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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)
TAF sm Program
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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
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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
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State Street Corp
(NY:
STT
)
126.56
UNCHANGED
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Updated: 7:00 PM EDT, Mar 31, 2026
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State Street Corporation Reports Third-Quarter 2023 Financial Results
October 18, 2023
From
State Street Corporation
Via
Business Wire
Earnings Scheduled For October 18, 2023
↗
October 18, 2023
Companies Reporting Before The Bell • Procter & Gamble (NYSE:PG) is expected to report quarterly earnings at $1.71 per share on revenue of $21.67 billion.
Via
Benzinga
Earnings Preview: State Street
↗
October 17, 2023
Via
Benzinga
What 10 Analyst Ratings Have To Say About State Street
↗
October 03, 2023
Via
Benzinga
11 Analysts Have This to Say About State Street
↗
September 12, 2023
Via
Benzinga
Tesla, Netflix Grab Earnings Spotlight This Week As Analysts Divided On Q3 Reporting Season: What's On Investors' Radar?
↗
October 16, 2023
While analysts look forward to the unfolding reporting season with guarded optimism, they are skeptical regarding forward guidance.
Via
Benzinga
As JPMorgan, Citi Kickstart Big Bank Earnings This Week, Analyst Sees Silver Lining In Cloud: 'May Not Take Much For Banks To Produce An Upside Surprise'
↗
October 11, 2023
Bank earnings will likely reveal net interest margin pressure and weak non-interest income, an analyst at FactSet says.
Via
Benzinga
State Street to Participate in BancAnalysts Association of Boston Conference
October 05, 2023
From
State Street Corporation
Via
Business Wire
How You Can Reverse Engineer Michael Burry's Latest Buy
September 27, 2023
Dr. Michael Burry, the famous investor with the insight to call the 2008 great recession, has just made a long move (along State Street) on tis stock.
Via
MarketBeat
Topics
Economy
52-week Low Names To Tip The Upside Scale In Your Favor
September 22, 2023
A fresh list of high-quality businesses that just reached their 52-week low prices is in; tip the return scale in your favor this quarter
Via
MarketBeat
State Street Opens New Global Headquarters
September 20, 2023
From
State Street Corporation
Via
Business Wire
SPDR® Investor Survey Highlights Role of Education in Gold ETF Adoption
September 19, 2023
From
State Street Corporation
Via
Business Wire
State Street Corporation (NYSE: STT) Announces Date for Release of Third-Quarter 2023 Financial Results and Conference Call Webcast
September 18, 2023
From
State Street Corporation
Via
Business Wire
5 Investors Betting Big on Oracle (ORCL) Stock
↗
September 12, 2023
Institutional investors support tech giant Oracle, but its latest mixed earnings report and guidance pose challenges for ORCL stock.
Via
InvestorPlace
State Street Global Advisors Enhances SPDR® Portfolio ETF™ Suite With New Low-Cost Dividend ETF
September 12, 2023
From
State Street Corporation
Via
Business Wire
State Street’s Market Leading FX Execution Venue, FX Connect, Enters into a Commercial Arrangement with LoopFX
September 12, 2023
From
State Street Corporation
Via
Business Wire
Stop! This ETF May Be a Far Safer Bet Than SPY Stock for 2023.
↗
September 07, 2023
SPY stock offers diversification, but not as much as you probably think. So, consider an alternative ETF that too many investors are ignoring.
Via
InvestorPlace
Topics
ETFs
State Street to Participate in Barclays Global Financial Services Conference
September 06, 2023
From
State Street Corporation
Via
Business Wire
3 AI Stocks the Big Money Is Buying Now
↗
September 03, 2023
AI stocks with big money are surging, boasting a $454.1 billion valuation with eyes set on a staggering $2.57 trillion by 2032.
Via
InvestorPlace
Topics
Artificial Intelligence
5 Value Stocks In The Financial Services Sector
↗
August 24, 2023
Via
Benzinga
U.S. Credit Rating Concerns? Here Are 3 Stocks to Protect Your Portfolio
↗
August 24, 2023
Looking for stocks to buy amid the U.S. credit rating downgrade? Look no further. These companies have you covered.
Via
InvestorPlace
Palo Alto Networks, State Street And 2 Other Stocks Insiders Are Selling
↗
August 24, 2023
The Nasdaq 100 closed higher by more than 200 points on Wednesday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
S&P Slashes Ratings Of 5 US Regional Banks Facing Growing Challenges
↗
August 22, 2023
Via
Benzinga
Topics
Stocks
Are Major U.S. Banks At Risk Of Credit-Ratings Downgrades?
August 18, 2023
Big banks, including JPMorgan Chase and Citigroup, decline due to Fitch's credit rating concerns. Borrowing costs and earnings prospects could be affected.
Via
MarketBeat
Topics
Bonds
5 Investors Betting Big on Tesla (TSLA) Stock in Q2
↗
August 17, 2023
Investors couldn't stop buying TSLA stock in the second quarter of the year. Indeed, recent 13F filings show who owns the most TSLA.
Via
InvestorPlace
5 Investors Betting Big on GameStop (GME) Stock in Q2
↗
August 17, 2023
GameStop is off to a poor start this year and investors are quickly turning their backs. Here are the top firms still betting on GME stock.
Via
InvestorPlace
Moody's Just Put These Big Banks on Notice. Here's What You Need to Know
↗
August 17, 2023
Difficult economic conditions have the credit ratings agency considering downgrades on some big regional banks.
Via
The Motley Fool
5 Investors Betting Big on SoFi (SOFI) Stock in Q2
↗
August 16, 2023
SOFI stock was popular among 13F filers during Q2. Overall ownership increased to 350.14 million shares from 308.15 million shares.
Via
InvestorPlace
5 Investors Betting Big on Palantir (PLTR) Stock in Q2
↗
August 15, 2023
Data analytics giant Palantir continues to enjoy this year's rally. It seems a number of investors are upping their positions in PLTR stock.
Via
InvestorPlace
BlackRock Just Doubled Down on Lucid Motors (LCID) Stock
↗
August 15, 2023
Major LCID stock shareholder BlackRock reported increasing its Lucid stake by 10.99 million shares during the second quarter.
Via
InvestorPlace
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