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home
about us
Investment Approach
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Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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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
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
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Northern Trust
(NQ:
NTRS
)
184.10
+0.55 (+0.30%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Jul 13, 2026
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FlexShares Announces Liquidation of an Exchange Traded Fund
April 05, 2024
From
Northern Trust Corporation
Via
Business Wire
The Analyst Landscape: 5 Takes On Northern Trust
↗
April 04, 2024
Via
Benzinga
Low Interest Rates Can Help These Commercial Banks Rally Higher
April 02, 2024
Two banking stocks stood out as market favorites as lower interest rates could bring their valuations higher, overpaying for a good thing could be profitable
Via
MarketBeat
Topics
Economy
Northern Trust Asset Management Names CIO of Global Fixed Income
April 02, 2024
From
Northern Trust Corporation
Via
Business Wire
Looking Into Northern Trust's Recent Short Interest
↗
February 05, 2024
Via
Benzinga
The Latest Analyst Ratings For Northern Trust
↗
January 19, 2024
Via
Benzinga
Northern Trust Earnings Preview
↗
January 17, 2024
Via
Benzinga
Demystifying Northern Trust: Insights From 6 Analyst Reviews
↗
January 02, 2024
Via
Benzinga
This Underrated Natural Gas Stock Could Rally Double-Digits Soon
April 01, 2024
As demand for natural gas could make its prices catch up to oil, this stock is the clear choice for institutions to consider buying for double-digit upside
Via
MarketBeat
Topics
Economy
Energy
Northern Trust Appoints Ayla Kalani Los Angeles Market Leader
March 25, 2024
From
Northern Trust Corporation
Via
Business Wire
Growing Twice as Fast as Tesla, XPeng is a Buy
March 19, 2024
Can XPeng stock lead the way this time? Wall Street analysts and institutions believe it will, right on time for a potential earnings beat this week.
Via
MarketBeat
Topics
Earnings
Economy
Electric Vehicles
Northern Trust Releases 2023 Philanthropic Impact Report
March 12, 2024
From
Northern Trust
Via
Business Wire
Analyst Ratings for Northern Trust
↗
December 01, 2023
Via
Benzinga
Northern Trust Unveils “Secrets of Enterprising Families”
March 12, 2024
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Appoints Dotti Reeder Market President for Dallas-Fort Worth
March 04, 2024
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Corporation to Webcast First Quarter 2024 Earnings Conference Call and Annual Meeting of Stockholders
February 12, 2024
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Leaders to Participate in RBC Capital Markets Global Financial Institutions Conference on March 6th
February 09, 2024
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Universe Data: Lower Interest Rates Paved the Way for a Strong Rally in Q4
February 07, 2024
From
Northern Trust Corporation
Via
Business Wire
Nasdaq Futures Surge As TSMC Sets Positive Tone To Tech Earnings Season: Analyst Cautions New Bull Market Needs 'Heavier Lifting'
↗
January 18, 2024
As traders enter the session, reactions to economic data on jobless claims, regional manufacturing activity, and housing starts are anticipated.
Via
Benzinga
Northern Trust Corporation Reports Fourth Quarter 2023 Financial Results
January 18, 2024
From
Northern Trust Corporation
Via
Business Wire
Earnings Scheduled For January 18, 2024
↗
January 18, 2024
Companies Reporting Before The Bell • Taiwan Semiconductor (NYSE:TSM) is estimated to report quarterly earnings at $1.37 per share on revenue of $19.45 billion.
Via
Benzinga
Northern Trust Declares Quarterly Dividends on Common and Preferred Stock
January 17, 2024
From
Northern Trust Corporation
Via
Business Wire
Goldman, Morgan Stanley, Alcoa On Tap This Week As Q4 Earnings Picks Up Pace: Fund Manager Tells Why 2024 Guidance Is 'Much More Important'
↗
January 16, 2024
As of now, 6% of S&P 500 companies have reported earnings. According to FactSet's latest weekly Earnings Insight report, 76% of them reported positive earnings surprises.
Via
Benzinga
Topics
Stocks
Northern Trust Asset Management Names Co-Head of Wealth Client Group
January 08, 2024
From
Northern Trust Asset Management
Via
Business Wire
Top Bank Stock Picks For 2024: 'Valuations Are At 50% Discount To S&P 500,' Analysts Say
↗
January 04, 2024
Bank of America's equity analysts led by Ebrahim H. Poonawala predict a bullish trend in banking stocks in 2024 due to changing economic landscape, policy shifts and strategic positioning of individual...
Via
Benzinga
Topics
Stocks
Northern Trust Reappointed Asset Servicing Provider for the CAD 103 Billion Healthcare of Ontario Pension Plan
December 13, 2023
From
Northern Trust
Via
Business Wire
Northern Trust Appoints Wing Wilson Chief Fiduciary Officer, East Region
December 12, 2023
From
Northern Trust
Via
Business Wire
Northern Trust Corporation to Webcast Fourth Quarter 2023 Earnings Conference Call
December 11, 2023
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Selected as Custodian for Nebraska Investment Council Pension Funds
December 06, 2023
From
Northern Trust Corporation
Via
Business Wire
Northern Trust Selected Asset Servicing Provider for $29 Billion Costco Retirement Plan
November 16, 2023
From
Northern Trust Corporation
Via
Business Wire
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