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home
about us
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Firm ADV PDFs
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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
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
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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
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Franklin Resources
(NY:
BEN
)
34.97
-0.06 (-0.17%)
Streaming Delayed Price
Updated: 1:23 PM EDT, Aug 26, 2026
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Q1 Earnings Highs And Lows: Invesco (NYSE:IVZ) Vs The Rest Of The Custody Bank Stocks
July 02, 2026
Let’s dig into the relative performance of Invesco (NYSE:IVZ) and its peers as we unravel the now-completed Q1 custody bank earnings season. Custody banks sa...
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Franklin Resources, Inc. to Announce Third Quarter Results on July 31, 2026
July 01, 2026
From
Franklin Resources, Inc.
Via
Business Wire
Custody Bank Stocks Q1 In Review: T. Rowe Price (NASDAQ:TROW) Vs Peers
June 29, 2026
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a...
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StockStory
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3 S&P 500 Stocks We’re Skeptical Of
June 25, 2026
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all ...
Via
StockStory
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Stocks
Franklin Resources Inc (NYSE:BEN) Scores Perfect Technical Rating and High-Quality Breakout Setup
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June 09, 2026
Via
Chartmill
SpaceX Is Now Worth $2.4 Trillion, Making It Twice as Valuable as Bitcoin. But Here's Why I'm Still Buying Bitcoin.
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June 21, 2026
SpaceX just went public at a sky-high valuation. Here's why I'm buying Bitcoin this month instead.
Via
The Motley Fool
Topics
ETFs
Initial Public Offering
Franklin Templeton Files Bitcoin ‘DRIP’ ETFs That Reinvest Stock Dividends Into Crypto
↗
June 19, 2026
The two Bitcoin DRIP ETFs will reinvest stock dividends into Bitcoin, blending U.S. equity exposure with systematic crypto accumulation.
Via
Benzinga
Topics
ETFs
Benefit Street Partners Closes Milestone CLO 50 With $500 Million
June 18, 2026
From
Benefit Street Partners L.L.C.
Via
Business Wire
Custody Bank Stocks Q1 Teardown: Cohen & Steers (NYSE:CNS) Vs The Rest
June 17, 2026
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking a...
Via
StockStory
Franklin Templeton Expands Canvas Platform By Offering Tax Overlay Capability to Several Asset Manager Strategic Partners
June 17, 2026
From
Franklin Templeton
Via
Business Wire
Custody Bank Stocks Q1 Earnings Review: Franklin Resources (NYSE:BEN) Shines
June 14, 2026
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at ...
Via
StockStory
Topics
Retirement
1 Momentum Stock with Exciting Potential and 2 Facing Challenges
June 09, 2026
Each stock in this article is trading near its 52-week high. These elevated prices usually indicate some degree of investor confidence, business improvements...
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Top S&P500 movers in Thursday's session
↗
June 04, 2026
Via
Chartmill
Stay informed with the top movers within the S&P500 index on Thursday.
↗
June 04, 2026
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Chartmill
Franklin Templeton Launches YCLO, an Actively Managed Investment Grade CLO ETF
June 04, 2026
From
Franklin Resources, Inc.
Via
Business Wire
Fiduciary Trust International Welcomes Harrison Laing as New York-Based Wealth Director
June 04, 2026
From
Fiduciary Trust International
Via
Business Wire
Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management
June 03, 2026
From
Franklin Resources, Inc.
Via
Business Wire
Q1 Rundown: SEI Investments (NASDAQ:SEIC) Vs Other Custody Bank Stocks
June 02, 2026
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking a...
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Franklin Templeton and MoonPay Partner to Expand Institutional Access to Tokenized Money Market Funds
June 02, 2026
From
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What to Know About This New $83 Million Virtu Financial Position
↗
May 30, 2026
Virtu Financial delivers technology-driven trading and liquidity solutions across global markets for institutional clients.
Via
The Motley Fool
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ETFs
Regulatory Compliance
Q1 Earnings Highs And Lows: State Street (NYSE:STT) Vs The Rest Of The Custody Bank Stocks
May 28, 2026
As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the custody bank industry, including State Street (NYSE:STT) and ...
Via
StockStory
Q1 Earnings Highs And Lows: StepStone Group (NASDAQ:STEP) Vs The Rest Of The Custody Bank Stocks
May 25, 2026
Let’s dig into the relative performance of StepStone Group (NASDAQ:STEP) and its peers as we unravel the now-completed Q1 custody bank earnings season. Custo...
Via
StockStory
Q1 Earnings Highlights: BNY (NYSE:BK) Vs The Rest Of The Custody Bank Stocks
May 24, 2026
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how custody bank stoc...
Via
StockStory
Spotting Winners: WisdomTree (NYSE:WT) And Custody Bank Stocks In Q1
May 21, 2026
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at ...
Via
StockStory
Topics
ETFs
Franklin Resources, Inc. Announces Quarterly Dividend
May 20, 2026
From
Franklin Resources, Inc.
Via
Business Wire
Hamilton Lane (HLNE) Q1 Earnings Report Preview: What To Look For
May 19, 2026
Alternative investment management firm Hamilton Lane (NASDAQ:HLNE) will be announcing earnings results this Thursday before market hours. Here’s what to look...
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StockStory
Topics
Artificial Intelligence
Franklin Templeton and DigiFT Advance Institutional Tokenization Through Strategic BENJI Partnership
May 19, 2026
SINGAPORE - Media OutReach Newswire - 19 May 2026 - DigiFT, a regulated digital asset exchange for institutional-grade real-world assets, and Franklin...
Via
MediaOutReach
Q1 Earnings Highs And Lows: Ridgepost Capital (NYSE:RPC) Vs The Rest Of The Custody Bank Stocks
May 18, 2026
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a...
Via
StockStory
StepStone Group Earnings: What To Look For From STEP
May 18, 2026
Private markets investment firm StepStone Group (NASDAQ:STEP) will be reporting earnings this Wednesday after the bell. Here’s what investors should know. St...
Via
StockStory
Topics
Artificial Intelligence
Unpacking Q1 Earnings: Ameriprise Financial (NYSE:AMP) In The Context Of Other Custody Bank Stocks
May 12, 2026
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a...
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StockStory
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