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home
about us
Investment Approach
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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
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
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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by State Street Corporation
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State Street Corporation Declares Dividends on its Non-Cumulative Perpetual Preferred Stock Series “G,” “I,” “J,” and “K”
October 23, 2025
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State Street Corporation (NYSE: STT) Reports Third-Quarter 2025 Financial Results
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September 24, 2025
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September 17, 2025
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State Street Elects Brian Porter to its Board of Directors
September 17, 2025
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State Street Corporation (NYSE: STT) Announces Date for Release of Third-Quarter 2025 Financial Results and Conference Call Webcast
September 16, 2025
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State Street Investment Management and WNBA Announce Multi-Year Partnership
September 16, 2025
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State Street’s Fund Connect ETF Executes First Application Programming Interface (API) Order in Australian-Domiciled ETF
September 15, 2025
From
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State Street Investment Management Announces New ETF, Furthering Convergence of Public and Private Credit Markets
September 10, 2025
From
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State Street Corporation and Apex Fintech Solutions Announce Strategic Partnership to Address Growing Global Wealth Market Opportunity
September 03, 2025
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State Street to Provide Range of Investment Services for Columbia Threadneedle for $431 Billion in Assets
August 29, 2025
From
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Business Wire
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State Street to Speak at the Barclays Global Financial Services Conference
August 28, 2025
From
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State Street Becomes First Third-Party Custodian to Launch on J.P. Morgan’s Digital Debt Service, Bringing Blockchain-Based Debt Securities Custody to Institutional Clients
August 21, 2025
From
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State Street Highlights Record ETF Growth and Servicing Momentum in 2025 Midyear Megatrends Report
August 13, 2025
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State Street Investment Management Debuts Select Sector SPDR® Premium Income ETF Suite
July 30, 2025
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State Street Corporation Declares Dividends on its Common Stock and Non-Cumulative Perpetual Preferred Stock Series “G,” “I,” “J,” and “K”
July 16, 2025
From
State Street Corporation
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Business Wire
Tickers
STT
State Street Corporation (NYSE: STT) Reports Second-Quarter 2025 Financial Results
July 15, 2025
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State Street Corporation Announces Planned 11% Dividend Increase and Preliminary Stress Capital Buffer Requirement
July 01, 2025
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State Street and UC Investments Forge Strategic Alliance to Expand Access to Wealth Building Tools for Individuals
July 01, 2025
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State Street Global Advisors Rebrands as State Street Investment Management
June 30, 2025
From
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State Street Appointed Servicing Provider for COtwo Advisors’ First US-Listed Physical Carbon Allowance ETP
June 25, 2025
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State Street Global Advisors Sees Strong and Growing Market Adoption of Proxy Voting Choice in Q1 2025
June 18, 2025
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June 04, 2025
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State Street to Speak at the Morgan Stanley U.S. Financials Conference
May 30, 2025
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State Street Appoints Sara Mathew as Independent Lead Director
May 15, 2025
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State Street Global Advisors Forms Strategic Relationship With smallcase to Deepen Commitment to India’s Fintech Ecosystem And Enhance Global Market Access For Indian Investors
May 15, 2025
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Business Wire
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State Street Corporation Declares Dividends on its Common Stock and Non-Cumulative Perpetual Preferred Stock Series “G,” “I,” “J,” and “K”
May 14, 2025
From
State Street Corporation
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Business Wire
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STT
State Street Global Advisors Research Examines Investors’ Risk Awareness Amid Market Volatility
May 12, 2025
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