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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
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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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Raymond James Financial, Inc. Common Stock
(NY:
RJF
)
150.37
+4.18 (+2.86%)
Official Closing Price
Updated: 7:00 PM EDT, Apr 13, 2026
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SMCI Stock In 'Sweet Spot,' Says Raymond James — Sets $41 Price Target As AI Revenue Hits 70%
↗
May 14, 2025
Raymond James has initiated coverage on Super Micro Computer (NASDAQ:SMCI) with an Outperform rating. This move comes in light of Supermicro's strong standing in the AI-optimized infrastructure sector...
Via
Benzinga
Topics
Artificial Intelligence
$100 Invested In Raymond James Finl 20 Years Ago Would Be Worth This Much Today
↗
May 13, 2025
Via
Benzinga
Why Super Micro (SMCI) Stock Is Trading Up Today
May 13, 2025
Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 15.8% in the afternoon session after Raymond James analysts initiated coverage of the stock with a Buy rating and a price target of...
Via
StockStory
Topics
Artificial Intelligence
Government
World Trade
Why Super Micro Computer Ripped Higher Today
↗
May 13, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
World Trade
Why Amazon Stock Is Leading the "Magnificent Seven" Higher Today After U.S.-China Trade Deal
↗
May 12, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
World Trade
Myriad Genetics Shares Tank 41% On Analyst Downgrades, Weaker Guidance: Yet Retail Investors Remain Bullish
↗
May 07, 2025
Analysts, including those from Wells Fargo, UBS, Raymond James, and Craig-Hallum, slashed their price targets and expressed concerns over the company's growth and execution challenges.
Via
Stocktwits
Take-Two Stock Jacked Up On Second 'GTA 6' Game Trailer
↗
May 06, 2025
Take-Two Interactive Software released the second trailer for its video game “Grand Theft Auto 6.” TTWO stock rose on the news.
Via
Investor's Business Daily
Topics
Government
Why Lumen Stock Is Soaring Today
↗
May 05, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Cybersecurity Stocks: Artificial Intelligence Dominates RSA Conference But Monetization Still In Question
↗
May 02, 2025
The RSA conference this week didn't deliver much breaking news on cybersecurity stocks but Wall Street analysts came away upbeat on industry trends.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Block’s Stock Sinks To 18-Month Low After Multiple Downgrades On Wall Street Over Slowing Cash App Growth
↗
May 02, 2025
Wells Fargo downgraded the stock to ‘Equal Weight’ from ‘Overweight’ and slashed its price target to $50 from $95.
Via
Stocktwits
Here's How Much You Would Have Made Owning Raymond James Finl Stock In The Last 15 Years
↗
May 02, 2025
Via
Benzinga
Apple's Q2 Beat Baked In, But Analysts Warn Of Tough Second Half As Trump Tariff Bites: Retail Stays Hopeful
↗
April 30, 2025
Analysts, on average, expect Apple to report second-quarter earnings per share of $1.62 and revenue of $94.42 billion.
Via
Stocktwits
Topics
Artificial Intelligence
Government
World Trade
Apple Stock Gets Price-Target Cuts On Tariff Headwinds
↗
April 30, 2025
At least three Wall Street analysts have cut their price targets on Apple stock ahead of the iPhone maker's March-quarter report.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Government
World Trade
Stock Market Sell-Off: Should You Buy the 3 Worst-Performing Stocks in the S&P 500 Index? Here's What Wall Street Thinks.
↗
April 29, 2025
Via
The Motley Fool
Topics
Government
Stocks
Supply Chain
Wall Street Is Screaming to Buy Nvidia Stock Hand Over Fist Right Now. Should You Listen?
↗
April 25, 2025
Via
The Motley Fool
12 Analysts Assess Raymond James Finl: What You Need To Know
↗
April 24, 2025
Via
Benzinga
Raymond James Financial Reports Fiscal Second Quarter of 2025 Results
April 23, 2025
From
Raymond James Financial
Via
GlobeNewswire
Wall Street Rally Extends Into Third Day: What's Driving Markets Thursday?
↗
April 24, 2025
U.S. equities are pushing higher for a third straight session, eyeing the longest winning streak since the Trump tariff announcement on April 2, as optimism over corporate earnings and easing trade...
Via
Benzinga
Topics
Government
World Trade
Stocks Surge On China Tariff Hopes, Tesla Jumps, Gold Loses Shine: What's Driving Markets Wednesday?
↗
April 23, 2025
Risk-on sentiment dominated Wall Street on Wednesday, as upbeat earnings reports and conciliatory messages from the Trump administration helped lift investor confidence.
Via
Benzinga
Topics
Government
Amazon Stock Rallies Past Key Level On Hopes For Trump Easing China Tariffs
↗
April 23, 2025
Amazon stock jumped 7% as U.S. stocks rallied on comments from President Trump that indicated the trade war with China could ease.
Via
Investor's Business Daily
Topics
Economy
Government
World Trade
Why Shares of Amazon, Walmart, and Home Depot Are Rebounding Today
↗
April 22, 2025
Via
The Motley Fool
Topics
Government
Supply Chain
World Trade
Looking Into Raymond James Finl's Recent Short Interest
↗
April 22, 2025
Via
Benzinga
Prediction: 8 Wall Street Analysts Lowered Nvidia's Price Target Last Week -- and This Is Just the Beginning
↗
April 22, 2025
The unbridled optimism for Wall Street's artificial intelligence (AI) darling is starting to sour.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Chipotle Mexican Grill Announces Foray Into Mexico, Multiple Brokerages Cut Price Targets Ahead Of Q1 Earnings
↗
April 21, 2025
Chipotle announced that it will open a location in Mexico by early 2026 in partnership with Alsea, S.A.B. de C.V., a restaurant operator in Latin America and Europe.
Via
Stocktwits
Topics
Economy
Government
World Trade
Saudi Aramco To Collaborate With Chinese EV Giant BYD To Achieve Breakthroughs In New Energy Vehicles
↗
April 21, 2025
The agreement was signed by Saudi Aramco Technologies Company (SATC), a wholly owned subsidiary of Aramco, and aims to leverage the research and development teams of both companies.
Via
Stocktwits
Topics
Economy
Electric Vehicles
Government
Trump Tariffs Pose Dual Threat To Amazon’s Supply Chain, E-Commerce Business, Says Raymond James
↗
April 21, 2025
Raymond James analyst Josh Beck outlined near-term headwinds that could impact Amazon’s topline, underscoring that Wall Street is currently underestimating the pressure caused by tariffs and an uneven...
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Amazon Stock Downgraded From Strong Buy Call On Tariff Risks
↗
April 21, 2025
Amazon stock was dropped as analysts drop strong buy pick because tariffs will likely pose greater threat to earnings than investors expect.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Economy
Government
Here's How Much $100 Invested In Raymond James Finl 5 Years Ago Would Be Worth Today
↗
April 18, 2025
Via
Benzinga
Lisa Detanna Named to Forbes/SHOOK Top Wealth Advisors Ranking
April 17, 2025
From
Raymond James Financial, Inc.
Via
Business Wire
Raymond James Invests in Service Excellence with Proprietary Generative AI Search
April 17, 2025
From
Raymond James Financial
Via
GlobeNewswire
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