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home
about us
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Firm ADV PDFs
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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)
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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FIP
Event Schedule
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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
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State Street Corp
(NY:
STT
)
128.66
+2.94 (+2.33%)
Streaming Delayed Price
Updated: 12:29 PM EDT, Apr 1, 2026
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All News about State Street Corp
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State Street Q4 Performance Shows Strong Inflows With $103B Record
↗
January 20, 2024
STT demonstrated a robust operational performance in Q4 2023 with record net inflows of $103 billion in Global Advisors
Via
Talk Markets
S&P 500 Gains 1%; State Street Reports Upbeat Earnings
↗
January 19, 2024
U.S. stocks traded higher toward the end of trading, with the Nasdaq Composite gaining more than 200 points on Friday. The Dow traded up 0.95% to 37,824.10 while the NASDAQ rose 1.39% to 15,264.30. The...
Via
Benzinga
Topics
Stocks
World Acceptance Posts Upbeat Earnings, Joins Kaman, Spirit Airlines And Other Big Stocks Moving Higher On Friday
↗
January 19, 2024
U.S. stocks traded higher, with the Dow Jones index gaining around 50 points on Friday. Shares of World Acceptance Corporation (NASDAQ: WRLD) rose sharply during Friday’s session following upbeat...
Via
Benzinga
Topics
Stocks
Why Is State Street Stock Trading Higher Friday?
↗
January 19, 2024
State Street Corporation reports a 4% decline in Q4 revenues to $3.04 billion, surpassing the $2.95 billion estimate. Despite lower Net interest income and flat fee revenues, EPS of $2.04 exceeded...
Via
Benzinga
A Preview Of State Street's Earnings
↗
January 18, 2024
Via
Benzinga
Assessing State Street: Insights From 5 Financial Analysts
↗
January 02, 2024
Via
Benzinga
State Street Corporation (NYSE: STT) Reports Fourth-Quarter and Full-Year 2023 Financial Results
January 19, 2024
From
State Street Corporation
Via
Business Wire
Wall Street Set To Build On Tech-Driven Rally, S&P 500 Eyes All-Time High: Analyst Points To 'Contrarian Signal' For Buying Stocks
↗
January 19, 2024
Additionally, the day's trading direction may be influenced by a few Federal Reserve official speeches, a consumer sentiment reading, and regional bank earnings.
Via
Benzinga
Topics
Economy
Stocks
Earnings Scheduled For January 19, 2024
↗
January 19, 2024
Companies Reporting Before The Bell • Ally Financial (NYSE:ALLY) is likely to report quarterly earnings at $0.45 per share on revenue of $2.00 billion.
Via
Benzinga
Investor Sentiment Increases Following Economic Reports; Dow Jumps Over 200 Points
↗
January 19, 2024
The CNN Money Fear and Greed index showed an improvement in overall market sentiment, but the index remained in the "Greed" zone on Thursday. U.S. stocks closed higher on Thursday, with the Dow Jones...
Via
Benzinga
Topics
Stocks
SLB, Travelers Companies And 3 Stocks To Watch Heading Into Friday
↗
January 19, 2024
With U.S. stock futures trading mixed this morning on Friday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
State Street Corporation Declares Dividends on its Non-Cumulative Perpetual Preferred Stock Series “D,” “F,” “G” and “H”
January 18, 2024
From
State Street Corporation
Via
Business Wire
ETF Exodus: 2024 Begins With Sharp Cash Outflows, Reversing 2023's Inflow Surge
↗
January 17, 2024
Explore the contrasting dynamics of the ETF market, highlighting early 2024's net outflows and 2023's top-performing crypto-related ETFs.
Via
Benzinga
Topics
ETFs
5 Investors Betting Big on Phunware (PHUN) Stock
↗
January 16, 2024
Here's who is raking in the incredible returns from Phunware, as shares of PHUN stock more than quadrupled in a crazy trading session today.
