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home
about us
Investment Approach
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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
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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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All News about State Street Corp
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State Street Announces Successful Implementation of State Street Alpha® for BMO Global Asset Management
December 05, 2023
From
State Street Corporation
Via
Business Wire
State Street Global Advisors’ 2024 Global Market Outlook: uncertainty to persist with bonds taking center stage
December 05, 2023
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on Palantir (PLTR) Stock
↗
December 04, 2023
PLTR stock is under pressure following a warning from William Blair analyst Louie DiPalma. Let's take a look at its top shareholders.
Via
InvestorPlace
5 Investors Betting Big on Virgin Galactic (SPCE) Stock
↗
December 04, 2023
Sir Richard Branson has disclosed that he won't invest any further into Virgin Galactic, dealing a big blow to SPCE stock.
Via
InvestorPlace
Analyst Expectations for State Street's Future
↗
December 01, 2023
Via
Benzinga
State Street Corp. (NYSE: STT) Highlighted for Surprising Price Action
November 29, 2023
Via
Investor Brand Network
5 Investors Betting Big on EHang (EH) Stock
↗
November 22, 2023
EH stock reported earnings this morning, showing revenue growth of 248%. Let's take a look at the company's largest shareholders.
Via
InvestorPlace
Is Richard Branson Giving Up on Virgin Galactic (SPCE) Stock?
↗
December 04, 2023
Branson believes Virgin Galactic can still succeed, but admits that even his empire can no longer support the space plane company.
Via
InvestorPlace
State Street to Further Consolidate Operating Model in India
December 04, 2023
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on SoFi (SOFI) Stock
↗
November 30, 2023
Institutional investors decreased their exposure in SOFI stock by 1.78% during the third quarter, while hedge funds were even more bearish.
Via
InvestorPlace
5 Investors Betting Big on Salesforce (CRM) Stock
↗
November 30, 2023
Institutional support for CRM stock is justified. Salesforce delivered a solid third-quarter print, but that’s not the only catalyst.
Via
InvestorPlace
5 Investors Betting Big on GameStop (GME) Stock
↗
November 29, 2023
GME stock has taken off recently, led by increased options volume and the company's earnings report on Dec. 6.
Via
InvestorPlace
The Latest Analyst Ratings for State Street
↗
November 02, 2023
Via
Benzinga
State Street Global Advisors to Launch New Company Board-Aligned Voting Policy
November 29, 2023
From
State Street Corporation
Via
Business Wire
Charles River® and S&P Global Market Intelligence Announce Collaboration to Streamline Primary Issuance in Charles River® IMS
November 28, 2023
From
Charles River Development
Via
Business Wire
State Street Global Advisors Appoints Anna Paglia as Executive Vice President and Chief Business Officer
November 27, 2023
From
State Street Corporation
Via
Business Wire
State Street Partners with Diverse Firms to Underwrite $1 Billion of Senior Debt and $0.5 Billion of Senior Subordinated Debt
November 21, 2023
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on NIO Stock
↗
November 20, 2023
13F filers did not increase their aggregate ownership of Nio during the third quarter, despite the decline in NIO stock.
Via
InvestorPlace
5 Investor Betting Big on Palantir (PLTR) Stock
↗
November 17, 2023
Palantir has been enjoying an excellent year as the AI race takes it higher. Here are the top five investors in PLTR stock.
Via
InvestorPlace
Topics
Artificial Intelligence
State Street to Participate in the Goldman Sachs 2023 U.S. Financial Services Conference
November 17, 2023
From
State Street Corporation
Via
Business Wire
State Street Corporation Declares Dividends on its Non-Cumulative Perpetual Preferred Stock Series “D,” “F,” “G” and “H”
November 10, 2023
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on Palantir (PLTR) Stock
↗
November 02, 2023
PLTR stock is on the move after beating on both revenue and adjusted EPS during the third quarter. Who's betting on the company?
Via
InvestorPlace
5 Investors Betting Big on AMD Stock
↗
November 01, 2023
Advanced Micro Devices revealed a disappointing fourth-quarter sales forecast, but AMD stock is still popping on the firm's AI aspirations.
Via
InvestorPlace
Topics
Artificial Intelligence
State Street Announces Organizational Changes
October 30, 2023
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on SOFI Stock
↗
October 30, 2023
SOFI stock is trending after SoFi Technologies reported its third-quarter earnings. Vanguard and BlackRock are significant shareholders.
Via
InvestorPlace
5 Investors Betting Big on Deckers (DECK) Stock
↗
October 27, 2023
DECK stock is surging higher after the footwear company reported impressive earnings for the period ended Sept. 30.
Via
InvestorPlace
Stock Market Struggles As Treasury Yields Soar; Tesla, Nvidia Among Notable Losers: Weekly Review
↗
October 20, 2023
The major indexes saw significant loses as Treasury yields soared.
Via
Investor's Business Daily
MS Stock Dives After Morgan Stanley Reports 27% Drop In Investment Banking Revenue
↗
October 18, 2023
Morgan Stanley's earnings beat wasn't enough for investors. State Street climbs as profit falls.
Via
Investor's Business Daily
Topics
Earnings
State Street Q3: EPS Beat, Revenue Misses Consensus On Portfolio Restructuring Losses & More
↗
October 18, 2023
State Street Corporation (NYSE: STT) reported Q3 revenues of $2.69 billion, down 9% Y/Y,
Via
Benzinga
US Stocks Set For Weak Open Ahead Of Tesla Q3 Print: Why This Analyst Is Skeptical Of S&P 500 Recovery To Early 2022 High
↗
October 18, 2023
U.S. stocks faced another setback on Wednesday due to uncertainty surrounding interest rates and inflation.
Via
Benzinga
Topics
Stocks
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