, 2023
Tags
Breaking News: Markets
Stock markets
Prometheus Biosciences Inc
From
CNBC.com News
Stocks making the biggest moves premarket: Charles Schwab, Dell, Alphabet, HP Inc. & more
April 17, 2023
Tags
Breaking News: Markets
M&T Bank Corp
Prometheus Biosciences Inc
From
CNBC.com News
GOP lawmakers vilify ESG moves at BlackRock, Vanguard but take their money nonetheless
February 21, 2023
Tags
Congress
BlackRock Inc
Campaign Finance
From
CNBC.com News
Stocks making the biggest moves midday: Carvana, MongoDB, TripAdvisor, Toll Brothers and more
December 07, 2022
Tags
Market Insider
Stitch Fix Inc
Business
From
CNBC.com News
Stocks making the biggest moves midday: CrowdStrike, Horizon Therapeutics, Petco and more
November 30, 2022
Tags
State Street Corp
Finance
Petco Health and Wellness Company Inc
From
CNBC.com News
Stocks making the biggest moves premarket: Hormel, Petco, CrowdStrike and more
November 30, 2022
Tags
Horizon Therapeutics PLC
Workday Inc
Market Insider
From
CNBC.com News
Cramer's lightning round: State Street is a buy
October 20, 2022
Tags
Business News
Meta Platforms Inc
S&P 500
From
CNBC.com News
Stocks making the biggest moves midday: Hasbro, Salesforce, Carnival, Lockheed Martin & more
October 18, 2022
Tags
U/S/ Markets
Amazon/com Inc
Hasbro Inc
From
CNBC.com News
Cramer's lightning round: I like Deere over Mosaic
July 19, 2022
Tags
Mad Money
Deere & Co
Investment Strategy
From
CNBC.com News
Stocks making the biggest moves midday Friday: Citigroup, Wells Fargo, Pinterest and more
July 15, 2022
Tags
Citigroup Inc
Business
Stock markets
From
CNBC.com News
Another hot inflation report and the start of earnings season make for a challenging week ahead
July 08, 2022
Tickers
JOBS
Tags
JPMorgan Chase & Co
PNC Financial Services Group Inc
Employment
From
CNBC.com News
Stocks making the biggest moves midday: DocuSign, Campbell, Moderna and more
June 08, 2022
Tags
Market Insider
Microsoft Corp
Morgan Stanley
From
CNBC.com News
CNBC’s Jim Cramer says these four financial GARP stocks are investable
April 12, 2022
Tags
Markets
stocks
Charles Schwab Corp
From
CNBC.com News
Big banks' earnings and a hot inflation report could sway markets in short holiday week
April 08, 2022
Tags
First Republic Bank
State Street Corp
PNC Financial Services Group Inc
From
CNBC.com News
A new BlackRock shareholder power that may control proxy battles of the future
March 01, 2022
Tags
Business
Shareholder meetings
CNBC Global CFO Council
From
CNBC.com News
Blaylock Van Serves as Co-Manager for $1.5 Billion State Street Debt Issuance
February 15, 2022
Tickers
AP
Tags
New York Business
Minority business enterprise
NEW YORK CITY, N/Y/
From
Send2Press Newswire
Stocks making the biggest moves midday: SoFi, Procter & Gamble, U.S. Bancorp and more
January 19, 2022
Tags
KB Home
Lennar Corp
Morgan Stanley
From
CNBC.com News
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.