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home
about us
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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
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FactSet Research Systems Inc. Common Stock
(NY:
FDS
)
296.44
+3.49 (+1.19%)
Streaming Delayed Price
Updated: 3:23 PM EST, Jan 8, 2026
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All News about FactSet Research Systems Inc. Common Stock
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A Peek Into The Markets: US Stock Futures Gain Following Monday's Sell-Off
↗
December 21, 2021
Pre-open movers U.S. stock futures traded higher in early pre-market trade after the Dow Jones dipped more than 400 points in the previous session. Investors are awaiting earnings...
Via
Benzinga
5 Stocks To Watch For December 21, 2021
↗
December 21, 2021
Some of the stocks that may grab investor focus today are: Wall Street expects General Mills, Inc. (NYSE: GIS) to report quarterly earnings at $1.05 per share on revenue of $4....
Via
Benzinga
FactSet (FDS) to Report Q1 Earnings: What's in the Cards?
↗
December 20, 2021
FactSet Research Systems Inc. will report first-quarter fiscal 2022 results on Dec 21, before the bell.
Via
Talk Markets
Should you buy FactSet stocks ahead of the Q1 FY2022 earnings call?
↗
December 20, 2021
FactSet announces its quarterly earnings on December 21. The market expects EPS of $3, but not all analysts are bullish.
Via
Talk Markets
Earnings Outlook For FactSet Research Systems
↗
December 20, 2021
FactSet Research Systems (NYSE:FDS) is set to give its latest quarterly earnings report on Tuesday, 2021-12-21. Here's what investors need to know before the announcement....
Via
Benzinga
FactSet Proves Analysts Wrong
↗
December 01, 2021
Revenue is expected to grow 23.80% this year and another 3.70% next year. Earnings are estimated to increase 18.00% this year, an additional 9.50% next year.
Via
Talk Markets
Price To Earnings Ratio Insights For FactSet Research Systems
↗
December 16, 2021
In the current session, FactSet Research Systems Inc. (NYSE:FDS) is trading at $471.84, after a 0.53% increase. Over the past month, the stock increased by 2.21%, and in...
Via
Benzinga
Analyst Ratings For FactSet Research Systems
↗
November 16, 2021
Over the past 3 months, 8 analysts have published their opinion on FactSet Research Systems (NYSE:
Via
Benzinga
Expert Ratings For FactSet Research Systems
↗
October 07, 2021
FactSet Research Systems (NYSE:FDS) has observed the following analyst rating...
Via
Benzinga
Where FactSet Research Systems Stands With Analysts
↗
September 30, 2021
Analysts have provided the following ratings for FactSet Research Systems (NYSE:F...
Via
Benzinga
10 Biggest Price Target Changes For Thursday
↗
September 30, 2021
Jefferies raised Perrigo Company plc (NYSE:PRGO) pr...
Via
Benzinga
FactSet Research Systems: Q4 Earnings Insights
↗
September 30, 2021
FactSet Research Systems(NYSE:FDS) stock rose by 2.93% on Wednesday after the company reported its Q4 earnings results on Tuesday, September 28, 2021 at 07:00 AM. Here'...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For September 30, 2021
↗
September 30, 2021
Upgrades For Cabot Oil & Gas Corp (NYSE:COG),...
Via
Benzinga
Analyst Ratings For FactSet Research Systems
↗
September 29, 2021
FactSet Research Systems (NYSE:FDS) has observed the following analyst rating...
Via
Benzinga
FactSet Research Systems inc (FDS) Q4 2021 Earnings Call Transcript
↗
September 28, 2021
FDS earnings call for the period ending August 31, 2021.
Via
The Motley Fool
Topics
Earnings
A Peek Into The Markets: US Stock Futures Down Ahead Of Economic Data, Fed Speakers
↗
September 28, 2021
Pre-open movers U.S. stock futures traded lower in early pre-market trade after closing mixed in the previous session. Investors are awaiting earnings results from FactSet...
Via
Benzinga
Topics
Economy
5 Stocks To Watch For September 28, 2021
↗
September 28, 2021
Some of the stocks that may grab investor focus today are: Wall Street expects FactSet Research Systems Inc. (NYSE: FDS) to report quarterly earnings at $2.72 per share on...
Via
Benzinga
Earnings Scheduled For September 28, 2021
↗
September 28, 2021
Companies Reporting Before The Bell • Endava (NYSE:DAVA) is projected to report earnings for its fourth quarter. • China Online Education Gr (NYSE:COE) is...
Via
Benzinga
A Look Into FactSet Research's Price Over Earnings
↗
September 23, 2021
In the current session, FactSet Research Systems Inc. (NYSE:FDS) is trading at $377.10, after a 0.71% gain. Over the past month, the stock increased by 0.61%, and in...
Via
Benzinga
'Fast Money Halftime Report' Picks For August 30
↗
August 30, 2021
On CNBC's "Fast Money Halftime Report," Brenda Vingiello said Amazon.com, Inc. (NASDAQ: AMZN) has done almost nothing for a year. She still sees a lot of value in...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 25, 2021
↗
August 25, 2021
Upgrades For Kite Realty Group Trust (NYSE:
Via
Benzinga
10 Biggest Price Target Changes For Wednesday
↗
August 25, 2021
Wells Fargo raised the price target for Urban Outfitters, Inc. (NASDAQ:
Via
Benzinga
A Peek Into The Markets: US Stock Futures Edge Higher Ahead Of Jackson Hole Meeting
↗
August 25, 2021
Pre-open movers U.S. stock futures traded slightly higher in early pre-market trade ahead of the key Jackson Hole Symposium later during the week. The S&P 500 and the Nasdaq...
Via
Benzinga
Topics
Stocks
Stocks That Hit 52-Week Highs On Monday
↗
August 16, 2021
Before 10 a.m. ET on Monday, 71 companies hit new 52-week highs. Highlights: Apple (NASDAQ:AAPL) was the largest firm on a market cap basis to set a new 52-week...
Via
Benzinga
Return on Capital Employed Overview: FactSet Research Systems
↗
July 20, 2021
After pulling data from Benzinga Pro it seems like during Q3, FactSet Research Systems (NYSE:FDS) earned $117.70 million, a 1.35% increase from the preceding quarter. FactSet...
Via
Benzinga
Buy This Stock Before It Becomes a Dividend Aristocrat
↗
July 16, 2021
Once it gets on the list, people are more likely to realize how cheap it is.
Via
The Motley Fool
Return On Capital Employed Overview: FactSet Research Systems
↗
July 13, 2021
Looking at Q3, FactSet Research Systems (NYSE:FDS) earned $117.70 million, a 1.35% increase from the preceding quarter. FactSet Research Systems also posted a total of $399.56...
Via
Benzinga
How Big Banks Celebrated Passing Their Stress Tests
↗
July 09, 2021
Here's why these banks are increasing their dividends.
Via
The Motley Fool
Topics
Economy
Why RBC Analysts Are Bullish On FactSet: What Investors Should Know
↗
July 08, 2021
Strong demand and competitive positioning have turned RBC Capital Markets analysts Bullish on shares of FactSet Research Systems, Inc.
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For July 8, 2021
↗
July 08, 2021
Upgrades For FB Financial Corp (NYSE:
Via
Benzinga
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