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home
about us
Investment Approach
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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
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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
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Featured Quarterly Newsletter
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State Street Corp
(NY:
STT
)
131.43
+3.41 (+2.66%)
Official Closing Price
Updated: 7:00 PM EST, Jan 29, 2026
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Stocks Ease Ahead Of Wednesday's Key Events, Apple Jumps To Record Highs, Bitcoin Tumbles To $66,500: What's Driving Markets Tuesday?
↗
June 11, 2024
Wall Street traded slightly in the red on Tuesday morning as markets took a cautious stance ahead of the inflation report and the Federal Open Market Committee (FOMC) meeting on Wednesday.
Via
Benzinga
Topics
Economy
State Street Announces Next Round of Deposits to Minority Depository Institutions and Community Development Financial Institutions
June 11, 2024
From
State Street Corporation
Via
Business Wire
Here’s How Roaring Kitty Could Become GameStop (GME) Stock’s Fourth-Largest Shareholder
↗
June 05, 2024
Roaring Kitty's stake in GME stock could allow him to become GameStop's fourth-largest shareholder if certain requirements are fulfilled.
Via
InvestorPlace
The 5 Biggest Buyers of AMC Entertainment (AMC) Stock in Q1
↗
June 03, 2024
AMC stock is rising higher in sympathy with GameStop. The late Jim Simons' Renaissance Technologies was a notable buyer during Q1.
Via
InvestorPlace
The 5 Biggest Buyers of GameStop (GME) Stock in Q1
↗
June 03, 2024
GME stock is in the green after Roaring Kitty revealed a $181.40 million stake in shares and call options expiring on June 21.
Via
InvestorPlace
State Street Global Advisors Study: Advisors Capture Four Influential Investor Segments With A Combination of Old Fashioned Collaboration and Modern Technology
June 03, 2024
From
State Street Corporation
Via
Business Wire
State Street Corporation (NYSE: STT) Announces Date for Release of Second-Quarter 2024 Financial Results and Conference Call Webcast
May 31, 2024
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on GameStop (GME) Stock in Q1
↗
May 30, 2024
GameStop CEO Ryan Cohen remains the largest shareholder of GME stock through his investment vehicle, RC Ventures.
Via
InvestorPlace
Outsourced Trading Improved 83% of Asset Managers’ and Asset Owners’ Investment Performance, According to State Street’s Global Outsourced Trading Market and Outlook Survey
May 29, 2024
From
State Street Corporation
Via
Business Wire
State Street to Speak at the Morgan Stanley US Financials Conference
May 28, 2024
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on Plug Power (PLUG) Stock in Q1
↗
May 28, 2024
Institutional investors decreased their exposure to PLUG stock by 8.83% while hedge funds increased their exposure by 35.80%.
Via
InvestorPlace
Small Cap Stocks At Lowest Valuation In Decades, But Analyst Holds Off Buying, Citing $600B Debt Concerns
↗
May 28, 2024
Via
Benzinga
Institutional Investors Are Jumping Ship on Fisker Stock
↗
May 24, 2024
Institutional investors of Fisker stock rushed for the exit during Q1. Only 51 13F filers own a stake in FSRN as of the end of the quarter.
Via
InvestorPlace
5 Investors Betting Big on SoFi (SOFI) Stock in Q1
↗
May 23, 2024
SOFI stock was popular among 13F filers during Q1. They increased their net exposure by 13.52% while total filers increased as well.
Via
InvestorPlace
5 Investors Betting Big on Super Micro (SMCI) Stock in Q1
↗
May 23, 2024
Super Micro President and CEO Charles Liang is the largest holder of SMCI stock, followed by Vanguard and BlackRock.
Via
InvestorPlace
State Street Global Advisors Expands its Low-Cost SPDR® Portfolio ETF™ Suite with Debut of the SPDR® Portfolio Treasury ETF
May 21, 2024
From
State Street Corporation
Via
Business Wire
LCID Stock Alert: 5 Investors Betting Big on Lucid Motors
↗
May 20, 2024
Public Investment Fund subsidiary Ayar Third Investment remains the largest shareholder of LCID stock with its 1.65 billion share stake.
Via
InvestorPlace
3 High-Yield Dividend ETFs to Buy to Generate Passive Income
↗
May 19, 2024
These ETFs could be just the ticket for income investors.
Via
The Motley Fool
Topics
ETFs
State Street Corporation Declares Dividends on its Common Stock and Non-Cumulative Perpetual Preferred Stock Series “G,” “H,” and “I”
May 15, 2024
From
State Street Corporation
Via
Business Wire
The 3 Best Space Stocks to Buy in May 2024
↗
May 11, 2024
Explore the best space stocks and gain insights into key players and industry trends that are shaping the future of space exploration.
Via
InvestorPlace
Billionaire Bets: 3 Unexpected Stocks Hedge Funds Are Snapping Up
↗
May 10, 2024
Tracking hedge fund stock picks gives small retail investors an idea on where the smart money thinks the market is heading.
Via
InvestorPlace
Chinese Stocks Surge As Investors Bet On Economic Turnaround: 7 ETFs To Watch
↗
May 08, 2024
Chinese stocks have rallied 19% from 2024 lows, fueled by economic recovery & improved private sector activity. Overestimation of recovery is a risk.
Via
Benzinga
Topics
ETFs
Charles River® Appoints Vin Bhat as New Head of Asia-Pacific
May 05, 2024
From
Charles River Development
Via
Business Wire
State Street Names Elizabeth Lynn to Global Head of Investor Relations
May 02, 2024
From
State Street Corporation
Via
Business Wire
State Street to Participate in Bernstein’s 40th Annual Strategic Decisions Conference
April 30, 2024
From
State Street Corporation
Via
Business Wire
State Street Private Markets Survey Finds Macro Challenges Not Dampening Demand; Public To Private Shift Set To Grow Further
April 29, 2024
From
State Street Corporation
Via
Business Wire
The Trillion-Dollar Space Race: 3 of the Best Space Stocks to Buy Leading the Charge
↗
April 15, 2024
The space industry is kicking into full gear, with these three companies representing some of the best space stocks to buy.
Via
InvestorPlace
Blackrock vs. State Street: Earnings in a Volatile Market
April 15, 2024
Blackrock's performance-driven growth contrasts with State Street's stability and innovation, offering investors distinct choices amidst market uncertainty.
Via
MarketBeat
Topics
ETFs
VIX Rockets 25% On Most Volatile Session In 2 Years; Oil Rises As Israel Braces For Iranian Attack: What's Driving Markets Friday?
↗
April 12, 2024
In a week already ablaze with market fervor sparked by inflation data surpassing expectations and prompting a jolting reassessment of Federal Reserve rate cut projections, Friday witnesses heightened...
Via
Benzinga
Topics
Economy
Stocks
Stock Market Sends Mixed Signals; Nvidia, Inflation, Mideast Fears In Focus: Weekly Review
↗
April 12, 2024
The stock market gave some bullish signs, with Nvidia rebounding, but the indexes generally fell for the week on inflation and Mideast fears.
Via
Investor's Business Daily
Topics
Economy
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