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Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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
Featured Articles
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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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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
Deep Dive Into State Street Stock: Analyst Perspectives (5 Ratings)
↗
April 04, 2024
Via
Benzinga
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
STT Stock Earnings: State Street Beats EPS, Beats Revenue for Q1 2024
↗
April 12, 2024
STT stock results show that State Street beat analyst estimates for earnings per share and beat on revenue for the first quarter of 2024.
Via
InvestorPlace
State Street Corporation (NYSE: STT) Reports First-Quarter 2024 Financial Results
April 12, 2024
From
State Street Corporation
Via
Business Wire
Wall Street Wobbles: Stock Futures Point To Slide As JPMorgan Tumbles 3% While Gold Surges Past $2,400 — Analyst Sees This As 'Worst-Case' Scenario For S&P 500 Pullback
↗
April 12, 2024
The relief rally sparked by Thursday’s producer price index report is teetering on the edge.
Via
Benzinga
Topics
Stocks
Earnings Scheduled For April 12, 2024
↗
April 12, 2024
Companies Reporting Before The Bell • Progressive (NYSE:PGR) is projected to report quarterly earnings at $3.17 per share on revenue of $17.43 billion.
Via
Benzinga
State Street Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
↗
April 12, 2024
State Street Corporation (NYSE: STT) is set to release earnings results for its first quarter before the opening bell on April 12, 2024.
Via
Benzinga
Bank Stocks Trade Tight With JPMorgan, Wells Fargo Set To Report
↗
April 11, 2024
Wells Fargo, BlackRock, JPMorgan lead a wave of financial firms reporting earnings Friday. Bank stocks fall below support ahead of results.
Via
Investor's Business Daily
Will Main Street Banks Outshine Wall Street In Q1 2024 Earnings?
↗
April 11, 2024
Major U.S. banks' Q1 2024 earnings reports will give crucial insights into the economy and consumer health. Analysts predict solid EPS and revenue for most banks.
Via
Benzinga
Topics
Economy
T. Rowe Price Expands Use of Cloud-Based Charles River® IMS
April 11, 2024
From
Charles River Development
Via
Business Wire
State Street Earns MLT’s Hispanic Equity at Work Bronze Certification and Black Equity at Work Bronze Recertification
April 10, 2024
From
State Street Corporation
Via
Business Wire
State Street’s Research Team Announces Academic Partnership with Daniel Drezner of The Fletcher School, expanding Markets Research Capabilities in Arena of Geopolitical Risk
April 08, 2024
From
State Street Corporation
Via
Business Wire
State Street Corporation Announces Time Change for its First-Quarter 2024 Financial Conference Call Webcast
April 02, 2024
From
State Street Corporation
Via
Business Wire
Regulators Eye Big Three: Tighter Oversight of BlackRock, Vanguard, State Street On Passive-Investing Mandate
↗
April 02, 2024
Banking regulators probe index-fund giants BlackRock, Vanguard, and State Street's roles in US bank investments, managing over $23 trillion in index-linked funds. With over 10% stakes in multiple...
Via
Benzinga
Could 3 Powerful Fund Managers Take Control Of US Banks?
↗
April 02, 2024
Regulators eye BlackRock, State Street Corp and Vanguard for jointly managing more than $23 trillion in assets.
Via
Benzinga
Disney's Proxy Battle Enters Critical Phase, Gains Ground Against Trian as Major Investors Back CEO Iger
↗
April 02, 2024
Amid a proxy battle with Trian Partners, Walt Disney gains traction as major investors like BlackRock and T. Rowe Price back Disney. This support boosts CEO Bob Iger amid efforts to resist Trian's...
Via
Benzinga
3 Top ETFs I Plan to Buy in April
↗
March 31, 2024
These ETFs are easy, low-cost ways to invest in certain themes.
Via
The Motley Fool
Topics
ETFs
Jim Cramer: Visa Is 'Too Close To All-Time High,' Chart Industries Is 'Absolutely Terrific'
↗
March 27, 2024
On CNBC’s "Mad Money Lightning Round," Jim Cramer said he likes Visa Inc. (NYSE: V) very much here and also likes that settlement that was announced on Tuesday. "The stock is too close to it’s all time...
Via
Benzinga
The Smart Money Shift: 3 Stocks to Buy as Billionaires Abandon Nvidia
↗
March 25, 2024
With the AI chipmaker priced to infinity, the smart money is putting their money to work in stocks with better valuations.
Via
InvestorPlace
Topics
Artificial Intelligence
State Street Officially Opens its New Kilkenny Office
March 25, 2024
From
State Street Corporation
Via
Business Wire
Hedge Funds Are Fleeing Tech: 7 Stocks They’re Buying Instead
↗
March 24, 2024
Although tech remains a hot commodity, these stocks hedge funds are buying suggest that a high-level rotation is occurring.
Via
InvestorPlace
The 5 Biggest Buyers of Plug Power (PLUG) Stock
↗
March 20, 2024
Hedge funds were bearish on PLUG stock during Q4, decreasing their exposure by 24%. Others investors, like State Street, were bullish.
Via
InvestorPlace
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