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home
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
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)
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Sample Portfolio
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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
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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
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Event Schedule
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Events History
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 Announces Planned 10% Dividend Increase and Preliminary Stress Capital Buffer Requirement
June 28, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street Global Advisors and Galaxy Asset Management Join Forces to Introduce Investors to The Next Evolution of Digital Asset Investing
June 26, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
TSX:GLXY
Amid Economic, Geopolitical Uncertainties, Majority of Financial Advisors Expect To Increase or Maintain Allocations To Gold
June 25, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street Announces Next Round of Deposits to Minority Depository Institutions and Community Development Financial Institutions
June 11, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street Global Advisors Study: Advisors Capture Four Influential Investor Segments With A Combination of Old Fashioned Collaboration and Modern Technology
June 03, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street Corporation (NYSE: STT) Announces Date for Release of Second-Quarter 2024 Financial Results and Conference Call Webcast
May 31, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
Outsourced Trading Improved 83% of Asset Managers’ and Asset Owners’ Investment Performance, According to State Street’s Global Outsourced Trading Market and Outlook Survey
May 29, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street to Speak at the Morgan Stanley US Financials Conference
May 28, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street Global Advisors Expands its Low-Cost SPDR® Portfolio ETF™ Suite with Debut of the SPDR® Portfolio Treasury ETF
May 21, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street Corporation Declares Dividends on its Common Stock and Non-Cumulative Perpetual Preferred Stock Series “G,” “H,” and “I”
May 15, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street Names Elizabeth Lynn to Global Head of Investor Relations
May 02, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street to Participate in Bernstein’s 40th Annual Strategic Decisions Conference
April 30, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street Private Markets Survey Finds Macro Challenges Not Dampening Demand; Public To Private Shift Set To Grow Further
April 29, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street Corporation (NYSE: STT) Reports First-Quarter 2024 Financial Results
April 12, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street Earns MLT’s Hispanic Equity at Work Bronze Certification and Black Equity at Work Bronze Recertification
April 10, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street’s Research Team Announces Academic Partnership with Daniel Drezner of The Fletcher School, expanding Markets Research Capabilities in Arena of Geopolitical Risk
April 08, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street Corporation Announces Time Change for its First-Quarter 2024 Financial Conference Call Webcast
April 02, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street Officially Opens its New Kilkenny Office
March 25, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street Appointed to Provide Investment Services to AZ Quest, Further Expanding Presence in Latin America
March 20, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street Partners with Diverse Firms to Underwrite $1 Billion of Senior Debt
March 18, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street Corporation Announces Time Change for its First-Quarter 2024 Financial Results and Conference Call Webcast
March 15, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street Corporation (NYSE: STT) Announces Date for Release of First-Quarter 2024 Financial Results and Conference Call Webcast
March 08, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street Announces $100 Million Program for Minority Depository Institutions and Community Development Financial Institutions
February 29, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street to Participate in the RBC Capital Markets 2024 Global Financial Institutions Conference
February 20, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street Corporation (NYSE: STT) Declares First Quarter Dividend on Its Common Stock
February 15, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street Corporation to Redeem $1.0B of Preferred Stock in the First Quarter of 2024
February 08, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street Expands Fund Connect ETF APIs to Provide Global Coverage
February 08, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street Completes Acquisition of CF Global Trading
February 01, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street Corporation Announces Issuance of Preferred Stock
January 31, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
State Street to Participate in the UBS Financial Services Conference
January 30, 2024
From
State Street Corporation
Via
Business Wire
Tickers
STT
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