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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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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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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
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State Street Global Advisors Expands Fixed Income Offering with Debut of SPDR® Blackstone High Income ETF
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State Street Corporation Announces Date for Release of Fourth-Quarter and Full-Year 2021 Financial Results and Conference Call Webcast
January 04, 2022
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State Street and LSEG Expand Relationship
December 20, 2021
From
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State Street Corporation Declares Fourth-Quarter Dividend on Its Common Stock
December 16, 2021
From
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Business Wire
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State Street Survey Finds Private Markets to Experience Significant Momentum in the Next Three to Five Years
December 16, 2021
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State Street Digital, Vanguard and Symbiont Complete First Live Trade for Foreign Exchange Forward Contracts Leveraging Revolutionary Blockchain Technology and Smart Contracts
December 06, 2021
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State Street Global Advisors and the University of California Innovate on Retirement Income Strategy with Launch to Participants
November 29, 2021
From
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Business Wire
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State Street Collateral+ Delivers New Analytics and Optimization Capabilities in Partnership with Cassini Systems
November 22, 2021
From
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State Street Hires Veteran-Owned Firms to Underwrite 2027 Senior Notes Offering
November 19, 2021
From
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Business Wire
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State Street Alpha℠ Announces Strategic Partnership with RIMES to Enhance Index and Benchmark Services
November 18, 2021
From
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Via
Business Wire
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State Street Announces Partnerships with MIT’s Antionette Schoar, Harvard’s Robin Greenwood to Advance Cryptocurrency and Macroeconomic Research Initiatives
November 17, 2021
From
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Via
Business Wire
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STT
State Street Global Advisors Introduces I&D Focused Share Class within Cash Management Suite
November 15, 2021
From
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Business Wire
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State Street Announces Chairman & Chief Executive Officer and Chief Financial Officer to Participate in the Goldman Sachs 2021 US Financial Services Conference
November 12, 2021
From
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Business Wire
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State Street To Appoint Brad Hu to Chief Risk Officer
October 25, 2021
From
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Business Wire
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State Street Announces Chief Financial Officer to Participate in the BancAnalysts Association of Boston Conference
October 21, 2021
From
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State Street Corporation Declares Dividends on Its Non-Cumulative Perpetual Preferred Stock Series “D”, “F”, “G” and “H”
October 20, 2021
From
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State Street Announces First Transaction Under Peer-to-Peer Repo Program
October 20, 2021
From
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State Street Reports Third-Quarter 2021 Financial Results
October 18, 2021
From
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State Street Digital Appointed by Digital Securities Depository Corporation (DSDC)
October 14, 2021
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State Street Announces Expansion of Direct Access Lending
October 12, 2021
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State Street Appointed by Harbor Capital Advisors, Inc. For ETF Servicing
October 07, 2021
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State Street Global Advisors Expands Fixed Income ETF Offering with Debut of SPDR® Loomis Sayles Opportunistic Bond ETF
September 28, 2021
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State Street Corporation Announces Date for Release of Third-Quarter 2021 Financial Results and Conference Call Webcast
September 20, 2021
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State Street Corporation Prices Common Stock Offering
September 09, 2021
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