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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)
TAF sm Program
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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
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
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Back Dated Performance Reports
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Event Schedule
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Events History
Investing During Uncertain Times
Read FULL Seminar Here
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State Street to Provide Data-Driven Geopolitical Risk Insights to Clients
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State Street Corporation Announces Preliminary Stress Capital Buffer Requirement and the Intention to Increase its Quarterly Common Stock Dividend by 10% to $0.69 per share
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June 07, 2023
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May 25, 2023
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State Street Global Advisors to Extend Proxy Voting Choice to ETFs and Mutual Funds
May 22, 2023
From
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State Street Partners with Diverse Firms to Underwrite $2 Billion of Senior Unsecured Debt
May 18, 2023
From
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State Street Corporation Declares Dividends on Its Non-Cumulative Perpetual Preferred Stock Series “D”, “F”, “G” and “H”
May 17, 2023
From
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State Street Corporation Declares Second-Quarter Dividend on its Common Stock
May 17, 2023
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May 10, 2023
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State Street Launches Global Carbon Asset Servicing Solution
May 08, 2023
From
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State Street Announces First-of-Their-Kind Indicators Measuring Institutional Investor Flow, Holdings and Carbon Exposure Derived from Its Leading Position as Servicer to Trillions in Assets
May 02, 2023
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State Street to Participate in Autonomous Bernstein’s 39th Annual Strategic Decisions Conference
April 27, 2023
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State Street Reports First-Quarter 2023 Financial Results
April 17, 2023
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State Street Further Expands Outsourced Trading Capabilities
March 22, 2023
From
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State Street Corporation Announces Date for Release of First-Quarter 2023 Financial Results and Conference Call Webcast
March 03, 2023
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State Street to Participate in RBC Capital Markets 2023 Global Financial Institutions Conference
February 21, 2023
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State Street Corporation Declares First-Quarter Dividend on its Common Stock
February 14, 2023
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State Street Corporation Declares Dividends on Its Non-Cumulative Perpetual Preferred Stock Series “D”, “F” and “G”
February 14, 2023
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State Street Global Advisors Survey: US Investors Remain Confident in Their Advisors' Ability to Navigate Market Volatility Despite Lingering Concerns About Investment Prospects for 2023
February 06, 2023
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February 06, 2023
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State Street Partners with Black-Owned Businesses to Underwrite $1.25 Billion of Senior Unsecured Debt
January 27, 2023
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State Street to Participate in Credit Suisse’s 24th Annual Financial Services Forum
January 26, 2023
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January 26, 2023
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State Street Global Advisors’ SPDR® S&P 500® ETF Trust Celebrates its 30 Year Anniversary
January 26, 2023
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State Street Reports Fourth-Quarter and Full-Year 2022 Financial Results
January 20, 2023
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State Street Achieves MLT Black Equity at Work Bronze Certification
January 12, 2023
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