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home
about us
Investment Approach
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Market Analysis Summary
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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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As Usual All U.S. Banks Pass the Fed's "Stress" Test; Goldman Unexpectedly Has 2nd Ugliest Credit Card Portfolio
↗
June 26, 2024
The Fed announced that all the biggest US banks passed the annual stress test with flying colors, paving the way for higher shareholder payouts as the industry awaits a watered-down version of a...
Via
Talk Markets
Topics
Credit Cards
Economy
State Street Global Advisors and Galaxy Asset Management Join Forces to Introduce Investors to The Next Evolution of Digital Asset Investing
June 26, 2024
From
State Street Corporation
Via
Business Wire
Amid Economic, Geopolitical Uncertainties, Majority of Financial Advisors Expect To Increase or Maintain Allocations To Gold
June 25, 2024
From
State Street Corporation
Via
Business Wire
Navigating 5 Analyst Ratings For State Street
↗
June 12, 2024
Via
Benzinga
Dear NVDA Stock Fans, Get Ready for Some Big ETF Moves
↗
June 18, 2024
With Nvidia about to receive a major lift due to a tech-centric ETF rebalancing, some experts have pounded the table on NVDA stock.
Via
InvestorPlace
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ETFs
This Is The Biggest Individual Investor in Disney Stock, And It's Not Bob Iger
↗
June 16, 2024
Disney is one of the most iconic companies in the world. Who are its biggest shareholders?
Via
The Motley Fool
Roaring Kitty Is Now the No. 4 Holder of GameStop (GME) Stock
↗
June 14, 2024
Roaring Kitty's ownership of 9 million shares of GME stock places him as the fourth-largest shareholder of the company.
Via
InvestorPlace
GME Stock Alert: Roaring Kitty Appears to Have Exited All GameStop Call Options
↗
June 14, 2024
Roaring Kitty has exited his 120,000 GME stock $20 call options expiring on June 21 while increasing his shares to 9 million.
Via
InvestorPlace
Charles River® and Octaura Launch Two-Way Interface for Simplified Syndicated Loan Trading
June 12, 2024
From
Charles River Development
Via
Business Wire
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
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