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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
FIP
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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State Street Corp
(NY:
STT
)
126.56
+3.14 (+2.54%)
Official Closing Price
Updated: 7:00 PM EDT, Mar 31, 2026
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All News about State Street Corp
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SPDR® Gold Shares (GLD®) Celebrates 20 Years as State Street Global Advisors Survey Indicates Investors Have Increased Allocations to Gold Amid Economic Uncertainty
November 18, 2024
From
State Street Corporation
Via
Business Wire
Key Takeaways From State Street Analyst Ratings
↗
November 15, 2024
Via
Benzinga
State Street Names Patricia Halliday to Board of Directors
November 13, 2024
From
State Street Corporation
Via
Business Wire
State Street Corporation Declares Dividends on its Non-Cumulative Perpetual Preferred Stock Series “G,” “I,” and “J”
November 08, 2024
From
State Street Corporation
Via
Business Wire
A Glimpse Into The Expert Outlook On State Street Through 6 Analysts
↗
October 16, 2024
Via
Benzinga
A Preview Of State Street's Earnings
↗
October 14, 2024
Via
Benzinga
Deep Dive Into State Street Stock: Analyst Perspectives (15 Ratings)
↗
September 23, 2024
Via
Benzinga
State Street Global Advisors Invites All Investors to Help Us Attempt to Set a GUINNESS WORLD RECORDS™ Title in Times Square and Celebrate Our Commitment to Helping Investors Reach Their Financial Goals
October 28, 2024
From
State Street Corporation
Via
Business Wire
Here's What Wall Street Is Saying About IBM Ahead Of Earnings
↗
October 23, 2024
Wall Street sees Q3 EPS $2.23, revenue $15.07B.
Via
Talk Markets
State Street Announces Issuance of $2.3 Billion of Senior Debt
October 22, 2024
From
State Street Corporation
Via
Business Wire
SPY Reaches $600 Billion In Assets: Oldest US ETF Hits Milestone As All-Time Highs Continue
↗
October 18, 2024
The oldest U.S. ETF is the largest by assets under management. Commonly known as the SPY, the ETF passed an impressive milestone this week.
Via
Benzinga
Topics
ETFs
Chipmaker Stocks Sink On ASML Earnings Leak, Oil Eyes Worst 1-Day Drop This Year, Small Caps Rally: What's Driving Markets Tuesday?
↗
October 15, 2024
A wave of market-relevant news fueled an active trading session on Wall Street Tuesday, with large-cap indices falling due to sharp declines in tech and energy stocks, while small-caps outperformed,...
Via
Benzinga
State Street Q3 Earnings: AUM Soars To $4.7T, Announces CFO Eric Aboaf's Departure In 2025
↗
October 15, 2024
State Street Corporation reported strong third-quarter earnings, with EPS of $2.26 surpassing expectations, while announcing CFO Eric Aboaf's departure in February 2025.
Via
Benzinga
State Street Corporation (NYSE: STT) Reports Third-Quarter 2024 Financial Results
October 15, 2024
From
State Street Corporation
Via
Business Wire
State Street CFO to Depart for New Position Following Transition Period
October 15, 2024
From
State Street Corporation
Via
Business Wire
State Street Expands Strategic Growth in Mexico as Part of Latin America Commitment
October 10, 2024
From
State Street Corporation
Via
Business Wire
Operadora de Fondos Banorte Adopts Charles River’s Cloud-Based Platform
October 08, 2024
From
Charles River Development
Via
Business Wire
State Street Appointed by TCW to Provide Investment Services
October 02, 2024
From
State Street Corporation
Via
Business Wire
State Street Extends ETF Servicing Relationship with VanEck
October 01, 2024
From
State Street Corporation
Via
Business Wire
State Street Appoints Vanessa Fernandes as Head of Digital Assets
September 30, 2024
From
State Street Corporation
Via
Business Wire
Meta To Rally Around 12%? Here Are 10 Top Analyst Forecasts For Thursday
↗
September 26, 2024
Via
Benzinga
State Street Global Advisors Launches Industry’s First Actively Managed Corporate and Municipal Target Maturity ETFs
September 24, 2024
From
State Street Corporation
Via
Business Wire
State Street Announces Additional Round of Deposit Placements through Minority Depository Institutions and Community Development Financial Institutions
September 16, 2024
From
State Street Corporation
Via
Business Wire
Apollo And State Street Team Up to Unlock Private Market Fortunes: Details
↗
September 11, 2024
Apollo Global Management, Inc. partners with State Street Global Advisors to broaden investor access to private market opportunities, aiming to enhance portfolios with private strategies.
Via
Benzinga
State Street Global Advisors Debuts Three Digital Asset and Disruptive Technology ETFs Actively Managed By Galaxy Asset Management
September 10, 2024
From
State Street Corporation
Via
Business Wire
State Street Global Advisors and Apollo Global Management Join Forces to Increase and Broaden Investor Access to Private Markets
September 10, 2024
From
State Street Corporation
Via
Business Wire
State Street Global Advisors Enhances Lineup With Three New SPDR® ETFs
September 05, 2024
From
State Street Corporation
Via
Business Wire
Challenger Selects State Street as Custodian and Back-, Middle- and Front Office Investment Administrator Through State Street Alpha®
September 04, 2024
From
State Street Corporation
Via
Business Wire
State Street to Speak at Barclays Global Financial Services Conference
September 03, 2024
From
State Street Corporation
Via
Business Wire
The Stock Market Is the Greatest Wealth Generator Ever Devised. Here's Proof.
↗
August 27, 2024
By tracing 30 years of stock-market swings, you can learn why it's best to buy and hold.
Via
The Motley Fool
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