Via
InvestorPlace
Goldman, Morgan Stanley, Alcoa On Tap This Week As Q4 Earnings Picks Up Pace: Fund Manager Tells Why 2024 Guidance Is 'Much More Important'
↗
January 16, 2024
As of now, 6% of S&P 500 companies have reported earnings. According to FactSet's latest weekly Earnings Insight report, 76% of them reported positive earnings surprises.
Via
Benzinga
Topics
Stocks
5 Investors Betting Big on Charge Enterprises (CRGE) Stock
↗
January 12, 2024
CRGE stock is up by triple digits today for unknown reasons. Arena Investors, BlackRock and Vanguard are its largest shareholders.
Via
InvestorPlace
5 Investors Betting Big on Match Group (MTCH) Stock
↗
January 09, 2024
MTCH stock is in the green after it was announced that Elliott Management had taken a $1 billion investment in the dating services company.
Via
InvestorPlace
5 Investors Betting Big on Boeing (BA) Stock
↗
January 08, 2024
BA stock is down after one of its aircraft operated by Alaska Airlines experienced a malfunction. Here are BA stock's largest shareholders.
Via
InvestorPlace
Mark Shelton Appointed General Counsel for State Street Corporation
January 04, 2024
From
State Street Corporation
Via
Business Wire
Goldman's Symphony Of Ratings: Asset Management Moves For A Dynamic 2024
↗
January 03, 2024
Goldman Sachs analyst Alexander Blostein revised the rating on several asset management stocks amid an updated outlook for American Capital Markets.
Via
Benzinga
There Is More Value In The Financial Sector Than Any Other Sector
↗
December 22, 2023
Thanks to the great recession of 2008 and 2009, there is more value to be found in the financial sector than any other of the 11 sectors.
Via
Talk Markets
Topics
Economy
Ken Griffin Is Making a Bet on Blink Charging (BLNK) Stock
↗
December 18, 2023
BLNK stock is in the green after Ken Griffin's Citadel Advisors reported purchasing shares of the electric vehicle (EV) charging company.
Via
InvestorPlace
Topics
Electric Vehicles
5 Investors Betting Big on Costco (COST) Stock
↗
December 15, 2023
COST stock is surging higher after the company reported its earnings and declared a $15 special cash dividend.
Via
InvestorPlace
State Street Corporation (NYSE: STT) Declares Fourth Quarter Dividend on its Common Stock
December 14, 2023
From
State Street Corporation
Via
Business Wire
EGLE Stock Pops as Star Bulk Buys Eagle Bulk for $500 Million
↗
December 12, 2023
Eagle Bulk Shipping stock is climbing higher on Tuesday after EGLE investors learned of a merger agreement with Star Bulk Carriers.
Via
InvestorPlace
Why Is C4 Therapeutics (CCCC) Stock Up 72% Today?
↗
December 12, 2023
C4 Therapeutics stock is rising higher on Tuesday as investors in CCCC shares celebrate a new collaboration agreement with Merck.
Via
InvestorPlace
State Street Layoffs 2023: What to Know About the Latest STT Job Cuts
↗
December 12, 2023
New State Street layoffs were recently announced. The job cuts will affect 3.6% of the company's total workforce.
Via
InvestorPlace
Topics
Workforce
5 Investors Betting Big on Macy’s (M) Stock
↗
December 11, 2023
M stock is soaring higher after an investor group bid $5.8 billion to buy out the retailer, according to sources close to the matter.
Via
InvestorPlace
State Street Corporation (NYSE: STT) Announces Date for Release of Fourth-Quarter and Full-Year 2023 Financial Results and Conference Call Webcast
December 08, 2023
From
State Street Corporation
Via
Business Wire
8 Wall Street Bank CEOs Reluctant To Take A Stand On Cannabis Reform After Sen. Questions Them During Hearing
↗
December 08, 2023
In a three-hour Senate Banking Committee hearing on Wednesday, US. Sen. Raphael Warnock (D-GA) asked eight CEOs of the biggest banks in the country to raise their hands if they support the SAFER...
Via
Benzinga
Topics
Cannabis
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